Portfolio Manager Education Requirements


A portfolio manager is person who helps people make investment decisions with their money apart from helping to manage a financial institution’s asset and liability portfolios. They are high-level financial analysts who work with a team of analysts and researchers, to establish an investment strategy, selecting appropriate investments and allocating each investment properly for a fund- or asset-management vehicle.

Internal buy-side and sell-side analysts from investment banks present them with investment ideas. They sift through relevant information to buy and sell securities. Every day, they read reports, monitor economic trends looking for the right company and time to invest the portfolio’s capital.

Portfolio Manager Education Requirements

  • Any candidate qualifying for portfolio manager position must attain a bachelor’s degree in a finance-related field for entry-level financial analyst positions.
  • Courses in advanced math and statistics are also advised.
  • A master’s degree in business administration or finance may also be asked for in order to become a portfolio manager.
  • These programs typically take 2-3 years to complete and include advanced courses on asset management, hedge funds, options pricing and bond valuation.

Portfolio Manager Degrees, Courses and Certifications

The candidates who look forward to pursue their career as a portfolio manager must possess following degrees and certifications:

  • High school diploma
  • Associate or bachelor’s degree in finance, accounting, economics, management or any other related courses.
  • Attain a master’s degree in finance or business administration which includes courses in options pricing, asset management and bond valuation.The program takes approximately 3 years to finish.
  • Some portfolio managers may also require to earn a Chartered Financial Analyst (CFA) designation offered by the CFA Institute .Candidates must have a combination of work experience and formal education in order to be eligible for the CFA credential.

Portfolio Manager Qualification and Training

Practical experience only will add on to the chances of you getting selected as a portfolio manager. A financial analyst position is the most common route to becoming a portfolio manager. Complete training programs required by employers. Also, one must try to pass the licensing examination, such as the Series 7, 63 or 66. Portfolio managers are also expected to lead investor meetings and be able to alter portfolios quickly, reacting to market changes.

Portfolio Manager Colleges and Universities

Portfolio Manager Wages and Salaries

The average salary for financial analysts working in portfolio management firms is in the range of $85,240 -$1, 11,490 per year. The salary may vary depending upon the work profiles, skill and experience of the candidate and other factors.

Category: Management Education Requirements

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