Portfolio Manager Duties & Responsibilities

The role and function of a Portfolio Manager includes the following duties and responsibilities:

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 maintain a specific investment strategy, or to reach an investment objective.
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 new clients.
Staying up to date with relevant investment and trading news, and economic trends.
Determining acceptable risk levels for clients based on 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 discuss their portfolio performance and investment objectives.

Note that this is not an exhaustive list of Portfolio Manager duties and responsibilities. Job functions for specific Portfolio Manager roles may vary, depending on the industry and type of employer.

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