The Post-MBA Position Tampa 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

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Tampa, FL

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Art Institute Of Tampa The
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Cambridge Christian School
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Atlas Aviation
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National-Louis University
800-366-6581
4950 West Kennedy Blvd Ste 300
Tampa, FL

Time Of Wonder Academy
813-886-9500
5130 Eisenhower Blvd Ste 180
Tampa, FL

Sanford-Brown Institute - Tampa
888-451-5333
5701 East Hillsborough Avenue
Tampa, FL

Kiddie Academy
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15320 Casey Rd
Tampa, FL

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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