The Post-MBA Position Baltimore MD

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

Local Companies

Baltimore International College
410-752-4710
17 Commerce Street
Baltimore, MD
Alternative Education School
410-396-8500
200 E North Ave
Baltimore, MD
AGAPE Driving School
410-385-9666
10 N Calvert Street Suite 249
Baltimore, MD
Superior Driving Academy LLC
410-327-1146
529 South Broadway
Baltimore, MD
Safe Haven Too Daycare Center Inc
410-525-0099
2422 W Patapsco Ave
Baltimore, MD
Cross Keys Tennis Club
410-433-1800
5100 Falls Rd
Baltimore, MD
Fun with Foreign Language
443-616-7343
6622 Loch Raven Boulevard
Towson, MD
Catonsville Education Center
410-368-7900
605 S Chapelgate Ln
Baltimore, MD
Maryland Educational Opportunity
410-728-3400
2500 E Northern Parkway
Baltimore, MD
TESST College of Technology
888-735-6930
1520 S. Canton Avenue
Baltimore, MD

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

Baltimore International College

410-752-4710
17 Commerce Street
Baltimore, MD
http://www.bic.edu

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