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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

Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.

Duties

Financial managers typically do the following:

  • Prepare financial statements, business activity reports, and forecasts
  • Monitor financial details to ensure that legal requirements are met
  • Supervise employees who do financial reporting and budgeting
  • Review company financial reports and seek ways to reduce costs
  • Analyze market trends to maximize profits and find expansion opportunities
  • Help management make financial decisions

The role of the financial manager, particularly in business, is changing in response to technological advances that have substantially reduced the amount of time it takes to produce financial reports. Financial managers’ main responsibility used to be monitoring a company’s finances, but they now do more data analysis and advise senior managers on ways to maximize profits. They often work on teams, acting as business advisors to top executives.

Financial managers also do tasks that are specific to their organization or industry. For example, government financial managers must be experts on government appropriations and budgeting processes, and healthcare financial managers must know about topics in healthcare finance. Moreover, financial managers must be knowledgeable about special tax laws and regulations that affect their industry.

The following are examples of types of financial managers:

Chief financial officers (CFOs) are accountable for the accuracy of a company’s or organization’s financial reporting, especially among publicly traded companies. As head of a company’s entire financial department, they manage the lower level financial managers. They oversee the company’s financial goals, objectives, and budgets.

Controllers direct the preparation of financial reports that summarize and forecast the organization’s financial position, such as income statements, balance sheets, and analyses of future earnings or expenses. Controllers also are in charge of preparing special reports required by governmental agencies that regulate businesses. Often, controllers oversee the accounting, audit, and budget departments of their organization.

Treasurers and finance officers direct their organization’s budgets to meet its financial goals. They oversee the investment of funds and carry out strategies to raise capital (such as issuing stocks or bonds) to support the firm’s expansion. They also develop financial plans for mergers (two companies joining together) and acquisitions (one company buying another).

Credit managers oversee their firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past-due accounts.

Cash managers monitor and control the flow of cash that comes in and goes out of the company to meet the company’s business and investment needs. For example, they must project cash flow (amounts coming in and going out) to determine whether the company will have a shortage or surplus of cash. 

Risk managers control financial risk by using strategies to limit or offset the probability of a financial loss or a company’s exposure to financial uncertainty. Among the risks they try to limit are those that stem from currency or commodity price changes.

Insurance managers decide how best to limit a company’s losses by obtaining insurance against risks, such as the need to make disability payments for an employee who gets hurt on the job or the costs imposed by a lawsuit against the company.

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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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Vice President And Portfolio Manager Demographics

Gender

Male

71.0%

Female

23.8%

Unknown

5.1%
Ethnicity

White

77.5%

Asian

9.9%

Hispanic or Latino

8.9%

Unknown

2.5%

Black or African American

1.3%
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Languages Spoken

Spanish

33.3%

French

11.1%

Chinese

7.4%

Mandarin

7.4%

Italian

7.4%

Turkish

3.7%

Portuguese

3.7%

Greek

3.7%

German

3.7%

Romanian

3.7%

Cantonese

3.7%

Japanese

3.7%

Armenian

3.7%

Russian

3.7%
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Vice President And Portfolio Manager Education

Schools

New York University

20.7%

University of Chicago

7.4%

Columbia University

6.7%

Cornell University

6.7%

Boston College

5.2%

Fordham University

5.2%

University of Connecticut

4.4%

University of Southern California

4.4%

University of Alabama

3.7%

Arizona State University

3.7%

Wake Forest University

3.7%

University of Pennsylvania

3.7%

Northwestern University

3.7%

Saint John's University - New York

3.0%

Southern Methodist University

3.0%

Temple University

3.0%

Boston University

3.0%

Emory University

3.0%

State University of New York Buffalo

3.0%

George Washington University

3.0%
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Majors

Finance

37.9%

Business

29.5%

Accounting

8.3%

Economics

7.5%

Management

3.6%

Real Estate

3.0%

Political Science

1.5%

Mathematics

1.1%

Marketing

1.1%

International Business

0.8%

Psychology

0.8%

Business Economics

0.8%

Project Management

0.8%

Sociology

0.6%

Management Science

0.6%

Communication

0.6%

History

0.6%

Agricultural Business

0.6%

Counseling Psychology

0.4%

Management Information Systems

0.4%
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Degrees

Masters

51.1%

Bachelors

36.9%

Other

6.7%

Certificate

2.3%

Doctorate

1.5%

Associate

1.0%

Diploma

0.3%

License

0.2%
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Job type you want
Full Time
Part Time
Internship
Temporary

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 Louis Dreyfus Highbridge Energy LLC Wilton, CT Sep 10, 2009 $180,000
Vice President, Research Portfolio Manager Tudor Investment Corporation Greenwich, CT Jul 21, 2010 $180,000
Vice President, Portfolio Manager Louis Dreyfus Highbridge Energy LLC Houston, TX Dec 07, 2009 $180,000
Vice President, Portfolio Manager Pacific Investment Management Company (Pimco) New York, NY May 20, 2013 $175,000
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
VP, Analyst/Portfolio Manager Allianzgi Distributors LLC San Francisco, CA Oct 03, 2013 $170,000 -
$175,000
VP, Analyst/Portfolio Manager Allianz Global Investors U.S LLC.* San Francisco, CA Dec 02, 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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