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Senior portfolio manager vs branch manager

The differences between senior portfolio managers and branch 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 portfolio manager and a branch manager. Additionally, a senior portfolio manager has an average salary of $115,805, which is higher than the $56,291 average annual salary of a branch manager.

The top three skills for a senior portfolio manager include portfolio management, risk management and project management. The most important skills for a branch manager are customer satisfaction, business development, and branch management.

Senior portfolio manager vs branch manager overview

Senior Portfolio ManagerBranch Manager
Yearly salary$115,805$56,291
Hourly rate$55.68$27.06
Growth rate17%17%
Number of jobs45,223333,883
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 65%
Average age4646
Years of experience88

What does a senior portfolio manager do?

A senior portfolio manager is responsible for evaluating the financial portfolios of clients to identify the best investment decisions accordingly. Senior portfolio managers conduct data and statistical analysis of the financial market performance to measure the value of financial instruments and funds. They manage the buying and selling of financial securities based on the clients' specifications and requirements and regularly following the market movement to meet the clients' best interests. A senior portfolio manager must have excellent analytical and leadership skills, especially in coordinating with portfolio analysts, to determine the best courses to minimize the clients' financial loss and risks.

What does a branch manager do?

Branch managers oversee the company's field office. This position is usually present in industries such as banking and food service. Branch managers are responsible for all aspects of the branch operations, including, but not limited to, finances, marketing, quality control, and human resources. They ensure that the goals of the branch are met in the most efficient way possible. They balance the needs of both the organization and the employees in the department. Branch managers are also expected to have a hand in training the employees to be useful members of the organization.

Senior portfolio manager vs branch manager salary

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

Senior Portfolio ManagerBranch Manager
Average salary$115,805$56,291
Salary rangeBetween $67,000 And $199,000Between $39,000 And $80,000
Highest paying CityAlbany, NYOakland, CA
Highest paying stateConnecticutAlaska
Best paying companyLegal & General Investment Management AmericaFNB
Best paying industryTechnologyProfessional

Differences between senior portfolio manager and branch manager education

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

Senior Portfolio ManagerBranch Manager
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 65%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Senior portfolio manager vs branch manager demographics

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

Senior Portfolio ManagerBranch Manager
Average age4646
Gender ratioMale, 71.9% Female, 28.1%Male, 59.8% Female, 40.2%
Race ratioBlack or African American, 7.6% Unknown, 4.1% Hispanic or Latino, 14.5% Asian, 10.1% White, 63.4% American Indian and Alaska Native, 0.3%Black or African American, 8.0% Unknown, 4.1% Hispanic or Latino, 15.4% Asian, 7.8% White, 64.3% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between senior portfolio manager and branch manager duties and responsibilities

Senior portfolio manager example responsibilities.

  • Manage internal pricing system for exchange trade securities and over-the-counter instruments by verifying all instruments have valid daily closing exchange price.
  • Improve portfolio s performance by enhancing research quality, analyzing equities, and selecting stocks that outperform relevant benchmarks.
  • Provide oversight and execute multiple complex transactions under very difficult market conditions.
  • Review and monitor construction and provide oversight from inception of a portfolio to operations and disposition.
  • Prepare comprehensive financial/market analysis to evaluate and support investment opportunities for new investments in the different multi-asset portfolios.
  • Collaborate with cross sector portfolio managers on overall public fix income allocation decisions and deep dives into pertinent global macro issues.
  • Show more

Branch manager example responsibilities.

  • Manage and coordinate a high volume sales pipeline from beginning to closing while ensuring all RESPA regulations are met.
  • Warehouse operations plus office duties, A/P, A/R.
  • Support A/R, A/P, and provide data analyzation from 12 branches to assist with annual budgeting projections/forecasting.
  • Provide leadership for sales, customer service, operations, compliance, and ethics as branch manager of an in-store branch.
  • Educate staff in areas of bank secrecy, bank regulations, and internal audit policy.
  • Train agents and managers using office generate PowerPoint presentations, company flip charts and training videos.
  • Show more

Senior portfolio manager vs branch manager skills

Common senior portfolio manager skills
  • Portfolio Management, 10%
  • Risk Management, 6%
  • Project Management, 5%
  • Real Estate, 5%
  • Business Development, 4%
  • Client Relationships, 4%
Common branch manager skills
  • Customer Satisfaction, 8%
  • Business Development, 7%
  • Branch Management, 5%
  • Human Resources, 5%
  • Financial Statements, 5%
  • Performance Management, 4%

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