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Senior portfolio manager vs investments manager

The differences between senior portfolio managers and investments 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 an investments manager. Additionally, an investments manager has an average salary of $116,102, which is higher than the $115,805 average annual salary of a senior portfolio manager.

The top three skills for a senior portfolio manager include portfolio management, risk management and project management. The most important skills for an investments manager are private equity, due diligence, and real estate.

Senior portfolio manager vs investments manager overview

Senior Portfolio ManagerInvestments Manager
Yearly salary$115,805$116,102
Hourly rate$55.68$55.82
Growth rate17%17%
Number of jobs45,22342,946
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 71%
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 an investments manager do?

The job of investment managers or fund managers is to help clients grow their money and achieve their financial and personal goals in life. Investment managers have a variety of responsibilities that often include handling all activities associated with managing client portfolios, monitoring performance measurement and transaction settlement, and determining the best strategy for investments. Also, you will be responsible for providing advice on investments and handling investments and investor decisions with discretion. As an investment manager, you are also expected to offer recommendations about investments.

Senior portfolio manager vs investments manager salary

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

Senior Portfolio ManagerInvestments Manager
Average salary$115,805$116,102
Salary rangeBetween $67,000 And $199,000Between $68,000 And $198,000
Highest paying CityAlbany, NYNew York, NY
Highest paying stateConnecticutAlaska
Best paying companyLegal & General Investment Management AmericaNetflix
Best paying industryTechnologyFinance

Differences between senior portfolio manager and investments manager education

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

Senior Portfolio ManagerInvestments Manager
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior portfolio manager vs investments manager demographics

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

Senior Portfolio ManagerInvestments Manager
Average age4646
Gender ratioMale, 71.9% Female, 28.1%Male, 65.5% Female, 34.5%
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, 7.5% Unknown, 4.1% Hispanic or Latino, 14.2% Asian, 10.0% White, 63.9% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between senior portfolio manager and investments 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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Investments manager example responsibilities.

  • Prepare quarterly IR reports for the board of directors, manage annual shareholder meetings and the annual report development process.
  • Develop a highly skil treasury and financial management team to achieve establish objectives.
  • Deliver and fund loans sell to FNMA and FHLMC as well as assisted in the secondary contract pipeline management.
  • Organize investor events, such as analyst days and NASDAQ opening bell ceremonies.
  • Provide support for investor relations activities, including phone calls and maintaining relationships with NASDAQ and analysts.
  • Adhere to FHLMC and specific servicing guidelines and regulations for daily and monthly remittance reporting utilizing MIDANET software.
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Senior portfolio manager vs investments 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 investments manager skills
  • Private Equity, 6%
  • Due Diligence, 6%
  • Real Estate, 5%
  • Investor Relations, 5%
  • Financial Statements, 5%
  • Asset Management, 4%

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