Investment Management

A portfolio manager (PM) oversees the management of investment portfolios for their clients. Clients include pension funds, banks, hedge funds, wealth management firms, insurance companies, charities, and family offices.  The PM is responsible for maintaining the proper asset mix and investment strategy that suits the client’s needs.

Example Job: Portfolio Manager

Hiring Company Examples

  • AMB (Allen Mooney & Barnes)
  • Archon Capital Management, LLC
  • Berwind Financial Group. L.P.
  • Blue Point Capital Partners
  • BNY Mellon
  • Boyne Capital Partners
  • Bridgewater Associates LP
  • Capital Markets Trading
  • Chicago Partners
  • Citadel LLC
  • CJS Securities

Job Description

Portfolio managers are individuals or groups of people responsible for investing a mutual, exchange traded, or closed-end fund’s assets, implementing its investment strategy, and managing day-to-day portfolio trading.

Typical Qualifications

  • Ability and desire to drive solutions, problem solve and to work and lead in a fast-paced/dynamic organization
  • Ability to see the long-range perspective, apply forecasted information in developing and prioritizing strategic plans
  • Collaborate with analytics and finance teams to develop dashboards and KPI tracking to drive focus on key initiatives
  • Ability to plan at both a strategic and execution level
  • Ability to comprehend, analyze, and interpret complex documents
  • Ability to solve problems involving several options in situations
  • Requires advanced analytical and quantitative skills
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