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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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2,024 Portfolio Manager jobs

Pearson
San Francisco, CA
Portfolio Mgr (Acquisitions Editor)

$159,987 Estimated

East West Bank
San Francisco, CA
Portfolio Manager

$159,987 Estimated

Blackrock
San Francisco, CA
ETF Portfolio Manager - Associate

$159,987 Estimated

Wells Fargo
San Francisco, CA
Portfolio Manager 1

$159,987 Estimated

Kforce
San Francisco, CA
Digital Portfolio Manager

$159,987 Estimated

Bank of America
San Francisco, CA
Portfolio Manager III

$159,987 Estimated

State Street
San Francisco, CA
Intermediate Alternatives Portfolio Manager

$159,987 Estimated

City National Bank
San Francisco, CA
Associate Portfolio Manager

$159,987 Estimated

Bank of America
San Francisco, CA
Portfolio Manager III

$159,987 Estimated

Zurich North America
San Francisco, CA
Portfolio Manager / Underwriter, Property

$159,987 Estimated

Charles Schwab
San Francisco, CA
Equity Portfolio Manager - Passive Strategies

$159,987 Estimated

Thermo Fisher Scientific
San Francisco, CA
Portfolio Manager - Lab Systems & Autoimmunity

$159,987 Estimated

Deloitte
San Francisco, CA
ts / t - Project & Portfolio Management - Manager

$159,987 Estimated

Infolob Solutions, Inc.
San Francisco, CA
Senior Portfolio Manager

$142,855 Estimated

Linkedin
San Francisco, CA
Sr. Portfolio Manager, New Product GTM Innovation

$142,855 Estimated

TIAA
San Francisco, CA
Senior Portfolio Accountant / Portfolio Accountant-SAM

$82,740 Estimated

Pearson
San Francisco, CA
Portfolio (Editorial) Assistant (Biology list)

$60,104 Estimated

Matthews Asia
San Francisco, CA
Head of Fixed Income Portfolio Strategy

$117,990 Estimated

Pearson
San Francisco, CA
Portfolio (Editorial) Assistant (Biology list)

$56,100 Estimated

Western Union
San Francisco, CA
Sr Mgr, Portfolio Mgmt & Gov

$141,128 Estimated

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Real Portfolio Manager Salaries

Job Title Company Location Start Date Salary
Portfolio Manager Mousse Partners Limited New York, NY Feb 05, 2015 $560,000
Portfolio Manager Soros Fund Management, LLC New York, NY Mar 28, 2016 $500,000
Managing Director, Client Portfolio Manager Jpmorgan Chase & Co. New York, NY Nov 14, 2016 $450,000
Managing Director, Portfolio Manager MKP Capital Management, LLC New York, NY Sep 06, 2015 $391,413
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Apr 06, 2015 $350,000
Portfolio Manager Hildene Capital Management LLC Stamford, CT Jan 04, 2016 $300,000
Portfolio Manager Hildene Capital Management LLC Stamford, CT Sep 21, 2016 $300,000
Portfolio Manager Hutchin Hill Capital, LP New York, NY Jan 06, 2016 $300,000
Portfolio Manager Matthews International Capital Management, LLC San Francisco, CA Jan 10, 2016 $275,000
Portfolio Manager and Analyst Harding Loevner LP Bridgewater, NJ Sep 13, 2015 $275,000
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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.

Top Portfolio Manager Employers

What Kind Of Companies Hire a Portfolio Manager

  1. IBM
  2. Wells Fargo
  3. CNAC
  4. Northern Trust
  5. LSU
  6. Bayview Asset Management
  7. Us Bank
  8. Portland State University
  9. Fifth Third Bank
  10. W.W. Grainger
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