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Lead portfolio manager vs asset manager

The differences between lead portfolio managers and asset 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 lead portfolio manager and an asset manager. Additionally, a lead portfolio manager has an average salary of $131,603, which is higher than the $85,814 average annual salary of an asset manager.

The top three skills for a lead portfolio manager include project management, financial models and customer satisfaction. The most important skills for an asset manager are asset management, financial statements, and property management.

Lead portfolio manager vs asset manager overview

Lead Portfolio ManagerAsset Manager
Yearly salary$131,603$85,814
Hourly rate$63.27$41.26
Growth rate17%17%
Number of jobs36,71264,732
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 68%
Average age4646
Years of experience88

What does a lead portfolio manager do?

A portfolio manager can be called a wealth manager responsible for developing and managing investment allocation for different clients. Their focus is on the critical aspect of investing money. Often, they work with individuals to assess and determine what strategy will be done for investment. They are the one who creates an investment package according to what the clients want. Also, this career provides security and protection for clients to ensure the return of investment.

What does an asset manager do?

An asset manager is responsible for advising clients with their investment preferences and financial goals based on their assets' quantity and value. Asset managers regularly meet with their clients regarding their asset management's progress, recommending more investment options and considering the clients' needs. They manage financial portfolios and prepare stock market reports and forecasts as needed. An asset manager must have a broad knowledge of the financial industry and investment processes, identifying profit opportunities for long-term investment objectives.

Lead portfolio manager vs asset manager salary

Lead portfolio managers and asset managers have different pay scales, as shown below.

Lead Portfolio ManagerAsset Manager
Average salary$131,603$85,814
Salary rangeBetween $83,000 And $207,000Between $59,000 And $123,000
Highest paying CitySan Francisco, CANew York, NY
Highest paying stateAlaskaNew York
Best paying companyDeutsche BankDeutsche Bank
Best paying industryPharmaceuticalFinance

Differences between lead portfolio manager and asset manager education

There are a few differences between a lead portfolio manager and an asset manager in terms of educational background:

Lead Portfolio ManagerAsset Manager
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 68%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Lead portfolio manager vs asset manager demographics

Here are the differences between lead portfolio managers' and asset managers' demographics:

Lead Portfolio ManagerAsset Manager
Average age4646
Gender ratioMale, 69.0% Female, 31.0%Male, 64.3% Female, 35.7%
Race ratioBlack or African American, 7.6% Unknown, 4.1% Hispanic or Latino, 14.5% Asian, 10.1% White, 63.4% American Indian and Alaska Native, 0.3%Black or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.0% Asian, 8.9% White, 63.8% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between lead portfolio manager and asset manager duties and responsibilities

Lead portfolio manager example responsibilities.

  • Manage internal pricing system for exchange trade securities and over-the-counter instruments by verifying all instruments have valid daily closing exchange price.
  • Push accountability to appropriate levels through transparent dashboards and KPIs accessible across the dispersed organization.
  • Collaborate with cross sector portfolio managers on overall public fix income allocation decisions and deep dives into pertinent global macro issues.
  • Start a consistently profitable duration-neutral credit arbitrage portfolio invest in investment grade corporate bonds.

Asset manager example responsibilities.

  • Manage and improve the processes require to support server end of life and normal windows patching processes.
  • Manage a pipeline of assets/projects through the project life cycle of short sale/deed in lieu of foreclosure through closing.
  • Manage and facilitate IRB investigations of report non-compliance and/or scientific misconduct.
  • Recognize for financial acumen, successfully managing invoicing, vendor accounts, reconciliations, and target reports.
  • Manage commercial and multifamily REO portfolio preparing property operating plans to enhance value and marketability of REO asset
  • Trade structured product securities for accounts manage by other portfolio managers base on economic conditions and the needs of specific portfolios.
  • Show more

Lead portfolio manager vs asset manager skills

Common lead portfolio manager skills
  • Project Management, 21%
  • Financial Models, 19%
  • Customer Satisfaction, 18%
  • ROI, 15%
  • Portfolio Management, 5%
  • Business Development, 3%
Common asset manager skills
  • Asset Management, 20%
  • Financial Statements, 7%
  • Property Management, 7%
  • Customer Service, 6%
  • Oversight, 5%
  • Loan Portfolio, 5%

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