Portfolio Manager Job Description

Portfolio Manager Job Description

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Portfolio manager provides support in preparing reports, financial spreading and credit proposal, completing credit assessment and credit rating templates, and performing data input.

Portfolio Manager Duties & Responsibilities

To write an effective portfolio manager job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Acts as principal spokesperson for the team’s investment philosophy, process and strategy in support of winning new portfolio mandates
Ensure compliance to Absa policies, legislation and regulations and that all staff compliance training and attestations are in place
Portfolio management for a broad array of individual, family and trust portfolios, generally balanced, but subject to the special needs of each client
Assisting Financial Advisors with asset allocation and manager selection
Presenting Tax Management solutions for specialized situations to Financial Advisors and clients
Managing/Trading a specialized subset of Select UMA accounts in a tax efficient manner based on a client’s preset parameters
Continuous oversight and risk management of the account base
Meetings and conference calls with Financial Advisors and their clients
Create solutions and enhancements to drive business efficiencies and propel growth
Continuous education with respect to firm’s global investment advice and product research

Portfolio Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Portfolio Manager

List any licenses or certifications required by the position: PMP, CFM, CFA, PMI, FMA, MBA, ITIL, PM, BOMA, IFMA

Education for Portfolio Manager

Typically a job would require a certain level of education.

Employers hiring for the portfolio manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Finance, Accounting, Management, Business/Administration, Economics, Technical, Computer Science, MBA

Skills for Portfolio Manager

Desired skills for portfolio manager include:

Loan documentation
Spreading and analyzing financial statements
Credit scoring
Company and business line policies and procedures
Credit quality standards
All applicable laws and regulations
Credit analysis
Commercial lending policy
Credit products
Organizational lending and portfolio management policies and objectives

Desired experience for portfolio manager includes:

General knowledge of financial markets, portfolio management theory, and federal and state tax laws
7-10 years’ experience managing and delivering large-scale technical and or content projects
Experience managing interdisciplinary and geographically disperse project teams
Experience with multiple project delivery methodologies
Both a strong technology and business acumen required
Can demonstrate “thought leadership” in structuring large programs

Portfolio Manager Examples

1

Portfolio Manager Job Description

Job Description Example
Our growing company is looking to fill the role of portfolio manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio manager
  • Full life cycle financial analysis for each asset from acquisition through disposition
  • Refinancing analysis
  • Recap analysis
  • Fund level waterfall
  • Ongoing management of portfolios of derivative instruments including instructing trades, evaluating the effectiveness of various solutions, and reporting results to clients
  • Tracking cash flows and other asset movements associated with client portfolios and implement and/or recommend changes to portfolios
  • Working closely with clients and internal resources (including derivatives trading group, FX team, and transition managers) to design and recommend strategies for hedging various unintended exposures including the use of exchange traded and OTC instruments
  • Working closely with other team members to launch new clients
  • An in-depth understanding of the CLO product, its pricing features and relevant tranching
  • Knowledge of distressed products and experience with corporate restructurings
Qualifications for portfolio manager
  • 5 years experience in Investment Management, Financial Planning or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction
  • Direct experience managing and rebalancing individual portfolios through a multi-asset class investment strategy
  • Demonstrates proficiency in Microsoft Office (Excel, Word)
  • Demonstrates strong interpersonal skills to build relationships internally, externally
  • You will have sound knowledge of data mining skills and modeling techniques and good analytical skills and proficient in using SAS, Microsoft Excel (VBA) and Access (SQL)
  • You will also have strong interpersonal and communication skills with creativity and spirit of commitment
2

Portfolio Manager Job Description

Job Description Example
Our company is hiring for a portfolio manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for portfolio manager
  • Able to influence key decision makers and be in possession of excellent negotiation skills
  • A confident decision maker
  • Attentive to detail and in possession of excellent change control skills
  • Able to work under pressure and plan deliverables whilst meeting deadlines
  • Skilled in the use of the Microsoft Office Suite, in particular the advanced functions of Excel
  • Educated to bachelors or masters degree level in a computer science related disciple, or have the equivalent qualifications or experience
  • Experience in a system administrator or project role
  • Partner with the Vice President to manage intake and flow of projects coming into the vertical
  • Develop/maintain and publish portfolio level dashboard of project and portfolio health, including budget
  • Create, manage and disburse reports related to the portfolio, , independent projects that make up the portfolio
Qualifications for portfolio manager
  • Proven experience of positive, challenging interactions with Executives across the group
  • Successful experience in developing and retaining critical talent and building an effective leadership tea
  • Demonstrated ability to create and drive large-scale programmatic change in large organizations
  • Highly skilled in Microsoft Office with an emphasis in Excel a plus (High consideration given to VBA/macro skills)
  • Knowledge of the principles of investment analysis, statistics, and state and federal regulations as would be acquired through the completion of a Bachelor’s degree in Business, Finance or related field is preferred
  • Master’s degree, a CFA designation or a CPA designation is also preferred
3

