Portfolio Manager
Manage investments and assets for clients.
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What's it like to be a Portfolio Manager?
Portfolio Managers are responsible for managing investments and assets for clients, including creating and managing the overall investment strategy that is appropriate for their client’s needs and risk profile. Portfolio Managers may serve either individual or institutional clients.
Tasks and duties
- Meeting with clients to discuss investment objectives such as risk tolerance and desired return.
- Working with clients to establish short and long-term investment goals.
- Determining the most suitable asset classes (for example, equities, real estate and bonds) based on the client’s objectives.
- Keeping up to date with the stock market.
- Managing risk.
- Keeping track of investments and measuring the performance of the portfolio.
- Advising clients on when to withdraw their investments.
How to become a Portfolio Manager
- Complete a bachelor degree in finance, accounting, commerce, economics or business. Selecting subjects that focus on investing, such as risk management, asset management or statistics can give you a solid background in portfolio management.
- Consider completing a Master of Business Administration (MBA) or a masters degree in finance. Portfolio Manager roles can be competitive, so many employers prefer candidates who have a masters degree.
- Complete a financial internship. While you're studying, you could seek out internships or work experience at investment firms. Gaining experience is a crucial step in starting a career as a Portfolio Manager.
- Gain an entry-level position in finance, such as a Financial Analyst position.
- Consider gaining certification as a Chartered Financial Analyst (CFA) charterholder. This certification is an effective way to demonstrate your commitment to becoming a Portfolio Manager.
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Is Portfolio Manager the right role for me?
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Location
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Latest Portfolio Manager reviews
Latest reviews from 5 Portfolio Managers surveyed on SEEK.
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Positive
Negative
May 2021
Be the right person to meet the challenge
Reviewer's Qualification
Master of Project Management
Experience
5 – 9 years
Organisation size
Large (200+ employees)
Specialisation
Cyber
The good things
As a portfolio manager for a global Cyber function, I am afforded a bit of strategic planning for the next FY, I have a good and strong delivery team, and we work hard to deliver excellent outcomes. W...
The challenges
You must be a great communicator, problem fixer, work long hours coaching your team and building the capability for them to become self sufficient. The challenges include working within tight time con...
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May 2021
Portfolio management is crucial in large organisations
Reviewer's Qualification
Bachelor of Information Technology
Experience
1 – 4 years
Organisation size
Large (200+ employees)
Specialisation
Information technology
The good things
Changing the views of senior executives. Allowing the department to gain efficiencies
The challenges
Buy in from senior management, red tape and long approval processes
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