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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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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 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

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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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