Portfolio Manager
Manage investments and assets for clients.
Job opportunities
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Jobs in SEEK right now
Job growth
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5-year projection
Salary
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Typical salary
Job satisfaction
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Job opportunities
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Jobs in SEEK right now
Salary
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Typical salary
Job growth
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5-year projection
Job satisfaction
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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
To become a Portfolio Manager, you must have a high level of education and professional accreditation, as well as appropriate levels of investment management experience.
- 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.
Compare your salary
Find out how your salary compares with the average salary for Portfolio Managers.
Latest Portfolio Manager jobs on SEEK
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Skills and experience employers are looking for
Having the right skills and experience can make you an in-demand applicant. Portfolio Manager employers on SEEK are looking for job seekers with expertise in the following areas.
Source: SEEK job ads and SEEK Profile data
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Latest Portfolio Manager reviews
May 2021
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...
Read more
May 2021
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
Read more
Source: SEEK role reviews
SEEK has not verified the truth or accuracy of these comments and does not adopt or endorse any of the comments posted on this page.SEEK collects and posts the comments for what they are worth and for information purposes only to assist candidates to find employment through seek.com.au
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