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Portfolio manager vs reporting manager

The differences between portfolio managers and reporting 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 reporting manager. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $106,336 average annual salary of a reporting manager.

The top three skills for a portfolio manager include portfolio management, customer service and risk management. The most important skills for a reporting manager are GAAP, internal controls, and external auditors.

Portfolio manager vs reporting manager overview

Portfolio ManagerReporting Manager
Yearly salary$114,671$106,336
Hourly rate$55.13$51.12
Growth rate17%17%
Number of jobs43,19267,631
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 74%
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 reporting manager do?

The duties of a reporting manager depend on one's line of work or industry of employment. Typically, they perform clerical tasks such as producing progress reports and presentations, maintaining accurate records and documentation, updating databases, managing schedules, and performing regular inspections and site visits. There are also instances where one must respond to inquiries and concerns, report to supervisors, and coordinate with other department personnel. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.

Portfolio manager vs reporting manager salary

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

Portfolio ManagerReporting Manager
Average salary$114,671$106,336
Salary rangeBetween $66,000 And $198,000Between $80,000 And $139,000
Highest paying CityStamford, CTRichmond, CA
Highest paying stateConnecticutWashington
Best paying companyThe CitadelMeta
Best paying industryFinanceManufacturing

Differences between portfolio manager and reporting manager education

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

Portfolio ManagerReporting Manager
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 74%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Portfolio manager vs reporting manager demographics

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

Portfolio ManagerReporting Manager
Average age4646
Gender ratioMale, 66.6% Female, 33.4%Male, 59.6% Female, 40.4%
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, 7.6% Unknown, 4.1% Hispanic or Latino, 14.6% Asian, 10.2% White, 63.2% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between portfolio manager and reporting 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

Reporting manager example responsibilities.

  • Perform, then manage, profit and loss for volatile, derivative mortgage back securities.
  • Used Microsoft SharePoint to manage projects, establish work flow, and document reports and report field definitions.
  • Manage the administrator of a Hyperion database.
  • Manage and mentore junior analysts in report optimization and SAS proficiency.
  • Prepare monthly IFRS financial statements including balance sheet and income statement using HFM.
  • Establish and maintain SOX documentation for initial compliance including management of testing with internal audit consultants.
  • Show more

Portfolio manager vs reporting 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 reporting manager skills
  • GAAP, 9%
  • Internal Controls, 7%
  • External Auditors, 4%
  • ASC, 4%
  • Data Analysis, 4%
  • Visualization, 4%

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