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Become A Portfolio Manager In San Francisco, CA

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Working As A Portfolio Manager In San Francisco, CA

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $159,987

    Average Salary

What Does A Portfolio Manager Do

A Portfolio Manager develops and implements investment strategies for individuals or institutional investors. They analyze daily investment to ensure the success of portfolios.

How To Become A Portfolio Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.

Education

A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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Portfolio Manager jobs

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Portfolio Manager Career Paths

Portfolio Manager
Finance Advisor Finance Analyst
Assistant Vice President
7 Yearsyrs
Vice President And Manager Controller
Chief Finance And Operating Officer
14 Yearsyrs
Senior Manager Controller
Corporate Controller
12 Yearsyrs
Underwriter Finance Analyst
Finance Planning Manager
8 Yearsyrs
Vice President And Manager Finance Advisor
Finance Vice President
9 Yearsyrs
Assistant Vice President Project Manager
General Manager
7 Yearsyrs
Investment Officer Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Senior Project Manager Business Developer
Managing Director
11 Yearsyrs
Senior Project Manager Senior Product Manager
Marketing Director
7 Yearsyrs
Managing Director Marketing Consultant
Marketing Manager
6 Yearsyrs
Operations Director Sales Consultant
National Sales Manager
10 Yearsyrs
Information Technology Project Manager Instructor
Operations Manager
7 Yearsyrs
Finance Manager Finance Director
Senior Director Of Finance
14 Yearsyrs
Assistant Vice President Senior Project Manager
Senior Product Manager
9 Yearsyrs
Underwriter Relationship Manager
Senior Relationship Manager
10 Yearsyrs
Senior Manager President Of Operations
Senior Vice President-Operations
13 Yearsyrs
Business Developer Vice President, Business Development
Vice President & Sales Manager
9 Yearsyrs
Finance Advisor Assistant Vice President
Vice President And Manager
10 Yearsyrs
Operations Director President Of Operations
Vice President Operation Manager
9 Yearsyrs
Business Developer Director Of Strategy
Vice President, Strategy
13 Yearsyrs
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Portfolio Manager Demographics

Gender

  • Male

    64.9%
  • Female

    32.2%
  • Unknown

    2.9%

Ethnicity

  • White

    75.7%
  • Asian

    11.5%
  • Hispanic or Latino

    9.2%
  • Unknown

    2.6%
  • Black or African American

    1.0%
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Languages Spoken

  • Spanish

    37.4%
  • French

    13.4%
  • Mandarin

    6.9%
  • Chinese

    6.6%
  • German

    6.3%
  • Portuguese

    5.4%
  • Russian

    3.4%
  • Arabic

    3.1%
  • Italian

    2.9%
  • Hindi

    2.6%
  • Japanese

    2.0%
  • Urdu

    2.0%
  • Korean

    1.7%
  • Cantonese

    1.7%
  • Polish

    1.1%
  • Vietnamese

    0.9%
  • Lithuanian

    0.9%
  • Marathi

    0.6%
  • Dutch

    0.6%
  • Hebrew

    0.6%
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Portfolio Manager

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Portfolio Manager Education

Portfolio Manager

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Real Portfolio Manager Salaries

