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Portfolio Strategy Investment Manager: Job Description and Requirements

Portfolio strategy investment managers require significant formal education. Learn about the training, job duties and certification requirements to see if this is the right career for you.

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Portfolio strategy investment managers are a type of personal financial advisor. They create plans to help clients invest their assets wisely. Most investment managers hold a bachelor's degree as well as licenses to sell certain financial products.

Essential Information

Portfolio strategy investment managers oversee assets and manage securities on behalf of investors. Clients or investors may be individuals or small businesses in the private sector or larger institutions and businesses. This occupation requires at least a bachelor's degree for entry-level work; a graduate degree may be desirable for career advancement. Professional licensing regulations may apply, depending on the types of financial products a portfolio strategy investment manager utilizes for his or her clients.

Required Education Bachelor's degree; master's degree for advancement
Other Requirements Professional licensing may be required
Projected Job Growth (2014-2024) 30% increase for personal financial advisors*
Median Annual Salary (2015) $89,160 for personal financial advisors*

Source: *U.S. Bureau of Labor Statistics

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Job Description of Portfolio Strategy Investment Managers

Portfolio strategy investment managers maximize the financial returns for investors by designing optimal development strategies. They analyze financial gains, as well as assess risks and costs. Portfolio strategy investment managers must know when to buy and sell assets, trades, stocks and securities. They must comply with state and federal investment regulations while monitoring changes in the law pertaining to taxes on investments. Supervision of other financial advisors and technical experts may also be included in the job duties.

Salary Information

The salary of a portfolio strategy investment manager can vary by industry. According to the U.S. Bureau of Labor Statistics (BLS), the highest-paying industry was that of securities and commodity exchanges, which paid a mean annual wage of $139,410 in May 2015. Most personal financial advisors earned between $39,300 and $187,200 or more.

Job Requirements for Portfolio Strategy Investment Managers

Educational Requirements

Employers and investors strongly prefer portfolio strategy investment managers who have a bachelor's or graduate degree in business, accounting or finance. Coursework covering risk management, taxes and financial planning may help portfolio strategy investment managers find employment in the field.

Certification and Licensure

Private-practice investment managers may need a license from the Financial Industry Regulatory Authority (FINRA) in order to sell any form of securities, as well as some types of insurance policies. Larger investment-advising firms and managers of large portfolios require registration with the Securities and Exchange Commission while smaller firms are responsible for registering licensure through their state boards. Voluntary certification as a financial planner may enhance standing with employers.

Although a high-paying salary usually attracts more applicants, job prospects for portfolio strategy investment managers should be favorable due to the steep increase in employment for this occupation over the next decade. While a bachelor's degree is acceptable, holding a master's degree and/or certification can improve chances of promotion. Depending on the type of financial products they deal with, licensure may be required as well.

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