The Post-MBA Position Orlando FL

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

Local Companies

Creative Education Solutions Inc
407-251-8001
1207 Waterwitch Cove Cir
Orlando, FL
Association for Biblical Higher Education
407-207-0808
5575 S Semoran Blvd
Orlando, FL
Central Fla Carpenters Jatc Apprenticeship Training
407-207-2203
4700 Distribution Ct
Orlando, FL
Custom Training Group
407-888-3077
7022 Tpc DR
Orlando, FL
Trinity Lutheran School & Child Development Center
407-849-6316
123 E. Livingston Street
Orlando, FL
Center for Professional Training
407-841-2860
1122 W Church St
Orlando, FL
Cna Training Inc
407-888-1191
6020 S Orange Ave
Orlando, FL
IEC Learning Center
407-581-6153
2500 W. Oakridge Rd.
Orlando, FL
Embry-Riddle Aeronautical University - Orlando
407-352-7575
8529 South Park Circle, Suite 270
Orlando, FL
Defense Training Systems
407-281-6093
12633 Challenger Pkwy
Orlando, FL

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

Creative Education Solutions Inc

407-251-8001
1207 Waterwitch Cove Cir
Orlando, FL

Related Local Events
I / ITSEC - Interservice / Industry Training, Simulation and Education Conference and Exhibition 2009
Dates: 12/1/2009 - 12/4/2009
Location: Orange County Convention Center
Orlando, FL
View Details

Ed-Expo - School Products Show / School Equipment Show
Dates: 3/5/2010 - 3/7/2010
Location: Orange County Convention Center
Orlando, FL
View Details

Campus Market Expo
Dates: 3/12/2010 - 3/16/2010
Location: Orange County Convention Center
Orlando, FL
View Details

The Young Child with Special Needs Conference
Dates: 3/16/2010 - 3/20/2010
Location: Hilton Walt Disney World
Longwood, FL
View Details

I / ITSEC - Interservice / Industry Training, Simulation and Education Conference and Exhibition 2010
Dates: 11/29/2010 - 12/2/2010
Location: Orange County Convention Center
Orlando, FL
View Details