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


  • 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