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Lead portfolio manager vs portfolio manager

The differences between lead portfolio managers and portfolio 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 portfolio manager. Additionally, a lead portfolio manager has an average salary of $131,603, which is higher than the $114,671 average annual salary of a portfolio manager.

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

Lead portfolio manager vs portfolio manager overview

Lead Portfolio ManagerPortfolio Manager
Yearly salary$131,603$114,671
Hourly rate$63.27$55.13
Growth rate17%17%
Number of jobs36,71243,192
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 71%
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 portfolio manager do?

A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.

Lead portfolio manager vs portfolio manager salary

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

Lead Portfolio ManagerPortfolio Manager
Average salary$131,603$114,671
Salary rangeBetween $83,000 And $207,000Between $66,000 And $198,000
Highest paying CitySan Francisco, CAStamford, CT
Highest paying stateAlaskaConnecticut
Best paying companyDeutsche BankThe Citadel
Best paying industryPharmaceuticalFinance

Differences between lead portfolio manager and portfolio manager education

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

Lead Portfolio ManagerPortfolio Manager
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Lead portfolio manager vs portfolio manager demographics

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

Lead Portfolio ManagerPortfolio Manager
Average age4646
Gender ratioMale, 69.0% Female, 31.0%Male, 66.6% Female, 33.4%
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, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.6% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between lead portfolio manager and portfolio 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.

Portfolio manager example responsibilities.

  • Manage ongoing existing client needs and assist in credit structuring at loan origination.
  • Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
  • Create PowerPoint presentation books for clients.
  • Facilitate internal, external, GAAP audits.
  • Show more

Lead portfolio manager vs portfolio 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 portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%

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