Hi everyone! I was hoping I could get some advice and maybe a few pointers for getting my foot in the door with portfolio management. Does anyone know a good company that is more likely to accept entry level portfolio managers with 0-2 year’s experience? I current work in operations at an investment bank and have been in the financial services industry for about 4 years. Im also pursuing my MBA and plan to graduate next year. Is a few years in the industry plus a MBA degree enough on a resume?

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Portfolio manager can mean two things at a bank.

Portfolio manager - commercial loans
Portfolio manager - investment equity, fixed income, alternative space.

Which do you want?

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I’m more interested in the latter. Portfolio management in the investment securities space

PNC Bank start as a loan support analyst or relationship manager. The loan support analyst takes on a number of commercial real estate portfolios and organizes documents, audits them, and updates budgets and other records. Relationship managers are a step above the LAs and approve the funding of the construction projects after the LA does all the grunt work. You will be grossly underpaid but it will provide experience to move onto another company that pays more.

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