The Post-MBA Position Nashville 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

Natural Health Institute Of Bowling Green
615-242-6811
209 10th South Suite 212
Nashville, TN
Murrell Special Education
615-298-8070
1450 14th Ave S
Nashville, TN
Harris Hillman Special
615-298-8085
1706 26Th Avenue South
Nashville, TN
East Literature Magnet School
615-262-6947
112 Gallatin Rd
Nashville, TN
International Academy of Design & Technology - Nashville
888-420-4111
1 Bridgestone Park
Nashville, TN
Art Institute Of Tennessee The - Nashville
800-896-9517
100 Centerview Drive Suite 250
Nashville, TN
Old Cockrill
615-298-2495
610 49Th Avenue North
Nashville, TN
Highland Heights
615-227-9035
123 Douglas Av
Nashville, TN
National Dance Clubs
615-352-1155
5133 Harding Rd
Nashville, TN
DeVry University
615-445-3456
3343 Perimeter Hill Dr
Nashville, 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

Natural Health Institute Of Bowling Green

615-242-6811
209 10th South Suite 212
Nashville, TN

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