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What does a lead portfolio manager do?

Updated January 8, 2025
8 min read

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.

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Lead portfolio manager responsibilities

Here are examples of responsibilities from real lead portfolio manager resumes:

  • 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.

Lead portfolio manager skills and personality traits

We calculated that 21% of Lead Portfolio Managers are proficient in Project Management, Financial Models, and Customer Satisfaction. They’re also known for soft skills such as Detail oriented, Math skills, and Analytical skills.

We break down the percentage of Lead Portfolio Managers that have these skills listed on their resume here:

  • Project Management, 21%

    Initiated and monitored the successful migration of project management from Waterfall to Agile project management methodology.

  • Financial Models, 19%

    Developed investment ideas through fundamental research, management meetings, financial models, valuation metrics, and assessment of market/investor sentiment.

  • Customer Satisfaction, 18%

    Maximized customer satisfaction through excellence in consulting, partnership and proper coaching of Project Managers.

  • ROI, 15%

    Conducted post-promotion analysis and managed financial reporting to ensure favorable ROI for clients.

  • Portfolio Management, 5%

    Led efforts to create more consistent portfolio performance by standardizing portfolio management and trading desk operations.

  • Business Development, 3%

    Served as primary business development lead for government and federal programs attending conferences, marketing events, and other procurement events.

Common skills that a lead portfolio manager uses to do their job include "project management," "financial models," and "customer satisfaction." You can find details on the most important lead portfolio manager responsibilities below.

Detail oriented. To carry out their duties, the most important skill for a lead portfolio manager to have is detail oriented. Their role and responsibilities require that "in preparing and analyzing reports, such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors." Lead portfolio managers often use detail oriented in their day-to-day job, as shown by this real resume: "ensured customer due diligence in acquisitions and detailed analysis of purchase, sales, and if applicable, non-compete contracts. "

Math skills. Another soft skill that's essential for fulfilling lead portfolio manager duties is math skills. The role rewards competence in this skill because "financial managers need strong skills in certain branches of mathematics, including algebra." According to a lead portfolio manager resume, here's how lead portfolio managers can utilize math skills in their job responsibilities: "supervised domestic and international quantitative portfolio management group and employee stock purchase plan trading. "

Analytical skills. This is an important skill for lead portfolio managers to perform their duties. For an example of how lead portfolio manager responsibilities depend on this skill, consider that "to assist executives in making decisions, financial managers need to evaluate data and information that affects their organization." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a lead portfolio manager: "prepared equity analyses on firms via financial models and data analysis coupled with presentations in powerpoint. ".

Communication skills. lead portfolio manager responsibilities often require "communication skills." The duties that rely on this skill are shown by the fact that "financial managers must be able to explain and justify complex financial transactions." This resume example shows what lead portfolio managers do with communication skills on a typical day: "enhanced communication with internal pms and analysts by organizing monthly review forums. "

Organizational skills. Another common skill required for lead portfolio manager responsibilities is "organizational skills." This skill comes up in the duties of lead portfolio managers all the time, as "because financial managers deal with a range of information and documents, they must have structures in place to be effective in their work." An excerpt from a real lead portfolio manager resume shows how this skill is central to what a lead portfolio manager does: "identified and provided resolution of organizational project management issues. "

Most common lead portfolio manager skills

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Compare different lead portfolio managers

Lead portfolio manager vs. Finance administrator

A finance administrator is responsible for supporting the financial operations of an organization, handling the accuracy of financial transactions, and resolving discrepancies in the company's financial statements. Finance administrators analyze the company's financial performance, including its losses and revenues, writing financial reports, and providing recommendations for cost-reduction processes to minimize financial risks. They also handle the allocation of departmental budgets, assist in tax audits, and process invoices and payroll release. A finance administrator must have excellent analytical skills and an extensive knowledge of the financial industry.

The annual salary of finance administrators is $76,062 lower than the average salary of lead portfolio managers.

While similarities exist, there are also some differences between lead portfolio managers and finance administrator. For instance, lead portfolio manager responsibilities require skills such as "project management," "financial models," "customer satisfaction," and "roi." Whereas a finance administrator is skilled in "customer service," "financial aid," "rehabilitation," and "strong computer." This is part of what separates the two careers.

