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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.
|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|
|SNR. Portfolio MGR. & Head of Emerging & Frontier||Everest Capital LLC||Miami, FL||Aug 02, 2013||$200,000 -
|Senior Portfolio Manager||QFR Capital Management, LP||New York, NY||May 01, 2010||$200,000 -
|Senior Portfolio Manager||Magnetar Capital LLC||Evanston, IL||Oct 01, 2010||$182,000 -
|Senior Analyst-Acting Portfolio Manager||Passport Management, LLC||San Francisco, CA||May 07, 2016||$178,069 -
|Head of Equities/Senior Portfolio Manager||Capstone Investment Advisors, LLC||New York, NY||Aug 18, 2013||$175,282 -
|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 -
|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 -
|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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