Hiring portfolio managers
Your guide to finding and hiring the right person for your organization
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Explore all the resources you need to hire a portfolio manager — including ways to identify the right skills, write a job description, and ask detailed interview questions.
While some companies and individuals opt to manage their own financial investments, hiring a portfolio manager can provide a specialized and dedicated approach. A portfolio manager creates an investing strategy based on the client’s financial goals, risk tolerance, and short- and long-term needs. These financial advisors understand how to manage different types of assets, rebalance portfolios that are underperforming, and maximize tax advantages.
You might hire a portfolio manager to:
- Devise an appropriate investment strategy based on individual or group needs
Monitor how investments are performing — and rebalance allocations as necessary
Execute specific financial investing moves, as approved by the client
Review market activity, create forecasting reports, and remain on top of trends
Skills and qualifications to look for in a portfolio manager
Although every organization has different needs, many recruiters and hiring managers look for portfolio managers with the following skills and qualifications. Understanding which skills and qualifications are required and which are preferred can help you determine the best-fit candidates.
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| Required skills and qualifications | Preferred skills and qualifications |
| Experience in a quantitative or analytical field, such as accounting, finance, economics, mathematics, statistics, physics, or engineering | Degree in finance, business administration, or economics |
| Advanced written and oral communication abilities | Chartered Financial Analyst (CFA) certification (which carries a base level requirement of a bachelor’s degree and four years of work experience) or equivalent |
| Knowledge of securities, insurance, and mutual funds industries | Certified Financial Planner (CFP) certification awarded by the CFP Board (with a base level requirement of a bachelor’s degree and 12–18 months of coursework) or equivalent |
| Proficiency with financial planning software | Licensing by a national or regional agency, such as the U.S. Financial Industry Regulatory Authority (FINRA), the European Securities and Markets Authority (ESMA), Investment Industry Regulatory Organization of Canada (IIROC), or equivalent |
| Personal integrity and a commitment to ethics and client confidentiality | If assets under management (AUM) total a few million USD, registration with an oversight commission such as the U.S. Securities and Exchange Commission, the Ontario Securities Commission, the Australian Securities and Investments Commission, or equivalent |
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