Portfolio Manager
Similar Professions

Alternative Careers and Similar Jobs to a Portfolio Manager

As a Portfolio Manager, you have transferrable skills that would make you a good fit for other similar jobs. Here's a list of related jobs, possible career transitions and alternative careers, based on skills you likely have.

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Similar Job Titles
  • Director Portfolio Management
  • Vice President Portfolio Management
  • Portfolio Director
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    Alternative Careers
  • Managing Director
  • Relationship Manager
  • Chief Investment Officer
  • Financial Advisor
  • Vice President of Credit
  • Investment Analyst
  • Investment Director
  • Investment Advisor
  • Vice President Of Investment
  • Investment Manager
  • Vice President Financial Services
  • Wealth Manager
  • Unlock all suggestions

    Similar Job Titles to a Portfolio Manager

    These job titles are similar to the Portfolio Manager role, and are often used interchangeably by companies. For example, some employers may refer to a Portfolio Manager as either a Director Portfolio Management or a Vice President Portfolio Management.

    Director Portfolio Management
     Fairly Similar Skills
     Growing

    Skill Similarity

    70%

    A Director Portfolio Management shares 70% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Project Portfolio Management
    Due Diligence
    Project Management Office (PMO)
    Strategy
    IT Strategy
    Investment Management
    Change Management
    Financial Services

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    Vice President Portfolio Management
     Very Similar Skills
     Growing

    Skill Similarity

    80%

    A Vice President Portfolio Management shares 80% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Guinea Pigs
    Valuation
    Credit Analysis
    Loans
    Due Diligence
    Credit
    Credit Risk
    Commercial Lending

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    Portfolio Director
     Fairly Similar Skills
     Growing

    Skill Similarity

    70%

    A Portfolio Director shares 70% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Strategy
    Project Portfolio Management
    Investment Strategies
    Alternative Investments
    Property Management
    Hedge Funds
    Cross-functional Team Leadership
    Contract Negotiation

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    Alternative Careers and Related Jobs For a Portfolio Manager

    Here is a list of possible career transitions and similar professions a typical Portfolio Manager often moves into, within or outside their industry.

    Managing Director
     Fairly Similar Skills
    ★  Very Popular

    Skill Similarity

    77%

    A Managing Director shares 77% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Business Development
    Strategic Planning
    Management
    Sales Management
    Marketing Strategy
    Business Planning
    Contract Negotiation
    Project Management

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    Relationship Manager
     Fairly Similar Skills
    ★  Very Popular

    Skill Similarity

    54%

    A Relationship Manager shares 54% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Credit
    Retail Banking
    Business Relationship Management
    Commercial Banking
    Credit Risk
    Credit Analysis
    Team Leadership
    Management

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    Chief Investment Officer
     Very Similar Skills
    ★  Very Popular

    Skill Similarity

    89%

    A Chief Investment Officer shares 89% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Investment Management
    Alternative Investments
    Hedge Funds
    Investment Strategies
    Private Equity
    Structured Finance
    Valuation
    Investment Management

    Load more skills
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    Financial Advisor
     Fairly Similar Skills
    ★  Very Popular

    Skill Similarity

    51%

    A Financial Advisor shares 51% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Financial Advisory
    Financial Planning
    Financial Services
    Insurance
    Business Development
    Management
    Team Leadership
    Sales

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    Vice President of Credit
     Fairly Similar Skills
     Growing

    Skill Similarity

    57%

    A Vice President of Credit shares 57% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Credit Risk
    Credit Analysis
    Credit
    Commercial Banking
    Loans
    Commercial Lending
    Financial Risk
    Underwriting

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    Explore this career profile See all Vice President of Credit skills
    Investment Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    74%

    An Investment Analyst shares 74% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Valuation
    Private Equity
    Mergers & Acquisitions (M&A)
    Due Diligence
    Real Estate
    Project Finance
    Venture Capital
    Visual Basic for Applications (VBA)

    Load more skills
    See all Investment Analyst skills
    Investment Director
     Very Similar Skills
     Growing

    Skill Similarity

    82%

    An Investment Director shares 82% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Investment Management
    Private Equity
    Valuation
    Investment Strategies
    Alternative Investments
    Due Diligence
    Hedge Funds
    Wealth Management

    Load more skills
    See all Investment Director skills
    Investment Advisor
     Fairly Similar Skills
     Growing

    Skill Similarity

    63%

    An Investment Advisor shares 63% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Load skills
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    Vice President Of Investment
     Fairly Similar Skills
     Growing

    Skill Similarity

    74%

    A Vice President Of Investment shares 74% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Load skills
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    Investment Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    69%

    An Investment Manager shares 69% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Load skills
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    Vice President Financial Services
     Fairly Similar Skills
     Growing

    Skill Similarity

    75%

    A Vice President Financial Services shares 75% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Vice President Financial Services skills
    Wealth Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    63%

    A Wealth Manager shares 63% of core skills with a Portfolio Manager.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Wealth Manager skills

    High Value Skills to Build as a Portfolio Manager

    If you're a Portfolio Manager and are planning to move into a similar profession or alternative career, it's important to build the right skill sets to position you for your next career.

    We analyzed thousands of career transitions in your industry and identified the highest value skills to build as a Portfolio Manager. Building these skills will set you up for the most number of the above careers.

    • Business Development
    • Strategic Planning
    • Management
    • Sales Management
    • Marketing Strategy
    • Business Planning
    • Contract Negotiation
    • Project Management
    • Credit
    • Retail Banking
    • Business Relationship Management
    • Commercial Banking
    • Credit Risk
    • Credit Analysis
    • Team Leadership
    • Investment Management
    • Alternative Investments
    • Hedge Funds
    • Investment Strategies
    • Private Equity

    Word Cloud of Skills to Build as a Portfolio Manager

    Here is a word cloud of the skills above. Use this as inspiration for the kinds of transferrable skills you need to build to move into a similar profession or alternative career.

    Frequently Asked Questions

    What skills do you need to be an Investment Analyst?

    Some skills that are common for a Portfolio Manager transitioning into an Investment Analyst role are Valuation, Private Equity, Mergers & Acquisitions (M&A), Due Diligence, Real Estate, Project Finance, Venture Capital and Visual Basic for Applications (VBA).

    What skills do you need to be an Investment Advisor?

    As a Portfolio Manager trying to become an Investment Advisor, you should develop skills like:

    • Investment Strategies
    • Wealth Management
    • Investment Advisory
    • Financial Services
    • Financial Advisory
    • Investment Management
    • Securities
    • Alternative Investments

    What are good alternative careers for a Portfolio Manager?

    It's common for a Portfolio Manager to become a Vice President Of Investment, Vice President of Credit, Managing Director, Wealth Manager, Investment Director, Relationship Manager, Vice President Financial Services or Investment Analyst.

    What are good jobs for a former Portfolio Manager?

    Here is a list of jobs a former a Portfolio Manager could consider moving to:

    • Chief Investment Officer
    • Investment Advisor
    • Vice President Of Investment
    • Investment Manager
    • Investment Analyst
    • Vice President of Credit
    • Wealth Manager
    • Relationship Manager

    What are job titles that related to a Portfolio Manager?

    Jobs related to a Portfolio Manager are Vice President Portfolio Management, Director Portfolio Management and Portfolio Director.

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