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Senior officer vs portfolio manager

The differences between senior officers and portfolio 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 senior officer and a portfolio manager. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $72,721 average annual salary of a senior officer.

The top three skills for a senior officer include real estate, professional development and SR. The most important skills for a portfolio manager are portfolio management, customer service, and risk management.

Senior officer vs portfolio manager overview

Senior OfficerPortfolio Manager
Yearly salary$72,721$114,671
Hourly rate$34.96$55.13
Growth rate17%17%
Number of jobs84,19643,192
Job satisfaction--
Most common degreeBachelor's Degree, 57%Bachelor's Degree, 71%
Average age4646
Years of experience88

What does a senior officer do?

The duties of a senior officer depend on their line of work or industry of employment. Typically, as a senior officer, it is their duty to supervise and coordinate staff, set goals and guidelines, manage budgets and schedules, gather and analyze data, and produce progress reports, presenting them to managers or executives. They may also address issues and concerns, resolving them promptly and efficiently. Furthermore, a senior officer must lead and encourage staff to reach goals while implementing the organization's policies and regulations.

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.

Senior officer vs portfolio manager salary

Senior officers and portfolio managers have different pay scales, as shown below.

Senior OfficerPortfolio Manager
Average salary$72,721$114,671
Salary rangeBetween $39,000 And $134,000Between $66,000 And $198,000
Highest paying CityNew York, NYStamford, CT
Highest paying stateNew YorkConnecticut
Best paying companyU.S. Securities and Exchange CommissionThe Citadel
Best paying industryFinanceFinance

Differences between senior officer and portfolio manager education

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

Senior OfficerPortfolio Manager
Most common degreeBachelor's Degree, 57%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior officer vs portfolio manager demographics

Here are the differences between senior officers' and portfolio managers' demographics:

Senior OfficerPortfolio Manager
Average age4646
Gender ratioMale, 67.6% Female, 32.4%Male, 66.6% Female, 33.4%
Race ratioBlack or African American, 7.4% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 63.9% American Indian and Alaska Native, 0.3%Black 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%
LGBT Percentage11%11%

Differences between senior officer and portfolio manager duties and responsibilities

Senior officer example responsibilities.

  • Manage ERP system implementation, reduce lead-time; improve quality control, and outsourcing.
  • Lead RFP's, RFQ's and RFI's for vendor selections for various technology projects.
  • Collaborate with the staff of support departments to manage the process from loan origination to loan closure.
  • Manage an ERP system upgrade assessment for a large, global manufacturer and distributor of home products (Amway).
  • Manage a portfolio of bond loans secure by affordable multifamily housing.
  • Manage a portfolio of donor prospects involving meeting, cultivation, solicitation and stewardship.
  • Show more

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

Senior officer vs portfolio manager skills

Common senior officer skills
  • Real Estate, 19%
  • Professional Development, 19%
  • SR, 18%
  • Origination, 15%
  • Risk Management, 5%
  • Portfolio, 4%
Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%

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