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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.
|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 -
|SVP, Portfolio Manager||Pacific Investment Management Company, LLC||Centerville, CA||Dec 16, 2016||$220,000 -
|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 -
|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 -
|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 -
|Vice President, Assistant Portfolio Manager/Analys||Artio Global Management LLC||New York, NY||Feb 10, 2011||$137,000 -
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IT Portfolio Management
Matthew G. Baker, Vice-president and Portfolio Manager, Wellington Management Company