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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 At Oracle

* Lead design and development of corporate dashboard for Oracle executives (using BI, visual analyzer, and other).
* Collaborate with main stakeholders to ensure that effective, actionable metrics are implemented and utilized throughout the fiscal year.
* Support pricing-related initiatives by performing numeric analysis, margin analysis, data analysis — and helping program managing the pricing approval life-cycle..
* Provide synthesis of multiple streams of data (financial, operational, internal goals/metrics, etc.) to be consumed/ leveraged in presentation decks for Oracle executives.
* Build and track competitors market search estimates based on public available data (10K, press release) and private market research reports..
* Support Oracle Fusion Middleware reporting and business intelligence activities for on-premise and cloud business

What Does A Senior Portfolio Manager Do At UBS Financial Services

* Portfolio Management Assignments – You will lead the investment decision making for a set of assigned portfolios and models.
* You will implement the CIO's asset allocation recommendations by demonstrating your product knowledge of mutual funds, ETFs, and separate accounts.
* You will model and then manage on a daily basis portfolios in accordance with risk guidelines, portfolio construction parameters, and investment mandate.
* Research Coverage – You will also maintain research coverage on liquid alternative investment strategies.
* You will work collaboratively with the research analyst responsible for this asset class in identifying and monitoring funds for IM's discretionary portfolios and models.
* You will formulate investment manager recommendations based on analysis and present written recommendations for fund inclusion in our portfolios to the Investment Committee.
* Client Service and Communications –You will promote the Investment Management function by representing the group capabilities at prospect and client meetings, and advisor meetings.
* You will review and discuss portfolio performance and investment decisions with clients, as well as internal partners.
* You will author reports and/or blogs to educate advisors and/or clients on IM's approach to portfolio construction.
* Internal Partnerships – You must be collaborative in your approach.
* Your role requires a significant level of partnership with other internal groups, including Investment Management Research, CIO
* WMR, Advisory Consulting, Portfolio Execution Group, and Advisory Program Management.
* You will need to work closely with all these groups to ensure that IM's portfolios and models are thoughtfully built and implemented, that performance is accurately communicated, and that the firm's asset allocation recommendations are accurately conveyed across portfolios.
* What we offer:
* Together.
* That’s how we do things.
* We offer people around the world a supportive, challenging and diverse working environment.
* We value your passion and commitment, and reward your performance.
* Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
* Take the next step:
* Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients.
* Challenging others and being challenged in return.
* Being passionate about what you do.
* Driving yourself forward, always wanting to do things the right way.
* Does that sound like you? Then you have the right stuff to join us.
* Apply now.
* Disclaimer / Policy Statements:
* UBS is an Equal Opportunity Employer.
* We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
* Your team:
* This role resides in the Managed Solutions & Portfolio Guidance group for the Investment Products and Platform (IPS) division of UBS Wealth Management Americas.
* Reporting to the Head of Portfolio Management & Model Solutions, the Senior Portfolio Manager will join a team of portfolio managers responsible for the portfolio construction and management of multi-asset, multi-manager discretionary portfolios and models for UBS Wealth Management advisors and their clients.
* The team dedicated to this business is involved in various functions, including client communication and service; portfolio construction and implementation; and manager research.
* The team works closely and in collaboration with other Managed Solutions & Portfolio Guidance teams including Investment Manager Research, Quantitative Risk & Analysis, and Portfolio Execution Group, our trading team, in the management of over $15B in discretionary assets

What Does A Senior Portfolio Manager Do At U.S. Bank

* Sustain profitability and growth of unit(s).
* Provide strategic direction and leadership to pursue objectives of unit(s).
* Create and maintain cost-effective programs for unit(s).
* Actively ensure compliance with the U
* S. Bank Code of Ethics and all Anti
* Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.
* Actively participate in any required corporate and business line training in these areas.
* Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position.
* Actively work with customers to understand each customer's normal account activity, as appropriate for this position

