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Fixed income portfolio manager vs finance planning manager

The differences between fixed income portfolio managers and finance planning managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a fixed income portfolio manager and a finance planning manager. Additionally, a fixed income portfolio manager has an average salary of $111,730, which is higher than the $109,162 average annual salary of a finance planning manager.

The top three skills for a fixed income portfolio manager include fixed income, macro and risk management. The most important skills for a finance planning manager are financial analysis, financial planning analysis, and financial models.

Fixed income portfolio manager vs finance planning manager overview

Fixed Income Portfolio ManagerFinance Planning Manager
Yearly salary$111,730$109,162
Hourly rate$53.72$52.48
Growth rate17%17%
Number of jobs35,865120,588
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 73%
Average age4646
Years of experience88

What does a fixed income portfolio manager do?

A fixed income portfolio manager must be able to work closely with their clients to achieve the best cash flows for their best interest. They implement strategies that can help in increasing their client's profits from their fixed-income investments. They also select, monitor, and analyze securities that may help in ensuring benefits for their clients. They also help their client understand the various tax restrictions applicable to every client portfolio so that each goal is achieved.

What does a finance planning manager do?

A finance planning manager oversees the budget and finance development processes within a company. Their responsibilities revolve around analyzing financial records, participating in auditing processes, producing reports and forecasts, and coordinating with different company personnel to obtain accurate data. A finance planning manager must also utilize fiscal tools, devise new business strategies and opportunities, and keep abreast of all the company's upcoming projects. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.

Fixed income portfolio manager vs finance planning manager salary

Fixed income portfolio managers and finance planning managers have different pay scales, as shown below.

Fixed Income Portfolio ManagerFinance Planning Manager
Average salary$111,730$109,162
Salary rangeBetween $59,000 And $210,000Between $78,000 And $152,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateAlaskaDelaware
Best paying companyMUFG EMEAMetropolitan Water District of Southern California
Best paying industryHealth CareManufacturing

Differences between fixed income portfolio manager and finance planning manager education

There are a few differences between a fixed income portfolio manager and a finance planning manager in terms of educational background:

Fixed Income Portfolio ManagerFinance Planning Manager
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 73%
Most common majorFinanceAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Fixed income portfolio manager vs finance planning manager demographics

Here are the differences between fixed income portfolio managers' and finance planning managers' demographics:

Fixed Income Portfolio ManagerFinance Planning Manager
Average age4646
Gender ratioMale, 81.7% Female, 18.3%Male, 69.8% Female, 30.2%
Race ratioBlack or African American, 7.6% Unknown, 4.1% Hispanic or Latino, 14.6% Asian, 10.2% White, 63.1% American Indian and Alaska Native, 0.3%Black or African American, 7.4% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 63.9% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between fixed income portfolio manager and finance planning manager duties and responsibilities

Fixed income portfolio manager example responsibilities.

  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Source bonds from primary/secondary markets, allocate across multiple credit portfolios and oversee trade execution.
  • Analyze and provide relative value assessments for industry specific securities and overall market.
  • Serve as liaison between product development and clients to improve coverage and accuracy for asset-backed securities
  • Conduct daily trading in bonds / foreign exchange and monitor political and economic events that influence international bond markets.
  • Spearhead the enterprise Server/Network equipment room governance program lowering risk exposure to the firm to satisfy an external audit deliverable.
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Finance planning manager example responsibilities.

  • Manage international income tax, insurance and treasury functions.
  • Conduct evaluations of budgeting and forecasting tools and integration with PeopleSoft ERP system achieving more efficiency in the budgeting process.
  • Prepare payroll and manage all human resource functions including recruitment, training and performance reviews for all administrative and financial personnel.
  • Develop and assess profitability of product lines through interpretation of financial statements and KPIs.
  • report requirements collection/analysis, reporting system design, writing SQL, building reports . )
  • Partner with other developers and analysts on best practices in Essbase and QlikView design and development.
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Fixed income portfolio manager vs finance planning manager skills

Common fixed income portfolio manager skills
  • Fixed Income, 18%
  • Macro, 10%
  • Risk Management, 9%
  • Income Portfolio, 8%
  • Securities, 7%
  • Portfolio Construction, 6%
Common finance planning manager skills
  • Financial Analysis, 10%
  • Financial Planning Analysis, 8%
  • Financial Models, 7%
  • Financial Performance, 6%
  • Hyperion, 6%
  • Financial Data, 5%

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