Portfolio Manager Requirements, Skills & Qualifications

The following common skills and qualifications are required of a Portfolio Manager:

  • Bachelor’s degree in business, economics, or finance.
  • Professional certification as a Chartered Financial Analyst (CFA), or similar qualification, such as a CPA.
  • 2 or more years’ professional portfolio management experience.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access).
  • Excellent written and verbal communication skills.
  • Highly organized and detail oriented.
  • Detailed understanding of capital markets.
  • Exceptional analytical skills.
  • Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.

Note that this is not an exhaustive list of Portfolio Manager skill, qualifications and experience. Job requirements for specific Portfolio Manager roles may vary, depending on the industry and type of employer.

Related

Portfolio Manager Job description

Portfolio Manager Salary in Nigeria

Portfolio Manager Interview questions

Portfolio Manager Cover letter

Portfolio Manager CV

Portfolio Manager Jobs in Nigeria

Similar job descriptions

Equity Research Associate job description

Bank Teller job description

Deposit Mobilization Officer job description

Credit Manager job description

Economist job description

Risk Analyst job description

Insurance Advisor job description

Financial Controller job description

Banker job description

Financial Planner job description

Financial Trader job description

Finance Manager job description

Stockbroker job description

Pension Scheme Manager job description

Financial Manager job description

Collections Officer job description

Cost Analyst job description

Investment Consultant job description

Wealth Manager job description

Credit Specialist job description