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Senior portfolio manager vs senior finance manager

The differences between senior portfolio managers and senior finance 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 senior finance manager. Additionally, a senior finance manager has an average salary of $133,358, 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 a senior finance manager are hyperion, financial performance, and financial analysis.

Senior portfolio manager vs senior finance manager overview

Senior Portfolio ManagerSenior Finance Manager
Yearly salary$115,805$133,358
Hourly rate$55.68$64.11
Growth rate17%17%
Number of jobs45,223139,639
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 68%
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 senior finance manager do?

A senior finance manager is an individual who supervises financial department staff members as well as monitors the daily financial operations within a company. Senior finance managers must keep track of the financial status and performance of the company so that they can identify areas for potential improvement. They review financial data and prepare reports to be presented to the management to help them in their business decision making. Senior finance managers must also maintain policies within the company and should have a deep understanding of financial regulations and legislations.

Senior portfolio manager vs senior finance manager salary

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

Senior Portfolio ManagerSenior Finance Manager
Average salary$115,805$133,358
Salary rangeBetween $67,000 And $199,000Between $95,000 And $185,000
Highest paying CityAlbany, NYSan Francisco, CA
Highest paying stateConnecticutCalifornia
Best paying companyLegal & General Investment Management AmericaRoku
Best paying industryTechnologyProfessional

Differences between senior portfolio manager and senior finance manager education

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

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

Senior portfolio manager vs senior finance manager demographics

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

Senior Portfolio ManagerSenior Finance Manager
Average age4646
Gender ratioMale, 71.9% Female, 28.1%Male, 70.3% Female, 29.7%
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, 14.3% Asian, 10.0% White, 63.8% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between senior portfolio manager and senior 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.
  • Show more

Senior finance manager example responsibilities.

  • Manage regional treasury functions including coordination with international HQ for daily cash balance requirements.
  • Manage staff of financial analysts who perform divisional and branch portfolio and profit/loss analysis.
  • Manage Oracle/Hyperion application upgrade used to support the close, consolidate and report process within Oracle/PeopleSoft ERP environment.
  • Manage financial reporting in support of CEO/CFO/President with oversight for data integrity and consistency of reporting across enterprise.
  • Manage eight team members' activities including daily transaction processing, monthly reconciliations and analysis, and financial statement preparation
  • Manage senior financial analysts responsible for evaluating the financial risks of a portfolio of large property and casualty insurance programs.
  • Show more

Senior portfolio manager vs senior finance 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 senior finance manager skills
  • Hyperion, 7%
  • Financial Performance, 5%
  • Financial Analysis, 5%
  • Business Development, 4%
  • SR, 4%
  • Financial Models, 4%

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