Post job

Lead portfolio manager vs assistant branch manager

The differences between lead portfolio managers and assistant branch 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 assistant branch manager. Additionally, a lead portfolio manager has an average salary of $131,603, which is higher than the $49,913 average annual salary of an assistant branch manager.

The top three skills for a lead portfolio manager include project management, financial models and customer satisfaction. The most important skills for an assistant branch manager are quality customer service, branch management, and excellent organizational.

Lead portfolio manager vs assistant branch manager overview

Lead Portfolio ManagerAssistant Branch Manager
Yearly salary$131,603$49,913
Hourly rate$63.27$24.00
Growth rate17%17%
Number of jobs36,71237,800
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 66%
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 assistant branch manager do?

An assistant branch manager's primary responsibility is to oversee the daily operations in their designated area, ensuring that everything is running smoothly from the workflow to the workforce. Although the tasks will vary depending on the organization or industry where one is involved, most of it will revolve around evaluating and monitoring employees' progress. Additional duties include responding to calls and inquiries, managing work schedules, and making sure that customers are satisfied with all services and transactions. Moreover, an assistant branch manager must also prioritize meeting the sales targets and staying within the allotted budget and deadlines.

Lead portfolio manager vs assistant branch manager salary

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

Lead Portfolio ManagerAssistant Branch Manager
Average salary$131,603$49,913
Salary rangeBetween $83,000 And $207,000Between $35,000 And $70,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateAlaskaNew Jersey
Best paying companyDeutsche BankCentennial Bank
Best paying industryPharmaceuticalTransportation

Differences between lead portfolio manager and assistant branch manager education

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

Lead Portfolio ManagerAssistant Branch Manager
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Lead portfolio manager vs assistant branch manager demographics

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

Lead Portfolio ManagerAssistant Branch Manager
Average age4646
Gender ratioMale, 69.0% Female, 31.0%Male, 45.3% Female, 54.7%
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, 15.1% Asian, 8.4% White, 64.3% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between lead portfolio manager and assistant branch 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.

Assistant branch manager example responsibilities.

  • Manage the treasury internal control, internal audit, and external audit quarterly reviews.
  • Manage LTO's, review and approve all credits and assist with collections and A/R.
  • Manage the daily production operations and quality control; ensure that processes are in compliance with OSHA and company standards.
  • Negotiate service agreements for managing refrigeration and HVAC costs and prepare quoted work estimates.
  • Maintain existing customer relationships and develop new contacts through networking, cross-selling opportunities, and referrals.
  • Construct and maintain reporting system to assure HCS, HACCP, JACHO, and OSHA standard where maintain.
  • Show more

Lead portfolio manager vs assistant branch 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 assistant branch manager skills
  • Quality Customer Service, 8%
  • Branch Management, 7%
  • Excellent Organizational, 6%
  • Loan Applications, 6%
  • Bank Products, 6%
  • Customer Satisfaction, 5%

Browse executive management jobs