Portfolio Manager in Tulsa, OK

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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Salary for Portfolio Manager in Tulsa, OK

97650 - 144615

25th percentile

97650

The candidate is new to the role and building the needed skills, experience and autonomy.

50th percentile

118808

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

144615

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

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25th percentile

50th percentile

75th percentile

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165308

198555

236685