Portfolio Manager Job Description

Job Description Example
Our company is hiring for a portfolio manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for portfolio manager
  • Dependency management between programs/portfolio
  • Supporting and advising on standardization and simplification across the Technology teams
  • Serve as the evangelist for the product/portfolio for internal and external stakeholders taking full ownership of the success and outcomes of its academic and financial health
  • Responsible for driving the market research, defining the market needs, positioning, and competitive analysis for a portfolio of products
  • Drive product strategy and roadmap in conjunction with executive leadership, sales, and marketing
  • Convert a deep understanding of client needs, business goals and competitive pressures into profitable solutions
  • Pull together client research, feedback, and internal recommendations into actionable product development plans
  • Create and deliver requirements and roadmaps for products
  • Build business cases for investments, and secures executive buy-in, funding, and approval, and identifies product-line P&L targets
  • Ensure that new product concepts are aligned with the company's product strategy and represent a differentiated offering in the market
Qualifications for portfolio manager
  • Demonstrated exposure to multiple asset classes with the ability to articulate why their strategies are important and applicable to the individual person
  • A strong network in the Carolinas is a plus, but not required
  • Newly qualified or 1- 2 years PQE with relevant experience in a similar business
  • Self-starter who is motivated and has vision with confidence to develop the role
  • Understanding/experience of private equity
  • Critical thinker with intellectual curiosity, persistent and comfortable asking questions
4

Portfolio Manager Job Description

Job Description Example
Our company is looking to fill the role of portfolio manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for portfolio manager
  • Manage a portfolio of PMO/ transitions projects for Global Services
  • Partner with J&J GS service delivery teams in Tampa to plan and execute transition/PMO activities internal to J&J GS
  • Partner with J&J GS customers to plan and manage transition/PMO activities external to J&J GS for Tampa
  • Maintain transparent communication channel with the J&J GS leaders by summarizing and reporting on transition/PMO updates and issues
  • Monitor hiring and raise requirements for each community
  • Review and sign contracts of no greater than one year term.• Monitor hiring and raise requirements for each community
  • Will be responsible for the successful delivery of a portfolio of projects in a number of Markets
  • Will work closely on Pipeline and Cycle follow up with each Head of Sales
  • Will be heavily involved in all projects during the late sales phases and planning phases and will then ensure delivery to the project plan, supporting risk and issue resolution and SOW review and approval with Solution Design
  • Will be a key Market Commercial partnership (align goals with Market Sales objectives
Qualifications for portfolio manager
  • Financial and operational modeling experience preferred
  • Ability to understand the overall business benefit of assigned projects and assess impacts of the project on organizational metrics and goals
  • Experience with Harmony (or similar project management tools) is preferred
  • Management of past due accounts which require assistance from the field for resolution
  • Eight years successful project management related experience
  • Five years banking or financial services experience
5

Portfolio Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of portfolio manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio manager
  • Establish competencies with the Employment Manager to achieve higher success in hiring and retention
  • Conducts studies of operations, workflows processes and develops the most cost efficient or productive way for processes
  • Portfolio Manager for Equity ETFs
  • Determine optimal portfolio strategy to minimize tracking error to index
  • Work with PM team to determine optimal FX hedging strategy where applicable
  • Work closely with trading desk to determine optimal execution strategies
  • Contribute to product development process along with senior team members
  • At least 5 years experience in Equity Index Portfolio Management
  • ETF portfolio management experience preferred
  • Ability to work within small team in a high growth environment
Qualifications for portfolio manager
  • Mass Leadership/People Management skillset, with a proven ability to lead, inspire and effectively manage talent underperformance (essential)
  • Demons ratable proficiency in Microsoft Office, Outlook, Excel and Word
  • The incumbent should also be knowledgeable of business development/marketing, and the loan application process which include accepting applications, gathering any necessary information and processing any applicable documentation in order to successfully package a loan application
  • Responsible for identifying and drafting detailed requirements for Master Data within each project stream
  • Knowledge of Aladdin a plus
  • Knowledge of Factset or other risk/attribution software a plus

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