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Portfolio Manager in Ontario, CA

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 marketsIdentifying and researching potential investment opportunitiesMonitoring existing portfolio investmentsReviewing, assessing and performing financial analysis and due diligence for investmentsLeading negotiation of terms for investments

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Salary for Portfolio Manager in Ontario, CA
123900 - 183490
25th percentile
123900
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
150745
The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.
75th percentile
183490
The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Managing Director/Partner – Banking and Financial Markets 209745 251930 300310 Vice President – Banking and Financial Markets 159890 197060 229215 Banking and Financial Markets Associate 106495 135700 151925 Banking and Financial Markets Analyst 71390 91155 103840 Business Development Officer 114165 144550 172575 Banker 79060 96465 115050 Credit Analyst, 5+ Years’ Experience 89090 108560 128915 Credit Analyst, 3-5 Years’ Experience 69325 84370 97350 Credit Analyst, 1-3 Years’ Experience 59590 72570 93220 Commercial Lender 87910 105905 124195

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