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Senior portfolio manager vs reporting manager

The differences between senior portfolio managers and reporting 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 reporting manager. Additionally, a senior portfolio manager has an average salary of $115,805, which is higher than the $106,336 average annual salary of a reporting manager.

The top three skills for a senior portfolio manager include portfolio management, risk management and project management. The most important skills for a reporting manager are GAAP, internal controls, and external auditors.

Senior portfolio manager vs reporting manager overview

Senior Portfolio ManagerReporting Manager
Yearly salary$115,805$106,336
Hourly rate$55.68$51.12
Growth rate17%17%
Number of jobs45,22367,631
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 74%
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 reporting manager do?

The duties of a reporting manager depend on one's line of work or industry of employment. Typically, they perform clerical tasks such as producing progress reports and presentations, maintaining accurate records and documentation, updating databases, managing schedules, and performing regular inspections and site visits. There are also instances where one must respond to inquiries and concerns, report to supervisors, and coordinate with other department personnel. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.

Senior portfolio manager vs reporting manager salary

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

Senior Portfolio ManagerReporting Manager
Average salary$115,805$106,336
Salary rangeBetween $67,000 And $199,000Between $80,000 And $139,000
Highest paying CityAlbany, NYRichmond, CA
Highest paying stateConnecticutWashington
Best paying companyLegal & General Investment Management AmericaMeta
Best paying industryTechnologyManufacturing

Differences between senior portfolio manager and reporting manager education

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

Senior Portfolio ManagerReporting Manager
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 74%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior portfolio manager vs reporting manager demographics

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

Senior Portfolio ManagerReporting Manager
Average age4646
Gender ratioMale, 71.9% Female, 28.1%Male, 59.6% Female, 40.4%
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, 7.6% Unknown, 4.1% Hispanic or Latino, 14.6% Asian, 10.2% White, 63.2% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between senior portfolio manager and reporting 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

Reporting manager example responsibilities.

  • Perform, then manage, profit and loss for volatile, derivative mortgage back securities.
  • Used Microsoft SharePoint to manage projects, establish work flow, and document reports and report field definitions.
  • Manage the administrator of a Hyperion database.
  • Manage and mentore junior analysts in report optimization and SAS proficiency.
  • Prepare monthly IFRS financial statements including balance sheet and income statement using HFM.
  • Establish and maintain SOX documentation for initial compliance including management of testing with internal audit consultants.
  • Show more

Senior portfolio manager vs reporting 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 reporting manager skills
  • GAAP, 9%
  • Internal Controls, 7%
  • External Auditors, 4%
  • ASC, 4%
  • Data Analysis, 4%
  • Visualization, 4%

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