Portfolio Manager in Boise, ID

Portfolio Manager Job Description

For this role, banks and financial services firms look for candidates with at least four years of experience managing investment portfolios. Strong communication skills and knowledge of financial modeling are strongly desired. A bachelor’s degree in business or finance is required, but banks and firms prefer candidates with a master’s degree and a CFA.

Typical portfolio manager duties:

Conducting market research on private equity and capital markets

Identifying and researching potential investment opportunities

Monitoring existing portfolio investments

Reviewing, assessing and performing financial analysis and due diligence for investments

Leading negotiation of terms for investments

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Salesforce Platform

CRM

Perform Ad Hoc Financial

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Capital Management

Equity Capital

Customer Service

Salary for Portfolio Manager in Boise, ID

93228 - 137950

25th percentile

93228

New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties

50th percentile

113253

Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role

75th percentile

137950

Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available

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