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Become A Vice President And Portfolio Manager

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Working As A Vice President And Portfolio Manager

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $150,000

    Average Salary

What Does A Vice President And Portfolio Manager Do At Goldman Sachs & Co.

* In this role, you will be expected to become familiar with all of the asset classes and techniques used within GSAM’s mutual funds, ETFs, and other investment vehicles distributed through the intermediary channels.
* Some of the team’s philosophy can be viewed at:
* Demonstrate acumen for capital markets, economics, and portfolio construction theory
* Assist with all facets of the team’s consultative services, including assisting with development, creation, and dissemination of client-facing content, and providing analytical support for various internal and client deliverables
* Deliver content via client meetings and calls, large client conferences, internal sales meetings and calls, and other key events
* Develop training modules and collateral to assist with educating GSAM sales personnel on new investment products or thematic product positioning initiatives
* Research and analyze market trends, competitor offerings and other inputs relevant to the positioning of existing offerings and development of new capabilities
* Leverage strong command of various systems and analytical tools (e.g., Morningstar, Bloomberg, FactSet, Lipper, Zephyr, Strategic Insight Simfund) to develop insightful reports and analyses to assist with sales and client retention
* Field data requests from senior management, sales force, portfolio management teams, marketing and client firms

What Does A Vice President And Portfolio Manager Do At Citi

* Understand and optimize rules governing Card Authorizations specifically pertaining to Over Credit Limit and Delinquency Authorization requests.
* Perform Transaction-level analytics to make informed decisions about Credit Abuse while balancing customer point of sale experience.
* Collaborate closely with Fraud to understand unusual transaction scenarios and put in place mitigating actions.
* Synthesize in-depth analysis succinctly and communicate to senior management.
* Partner closely with internal project management, execution, Operations, IT and scoring teams

What Does A Vice President And Portfolio Manager Do At Citi

* Lead and manage manual underwriting strategy for all acquisition channels
* Identify policy improvement opportunities and take ownership of policy analytics from conception to execution, including business impact tracking
* Understand operations procedures/ processes and develop efficient and effective deployment of various credit policies
* Develop testing framework to evaluate effectiveness of manual review considering the value- added by analyst review
* Collaborate with offshore team in developing and managing MIS reports and adhoc analyses to measure and monitor the program, interpret trends and explain key drivers
* Collaborate with MIS team to perform descriptive and statistical analyses to validate hypothesis, interpret results/outcomes and derive business and predictive insights
* Influence senior managers and leaders with analytically driven recommendations to improve policies
* Manage appropriate controls, including internal and external audits and policy governance tasks

What Does A Vice President And Portfolio Manager Do At Citi

* This position is responsible for development and implementation of new account underwriting strategies (Credit Policy and Credit Line Assignment) that appropriately balances risk and reward within Risk Appetite targets.
* The development of underwriting strategies is fundamental to driving growth in the card portfolio and requires that policies and strategies make sense from a customer perspective, are within Risk Appetite targets, and maximizes impact of marketing spend.
* Develop Credit Risk Strategies for Citi Branded Credit Cards Acquisitions by using statistical techniques such as linear regression, Decision tree analysis and Chi Square tests
* Design and analyze credit tests leveraging statistical programs to enhance program performance.
* Leverage mathematical techniques to refine and optimize initial credit line assignment across acquisition programs.
* Review, internalize and provide meaningful commentary on MIS to recognize and establish connections to policy, population or market changes.
* Manage credit risk from multiple channels of Cards acquisition efforts.
* Leverage mathematical capabilities to review profit and loss equations that are used to forecast risk based campaign profits.
* Interact and collaborate with Marketing, Decision Management & Policy Execution teams to flawlessly execute credit strategies.
* execute credit strategies.
* Define and lead complex analytical assessments on the customer level to optimize the customer experience.
* Analyze bureau and credit information to determine statistical significance of information and perform risk and reward trade off analysis.
* Perform Ad-hoc analyses and use MIS to answer senior leadership questions

What Does A Vice President And Portfolio Manager Do At Citi

* Drive development of new account credit underwriting, credit line management, and authorization strategy development and execution
* Create key policy analytics from conception to execution, including benefits tracking.
* Identify business opportunities; develop credit tests and risk strategies, balancing risk and return
* Develop MIS reports to measure and monitor programs, interpret trends and explain key drivers
* Work with cross-functional teams to ensure flawless execution of policy tests and strategies

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How To Become A Vice President And Portfolio Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.