What Does A Senior Portfolio Manager Do At Fifth Third Bank

* Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity.
* Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship.
* Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.
* Interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives.
* Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk.
* Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.
* Mentor more junior Portfolio Managers.
* Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
* Keep informed of market trends and analyze the effect of these trends on client#s investment portfolios.
* Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.
* Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
* SUPERVISORY RESPONSIBILITIES: None.
* MINIMUM KNOWLEDGE

What Does A Senior Portfolio Manager Do At People's United Bank

* Manages assigned portfolios ensuring adherence to all applicable internal policies and regulatory guidelines and alignment with corporate strategies.
* Maintains strong client relationships.
* Proactively communicates with clients regarding complex financial information to review their portfolio, confirm investment objectives and discuss the basis for portfolio decisions with the goal of ensuring client satisfaction.
* Utilizes expertise in all aspects of financial markets and asset classes to play a key role in the formulation of investment policies and strategies.
* Continually monitors industry trends and developments and issues that impact capital markets and presents pertinent information to senior management to drive asset allocation and security selection strategies.
* Collaborates with Business Development Officers to identify opportunities to make joint sales calls to support new business initiatives.
* Formally represents the organization’s investment capabilities to individual and institutional clients in a manner that instills confidence and trust.
* Tailors presentations to meet level of sophistication of targeted audience.
* Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies

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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

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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
Senior Client Portfolio Manager Schroder Investment Management North America Inc. New York, NY Dec 24, 2014 $265,000
SR. Client Portfolio Manager Schroder Investment Management North America Inc. New York, NY Dec 23, 2012 $265,000
SR. Portfolio Manager Vegasoul LLC New York, NY Nov 10, 2010 $250,000
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
SR. Researcher & Portfolio Manager Secor Asset Management LP New York, NY May 23, 2011 $200,000 -
$250,000
Senior Portfolio Manager QFR Capital Management, LP New York, NY May 01, 2010 $200,000 -
$250,000
Senior Portfolio Manager Magnetar Capital LLC Evanston, IL Oct 01, 2010 $182,000 -
$200,000
Senior Analyst-Acting Portfolio Manager Passport Management, LLC San Francisco, CA May 07, 2016 $178,069 -
$210,000
Head of Equities/Senior Portfolio Manager Capstone Investment Advisors, LLC New York, NY Aug 18, 2013 $175,282 -
$200,000
Senior Portfolio Manager Sandpointe, LLC West Palm Beach, FL Feb 23, 2016 $175,000
Senior LNG Portfolio Manager Excelerate Energy Limited Partnership The Woodlands, TX Jun 01, 2013 $169,575
SR. Quantitative Equity Portfolio Manager QS Investors LLC New York, NY Nov 26, 2012 $165,000
Senior Analyst and Portfolio Manager Schroder Investment Management North America Inc. New York, NY Jul 01, 2015 $155,000 -
$190,000
Senior Analyst/Portfolio Manager NEZU Asia Capital Management LLC New York, NY Oct 01, 2015 $135,000
SR Prod Mngr, Portfolio & Prod Mngmnt Siemens Healthcare Diagnostics Inc. Tarrytown, NY Dec 16, 2016 $132,400
Senior Portfolio Manager Resmed Corp. San Diego, CA Sep 15, 2011 $129,000
Senior Portfolio Manager, Fixed Income Mellon Capital Management San Francisco, CA Feb 05, 2013 $126,635
SR. Portfolio Manager, Patient Interfaces Resmed Corp San Diego, CA Sep 09, 2010 $125,000
Senior Solidworks Product and Portfolio Manager Dassault Systemes Solidworks Corporation Waltham, MA Jan 06, 2016 $125,000 -
$135,000
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

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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.

Top Senior Portfolio Manager Employers

Senior Portfolio Manager Videos

How to become a Portfolio Manager in 2016

Andrew Parsons, Senior Portfolio Manager, Resolution Capital

Day in the Life - Wealth Manager

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