What is the Portfolio Manager’s role?

Portfolio managers are responsible for profitably investing people’s money. They could work for corporations or individuals. Portfolio managers spend a large part of their days studying financial markets and current events. They work closely with analysts and debate the implications of market developments and current events on possible investments. Once they have gathered the information they need, they then take decisions about buying and selling securities. They share their research and insight with investors along with a suggested course of action. They are responsible for not just bringing in investments but also for managing these investments through constant monitoring and suitable action in terms of holding or selling.

What are the responsibilities of this role?

  • Critically analyze reports from analysts and other research methodologies
  • Evaluate investment options and make spot decisions on buying, holding or selling.
  • Follow market index and news constantly and forecast impact on investments
  • Make presentations to investors, consultants and advisory boards

What are the alternate names for this role?

Money manager, fund manager, or investment manager

What is the earning potential for this role?

Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.


Chartered Investment Manager (CIM®)

Chartered Financial Analyst (CFA)

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