Senior portfolio manager vs finance manager

Differences between senior portfolio manager and finance 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.
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Finance manager example responsibilities.

• Manage the preparation of monthly reporting packs and board presentations with robust variance analysis, commentaries and forward looking KPIs.
• Manage a team of sales persons, business managers, sales manager, A/R, A/P, and general managers.
• Lead successful sales team and provide direct oversight on overall dealership business profitability.
• Manage accounts payable/receivable, deposits, payroll preparation, purchasing and inventory management, liaison to accountant.
• Oversee financial analysis, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards.
• Execute simple SQL queries to validate data in tables.
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