Jobs that use portfolio management the most include senior portfolio manager, portfolio manager, and senior energy trader.
| Rank | Job title | Salary | % of all skills | Job openings |
|---|---|---|---|---|
| 1 | Senior Portfolio Manager | $115,805 | 10% | 45,223 |
| 2 | Portfolio Manager | $114,671 | 10% | 43,192 |
| 3 | Senior Energy Trader | $114,420 | 8% | 19,680 |
| 4 | Portfolio Assistant | $106,690 | 8% | 5,304 |
| 5 | Vice President And Portfolio Manager | $159,476 | 8% | 62,212 |
| 6 | Investment Analyst | $79,056 | 7% | 63,003 |
| 7 | Investment Officer | $126,952 | 7% | 63,096 |
| 8 | Senior Program Manager, PMO | $104,928 | 7% | 167,143 |
| 9 | Funding Analyst | $82,744 | 7% | 62,949 |
| 10 | Wealth Management Advisor | $91,605 | 7% | 127,946 |
What jobs use Portfolio Management the most?
1. Senior Portfolio Manager
How senior portfolio manager uses Portfolio Management:
- 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.
Most common skills for senior portfolio manager:
- Portfolio Management
- Risk Management
- Project Management
- Real Estate
- Business Development
- Client Relationships
2. Portfolio Manager
How portfolio manager uses Portfolio Management:
- Manage ongoing existing client needs and assist in credit structuring at loan origination.
- Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
- Manage governance, engage stakeholders and communicate budget impact to senior management.
Most common skills for portfolio manager:
- Portfolio Management
- Customer Service
- Risk Management
- Project Management
- Financial Statements
- Real Estate
3. Senior Energy Trader
How senior energy trader uses Portfolio Management:
- Hire and manage an experience team of NERC energy traders.
- Execute and manage spreads, cracks, and volatility portfolio futures and OTC.
- Project manage new commercial paper program conversion on Bloomberg trading system which streamline processing under tight time deadlines.
Most common skills for senior energy trader:
- Risk Management
- Portfolio Management
- Derivative
- Fixed Income
- Financial Products
- Trade Execution
4. Portfolio Assistant
How portfolio assistant uses Portfolio Management:
- Block trade domestic equities for international mutual fund as well as separately manage accounts.
- Support trade confirmation and securities position reconciliation with custody.
- Utilize Bloomberg to provide portfolio attribution analysis for a client presentation.
Most common skills for portfolio assistant:
- Financial Statements
- Portfolio Management
- Fixed Income
- Securities
- Equity Research
- Equities
5. Vice President And Portfolio Manager
How vice president and portfolio manager uses Portfolio Management:
- Trade and manage commodity portfolio focusing on energy futures and derivatives in natural gas, crude oil and electricity.
- Serve as backup to the government trader, which include all hedging activity in treasury cash and futures markets.
- Trade all non-agency mortgage and asset-backed product including home equity and manufacture housing securities.
Most common skills for vice president and portfolio manager:
- Risk Management
- Portfolio Management
- Loan Portfolio
- Asset Allocation
- Financial Statements
- Client Relationships
6. Investment Analyst
How investment analyst uses Portfolio Management:
- Update weekly liquidity stress report and utilize VBA and SQL to automate the process
- Manage and update early engagement processes daily through SharePoint.
- Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
Most common skills for investment analyst:
- Portfolio Management
- Financial Statements
- Strong Analytical
- PowerPoint
- Real Estate
- Risk Management
7. Investment Officer
How investment officer uses Portfolio Management:
- Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
- Provide investment consulting regarding various securities and investment programs for clients and insurance advisory services.
- Develop algorithmic trading systems with returns exceeding most popular benchmarks by applying quantitative methods to price action in various securities markets.
Most common skills for investment officer:
- Portfolio Management
- Asset Allocation
- Risk Management
- Due Diligence
- Financial Analysis
- Oversight
8. Senior Program Manager, PMO
How senior program manager, pmo uses Portfolio Management:
- Manage and add key inputs to budget planning, vendor selection, ROI
- Create the project management processes and train the PMs to maintain the gains achieve.
- Manage, monitors and measures project portfolio status, recommending corrective action as necessary and communicate portfolio status to their management.
