The Post-MBA Position Memphis TN

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

Local Companies

Pyramid Academy
901-722-4400
1266 Poplar Av
Memphis, TN
Avon - Lenox School
901-684-2124
310 North Avon
Memphis, TN
Kuman Math and Reading Center
901-763-3131
4726 Poplar Ave
Memphis, TN
Dunn Avenue Elementary School
901-775-7816
1500 Dunn Av
Memphis, TN
Stafford Elementary School
901-775-7884
1237 College
Memphis, TN
Advantage Tutoring
901-481-1659
Poplar/Germantown
Memphis, TN
Shrine School
901-366-2400
4259 Forestview Dr
Memphis, TN
Bartlett Music
901-213-4262
6757 Stage Rd
Memphis, TN
Bowie Reading and Learning
901-474-1081
2550 Ridgeway RD
Memphis, TN
DeVry University
901-537-2560
6401 Poplar Ave
Memphis, TN

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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

Pyramid Academy

901-722-4400
1266 Poplar Av
Memphis, TN

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