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Last updated Jan 23 2025
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Portfolio Manager Reviews
What is it like working as a Portfolio Manager?
October 2017
Stepping stone to commercial lender.
Portfolio Manager in Braintree:
Pros: Financing interesting transactions, flexibility, learning.
Cons: Essentially a credit analyst in the field.
February 2017
It is a new challenge, and a new role within the company.
Portfolio Manager in Johannesburg:
Pros: It is a new concept in the company, and I get to be part of setting it up.
Cons: There are various personalities that lends itself towards destructive behavior. These personalities are critical from a collaboration perspective to ensure that Enterprise Portfolio Management can work. These functions are Business Architecture, PMO, Project Management and Business Analysis.
November 2016
Lovely Job,
Portfolio Manager:
Pros: 1. Connecting Funders to recipients.
2. Keeps you on the for-front of financial, business and donor trends.
3. Meeting new people.
4. Helping disadvantaged individuals and organisations to become sustainable.
5. Teaching the public the correct way of investing funds.
6. Researching and finding innovative ways to build an economy of self development.
Cons: In the NGO Sector, You are often asked to do more than one persons job however being paid little to no money, regardless of building a multi-million rand portfolio.
October 2016
Work hard, but work smart.
Portfolio Manager:
When working for a small firm, you can't just keep your head down and do a good job. I've realized that "politics" plays a real role in the success of one's career. Surrounding yourself with smart people, giving them credit for successes and taking blame for failures goes a long way toward getting people to recognize your leadership capabilities. And leadership and communication skills are far more important to getting promoted than simply working hard.
September 2016
What made others happy.
Portfolio Manager:
Always listen before speaking. Give the other person the first opportunity that way you will know which way to go.
March 2016
More about practical finance.
Portfolio Manager:
Get the CFA Asap. Helps in career progression and good to obtain knowledge.
January 2016
Read everything you can.
Portfolio Manager:
Market knowledge is the key.
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