For this role, banks and financial services firms look for candidates with at least four years of experience managing investment portfolios. Strong communication skills and knowledge of financial modeling are strongly desired. A bachelor’s degree in business or finance is required, but banks and firms prefer candidates with a master’s degree and a CFA. Conducting market research on private equity and capital marketsIdentifying and researching potential investment opportunitiesMonitoring existing portfolio investmentsReviewing, assessing and performing financial analysis and due diligence for investmentsLeading negotiation of terms for investments Submit your resume or request talent now and our expert recruiters will be with you shortly.Robert Half can assist you with your portfolio manager recruitment needs.
3M
About Time
Bloomberg Terminal
Budget Processes
CRM
CapEx
Capital Management
Compliance
Credit
Customer Service
Salary for Portfolio Manager
$104,750 - $155,000
25th percentile
$104,750
New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties
50th percentile
$127,250
Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role
75th percentile
$155,000
Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Managing Director/Partner – Banking and Financial Markets $175,500 $211,000 $251,500 Vice President – Banking and Financial Markets $133,750 $164,750 $191,750 Banking and Financial Markets Associate $86,500 $112,000 $123,500 Banking and Financial Markets Analyst $59,250 $75,750 $86,250 Business Development Officer $96,500 $122,000 $145,750 Private Banker, 5+ Years' Experience $88,500 $107,500 $127,250 Private Banker, 3-5 Years' Experience $65,500 $80,000 $95,250 Private Banker, 1-3 Years' Experience $52,750 $63,000 $74,500 Credit Analyst, 5+ Years' Experience $75,000 $91,250 $108,500 Credit Analyst, 3-5 Years' Experience $58,250 $70,500 $81,750 Credit Analyst, 1-3 Years' Experience $49,750 $60,750 $78,000
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