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CAREER PROFILE

Portfolio Manager

What is a Portfolio Manager ?

A Portfolio Manager may be a person or group of individuals liable for investing a mutual, exchange-traded, or closed-end fund’s assets, implementing its investment strategy, and managing day-to-day portfolio trading. A portfolio manager is one of the foremost important factors to think about when looking for fund investing.

Portfolio management is often active or passive, and historical performance records indicate that only a minority of active fund managers consistently beat the market.

What are the roles & responsibilities of a Portfolio Manager ?

  • Generating an investment policy statement, outlining our clients’ investment objectives.
  • Constructing successful investment portfolios informed by market conditions and economic trends.
  • Buying and selling securities in client accounts to take care of a selected investment strategy, or to succeed in an investment objective.
  • Determining acceptable risk levels for clients supported time frames, risk preferences, return expectations, and market conditions.
  • Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment
  • research and economic trends, and meeting with them to debate their portfolio performance and investment objectives.
  • Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory
  • organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
  • Prospecting for brand spanking new clients.
  • Staying up so far with relevant investment and trading news, and economic trends.

What are the skills required to become a Portfolio Manager ?

Technical Skills

Soft Skills

Before Career Profiles

After Career Profiles

What courses and qualifications are required to become a Portfolio Manager ?

FAQ

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