Portfolio and investment manager job description: template and real figures
A portfolio and investment manager decides which assets a fund buys and sells, and answers to investors for the returns. A template for hiring a portfolio and investment manager, with what employers in today’s 103 open postings for this work ask for and offer. Copy it, fill in the brackets, then post the job free.
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- Open postings today
- 103
- Experience asked, median
- 5 years
- Postings that state pay
- 34%
- Median advertised pay
- $160K
- Open to remote work
- 8%
Portfolio and investment manager [Company] · [City, or Remote and the countries it is open to] · [Full-time] About us [Two sentences: what the company does, for whom, and one number that shows where it is now.] About the role Our Portfolio and investment manager decides which assets a fund buys and sells, and answers to investors for the returns. You will report to [manager’s title] and work with [team]. What you will do - [The most important result of the first year, with a number] - [One more duty that is specific to this job] What we are looking for - [5]+ years of experience as a portfolio and investment manager - [One or two must-haves that are specific to this job] Pay and benefits - Pay range: $[lowest] – $[highest] a year, [plus equity or bonus if any] - Parental leave - Equity - Unlimited PTO - [Paid time off, health cover and the rest of your benefits] How to apply [What to send, the interview steps and how long they take. Name the date you will reply by.]
What today’s portfolio and investment manager postings say
| Experience asked | Median 5 years; the middle half ask 2–7 years (58 postings name a number) |
|---|---|
| Pay advertised | $138K – $198K for the middle half; median $160K (33 postings with a yearly US-dollar range) |
| Benefits named most | Parental leave (16%), Equity (5%), Unlimited PTO (3%) |
| Most common level | Lead (11% of postings) |
| Titles employers use | Portfolio Manager, Investment Associate, Cubist Portfolio Manager, Client Portfolio Manager, Quantitative Equity, Portfolio Manager - Vice President, Portfolio Manager - London |
Counted from the 103 open postings for this work on Nov 15, 2026, read from employers’ own careers pages. Recounted on every update.
Questions about hiring a portfolio and investment manager
- What should a portfolio and investment manager job description include?
- What the person will achieve in the first year, the duties, the must-have experience, the pay range and how the hiring steps work. Use the words candidates search for, not internal team names.
- Should a portfolio and investment manager job posting show the salary?
- Yes, if you can: 34% of today’s 103 open portfolio and investment manager postings here do. A range filters out people who would turn the offer down, and several US states and EU countries now require it.
- How many years of experience should I ask for?
- The median in today’s portfolio and investment manager postings is 5 years. Ask for what the work needs: every extra year you require shrinks the pool of applicants.
- What does a portfolio and investment manager do?
- A portfolio and investment manager decides which assets a fund buys and sells, and answers to investors for the returns.
- Is a portfolio and investment manager an IT job?
- It sits in accounting and finance on Jobs Every Hour. Not in the narrow sense: it is its own field, though most postings here are at technology companies.
- Can I become a portfolio and investment manager with no experience?
- 12 of today’s 103 postings (12%) are junior roles or internships, and the median posting asks for 5 years. The steps, with today’s figures, are on the how-to-become page for this work.
- Can I learn portfolio and investment manager work in three months?
- Enough to start on the skills postings name first, and to build one or two projects to show; most employers still ask for a result you have delivered, so a first junior role or internship is the usual next step.
Everything about portfolio and investment manager work
See also: 103 open portfolio and investment manager jobs · portfolio and investment manager pay · how to hire a portfolio and investment manager · all job description templates