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Portfolio administrator vs assistant branch manager

The differences between portfolio administrators and assistant branch 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 portfolio administrator and an assistant branch manager. Additionally, a portfolio administrator has an average salary of $61,414, which is higher than the $49,913 average annual salary of an assistant branch manager.

The top three skills for a portfolio administrator include booking, securities and CDO. The most important skills for an assistant branch manager are quality customer service, branch management, and excellent organizational.

Portfolio administrator vs assistant branch manager overview

Portfolio AdministratorAssistant Branch Manager
Yearly salary$61,414$49,913
Hourly rate$29.53$24.00
Growth rate17%17%
Number of jobs53,69037,800
Job satisfaction--
Most common degreeBachelor's Degree, 81%Bachelor's Degree, 66%
Average age4646
Years of experience88

What does a portfolio administrator do?

A Portfolio Administrator oversees financial analysts to put into practice strategies capable of augmenting the organization's portfolio. They research and choose the portfolio's industries, products, and regions and update the stakeholders and management about these investment decisions. Other duties performed by portfolio administrators include writing reports, creating investment strategies, assessing financial information, and monitoring business trends. These professionals also identify market opportunities and risks and reorganize portfolios as required to meet all the financial goals.

What does an assistant branch manager do?

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.

Portfolio administrator vs assistant branch manager salary

Portfolio administrators and assistant branch managers have different pay scales, as shown below.

Portfolio AdministratorAssistant Branch Manager
Average salary$61,414$49,913
Salary rangeBetween $34,000 And $110,000Between $35,000 And $70,000
Highest paying CityOld Bridge, NJSan Francisco, CA
Highest paying stateNew JerseyNew Jersey
Best paying companyCitiCentennial Bank
Best paying industryFinanceTransportation

Differences between portfolio administrator and assistant branch manager education

There are a few differences between a portfolio administrator and an assistant branch manager in terms of educational background:

Portfolio AdministratorAssistant Branch Manager
Most common degreeBachelor's Degree, 81%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Portfolio administrator vs assistant branch manager demographics

Here are the differences between portfolio administrators' and assistant branch managers' demographics:

Portfolio AdministratorAssistant Branch Manager
Average age4646
Gender ratioMale, 47.9% Female, 52.1%Male, 45.3% Female, 54.7%
Race ratioBlack or African American, 7.6% Unknown, 4.1% Hispanic or Latino, 14.5% Asian, 10.2% White, 63.3% American Indian and Alaska Native, 0.3%Black or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.1% Asian, 8.4% White, 64.3% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between portfolio administrator and assistant branch manager duties and responsibilities

Portfolio administrator example responsibilities.

  • Block trade domestic equities for international mutual fund as well as separately manage accounts.
  • Track all corporate actions from ex-date to pay-date to ensure proper booking and train and coach new employees on assign funds.
  • Monitor FX exposure of the group to analyze and report deviations from the mean.
  • Communicate with PMs to make sure FX trades are executed and all cash remain invested.
  • Act as single point of contact during new CDO closings as well as CDO distributions and liquidations.
  • Execute client trades by funding and accounting, utilizing SEI, TRACS, and CDO suite software.
  • Show more

Assistant branch manager example responsibilities.

  • Manage the treasury internal control, internal audit, and external audit quarterly reviews.
  • Manage LTO's, review and approve all credits and assist with collections and A/R.
  • Manage the daily production operations and quality control; ensure that processes are in compliance with OSHA and company standards.
  • Negotiate service agreements for managing refrigeration and HVAC costs and prepare quoted work estimates.
  • Maintain existing customer relationships and develop new contacts through networking, cross-selling opportunities, and referrals.
  • Construct and maintain reporting system to assure HCS, HACCP, JACHO, and OSHA standard where maintain.
  • Show more

Portfolio administrator vs assistant branch manager skills

Common portfolio administrator skills
  • Booking, 14%
  • Securities, 9%
  • CDO, 7%
  • Bonds, 6%
  • Financial Statements, 5%
  • Reconciliations, 5%
Common assistant branch manager skills
  • Quality Customer Service, 8%
  • Branch Management, 7%
  • Excellent Organizational, 6%
  • Loan Applications, 6%
  • Bank Products, 6%
  • Customer Satisfaction, 5%

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