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Credit analyst vs portfolio manager

The differences between credit analysts and portfolio managers can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 1-2 years to become a credit analyst, becoming a portfolio manager takes usually requires 6-8 years. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $61,422 average annual salary of a credit analyst.

The top three skills for a credit analyst include customer service, credit analysis and customer accounts. The most important skills for a portfolio manager are portfolio management, customer service, and risk management.

Credit analyst vs portfolio manager overview

Credit AnalystPortfolio Manager
Yearly salary$61,422$114,671
Hourly rate$29.53$55.13
Growth rate-5%17%
Number of jobs16,40643,192
Job satisfaction--
Most common degreeBachelor's Degree, 65%Bachelor's Degree, 71%
Average age3946
Years of experience28

What does a credit analyst do?

A credit analyst's role is to assess and determine a client's capacity to uphold financial obligations when applying for loans or credit programs. Working for creditors like banks and lending firms, a credit analyst must interpret and analyze financial data and personal records, identify inconsistencies and risks, and verify necessary documentation in support of loan committees. Furthermore, a credit analyst must also perform administrative tasks such as preparing reports and applications, fulfilling document requests, reaching out to clients, and coordinating with colleagues to assure accuracy in all operations.

What does a portfolio manager do?

A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.

Credit analyst vs portfolio manager salary

Credit analysts and portfolio managers have different pay scales, as shown below.

Credit AnalystPortfolio Manager
Average salary$61,422$114,671
Salary rangeBetween $40,000 And $93,000Between $66,000 And $198,000
Highest paying CityNew York, NYStamford, CT
Highest paying stateNew YorkConnecticut
Best paying companyApollo Global ManagementThe Citadel
Best paying industryFinanceFinance

Differences between credit analyst and portfolio manager education

There are a few differences between a credit analyst and a portfolio manager in terms of educational background:

Credit AnalystPortfolio Manager
Most common degreeBachelor's Degree, 65%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Credit analyst vs portfolio manager demographics

Here are the differences between credit analysts' and portfolio managers' demographics:

Credit AnalystPortfolio Manager
Average age3946
Gender ratioMale, 44.2% Female, 55.8%Male, 66.6% Female, 33.4%
Race ratioBlack or African American, 7.7% Unknown, 2.6% Hispanic or Latino, 9.5% Asian, 10.5% White, 69.4% American Indian and Alaska Native, 0.3%Black or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.6% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between credit analyst and portfolio manager duties and responsibilities

Credit analyst example responsibilities.

  • Provide treasury with funding requirements to maximize LIBOR rate advantage.
  • Manage a team to help facilitate efficient loan origination, underwriting and closing.
  • Lead a presentation to the FHA quantitative team by using multiple data visualization techniques.
  • Manage A/R transactions, prepare weekly account reconciliation's, perform research/ adjustments on A/P and A/R discrepancy accounts.
  • Utilize data manipulation and quantitative analysis using VBA macros, SQL and advance excel knowledge to manage credit risk exposure.
  • Manage accounting operations, accounting close, account reporting and reconciliations.
  • Show more

Portfolio manager example responsibilities.

  • Manage ongoing existing client needs and assist in credit structuring at loan origination.
  • Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
  • Create PowerPoint presentation books for clients.
  • Facilitate internal, external, GAAP audits.
  • Show more

Credit analyst vs portfolio manager skills

Common credit analyst skills
  • Customer Service, 12%
  • Credit Analysis, 7%
  • Customer Accounts, 4%
  • Real Estate, 4%
  • Credit Risk, 4%
  • Strong Analytical, 4%
Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%

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