Most common skills for senior program manager, pmo:
- Program Management
- Project Management Tools
- On-Time Delivery
- Portfolio Management
- Cloud Computing
- SharePoint
9. Funding Analyst
How funding analyst uses Portfolio Management:
- Lead the requirement gathering effort from key customers for development of new JAVA applications and for troubleshooting customer issues.
- Create PowerPoint presentations for the partners to present to their clients.
- Maintain positive relationships with mortgage closers and treasury to ensure accurate and timely wire transfers for brokers.
Most common skills for funding analyst:
- Financial Statements
- Portfolio Management
- PowerPoint
- Strong Analytical
- Risk Management
- Hedge Funds
10. Wealth Management Advisor
How wealth management advisor uses Portfolio Management:
- Handle sales of permanent and term insurance, fix annuities, brokerage accounts, mutual funds, and manage money accounts.
- Manage FINRA, NASD compliance, quality control and documentation for all stock, bond and option trades place by team.
- Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
Most common skills for wealth management advisor:
- Customer Service
- Insurance Products
- Securities
- Portfolio Management
- Client Relationships
- FINRA
11. Vice President, Fixed Income
How vice president, fixed income uses Portfolio Management:
- Manage company's relationship with SIFMA and coordinate with them on MBS trading and settlement-relate issues.
- Help manage agency MBS portfolio with goals to outperform index and mandates, complacent with book yield requirements and income needs.
- Design and manage multiple evidence-base healthcare solutions for population health and analytics in alignment with the organizational mission.
Most common skills for vice president, fixed income:
- Fixed Income
- Portfolio Management
- Securities
- Risk Management
- Income Products
- Asset Classes
12. PMO Analyst
How pmo analyst uses Portfolio Management:
- Manage business QA resources against project timelines and overlap them to other projects within the scope
- Develop infrastructure to enable clients to better understand and manage risks associate with their decision environment to capture opportunities.
- Involve in all phases of the SDLC.
Most common skills for pmo analyst:
- Metrics
- Continuous Improvement
- Portfolio Management
- Project Management Tools
- Data Analysis
- Risk Management
13. Director Project Management Office
How director project management office uses Portfolio Management:
- Manage project resource allocations, including developers, QA engineers, architectures, and business analysts.
- Streamline and centralize usage of project management tools to manage dependencies and transparent delivery milestones for highly complex SaaS platforms
- Establish a reporting structure to integrate project financial data into technology portfolio management for oversight of fiscal year spend.
Most common skills for director project management office:
- Oversight
- Program Management
- Portfolio Management
- Process Improvement
- Project Portfolio
- Continuous Improvement
14. Senior Investment Analyst
How senior investment analyst uses Portfolio Management:
- Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
- Quoted on Bloomberg in reaction to corporate earnings announcements.
- Utilize Bloomberg and other market resources to verify the new assets are setup correctly.
Most common skills for senior investment analyst:
- Financial Models
- Due Diligence
- PowerPoint
- Portfolio Management
- Real Estate
- Risk Management
15. Lead Portfolio Manager
How lead portfolio manager uses Portfolio Management:
- Manage internal pricing system for exchange trade securities and over-the-counter instruments by verifying all instruments have valid daily closing exchange price.
- Push accountability to appropriate levels through transparent dashboards and KPIs accessible across the dispersed organization.
- Collaborate with cross sector portfolio managers on overall public fix income allocation decisions and deep dives into pertinent global macro issues.
Most common skills for lead portfolio manager:
- Project Management
- Financial Models
- Customer Satisfaction
- ROI
- Portfolio Management
- Business Development
16. PMO Consultant
How pmo consultant uses Portfolio Management:
- Manage Medicaid eligibility rules engine implementation, testing and QA efforts, and defect resolution.
- Manage multiple software development tracts to successfully deploy business analytics functionality to multiple business owners and end-users at Microsoft.
- Develop a structure, standardize, and consolidate set of repeatable infrastructure services that optimally support the business processes and applications.
Most common skills for pmo consultant:
- Governance
- Microsoft Project
- Business Development
- Project Management Tools
- Portfolio Management
- Status Reports
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Updated December 28, 2023