Portfolio Manager Skills you Need for your CV and Career in Financial Services

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Portfolio Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Portfolio Manager role. We ranked the top skills based on the percentage of Portfolio Manager job descriptions they appeared on. For example, 25% of Portfolio Manager job descriptions contained relationship management as a required skill.

Keywords / Skills

Popularity

relationship management
25%
manage client relationships
25%
account management
20%
portfolio management
20%
management
15%
financial services
15%
investment
15%
financial planning
10%
bridging
10%
compliance
10%
case management
10%
asset analyst
5%
london
5%
city of london
5%
energy analyst
5%
essex
5%
financial modeller
5%
hertfordshire
5%
kent
5%
line management
5%
invoice
5%
wealth management
5%
portfolio manager
5%
renewable energy
5%
finance
5%
financial modelling
5%
risk
5%
pmo
5%
programme management
5%
programme office
5%
programme support
5%
client facing skills
5%
communication skills
5%
diary management
5%
credit
5%
corporate finance
5%
front office
5%
infrastructure
5%
project finance
5%
bridge
5%
lending
5%
mortgage lending
5%
underwriting
5%
analytical
5%
build strong relationships
5%
exceptional verbal
5%
time management
5%
written communication
5%
debt
5%
economics
5%
asset allocation
5%
asset management
5%
family office
5%
leadership
5%
liquidity management
5%
private equity
5%
administration
5%
trusts
5%
collections
5%
credit control
5%
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While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


Do you want
more job interviews?

Improve your CV's success rate by using these Portfolio Manager skills and keywords or scan your CV to get a personalised score.