How do I get a job in portfolio management?

The first step in becoming a portfolio manager is to earn a bachelor's degree in finance or a related subject such as accounting or business.

Important courses to focus on that will help your endeavors as a portfolio manager include accounting, computer science, statistics, economics, data analysis, asset and risk management, business law, and tax law.

Next, you will need to gain experience in the financial industry. This can be done in several ways, including through internships or by gaining an entry-level position as a financial or research analyst. This will prepare you for an advanced position by training you to research and analyze data.

Portfolio managers typically start as financial analysts at either a junior or senior level. After gaining some experience, you should consider earning a master's degree in finance or MBA. Not only do some employers require a master's degree, but it may also immediately qualify you for a senior position.

Finally, consider earning some key financial certifications. Most employers require their portfolio managers to have financial analyst certification. The most common is the chartered financial analyst (CFA) credential offered by the CFA Institute.

It is a highly specialized program focused on investment analysis that takes three years to complete. While CFA is a leading certification for aspiring portfolio managers, you will need to acquire a professional license from the Financial Industry Regulatory Authority (FINRA) to work as a portfolio manager.

The type of FINRA license will vary depending on the type of securities and investment assets you deal in.