The Post-MBA Position Boston MA

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

Local Companies

Federal Reserve Bank of Boston
(617)9733000
600 Atlantic Avenue
Cambridge, MA
Studio 44 Boston
617-426 1808
162 Boylston St
Boston, MA
U.S. Small Business Administration
(617)5655561
10 Causeway Street, Room 265
Boston, MA
ClickandClimb.com
18006711376
PO Box 990834
Boston, MA
Volpe Center/U.S. DOT
(617)4942224
55 Broadway
Cambridge, MA
Congressman Michael E. Capuano
(617)6216208
110 First Street
Cambridge, MA
IXL Center
617 259 8417
1 Education Street
Cambridge, MA
The Boston Language Institute
(617) 262-3500
648 Beacon Street
Boston, MA
City of Cambridge
617)3494000
795 Massachusetts Ave.
Cambridge, MA
Office of Workforce Development
(617)3496234
51 Inman Street, 2nd Floor
Cambridge, MA

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

Visit Vault.com for more jobs and career articles

Featured Local Company

Federal Reserve Bank of Boston

(617)9733000
600 Atlantic Avenue
Cambridge, MA

Related Local Events
The Classroom -- Guranteed Better Sales: Making Your Sales People More Productive in 90 Days or Less
Dates: 12/4/2009 - 12/4/2009
Location: Cambridge College
Cambridge, MA
View Details

New Years Eve at Blue Sky on York Beach 2010
Dates: 12/31/2009 - 12/31/2009
Location: Blue Sky on York Beach at the Atlantic House Hotel
York Beach, ME
View Details

New Years Eve at Blue Sky on York Beach 2010
Dates: 12/31/2009 - 12/31/2009
Location: Blue Sky on York Beach at the Atlantic House Hotel
York Beach, ME
View Details

Contraceptive Technology Conference : Boston
Dates: 4/14/2010 - 4/17/2010
Location: Sheraton Hotel, Boston
Boston, MA
View Details

Spinal Cord Injuries Conference
Dates: 5/12/2010 - 5/15/2010
Location: Sheraton Hotel, Boston
Boston, MA
View Details