The Post-MBA Position Atlanta GA

Considering associate positions in investment management after business school? Vault editors take a look at the uppers and downers of the position.

Local Companies

Count5 Sales Force Alignment Solutions
404-961-7350
1800 Peachtree Street Suite 444
Atlanta, GA
Ben Franklin Academy
404-633-7404
1585 Clifton Road NE
Atlanta, GA
Central Michigan University
770-933-7675
2120 Powers Ferry Road, SE
Atlanta, GA
Communities in Schools of Atlanta, Inc.
404-897-2958
600 West Peachtree Street
Atlanta, GA
Emory University
404-727-5312
1599 Clifton Road NE
Atlanta, GA
Junior Achievement of Georgia
404-257-1932
460 Abernathy Road
Atlanta, GA
Mercer University
678-547-6456
3001 Mercer University Drive
Atlanta, GA
Oglethorpe University
404-364-8320
4484 Peachtree Rd NE
Atlanta, GA
Professional Association of Georgia Educators Foundation (PAGE)
770-216-8555
PO Box 942270
Atlanta, GA
Speech Language Pathology Associates
770-939-9986
3137 Kings Arms Court
Atlanta, GA

Provided By:

The associate portfolio manager position requires an MBA, CFA or considerable investment experience. Typically, the job is filled by successful research analysts who have at least 3 to 5 years of post-MBA experience. The job itself is very similar to that of the senior portfolio manager with one main exception: associates interact less with clients than senior managers do. Associate portfolio managers are usually assigned smaller, less sophisticated portfolios to manage or serve as lieutenants on large, complicated portfolios.

The role of the associate portfolio manager differs depending on which segment of the market is being served --mutual fund, institutional or high-net-worth. For instance, associate portfolio managers at many mutual fund firms will either act as the lead investor on a sector fund or as second-in-command on a large diversified fund. Depending on the firm, an associate could also act as a lead on a sector fund and a second-in-command on a diversified fund at the same time. Alternatively, on the institutional side, associate portfolio managers typically apprentice with seasoned portfolio managers on the largest and most complicated portfolios. After they have succeeded in that role, the firm will assign them smaller institutional accounts to manage on their own.

Successful associate portfolio managers will usually be promoted to senior portfolio managers within 2 to 5 years.

Uppers

  • Great spot to showcase your investment talent
  • Clearest path to running the big-time portfolios
  • Autonomy and creative independence
Downers
  • Always being graded on your investment decisions
  • Competitive, high level of scrutiny
  • Limited client interaction
  • High degree of focus, smaller accounts or sector funds

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Featured Local Company

Count5 Sales Force Alignment Solutions

Count5 is a software company that improves a company's top line by driving accountability to the front line.

404-961-7350
1800 Peachtree Street Suite 444
Atlanta, GA
Sales Force Alignment

Count5 is a software company that improves a company's top line by driving accountability to the front line. Count5's sales force alignment solution - Q OnDemand - raises the success rate of sales strategies, CRM and service initiatives by improving alignment of the work force with change, and for the first time, by quantifying alignment so problems can be addressed by managers early before performance suffers. Q is a unique communications tool that automates ongoing reinforcement and coaching to frontline employees on a recurring schedule while tracking user participation and retention for managers. This patent-pending process rapidly improves alignment with new initiatives, strategy and messaging. Count5® was recently named by the Technology Association of Georgia (TAG) as one of Georgia's most innovative technology companies.

Available OnDemand, Q™ can be implemented to drive your next change initiative in less than 30 days.

For more information, call us at (404) 961-7350 or visit us online at www.count5.com.

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