Finance administrators earn the highest salaries when working in the manufacturing industry, with an average yearly salary of $59,847. On the other hand, lead portfolio managers are paid more in the pharmaceutical industry with an average salary of $157,489.finance administrators tend to reach lower levels of education than lead portfolio managers. In fact, finance administrators are 17.9% less likely to graduate with a Master's Degree and 1.8% less likely to have a Doctoral Degree.

Lead portfolio manager vs. Manager finance planning and analysis

A manager finance planning and analysis oversees the daily operations of a company's financial planning department. They typically have administrative duties such as setting goals and guidelines, establishing timelines and budgets, delegating tasks among teams and staff, and reviewing financial reports regularly. They also perform research and assessments, gather and analyze financial data from different departments, coordinate staff, and solve issues and concerns when any arise. Additionally, as a manager, they must lead and empower staff to reach goals while implementing company policies and regulations.

Manager finance planning and analysis positions earn lower pay than lead portfolio manager roles. They earn a $24,715 lower salary than lead portfolio managers per year.While the salary may differ for these jobs, they share a few skills needed to perform their duties. Based on resume data, both lead portfolio managers and managers finance planning and analysis have skills such as "financial models," "roi," and "business development. "

Each career also uses different skills, according to real lead portfolio manager resumes. While lead portfolio manager responsibilities can utilize skills like "project management," "customer satisfaction," "portfolio management," and "cloud," managers finance planning and analysis use skills like "financial performance," "financial planning analysis," "customer service," and "hyperion."

Managers finance planning and analysis may earn a lower salary than lead portfolio managers, but managers finance planning and analysis earn the most pay in the manufacturing industry with an average salary of $109,735. On the other hand, lead portfolio managers receive higher pay in the pharmaceutical industry, where they earn an average salary of $157,489.Average education levels between the two professions vary. Managers finance planning and analysis tend to reach lower levels of education than lead portfolio managers. In fact, they're 6.4% less likely to graduate with a Master's Degree and 1.8% less likely to earn a Doctoral Degree.

Lead portfolio manager vs. Accounts receivable manager

An accounts receivable manager is responsible for overseeing the financial matters in a business or company, focusing on the generated sales and income. Moreover, they are also responsible for maintaining an accurate and efficient collection of payments, conducting research and analysis, and supervising the workforce, striving to meet all the goals within the allotted time. As a manager in the department, it is also vital to lead fellow skilled professionals and implement the policies and regulations of the company or organization.

On average scale, accounts receivable managers bring in lower salaries than lead portfolio managers. In fact, they earn a $62,200 lower salary per year.lead portfolio managers and accounts receivable managers both have job responsibilities that require similar skill sets. These similarities include skills such as "process improvement," "financial statements," and "strong negotiation," but they differ when it comes to other required skills.

Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from lead portfolio manager resumes include skills like "project management," "financial models," "customer satisfaction," and "roi," whereas an accounts receivable manager is more likely to list skills in "customer service," "accounts receivables," "financial reports," and "reconciliations. "

Accounts receivable managers make a very good living in the technology industry with an average annual salary of $83,928. On the other hand, lead portfolio managers are paid the highest salary in the pharmaceutical industry, with average annual pay of $157,489.Most accounts receivable managers achieve a lower degree level compared to lead portfolio managers. For example, they're 22.9% less likely to graduate with a Master's Degree, and 2.0% less likely to earn a Doctoral Degree.

Lead portfolio manager vs. Assistant branch manager

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.

Assistant branch managers typically earn lower pay than lead portfolio managers. On average, assistant branch managers earn a $81,690 lower salary per year.According to resumes from lead portfolio managers and assistant branch managers, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "customer satisfaction," "business development," and "cash flow analysis. "Each job also requires different skills to carry out their responsibilities. A lead portfolio manager uses "project management," "financial models," "roi," and "portfolio management." Assistant branch managers are more likely to have duties that require skills in "quality customer service," "branch management," "excellent organizational," and "loan applications. "assistant branch managers enjoy the best pay in the transportation industry, with an average salary of $48,965. For comparison, lead portfolio managers earn the highest salary in the pharmaceutical industry.The average resume of assistant branch managers showed that they earn lower levels of education compared to lead portfolio managers. So much so that theyacirc;euro;trade;re 24.2% less likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 2.2%.

Types of lead portfolio manager

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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