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Lead portfolio manager vs cash manager

The differences between lead portfolio managers and cash 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 a cash manager. Additionally, a lead portfolio manager has an average salary of $131,603, which is higher than the $93,363 average annual salary of a cash manager.

The top three skills for a lead portfolio manager include project management, financial models and customer satisfaction. The most important skills for a cash manager are customer service, cash management, and treasury.

Lead portfolio manager vs cash manager overview

Lead Portfolio ManagerCash Manager
Yearly salary$131,603$93,363
Hourly rate$63.27$44.89
Growth rate17%17%
Number of jobs36,71260,517
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 64%
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 a cash manager do?

A cash manager is responsible for monitoring cash flow, analyzing financial transactions, and allocating adequate budget and resources for every department's operations. Cash managers conduct data and statistical analysis to determine the company's expenses and financial loss and strategize techniques in minimizing those risks. They also help senior management in identifying business opportunities that would generate more revenue resources and increase profits for the business. A cash manager handles billing disputes, resolves account discrepancies, and submits accurate financial reports.

Lead portfolio manager vs cash manager salary

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

Lead Portfolio ManagerCash Manager
Average salary$131,603$93,363
Salary rangeBetween $83,000 And $207,000Between $66,000 And $130,000
Highest paying CitySan Francisco, CARedding, CA
Highest paying stateAlaskaCalifornia
Best paying companyDeutsche BankPVH
Best paying industryPharmaceuticalManufacturing

Differences between lead portfolio manager and cash manager education

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

Lead Portfolio ManagerCash Manager
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Lead portfolio manager vs cash manager demographics

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

Lead Portfolio ManagerCash Manager
Average age4646
Gender ratioMale, 69.0% Female, 31.0%Male, 38.2% Female, 61.8%
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, 8.0% Unknown, 4.1% Hispanic or Latino, 15.5% Asian, 8.0% White, 64.1% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between lead portfolio manager and cash 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.

Cash manager example responsibilities.

  • Lead and implement design of finance functions of new ERP system.
  • Manage day-to-day operational processing of securities lending program along with performing frequent analysis and audits for management reporting.
  • Process weekly ACH sweeps from depository accounts to corporate, wire transfers and other banking functions using PC.
  • Convert the in house manual system to an ADP ERP system.
  • Report bi-weekly on Sarbanes-Oxley relate to credits, debits and manual price adjustments.
  • Research and application of all GAAP policies and procedures as they pertain to the business.
  • Show more

Lead portfolio manager vs cash 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 cash manager skills
  • Customer Service, 32%
  • Cash Management, 10%
  • Treasury, 6%
  • Financial Statements, 4%
  • Reconciliations, 4%
  • ACH, 3%

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