A portfolio manager is a financial professional responsible for managing investment portfolios on behalf of individuals, corporations or institutions. Their primary role is to optimise the portfolio's returns by making investment decisions based on the client's risk tolerance, investment objectives as well as market conditions. Furthermore, the individual must monitor the performance of the portfolio on an ongoing basis and make adjustments as necessary to ensure that it remains aligned with the client's objectives and risk tolerance.
Overall, the portfolio manager plays a critical role in helping clients achieve their investment goals by developing as well as implementing a customised investment strategy, conducting extensive research and analysis, managing risk, monitoring performance and maintaining strong relationships with clients.
For Bachelor’s
For Masters
Several institutions provide portfolio management courses as well as programmes such as an MBA in finance, certificate courses in financial planning and wealth management along with postgraduate diploma courses in investment banking as well as securities markets. Here are some of the best colleges and universities in India that offer portfolio management courses and programmes:
Here are some top colleges and universities abroad offering courses and programs in portfolio management:
Portfolio managers typically perform the following tasks:
The top recruiters of portfolio managers vary depending on the industry, but here are some of the most common employers:
Employment Sector
The salary of portfolio managers can vary widely depending on factors such as experience, education, location and employer.
Level of Salary
Salary Package per Year
Starting Salary
Approx Rs 3,00,000
Mid Level Salary
Approx Rs 12,00,000
Senior Level Salary
Approx Rs 25, 00,000
Portfolio managers have numerous career options in the financial industry. These managers can work in asset management firms, managing the investment portfolios of clients such as institutional investoRs pension funds and high-net-worth individuals. Furthermore, the individuals can work as consultants, offering investment advice and portfolio management services to a variety of clients. Overall, portfolio managers have multiple job prospects in the financial industry. Portfolio management is frequently regarded as a stepping stone to more senior positions in the industry such as chief investment officer or head of asset management.