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Portfolio administrator vs senior officer

The differences between portfolio administrators and senior officers 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 senior officer. Additionally, a senior officer has an average salary of $72,721, which is higher than the $61,414 average annual salary of a portfolio administrator.

The top three skills for a portfolio administrator include booking, securities and CDO. The most important skills for a senior officer are real estate, professional development, and SR.

Portfolio administrator vs senior officer overview

Portfolio AdministratorSenior Officer
Yearly salary$61,414$72,721
Hourly rate$29.53$34.96
Growth rate17%17%
Number of jobs53,69084,196
Job satisfaction--
Most common degreeBachelor's Degree, 81%Bachelor's Degree, 57%
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 senior officer do?

The duties of a senior officer depend on their line of work or industry of employment. Typically, as a senior officer, it is their duty to supervise and coordinate staff, set goals and guidelines, manage budgets and schedules, gather and analyze data, and produce progress reports, presenting them to managers or executives. They may also address issues and concerns, resolving them promptly and efficiently. Furthermore, a senior officer must lead and encourage staff to reach goals while implementing the organization's policies and regulations.

Portfolio administrator vs senior officer salary

Portfolio administrators and senior officers have different pay scales, as shown below.

Portfolio AdministratorSenior Officer
Average salary$61,414$72,721
Salary rangeBetween $34,000 And $110,000Between $39,000 And $134,000
Highest paying CityOld Bridge, NJNew York, NY
Highest paying stateNew JerseyNew York
Best paying companyCitiU.S. Securities and Exchange Commission
Best paying industryFinanceFinance

Differences between portfolio administrator and senior officer education

There are a few differences between a portfolio administrator and a senior officer in terms of educational background:

Portfolio AdministratorSenior Officer
Most common degreeBachelor's Degree, 81%Bachelor's Degree, 57%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Portfolio administrator vs senior officer demographics

Here are the differences between portfolio administrators' and senior officers' demographics:

Portfolio AdministratorSenior Officer
Average age4646
Gender ratioMale, 47.9% Female, 52.1%Male, 67.6% Female, 32.4%
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, 7.4% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 63.9% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between portfolio administrator and senior officer 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

Senior officer example responsibilities.

  • Manage ERP system implementation, reduce lead-time; improve quality control, and outsourcing.
  • Lead RFP's, RFQ's and RFI's for vendor selections for various technology projects.
  • Collaborate with the staff of support departments to manage the process from loan origination to loan closure.
  • Manage an ERP system upgrade assessment for a large, global manufacturer and distributor of home products (Amway).
  • Manage a portfolio of bond loans secure by affordable multifamily housing.
  • Manage a portfolio of donor prospects involving meeting, cultivation, solicitation and stewardship.
  • Show more

Portfolio administrator vs senior officer skills

Common portfolio administrator skills
  • Booking, 14%
  • Securities, 9%
  • CDO, 7%
  • Bonds, 6%
  • Financial Statements, 5%
  • Reconciliations, 5%
Common senior officer skills
  • Real Estate, 19%
  • Professional Development, 19%
  • SR, 18%
  • Origination, 15%
  • Risk Management, 5%
  • Portfolio, 4%

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