The Post-MBA Position San Jose CA

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

Local Companies

iD Tech Camps
1-888-709-TECH (8324)
Stanford University, UC Berkeley, UC Santa Cruz
Campbell, CA
ExecuTrain
(800) 305-3855
2005 De La Cruz Blvd., Ste. 200
Santa Clara, CA
Academic-Services.com
(800)718-1865
PO Box 21625
San Jose, CA
Circle of fifths
(408) 206-9849
838 Devonshire Way
Sunnyvale, CA
Foundation Fighting Blindness
(408) 739-1846
111 West Evelyn Ave., Ste. 305
Sunnyvale, CA
Jennie Warner, M.A.
(650) 961-7187
P.O. Box 426
Mountain View, CA
Morrissey Compton Education Center Inc.
650 322-5910
2555 Park Blvd. Suite 20
Palo Alto, CA
American Business College
(408) 258-0800
650 N King Rd
San Jose, CA
Metropolitan Educational District
(408) 723-6464
760 Hillsdale Ave
San Jose, CA
Joshua Tree Kids Club
(760) 366-0378
6171 Sunburst St
Joshua Tree, CA

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

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Featured Local Company

iD Tech Camps

1-888-709-TECH (8324)
Stanford University, UC Berkeley, UC Santa Cruz
Campbell, CA

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