What Does a Portfolio Administrator Do?

Are you interested in managing money, taking financial risks, and researching global markets? Portfolio administrators stay on top of worldwide business trends in order to make investment decisions for their companies or clients. Read on to discover the duties of a portfolio administrator. Schools offering Chartered Financial Analyst (CFA) degrees can also be found in these popular choices.

Career Overview

A portfolio administrator, or portfolio manager, is a specialized financial analyst. As a portfolio administrator, you'll likely work for a company that deals with investments, such as a bank, insurance company, or securities firm. Your primary responsibility will involve making decisions about the purchasing and sales of stocks, mutual funds, and various company or individual investments. You may also oversee a team of other financial analysts. Together, you and your team will make decisions about developing your company's portfolio, and you'll report these decisions to the managers of your company. If you work for an independent financial analysis firm, you may report your findings to your clients.

To become a financial analyst, you'll need a bachelor's degree in finance or a related major. You will also need at least one to two years of experience in financial analysis, investing, or another applicable field. PayScale.com reports that portfolio administrators earned a median annual wage of $54,626 in June 2019.

Important Facts About This Field

Similar Occupations Insurance Underwriter, Personal Financial Adviser, Budget Analyst
Key Skills Analytical, detail oriented, decision-making, and math skills
Licensure Provided by the Financial Industry Regulatory Authority, typically accompanied by employer sponsorship
Professional Certification The Chartered Financial Analyst is recommended (though not required) by employers

Investments Management

In the securities industry, companies sell parts of their businesses through stocks or become indebted to investors through the sale of bonds. Based on your decisions as a portfolio administrator, investors will choose which securities to buy and sell. You may also work with derivatives and mutual funds. The U.S. Securities and Exchange Commission (SEC) regulates the buying and selling of securities and other investments (www.sec.gov).

In your work as a portfolio administrator, you may deal with all of your company's stocks, bonds, securities, and mutual funds as well as other investments, including estates, pensions, and personal trusts. Your employer's combined investments are known collectively as an investment portfolio. While some financial analysts specialize in certain kinds of investments, you'll need to be knowledgeable about all the different investment types. When managing your client's or company's investments, your primary goal is to make decisions that will increase profit and minimize risk.

Financial Data Analysis

To make the best purchasing and sales decisions for your company, you'll need to research potential investments and market trends. You will also need to keep an eye on investment markets around the world. This may entail working long hours so that you can follow business decisions made during the normal working hours of other countries. You may work closely with other financial analysts who specialize in certain commodities or certain regions of the world. You'll input the data you find into a spreadsheet and run this data through statistical software, which will produce the results that help you make investment decisions for your company or client.

Employment Outlook

According to the BLS, the employment of financial analysts, including portfolio administrators, is expected to increase by an approximated 11% between 2016 and 2026, a rate faster than the average predicted for all occupations. As the economy continues to recover, more financial analysts are finding employment in a new financial world, with many opportunities opening with the introduction of new products and sub-markets.

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