Portfolio Manager
Manage investments and assets for clients.
Job opportunities
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Jobs in SEEK right nowJob growth
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5-year projectionSalary
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Typical salaryJob satisfaction
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Job opportunities
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Jobs in SEEK right nowSalary
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Typical salaryJob growth
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5-year projectionJob satisfaction
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On this page
- What's it like to be a Portfolio Manager?
- How to become a Portfolio Manager
- Latest Portfolio Manager jobs
- Top skills and experience for Portfolio Managers
- Is Portfolio Manager the right role for you?
- Portfolio Manager role reviews
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
Be one of the first to discover these recently listed jobs, or browse all Portfolio Manager jobs on SEEK right now.Did you find this helpful?
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. Portfolio Management
Property Management
Strategic Thinking
Stakeholder Management
Commercial Acumen
Prince2 Project Management
Investments
Profit Oriented
Relationship Management
Negotiation
Source: SEEK job ads and SEEK Profile data
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Latest Portfolio Manager reviews
Aug 2024
Challenging job, requiring wisdom and mental clarity
Reviewer's QualificationBachelor of Languages
Experience5 – 9 years
Organisation sizeMedium (20-199 employees)
SpecialisationReal Estate & Property
The good thingsYou are never bored and always busy. Lots of diversified skills required to fulfill a variety of day to day tasks. Need to bond learn new legislation.
The challengesPrivacy issues when going routine inspections .feel like I am intruding other people’s space.
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Jun 2024
Interesting, challenging with vary degrees of satisfaction
Reviewer's QualificationBachelor of Business Administration and Management
Experience1 – 4 years
Organisation sizeLarge (200+ employees)
SpecialisationHealthcare & Medical
The good thingsThe role is very organisational specific. Often there is a lack of practical support to improve as lessons are quickly forgotten in the pursuit to be make decisions and feeding on project adrenaline. ...
The challengesThe many moving parts that come with being the juncture between all aspects of the business
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