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Lead portfolio manager vs finance manager

The differences between lead portfolio managers and finance 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 finance manager. Additionally, a lead portfolio manager has an average salary of $131,603, which is higher than the $101,374 average annual salary of a finance manager.

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

Lead portfolio manager vs finance manager overview

Lead Portfolio ManagerFinance Manager
Yearly salary$131,603$101,374
Hourly rate$63.27$48.74
Growth rate17%17%
Number of jobs36,712125,345
Job satisfaction-5
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 a finance manager do?

A finance manager is responsible for monitoring the financial system of a company. Their tasks include handling their organization's financial status, generating cost estimates and budget goals, identifying business opportunities to increase revenues and profitability, improving financial strategies, reducing costs, analyzing account statements, processing invoice as needed, analyzing market trends, searching potential partnerships, and presenting reports. A finance manager must have excellent analytical skills and knowledge of the accounting and financial industry. They are responsible for providing the best recommendations for the organization's growth.

Lead portfolio manager vs finance manager salary

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

Lead Portfolio ManagerFinance Manager
Average salary$131,603$101,374
Salary rangeBetween $83,000 And $207,000Between $71,000 And $144,000
Highest paying CitySan Francisco, CANew York, NY
Highest paying stateAlaskaNew York
Best paying companyDeutsche BankBarclays
Best paying industryPharmaceuticalFinance

Differences between lead portfolio manager and finance manager education

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

Lead Portfolio ManagerFinance Manager
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Lead portfolio manager vs finance manager demographics

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

Lead Portfolio ManagerFinance Manager
Average age4646
Gender ratioMale, 69.0% Female, 31.0%Male, 60.0% Female, 40.0%
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, 7.6% Unknown, 4.1% Hispanic or Latino, 14.6% Asian, 10.2% White, 63.2% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between lead portfolio manager and finance 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.

Finance manager example responsibilities.

  • Manage the preparation of monthly reporting packs and board presentations with robust variance analysis, commentaries and forward looking KPIs.
  • Manage a team of sales persons, business managers, sales manager, A/R, A/P, and general managers.
  • Lead successful sales team and provide direct oversight on overall dealership business profitability.
  • Manage accounts payable/receivable, deposits, payroll preparation, purchasing and inventory management, liaison to accountant.
  • Oversee financial analysis, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards.
  • Execute simple SQL queries to validate data in tables.
  • Show more

Lead portfolio manager vs finance 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 finance manager skills
  • Financial Analysis, 7%
  • CPA, 7%
  • Customer Service, 6%
  • Hyperion, 4%
  • Financial Models, 4%
  • Strong Analytical, 4%

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