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Become A Senior Portfolio Manager

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Working As A Senior Portfolio Manager

  • 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

  • $144,801

    Average Salary

What Does A Senior Portfolio Manager Do

Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.

Duties

Financial managers typically do the following:

  • Prepare financial statements, business activity reports, and forecasts
  • Monitor financial details to ensure that legal requirements are met
  • Supervise employees who do financial reporting and budgeting
  • Review company financial reports and seek ways to reduce costs
  • Analyze market trends to maximize profits and find expansion opportunities
  • Help management make financial decisions

The role of the financial manager, particularly in business, is changing in response to technological advances that have substantially reduced the amount of time it takes to produce financial reports. Financial managers’ main responsibility used to be monitoring a company’s finances, but they now do more data analysis and advise senior managers on ways to maximize profits. They often work on teams, acting as business advisors to top executives.

Financial managers also do tasks that are specific to their organization or industry. For example, government financial managers must be experts on government appropriations and budgeting processes, and healthcare financial managers must know about topics in healthcare finance. Moreover, financial managers must be knowledgeable about special tax laws and regulations that affect their industry.

The following are examples of types of financial managers:

Chief financial officers (CFOs) are accountable for the accuracy of a company’s or organization’s financial reporting, especially among publicly traded companies. As head of a company’s entire financial department, they manage the lower level financial managers. They oversee the company’s financial goals, objectives, and budgets.

Controllers direct the preparation of financial reports that summarize and forecast the organization’s financial position, such as income statements, balance sheets, and analyses of future earnings or expenses. Controllers also are in charge of preparing special reports required by governmental agencies that regulate businesses. Often, controllers oversee the accounting, audit, and budget departments of their organization.

Treasurers and finance officers direct their organization’s budgets to meet its financial goals. They oversee the investment of funds and carry out strategies to raise capital (such as issuing stocks or bonds) to support the firm’s expansion. They also develop financial plans for mergers (two companies joining together) and acquisitions (one company buying another).

Credit managers oversee their firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past-due accounts.

Cash managers monitor and control the flow of cash that comes in and goes out of the company to meet the company’s business and investment needs. For example, they must project cash flow (amounts coming in and going out) to determine whether the company will have a shortage or surplus of cash. 

Risk managers control financial risk by using strategies to limit or offset the probability of a financial loss or a company’s exposure to financial uncertainty. Among the risks they try to limit are those that stem from currency or commodity price changes.

Insurance managers decide how best to limit a company’s losses by obtaining insurance against risks, such as the need to make disability payments for an employee who gets hurt on the job or the costs imposed by a lawsuit against the company.

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How To Become A Senior 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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Senior Portfolio Manager jobs

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Senior Portfolio Manager Career Paths

Senior Portfolio Manager

Senior Portfolio Manager Demographics

Gender

Male

66.7%

Female

31.0%

Unknown

2.3%
Ethnicity

White

77.4%

Asian

9.7%

Hispanic or Latino

9.2%

Unknown

2.6%

Black or African American

1.1%
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Languages Spoken

Spanish

28.3%

French

15.2%

Chinese

13.0%

Portuguese

8.7%

Mandarin

6.5%

Italian

6.5%

German

4.3%

Russian

4.3%

Cantonese

4.3%

Bulgarian

2.2%

Carrier

2.2%

Dutch

2.2%

Korean

2.2%
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Senior Portfolio Manager Education

Schools

New York University

10.7%

University of Phoenix

9.8%

University of Chicago

9.0%

DePaul University

5.7%

Columbia University

5.7%

American University

4.9%

Cornell University

4.9%

University of Connecticut

4.1%

University of Iowa

4.1%

University of Pennsylvania

4.1%

Saint Joseph's University

4.1%

Fordham University

4.1%

Stanford University

4.1%

University of Pittsburgh -

4.1%

State University of New York Stony Brook

4.1%

University of Florida

3.3%

Temple University

3.3%

Wayne State University

3.3%

Georgetown University

3.3%

State University of New York Buffalo

3.3%
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Majors

Business

28.5%

Finance

24.4%

Economics

8.2%

Accounting

6.0%

Management

5.2%

Project Management

3.5%

Marketing

3.2%

Law

3.2%

Computer Science

2.4%

Real Estate

2.2%

Psychology

1.9%

Information Technology

1.7%

Communication

1.5%

Criminal Justice

1.5%

History

1.3%

Computer Information Systems

1.3%

Education

1.1%

Political Science

1.1%

Electrical Engineering

0.9%

Graphic Design

0.9%
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Degrees

Masters

44.9%

Bachelors

34.5%

Other

10.9%

Doctorate

4.6%

Certificate

2.8%

Associate

1.3%

License

0.4%

Diploma

0.4%
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Real Senior Portfolio Manager Salaries