Education

A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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Vice President And Portfolio Manager jobs

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Real Vice President And Portfolio Manager Salaries

Job Title Company Location Start Date Salary
Vice President and Portfolio Manager First Pacific Advisors, LLC Los Angeles, CA Sep 01, 2011 $250,000
SVP, Portfolio Manager Pacific Investment Management Company, LLC Newport Beach, CA Apr 27, 2015 $250,000
Senior Vice President, Portfolio Manager Pacific Investment Management Company, LLC Newport Beach, CA Oct 01, 2014 $245,000
SVP, Portfolio Manager-Commodities Pacific Investment Management Company (Pimco) Newport Beach, CA Jun 10, 2013 $240,000
Vice President, Senior Equities Portfolio Manager Calvert Investments, Inc. Bethesda, MD Sep 01, 2015 $235,000
SVP, Portfolio Manager Ing Investment Management Americas New York, NY Oct 01, 2011 $225,000
SR. VP, Portfolio MGR of Emerging Markets Non-Asia GIC Asset Management Private Limited New York, NY Aug 01, 2014 $220,000 -
$400,000
SVP, Portfolio Manager Pacific Investment Management Company, LLC Centerville, CA Dec 16, 2016 $220,000 -
$250,000
EVP, Portfolio Manager Pacific Investment Management Company (Pimco) Newport Beach, CA Oct 01, 2009 $220,000
Vice President, Portfolio Manager Pinebridge Investments LLC New York, NY Jan 22, 2016 $205,000
VP & Senior Portfolio Manager Fort Washington Investment Advisors, Inc. Cincinnati, OH May 24, 2016 $200,000
Senior Vice President, Portfolio Manager/Analyst Lazard Asset Management LLC New York, NY Dec 29, 2015 $200,000
Vice President, Portfolio Manager Pacific Investment Management Company, LLC Newport Beach, CA Sep 11, 2014 $193,000
Vice President, Portfolio Manager Pacific Investment Management Company (Pimco) New York, NY May 02, 2012 $185,000
Vice President, Portfolio Manager Louis Dreyfus Highbridge Energy LLC Wilton, CT Sep 10, 2009 $180,000
Vice President, Portfolio Manager Louis Dreyfus Highbridge Energy LLC Houston, TX Dec 07, 2009 $180,000
Vice President, Research Portfolio Manager Tudor Investment Corporation Greenwich, CT Jul 21, 2010 $180,000
Vice President/Portfolio Manager The Royal Bank of Scotland, PLC. Stamford, CT Oct 01, 2011 $175,000
Senior Vice President, Portfolio Manager Sovarnum Capital L.P. New York, NY Sep 20, 2016 $175,000
Vice President, Portfolio Manager Pacific Investment Management Company (Pimco) New York, NY May 20, 2013 $175,000
VP, Analyst/Portfolio Manager RCM Capital Management LLC San Francisco, CA Nov 12, 2013 $170,000 -
$175,000
AVP, Portfolio Manager Ing Investment Management LLC Atlanta, GA Jun 02, 2010 $148,000
Vice President-Portfolio Manager EXT MGR Dept GIC Asset Management Private Limited New York, NY Mar 20, 2015 $146,000 -
$200,000
Vice President, Portfolio Manager, Private Equity JP Morgan Chase & Co New York, NY May 12, 2015 $145,000
Vice President, Portfolio Manager, Alternative Solutions, Blackrock Alternative Investors Blackrock Investment Management LLC New York, NY Apr 25, 2016 $140,000
Vice President, Portfolio Manager Neuberger Berman Group LLC New York, NY Sep 17, 2011 $140,000
Senior Vice President; Corp. INV. Portfolio Manager Bank of America N.A. Westlake Village, CA Jul 30, 2015 $140,000 -
$160,000
Vice President, Assistant Portfolio Manager/Analys Artio Global Management LLC New York, NY Feb 10, 2011 $137,000 -
$150,000

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Top Skills for A Vice President And Portfolio Manager

AssetAllocationFinancialStatementsLoanPortfolioCovenantComplianceIncomePortfolioEquityPortfolioManagementRealEstateClientRelationshipsPolicyHighNETRiskManagementInvestmentStrategiesInvestmentPortfoliosDueDiligenceBusinessDevelopmentInvestmentManagementAssetManagementCreditQualityInvestmentCommittee

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Top Vice President And Portfolio Manager Skills

  1. Asset Allocation
  2. Financial Statements
  3. Loan Portfolio
You can check out examples of real life uses of top skills on resumes here:
  • Conducted reviews of client portfolios and recommend asset allocation adjustments.
  • Gathered and analyzed company financial statements, industry conditions, economic data, brokerage research reports, and financial periodicals.
  • Managed a $40MM loan portfolio comprised mainly of commercial residential real estate and development loans while actively developing new business.
  • Monitored loan agreements for covenant compliance.
  • Involved with a total of 15 fixed income portfolios.

Top Vice President And Portfolio Manager Employers

Vice President And Portfolio Manager Videos

IT Portfolio Management

Matthew G. Baker, Vice-president and Portfolio Manager, Wellington Management Company

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