Portfolio Manager Expert Interview - Main Skills
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Portfolio Manager Expert Interview - Main Skills
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Careers Portfolio Manager Wealth ManagerTranscript
I think for my role it's extremely important to have a broad-based skill set that includes both financial and analytical skills and non-financial skills on the financial side. It's fairly obvious that one we need to have a deep understanding of global Capital markets diverse set of asset classes investment strategies and economics. It's a prerequisite in my mind to effectively build and evaluate Equity fixed income and alternative investment portfolios with the appropriate risk and return characteristics for each client also to create and present effective Financial plans, excellent accounting and financial modeling skills are necessary along with the ability to calculate and analyze complex financial data. Now given that this is a service oriented business. In addition to these hard skills strong interpersonal skills are crucial to success. You must be able to communicate clearly with clients verbally and in writing and be comfortable breaking down complex topics into easy to understand summ