Scroll Top


    Portfolio Manager


    A portfolio manager ideates and implements investment strategies for individuals or institutional investors. Under the scope of careers in the financial services industry, portfolio management is available with pension plans, hedge funds, and private investment firms, or as part of an insurance or mutual fund company investment department.

    Portfolio managers are also called investment managers, wealth managers, asset managers, or financial advisors. However, the emphasis of a true portfolio manager role is on the analytical side of investing rather than the sales aspect.

    Job Description

    Portfolio managers have a primary responsibility to create and manage private client investment allocations. Some managers of portfolios work with individuals and families, while others focus on institutional or corporate investors.

    In most situations, a portfolio manager implements a predetermined investment strategy defined by an Investment Policy Statement (IPS) in order to achieve investment goals for a company. Many portfolio managers create the investment packages offered to customers, while others simply handle customer expectations and transactions.

    Portfolio managers buy and sell securities via an investor's account to maintain a specific investment strategy or objective over time.

    Education and Training

    Typically, portfolio management requires an undergraduate degree in business, economics, or finance. Most financial institutions also require financial services or investment experience, with a focus on providing clients with portfolio recommendations or an in-depth analysis of the financial market.

    Required Skills

    Individuals best suited to a position as a portfolio manager possess certain skills, including a high degree of data interpretation efficiency and a keen interest in research and analysis. In addition, a thorough understanding of financial markets, economics, and portfolio theory is needed to stay with a long-term career.

    Individuals must also be customer-focused, with a desire and ability to communicate frequently with investor clients regarding their accounts and investment performances.

    Popular Topics

    Latest Articles

    Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.

    Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.

    CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.

    Save taxes with Clear by investing in tax saving mutual funds (ELSS) online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.

    Cleartax is a product by Defmacro Software Pvt. Ltd.

    Company PolicyTerms of use


    ISO 27001

    Data Center


    SSL Certified Site

    128-bit encryption