Job Title Company Location Start Date Salary
Senior Portfolio Manager APG Asset Management Us, Inc. New York, NY Aug 31, 2016 $322,000
Senior Portfolio Manager, Private Equity APG Asset Management Us Inc. New York, NY Jun 07, 2016 $311,100
Senior Portfolio Manager Caledonia (Private) Investments Us, LLC New York, NY Sep 21, 2016 $300,000
SR. Portfolio Manager Vegasoul LLC New York, NY Mar 01, 2011 $250,000
Senior Portfolio Manager California Public Employees' Retirement System Sacramento, CA Sep 30, 2012 $243,984
Senior Portfolio Manager and Head Trader Merrill Lynch New York, NY Jan 13, 2016 $220,813
Senior Portfolio Manager Grantham, Mayo, Van Otterloo and Company, LLC Berkeley, CA Jul 06, 2012 $204,918
Senior Portfolio Manager Incapture Investments LLC New York, NY Sep 03, 2014 $200,000
SNR. Portfolio MGR. & Head of Emerging & Frontier Everest Capital LLC Miami, FL Aug 02, 2013 $200,000 -
$400,000
Senior Portfolio Manager Analyst AXA Investment Managers, Inc. Greenwich, CT Aug 01, 2015 $195,700
SR. Quantitative Equity Portfolio Manager QS Investors Holdings LLC New York, NY Nov 26, 2012 $190,000
Senior Portfolio Manager QS Investors LLC New York, NY Nov 26, 2013 $190,000
Senior Portfolio Manager California Public Employees' Retirement System Sacramento, CA Jun 01, 2015 $188,000 -
$282,000
Senior Portfolio Manager California Public Employees Retirement System Sacramento, CA Oct 01, 2015 $188,000 -
$282,000
Portfolio Manager/Senior Quantitative Analyst Neuberger Berman Group LLC New York, NY Feb 19, 2011 $160,000
Senior Manager, Portfolio Management .01) Clean Power Finance, Inc. San Francisco, CA May 09, 2016 $155,000
Senior Analyst and Portfolio Manager Schroder Investment Management North America Inc. New York, NY Jul 01, 2015 $155,000 -
$190,000
SR Manager, Business Analytics & Portfolio Strateg Paypal, Inc. San Jose, CA Feb 29, 2012 $150,000
Senior Manager-Portfolio Architect & Support Masterbrand Cabinets, Inc. Deerfield, IL Aug 27, 2016 $150,000
SR Manager, Business Analytics & Portfolio Strateg Paypal, Inc. San Jose, CA Jul 15, 2011 $150,000
Senior Portfolio Manager Panorama Partners New York, NY Sep 13, 2011 $150,000
Senior Portfolio Manager, Learning Innovation Sears Holdings Management Corporation Hoffman Estates, IL Oct 30, 2014 $125,000
Senior Portfolio Manager, Learning Innovation Sears Holdings Management Corporation Hoffman Estates, IL Apr 14, 2014 $125,000
SR. Analyst/Associate Portfolio Manager Deer Park Road Corporation Steamboat Springs, CO Jul 18, 2014 $125,000
Senior Manager-Portfolio Architect & Support Masterbrand Cabinets, Inc. Jasper, IN Sep 16, 2016 $124,100
SR. Manager SAP Portfolio SDM Architect Sanofi Us Services Inc. Bridgewater, NJ Aug 04, 2016 $123,490 -
$163,229
SR. Manager, Portfolio Management Novartis Institutes for Biomedical Research, Inc. Cambridge, MA Sep 22, 2014 $123,000
Portfolio Performance Analytics Senior Federal Home Loan Mortgage Co. McLean, VA Jun 08, 2015 $121,500 -
$130,000
Portfolio Performance Analytics Senior Federal Home Loan Mortgage Co. McLean, VA Aug 06, 2015 $121,500 -
$130,000

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Top Skills for A Senior Portfolio Manager

AssetAllocationFinancialAnalysisInvestmentStrategyEnsureCompliancePortfolioManagementEquityProductDevelopmentProjectManagementProjectDeliveryRiskManagementIncomeRealEstatePolicyOversightInfrastructureGovernanceHighNETDueDiligencePMOBusinessUnits

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Top Senior Portfolio Manager Skills

  1. Asset Allocation
  2. Financial Analysis
  3. Investment Strategy
You can check out examples of real life uses of top skills on resumes here:
  • Presented to institutional plan sponsors the benefits of incorporating collateralized commodity futures to their asset allocation.
  • Managed a portfolio of dealerships; functions included credit reviews and financial analysis.
  • Determined and implemented the investment strategy and asset allocation of each fund as well as security selection and trading of assets.
  • Managed daily team activities related to servicing customer portfolio to ensure compliance with the firm servicing guidelines and strategy.
  • Understand solution offerings to include Network Monitoring, Application Monitoring, Mainframe, Security, Project Portfolio Management and Automation.

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