Portfolio Manager Job Description Template
The Portfolio Manager will be responsible for managing a portfolio of projects and programs, ensuring that they are delivered on time, within budget, and to the required quality standards. The Portfolio Manager will also be responsible for identifying and managing risks to the successful delivery of the portfolio. The Portfolio Manager will need to have strong project management skills, as well as experience of working in a fast-paced environment. They will also need to be able to effectively communicate with senior stakeholders and manage competing demands on their time.
Portfolio Manager Job Responsibilities
- Analyze and monitor investment performance relative to stated objectives and benchmarks
- Select investments and manage portfolios in order to achieve desired results
- Research new investment opportunities
- Coordinate with other professionals, such as financial advisors and accountants, to provide comprehensive services to clients
- Prepare reports detailing investment activity and performance for clients
Objectives
- To oversee and manage a portfolio of investments
- To make decisions about buying, selling, or holding investments in the portfolio
- To monitor the performance of investments in the portfolio
- To rebalance the portfolio as needed to maintain the desired mix of assets
- To report on the performance of the portfolio to clients or investors
Portfolio Manager Job Skills & Qualifications Needed
- To be a successful portfolio manager, one must have strong analytical and investment research skills. They must also be able to think critically and make sound investment decisions. In addition, portfolio managers should have excellent communication and interpersonal skills to interact with clients and other professionals.