Post job

Portfolio manager vs branch manager

The differences between portfolio managers 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 manager and a branch manager. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $56,291 average annual salary of a branch manager.

The top three skills for a portfolio manager include portfolio management, customer service and risk management. The most important skills for a branch manager are customer satisfaction, business development, and branch management.

Portfolio manager vs branch manager overview

Portfolio ManagerBranch Manager
Yearly salary$114,671$56,291
Hourly rate$55.13$27.06
Growth rate17%17%
Number of jobs43,192333,883
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 65%
Average age4646
Years of experience88

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 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 manager vs branch manager salary

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

Portfolio ManagerBranch Manager
Average salary$114,671$56,291
Salary rangeBetween $66,000 And $198,000Between $39,000 And $80,000
Highest paying CityStamford, CTOakland, CA
Highest paying stateConnecticutAlaska
Best paying companyThe CitadelFNB
Best paying industryFinanceProfessional

Differences between portfolio manager and branch manager education

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

Portfolio ManagerBranch Manager
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 65%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Portfolio manager vs branch manager demographics

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

Portfolio ManagerBranch Manager
Average age4646
Gender ratioMale, 66.6% Female, 33.4%Male, 59.8% Female, 40.2%
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, 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 manager and branch manager 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

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 manager vs branch manager skills

Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%
Common branch manager skills
  • Customer Satisfaction, 8%
  • Business Development, 7%
  • Branch Management, 5%
  • Human Resources, 5%
  • Financial Statements, 5%
  • Performance Management, 4%

Browse executive management jobs