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Portfolio manager vs analyst

The differences between portfolio managers and analysts can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-8 years to become a portfolio manager, becoming an analyst takes usually requires 2-4 years. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $73,007 average annual salary of an analyst.

The top three skills for a portfolio manager include portfolio management, customer service and risk management. The most important skills for an analyst are customer service, troubleshoot, and data analysis.

Portfolio manager vs analyst overview

Portfolio ManagerAnalyst
Yearly salary$114,671$73,007
Hourly rate$55.13$35.10
Growth rate17%11%
Number of jobs43,192253,138
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 67%
Average age4644
Years of experience84

What does a portfolio manager do?

A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.

What does an analyst do?

Analysts are employees or individual contributors with a vast experience in a particular field that help the organization address challenges. They help the organization improve processes, policies, and other operations protocol by studying the current processes in place and determining the effectiveness of those processes. They also research industry trends and data to make sound inferences and recommendations on what the company should do to improve their numbers. Analysts recommend business solutions and often help the organization roll out these solutions. They ensure that the proposed action plans are effective and produce the desired results.

Portfolio manager vs analyst salary

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

Portfolio ManagerAnalyst
Average salary$114,671$73,007
Salary rangeBetween $66,000 And $198,000Between $53,000 And $99,000
Highest paying CityStamford, CTJersey City, NJ
Highest paying stateConnecticutNew Jersey
Best paying companyThe CitadelThe Citadel
Best paying industryFinanceTechnology

Differences between portfolio manager and analyst education

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

Portfolio ManagerAnalyst
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 67%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaNorthwestern University

Portfolio manager vs analyst demographics

Here are the differences between portfolio managers' and analysts' demographics:

Portfolio ManagerAnalyst
Average age4644
Gender ratioMale, 66.6% Female, 33.4%Male, 52.4% Female, 47.6%
Race ratioBlack or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.6% American Indian and Alaska Native, 0.3%Black or African American, 7.4% Unknown, 4.4% Hispanic or Latino, 8.5% Asian, 14.3% White, 65.2% American Indian and Alaska Native, 0.2%
LGBT Percentage11%12%

Differences between portfolio manager and analyst duties and responsibilities

Portfolio manager example responsibilities.

  • Manage ongoing existing client needs and assist in credit structuring at loan origination.
  • Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
  • Create PowerPoint presentation books for clients.
  • Facilitate internal, external, GAAP audits.
  • Show more

Analyst example responsibilities.

  • Manage support incidents and mitigate customer issues meeting or exceeding establish SLA's.
  • Manage database including all ETL procedures, optimize SQL query to build an online sales platform.
  • Lead the requirement gathering effort from key customers for development of new JAVA applications and for troubleshooting customer issues.
  • Provide hands-on technical support and managing custom software, windows base systems, networking solutions, and database systems.
  • Initiate and lead quality improvement projects to address KPIs such as production, error rate, and turnaround time.
  • Help develop and handle both on and offsite SEO solutions as well as managing local campaigns and international SEO efforts.
  • Show more

Portfolio manager vs analyst skills

Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%
Common analyst skills
  • Customer Service, 13%
  • Troubleshoot, 6%
  • Data Analysis, 6%
  • Management System, 5%
  • Project Management, 5%
  • Strong Analytical, 4%

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