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Lead portfolio manager vs reporting manager

The differences between lead portfolio managers and reporting 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 reporting manager. Additionally, a lead portfolio manager has an average salary of $131,603, which is higher than the $106,336 average annual salary of a reporting manager.

The top three skills for a lead portfolio manager include project management, financial models and customer satisfaction. The most important skills for a reporting manager are GAAP, internal controls, and external auditors.

Lead portfolio manager vs reporting manager overview

Lead Portfolio ManagerReporting Manager
Yearly salary$131,603$106,336
Hourly rate$63.27$51.12
Growth rate17%17%
Number of jobs36,71267,631
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 74%
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 reporting manager do?

The duties of a reporting manager depend on one's line of work or industry of employment. Typically, they perform clerical tasks such as producing progress reports and presentations, maintaining accurate records and documentation, updating databases, managing schedules, and performing regular inspections and site visits. There are also instances where one must respond to inquiries and concerns, report to supervisors, and coordinate with other department personnel. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.

Lead portfolio manager vs reporting manager salary

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

Lead Portfolio ManagerReporting Manager
Average salary$131,603$106,336
Salary rangeBetween $83,000 And $207,000Between $80,000 And $139,000
Highest paying CitySan Francisco, CARichmond, CA
Highest paying stateAlaskaWashington
Best paying companyDeutsche BankMeta
Best paying industryPharmaceuticalManufacturing

Differences between lead portfolio manager and reporting manager education

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

Lead Portfolio ManagerReporting Manager
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 74%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Lead portfolio manager vs reporting manager demographics

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

Lead Portfolio ManagerReporting Manager
Average age4646
Gender ratioMale, 69.0% Female, 31.0%Male, 59.6% Female, 40.4%
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, 7.6% 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 reporting 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.

Reporting manager example responsibilities.

  • Perform, then manage, profit and loss for volatile, derivative mortgage back securities.
  • Used Microsoft SharePoint to manage projects, establish work flow, and document reports and report field definitions.
  • Manage the administrator of a Hyperion database.
  • Manage and mentore junior analysts in report optimization and SAS proficiency.
  • Prepare monthly IFRS financial statements including balance sheet and income statement using HFM.
  • Establish and maintain SOX documentation for initial compliance including management of testing with internal audit consultants.
  • Show more

Lead portfolio manager vs reporting 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 reporting manager skills
  • GAAP, 9%
  • Internal Controls, 7%
  • External Auditors, 4%
  • ASC, 4%
  • Data Analysis, 4%
  • Visualization, 4%

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