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Portfolio administrator vs branch manager

The differences between portfolio administrators and 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 a branch manager. Additionally, a portfolio administrator has an average salary of $61,414, which is higher than the $56,291 average annual salary of a branch manager.

The top three skills for a portfolio administrator include booking, securities and CDO. The most important skills for a branch manager are customer satisfaction, business development, and branch management.

Portfolio administrator vs branch manager overview

Portfolio AdministratorBranch Manager
Yearly salary$61,414$56,291
Hourly rate$29.53$27.06
Growth rate17%17%
Number of jobs53,690333,883
Job satisfaction--
Most common degreeBachelor's Degree, 81%Bachelor's Degree, 65%
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 a branch manager do?

Branch managers oversee the company's field office. This position is usually present in industries such as banking and food service. Branch managers are responsible for all aspects of the branch operations, including, but not limited to, finances, marketing, quality control, and human resources. They ensure that the goals of the branch are met in the most efficient way possible. They balance the needs of both the organization and the employees in the department. Branch managers are also expected to have a hand in training the employees to be useful members of the organization.

Portfolio administrator vs branch manager salary

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

Portfolio AdministratorBranch Manager
Average salary$61,414$56,291
Salary rangeBetween $34,000 And $110,000Between $39,000 And $80,000
Highest paying CityOld Bridge, NJOakland, CA
Highest paying stateNew JerseyAlaska
Best paying companyCitiFNB
Best paying industryFinanceProfessional

Differences between portfolio administrator and branch manager education

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

Portfolio AdministratorBranch Manager
Most common degreeBachelor's Degree, 81%Bachelor's Degree, 65%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Portfolio administrator vs branch manager demographics

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

Portfolio AdministratorBranch Manager
Average age4646
Gender ratioMale, 47.9% Female, 52.1%Male, 59.8% Female, 40.2%
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, 8.0% Unknown, 4.1% Hispanic or Latino, 15.4% Asian, 7.8% White, 64.3% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between portfolio administrator and 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

Branch manager example responsibilities.

  • Manage and coordinate a high volume sales pipeline from beginning to closing while ensuring all RESPA regulations are met.
  • Warehouse operations plus office duties, A/P, A/R.
  • Support A/R, A/P, and provide data analyzation from 12 branches to assist with annual budgeting projections/forecasting.
  • Provide leadership for sales, customer service, operations, compliance, and ethics as branch manager of an in-store branch.
  • Educate staff in areas of bank secrecy, bank regulations, and internal audit policy.
  • Train agents and managers using office generate PowerPoint presentations, company flip charts and training videos.
  • Show more

Portfolio administrator vs branch manager skills

Common portfolio administrator skills
  • Booking, 14%
  • Securities, 9%
  • CDO, 7%
  • Bonds, 6%
  • Financial Statements, 5%
  • Reconciliations, 5%
Common branch manager skills
  • Customer Satisfaction, 8%
  • Business Development, 7%
  • Branch Management, 5%
  • Human Resources, 5%
  • Financial Statements, 5%
  • Performance Management, 4%

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