Portfolio Manager

Portfolio Managers are responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or corporations. They create investment strategies, allocate assets, and monitor portfolio performance to achieve the clients’ financial goals. Portfolio Managers also conduct market research and adjust portfolios in response to changing market conditions.

Common subsectors include asset management firms, investment banks, and pension funds.

Key Responsibilities

  • Investment Strategy: Develop and implement investment strategies aligned with client objectives.
  • Asset Allocation: Determine optimal asset allocation across various investment classes.
  • Performance Monitoring: Regularly review and adjust portfolios to maintain or improve performance.
  • Client Reporting: Provide clients with detailed reports and insights on portfolio performance.

Important Skills and Competencies

  • Analytical Skills: Strong ability to dissect financial information and market data.
  • Risk Management: Skilled in assessing and mitigating investment risks.
  • Communication: Proficient in communicating complex investment strategies to clients.

Opportunities and Career Progression

Investment Analysts can move into roles such as Senior Analyst, Portfolio Manager, or Director of Research.

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Related employers

Relevant specialisations

Postgraduate 


Course:

MSc in Climate Change Finance and Investment


Study:

In-Person

Executive 


Course:

Principles for Responsible Investment Academy


Study:

Online

Postgraduate 


Course:

MSc Financial Engineering 


Study:

In-Person

Relevant course providers

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