Portfolio Manager

What the role entails

Portfolio Managers are responsible for making investment decisions and overseeing portfolios on behalf of clients or investors. In sustainable investing, they determine how ESG considerations, impact goals, and financial objectives fit together within a portfolio strategy.

This role is typically reached after several years of experience as an analyst or investment professional.

Key responsibilities

• Allocate capital across asset classes, sectors, and investment themes

• Make buy, sell, and portfolio rebalancing decisions

• Manage portfolio risk and performance

• Integrate ESG and sustainability considerations into investment strategies

• Meet with company management teams and research providers

• Communicate portfolio strategy and results to clients and stakeholders

Important skills & qualifications

• Advanced investment knowledge

• Strong decision-making and risk management skills

• Leadership and collaboration abilities

• Communication and presentation skills

• Ability to think strategically over long time horizons

What employers look for

• Several years of investment experience

• Demonstrated investment judgment and analytical ability

• Strong performance track record

• Professional credentials such as CFA are common