The Post-MBA Position Cincinnati OH

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

Local Companies

Roger Bacon High School
(513) 641-1300
4320 Vine Street
Cincinnati, OH
Hebrew Union College - Jewish Institute of Religion
(513) 221-1875
3101 Clifton Avenue
Cincinnati, OH
The Apple Tree
(513) 221-8353
3766 Clifton Avenue
Cincinnati, OH
Cincinnati Montessori Secondary Teacher Education
(513) 861-9560
854 Rue de la Paix
Cincinnati, OH
New Horizons Child Care Center
513-861-5284
3212 Woodburn Avenue
Cincinnati, OH
Williams College of Business
(513) 745-3528
3800 Victory Parkway
Cincinnati, OH
Xavier University
(513) 745-3000
3800 Victory Parkway
Cincinnati, OH
University of Cincinnati
(513) 556-6000
2600 Clifton Avenue
Cincinnati, OH
Saint Ursula Academy
(513) 961-3410
1339 East McMillan Street
Cincinnati, OH
Union Institute & University
(513) 861-6400
440 East McMillan Street
Cincinnati, OH

 

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

Roger Bacon High School

(513) 641-1300
4320 Vine Street
Cincinnati, OH

Related Local Events
Cyclones: Education In Hockey
Dates: 11/17/2009 - 11/17/2009
Location: US Bank Arena
Cincinnati, OH
View Details

Cyclones: Education In Hockey
Dates: 11/17/2009 - 11/17/2009
Location: US Bank Arena
Cincinnati, OH
View Details

Shooting Stars
Dates: 11/14/2009 - 11/14/2009
Location: Cincinnati Observatory
Cincinnati, OH
View Details

Shooting Stars
Dates: 11/14/2009 - 11/14/2009
Location: Cincinnati Observatory
Cincinnati, OH
View Details

Meet the Author! Craig Holden Author Visit and Lecture
Dates: 11/14/2009 - 11/14/2009
Location: Erlanger Branch Public Library
Erlanger, KY
View Details