The Post-MBA Position Denver CO

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

Local Companies

Drum Lessons with Ryan Elwood
(720) 404-2237
4340 E Kentucky Ave Unit 141
Denver, CO
LANDMARK ENVIRONMENTAL, INC.
720283-8974
250 Bryant St.
Denver, CO
ZOE TRAINING & CONSULTING
303317-2447
PO Box 100693
Denver, CO
Antártica Educational Services
720-364-8898
1660 S. Albion Street
Denver, CO
Self Improvement Opportunities
303-365-9367
1585 Kingston St
Aurora, CO
Children's Outreach Project
(303) 429-0653
8000 Pecos Street
Denver, CO
Pima Medical Institute
(303) 426-1800
7475 Dakin Street
Denver, CO
Jefferson County Public Library
(303) 275-2200
10200 W. 20th Ave.
Lakewood, CO
Little Britches Learning Center
(303) 428-0933
3055 W. 74 Ave.
Westminster, CO
School District #50, Adams County
(303) 657-3853
4476 W. 68th Ave.
Westminster, CO

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

Drum Lessons with Ryan Elwood

7204042237
4340 E Kentucky Ave Unit 141
Denver, CO

Related Local Events
Government Affairs & Education Committee
Dates: 12/3/2009 - 12/3/2009
Location: Aurora Chamber Office
Aurora, CO
View Details

2010 JSEM Conference & Exhibition
Dates: 6/14/2010 - 6/17/2010
Location: Colorado Convention Center
Denver, CO
View Details

2009 Business Education Series - The Buck Stops Here
Dates: 11/5/2009 - 11/5/2009
Location: Lakewood City Council Chambers (City Hall)
Lakewood, CO
View Details

Government Affairs & Education Committee
Dates: 11/5/2009 - 11/5/2009
Location: Aurora Chamber Office
Aurora, CO
View Details

T+L Conference
Dates: 10/28/2009 - 10/30/2009
Location: Colorado Convention Center
Denver, CO
View Details