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Portfolio manager vs investments manager

The differences between portfolio managers and investments 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 an investments manager. Additionally, an investments manager has an average salary of $116,102, which is higher than the $114,671 average annual salary of a portfolio manager.

The top three skills for a portfolio manager include portfolio management, customer service and risk management. The most important skills for an investments manager are private equity, due diligence, and real estate.

Portfolio manager vs investments manager overview

Portfolio ManagerInvestments Manager
Yearly salary$114,671$116,102
Hourly rate$55.13$55.82
Growth rate17%17%
Number of jobs43,19242,946
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 71%
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 an investments manager do?

The job of investment managers or fund managers is to help clients grow their money and achieve their financial and personal goals in life. Investment managers have a variety of responsibilities that often include handling all activities associated with managing client portfolios, monitoring performance measurement and transaction settlement, and determining the best strategy for investments. Also, you will be responsible for providing advice on investments and handling investments and investor decisions with discretion. As an investment manager, you are also expected to offer recommendations about investments.

Portfolio manager vs investments manager salary

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

Portfolio ManagerInvestments Manager
Average salary$114,671$116,102
Salary rangeBetween $66,000 And $198,000Between $68,000 And $198,000
Highest paying CityStamford, CTNew York, NY
Highest paying stateConnecticutAlaska
Best paying companyThe CitadelNetflix
Best paying industryFinanceFinance

Differences between portfolio manager and investments manager education

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

Portfolio ManagerInvestments Manager
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Portfolio manager vs investments manager demographics

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

Portfolio ManagerInvestments Manager
Average age4646
Gender ratioMale, 66.6% Female, 33.4%Male, 65.5% Female, 34.5%
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, 7.5% 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 manager and investments 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

Investments manager example responsibilities.

  • Prepare quarterly IR reports for the board of directors, manage annual shareholder meetings and the annual report development process.
  • Develop a highly skil treasury and financial management team to achieve establish objectives.
  • Deliver and fund loans sell to FNMA and FHLMC as well as assisted in the secondary contract pipeline management.
  • Organize investor events, such as analyst days and NASDAQ opening bell ceremonies.
  • Provide support for investor relations activities, including phone calls and maintaining relationships with NASDAQ and analysts.
  • Adhere to FHLMC and specific servicing guidelines and regulations for daily and monthly remittance reporting utilizing MIDANET software.
  • Show more

Portfolio manager vs investments 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 investments manager skills
  • Private Equity, 6%
  • Due Diligence, 6%
  • Real Estate, 5%
  • Investor Relations, 5%
  • Financial Statements, 5%
  • Asset Management, 4%

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