Job Title Company Location Start Date Salary
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Jan 04, 2017 $350,000
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Apr 06, 2015 $350,000
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Jan 10, 2016 $275,000
Co-Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Oct 01, 2014 $270,000
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Oct 01, 2014 $270,000
Portfolio Manager Arrow Ridge Capital, LLC San Francisco, CA Mar 09, 2018 $250,000
Portfolio Manager TPG Global, LLC San Francisco, CA Jun 20, 2016 $250,000
Portfolio Manager Arrow Ridge Capital, LLC San Francisco, CA Jan 08, 2016 $250,000
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Oct 01, 2015 $250,000
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Aug 24, 2016 $225,000
Portfolio Manager (Asia Matthews International Capital Management, LLC San Francisco, CA Oct 01, 2013 $202,500
Commercial Banking Group (CBG) Portfolio Manager Director Bank of The West San Francisco, CA Mar 12, 2018 $201,000
Portfolio Manager Balyasny Asset Management, L.P. San Francisco, CA Mar 27, 2014 $200,000
International Equities, Quantitative Portfolio MGR Sentient Investment Management LLC San Francisco, CA Mar 15, 2018 $200,000
Portfolio Manager-Basic Materials Group Passport Management, LLC San Francisco, CA Aug 27, 2012 $200,000 -
$225,000
Portfolio Manager Redmile Group LLC San Francisco, CA Apr 09, 2010 $200,000
Portfolio Manager Mithril Capital Management LLC San Francisco, CA Apr 16, 2012 $200,000
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Sep 11, 2018 $200,000
Portfolio Manager Balyasny Asset Management, L.P. San Francisco, CA Feb 22, 2016 $200,000
Portfolio Manager, Best Styles International Allianz Asset Management of America L.P San Francisco, CA Jul 25, 2018 $200,000
Co-Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Oct 01, 2012 $190,000
Portfolio Manager Passport Management LLC San Francisco, CA Jan 20, 2015 $190,000 -
$210,000
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Sep 15, 2012 $190,000
Portfolio Manager Thiel MacRo LLC San Francisco, CA Feb 12, 2015 $185,598 -
$195,598
Portfolio Manager (Asia Matthews International Capital Management, LLC San Francisco, CA May 06, 2015 $180,000 -
$202,500
Co-Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Jun 16, 2011 $179,130 -
$190,000
Intermediate Alternatives Portfolio Manager State Street Bank and Trust Company San Francisco, CA Oct 19, 2018 $176,197 -
$200,000
Portfolio Manager Grand Trunk Capital Management, L.P. San Francisco, CA Oct 02, 2017 $170,789
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Nov 15, 2014 $161,000
Portfolio Manager Worldquant, LLC San Francisco, CA Feb 16, 2017 $158,974
Portfolio Manager/Analyst Parador Asset Management, LLC San Francisco, CA Feb 17, 2012 $150,000
Portfolio Manager Worldquant, LLC San Francisco, CA Sep 15, 2017 $150,000
Portfolio Manager. Matthews International Capital Management, LLC San Francisco, CA Mar 18, 2010 $147,243 -
$375,000
Co-Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Oct 01, 2011 $146,453 -
$190,000
Portfolio Manager Thiel MacRo LLC San Francisco, CA Jun 07, 2014 $143,562 -
$150,000
Associate, Portfolio Manager Blackrock Financial Management San Francisco, CA May 30, 2018 $141,835
Director, Quantitative Equity Portfolio Manager Nuveen Services, LLC San Francisco, CA Jul 19, 2017 $140,000
Portfolio Manager Grand Trunk Capital Management LP San Francisco, CA Jan 15, 2017 $140,000
Portfolio Manager Grand Trunk Capital Management LP San Francisco, CA Apr 23, 2016 $140,000
Associate, Portfolio Manager, Scientific Active Equities Blackrock Institutional Trust Company, N.A. San Francisco, CA Mar 30, 2018 $139,000
Co-Portfolio Manager Standish Mellon Asset Management Company, LLC San Francisco, CA Oct 01, 2009 $130,500
Intermediate Portfolio Manager State Street Bank and Trust Company San Francisco, CA Oct 23, 2015 $130,250 -
$140,000
Portfolio Manager Blackrock Institutional Trust Company, N.A. San Francisco, CA Jan 28, 2010 $120,328 -
$130,000
Associate, Research/Portfolio Manager Blackrock Institutional Trust Company, N.A. San Francisco, CA Sep 15, 2011 $119,621 -
$130,000
Global Portfolio Manager Associate Dodge & Cox San Francisco, CA Aug 25, 2011 $119,621 -
$170,000
Portfolio Manager Menta Capital LLC San Francisco, CA Apr 23, 2008 $110,510
Portfolio Manager, Fixed Income Mellon Capital Management Corporation San Francisco, CA Feb 05, 2010 $110,000
Portfolio Manager Algert Global LLC San Francisco, CA Feb 09, 2016 $110,000
Associate, Portfolio Manager, Beta Strategies Index Asset Allocation Defined Benefits Blackrock Financial Management San Francisco, CA Feb 18, 2016 $105,000
Associate, Portfolio Manager Blackrock Institutional Trust Company, N.A. San Francisco, CA Sep 15, 2011 $104,312 -
$115,000
Portfolio Manager Sensato Capital Management, LLC San Francisco, CA Sep 14, 2009 $100,000
Portfolio Manager Sensato Capital Management, LLC San Francisco, CA Aug 28, 2009 $100,000
Portfolio Manager Blackrock Institutional Trust Company, N.A. San Francisco, CA Feb 08, 2010 $93,434 -
$110,000
Associate, Portfolio Manager, Index Asset Allocation Blackrock Institutional Trust Company, N.A. San Francisco, CA Nov 23, 2016 $90,000
Portfolio Manager MCE Social Capital San Francisco, CA Mar 14, 2016 $85,000
Portfolio Manager MCE Social Capital San Francisco, CA Apr 01, 2016 $85,000
Portfolio Manager MCE Social Capital San Francisco, CA Sep 24, 2016 $85,000
Portfolio Manager Bank of The Orient San Francisco, CA Jun 16, 2014 $75,000
Portfolio Manager KIVA Microfunds San Francisco, CA Sep 01, 2014 $70,000 -
$75,000
Portfolio Manager Bancorporation San Francisco, CA Jun 20, 2014 $67,600 -
$95,000

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Top Skills for A Portfolio Manager

FinancialStatementsAssetAllocationEquityPortfolioInvestmentStrategiesEnsureCompliancePortfolioManagementIncomeClientRelationshipsRealEstateRiskManagementProjectManagementPolicyResourceDueDiligencePHedgeFundCustomerServiceInvestmentPortfolioAssetManagementHighNET

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Top Portfolio Manager Skills

  1. Financial Statements
  2. Asset Allocation
  3. Equity Portfolio
You can check out examples of real life uses of top skills on resumes here:
  • Utilized financial statements for valuation projects.
  • Developed asset allocation strategies for various portfolio objectives.
  • Manage $100mm long/short equity portfolio focusing on Technology and Telecommunications.
  • Design bespoke option overlay strategies for asset managers seeking yield enhancement and/or optimized hedges for their specific portfolio and investment strategies.
  • Review quarterly compliance certificates to ensure compliance with covenants.

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