Portfolio Manager Job Description Template

Attracting an exceptional portfolio manager begins with writing an exceptional job post. An effective job description explains to potential candidates how they can make an impact at your organization. Lists of the objectives, responsibilities, and qualifications for the portfolio manager role are essential to identify the right person. Infuse the job description with your company’s personality, but keep everything straightforward and succinct in order to maintain the reader’s interest. Remember that many job seekers will view your post on a mobile device, so make sure every word counts.

Sample portfolio manager job description

At [Company X], our people and strategy help us deliver the industry’s most successful top-down, bottom-up investment processes. We’re currently seeking an experienced portfolio manager who can add a fresh, unique perspective to our team. In this role, the manager will support the lifecycle of a large portfolio, leading project-level reviews, optimizing standards, identifying areas for improvement, reporting analyses, and training staff members. The portfolio manager should not only be comfortable talking with high-level business leaders about individual portfolios, but also help us define KPIs and create a roadmap for companywide operations.

Objectives of this role

Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level
Be an integral member of the 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 based on market performance
Develop and implement project management methodologies and best practices to build on the team’s skills and abilities
Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards

Responsibilities

Manage day-to-day portfolio activities and establish working plan for each project phase
Analyze and appraise sales methods, costs, and results
Facilitate project reviews and checkpoint meetings
Analyze key performance indicators to produce reports on portfolio and projects
Escalate issues that threaten portfolio and project success

Required skills and qualifications

Four or more years of experience in financial planning and investment
Certification in good standing, such as CFA, CFP, or CAIA
Knowledge of securities, insurance, and mutual fund industries
Personal integrity and an ability to maintain confidentiality of company and client information
Proficiency with financial planning software

Preferred skills and qualifications

Bachelor’s degree (or equivalent) in finance or related field
Successful completion of examination such as Series 66