Sample Portfolio Manager Job Description

Job Description

At [CompanyX], our strategy and people help us deliver the industry’s most successful top-down, bottom-up investment process. Now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. In this role, you’ll support the full project lifecycle for a large portfolio, with a focus on leading project-level reviews, optimizing and maintaining project standards, proactively identifying improvement, analytical reporting, and training staff. Not only will you be comfortable having high-level conversations with business leaders to understand individual portfolios, you’ll help us define KPIs and create a roadmap of company-wide operations.

Objectives of this Role

  • Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level
  • Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
  • Deliver sound investment advice and strategies strategy based on market performance
  • Develop and implement project management methodologies and best practices to build on your team’s skills and capabilities
  • Contribute to the establishment of a common set of practices, tools and templates for portfolio, program, and project-level management and ensure standards are being followed

Daily and Monthly Responsibilities

  • Manage the day-to-day operations of the portfolio, establish the working plan of each project phase
  • Analyze and appraise the effectiveness of sales methods, costs, and results
  • Facilitate project review and checkpoint meetings
  • Produce and analyze portfolio/project-level reports against key performance indicators
  • Escalate issues that threaten portfolio and project success

Skills and Qualifications

  • Bachelor’s degree in finance or related field
  • Current certificates, which may include CFA, CFP, CAIA
  • 4-5 years of financial or investment experience
  • Knowledge of securities, insurance, and mutual fund industries
  • Personal integrity and the ability to keep client and company confidences
  • Proficient with financial planning software

Preferred Qualifications

  • Master’s degree
  • 66 or 67 Securities Registration


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