The Post-MBA Position Austin TX

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

Local Companies

Academy of Oriental Medicine at Austin
(800) 824-9987 x217
2700 W. Anderson Ln.
Austin, TX
Jeanne Quereau, MA, Life/Career Coach & Counselor
(512) 342-9552
9500 Jollyville Rd #121
Austin, TX
South Austin Karate
512-280-0611
10203 Old Manchaca Rd
Austin, TX
Rolly Pollies
410.507.9554
36 Stillmeadow Dr
Austin, TX
My Smart Hands- Austin
512-850-0013
3204 Fiorellino Place
Cedar Park, TX
Pulsekeepr
512-968-4444
609 Golden Gate Dr
Leander, TX
Vocational Agricultural Teachers Association of Texas
(512) 472-3128
614 E 12th St
Austin, TX
Clean Energy Incubater
(512) 305-0050
3925 W Braker Ln
Austin, TX
Association of Certified Fraud Examiners
(512) 478-9000
716 West Ave
Austin, TX
Texas Association of Alternative Education (Taae)
(512) 419-9616
8317 Cross Park Dr
Austin, TX

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

Academy of Oriental Medicine at Austin

(800) 824-9987 x217
2700 W. Anderson Ln.
Austin, TX
www.aoma.edu

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