How to become a portfolio manager?

Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a similar field. Strong computer and financial modeling skills are also helpful. If you sell securities or other financial instruments, you need a Series 6 or similar license. There are voluntary certifications available to demonstrate proficiency. A portfolio manager manages funds and investment strategies on behalf of a client. Their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions.