Recruiter's Glossary

Examples: M&A Advisory • Business Restructuring • Investment Advisory

Portfolio Management

Term from Business Advisory industry explained for recruiters

Portfolio Management is the process of overseeing and making decisions about investment collections, business projects, or product lines. It's like being the conductor of an orchestra, making sure all pieces work together well. When this term appears in resumes, it can refer to managing financial investments for clients, overseeing multiple business projects, or handling various product lines for a company. Similar terms include "Asset Management," "Investment Management," or "Project Portfolio Management." This role involves analyzing performance, making strategic decisions, and balancing risks and rewards to achieve specific goals.

Examples in Resumes

Led Portfolio Management team managing $500M in client assets

Developed Portfolio Management strategy resulting in 15% annual returns

Implemented new Investment Portfolio tracking system for 200+ clients

Optimized Project Portfolio allocation across 5 business units

Typical job title: "Portfolio Managers"

Also try searching for:

Investment Manager Asset Manager Portfolio Advisor Wealth Manager Investment Strategist Portfolio Strategist Project Portfolio Manager

Where to Find Portfolio Managers

Professional Organizations

Online Communities

Job Boards

Example Interview Questions

Senior Level Questions

Q: How do you approach risk management in portfolio construction?

Expected Answer: A senior portfolio manager should discuss diversification strategies, risk assessment methods, market analysis, and how they balance client goals with risk tolerance. They should mention experience with different market conditions and crisis management.

Q: Describe a time when you had to restructure a major portfolio during market volatility.

Expected Answer: Look for answers demonstrating leadership, decision-making under pressure, client communication skills, and ability to maintain long-term strategy while handling short-term challenges.

Mid Level Questions

Q: How do you determine asset allocation for different client profiles?

Expected Answer: Should explain how they match investment strategies with client goals, risk tolerance, and time horizons. Should mention consideration of various asset classes and portfolio rebalancing.

Q: What factors do you consider when selecting investments for a portfolio?

Expected Answer: Should discuss analysis methods, research processes, performance metrics, and how they align investment choices with client objectives and market conditions.

Junior Level Questions

Q: What are the basic principles of portfolio diversification?

Expected Answer: Should explain the concept of not putting all eggs in one basket, basic asset allocation, and why diversification helps reduce risk.

Q: How do you stay informed about market trends and economic conditions?

Expected Answer: Should mention reliable information sources, daily routines for market updates, and basic understanding of how economic news affects portfolios.