This is not an entry-level position. At least 10 years of investment experience and a proven performance record are required to become a portfolio manager.
Portfolio managers must have an in-depth understanding of financial markets, financial instruments, and investment strategies. They need excellent communication skills in order to interact effectively with current and potential investors and colleagues. Other important traits include strong analytical, problem-solving, and organizational skills; attentiveness to detail; confidence and leadership ability; and proficiency in customer relationship management, basic office (e.g., PowerPoint, Microsoft Excel, Word), and investment research and planning (e.g., Morningstar Office, Bloomberg, Zacks Investment Research) software.
- Accountants
- Architects
- Assessors and Appraisers
- Auditors
- Chief Information Officers
- Commodities Brokers
- Compliance Managers
- Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Interior Designers and Decorators
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Mutual Fund Accountants and Auditors
- Mutual Fund Analysts
- Mutual Fund Compliance Professionals
- Mutual Fund Customer Service Representatives
- Mutual Fund Financial Managers
- Mutual Fund Lawyers
- Mutual Fund Marketing Specialists
- Mutual Fund Risk Managers
- Mutual Fund Wholesalers
- Property and Real Estate Managers
- Real Estate Agents and Brokers
- Real Estate Clerks
- Real Estate Developers
- Real Estate Lawyers
- Real Estate Writers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Retirement Planners
- Statisticians
