Skills & Talents
Links & Resources
Facts & Trends
- Portfolio Manager
- Portfolio managers will usually work for a money management firm or pension fund to select and
manage investments which meet the goals of a group of investors. Many managers now work in
specialized commodity funds or hedge funds. Portfolio managers have different styles ranging from a
bargain-hunting approach (value investing) to a growth stock selection approach. This work requires
patience, discipline and a strong understanding of financial markets and companies.
- Portfolio Management Marketing
- If you are outgoing and knowledgeable, then you might consider a sales position in portfolio management.
This means that you will spend a lot of time putting together presentations for clients (working with the
portfolio manager). Each presentation needs to be put together very well and calls for hours of work and
strong knowledge of the firm. Firms often are looking for seasoned professionals in this position.
People who command respect and trust when making recommendations about ways to invest large sums of money.
Expect heavy travel and good pay.
- Investment Advisory
- There is a large industry of firms which provide investment advice, performance evaluation and
quantitative analysis to the money management sector. This business consists of firms such as
in Los Angeles, CA which provide customized reports to pension funds and the like. This work requires strong
quantitative skills and deep appreciation of finance.
- Mutual Fund Analyst
- Many mutual funds and large pension funds require analysts to do the analytical work required before an
investment is made. Is a particular municipal bond safe? What is its interest rate risk as measured by duration and
convexity? What other features of the security are important to understand before purchase? This work is analytical
and requires a working knowledge of computers, perhaps in the programming dimension. Most mutual fund analysts
truly enjoy their jobs because of the sleuthing involved and the fact that the work is different every day.
- Hedge Fund Principal/Trader
- Hedge funds are opportunistic, private funds which invest in stocks, bonds, currencies and
derivatives often using significant amounts of leverage. These funds hire analysts and traders and have exhibited
rapid growth in recent years.
Money Management Jobs