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What does a Portfolio Administrator do?

Learn all about Portfolio Administrator duties, skills and much more. Get expert advice on how to become a Portfolio Administrator.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A portfolio administrator is responsible for the overall management and performance of a portfolio of investments. They work with a team of investment professionals to make sure that the portfolio is performing in line with its objectives and that it is diversified across a range of asset classes.

Portfolio Administrator job duties include:

  • Maintain records of investment transactions, including purchases, sales, and dividends.
  • Monitor portfolio performance and prepare reports for clients.
  • Recommend changes to portfolios in response to changes in the market or the client’s goals.
  • Research potential investments and provide analysis to clients.
  • Execute trades on behalf of clients.
  • Manage client accounts and ensure that all account activity is in compliance with regulations.
  • Answer client inquiries regarding their portfolios and investment options.
  • Keep abreast of developments in the financial markets.
  • Prepare proposals for new business opportunities.

Portfolio Administrator Job Requirements

A portfolio administrator is responsible for managing and administering a portfolio of investments. They work with clients to develop investment strategies, select investments, monitor performance, and provide reporting. A portfolio administrator should have a bachelor's degree in finance or a related field. They should also have experience working in the financial industry, preferably in investment management or administration. Certification as a Chartered Financial Analyst (CFA) is preferred.

Portfolio Administrator Skills

  • Time management
  • Communication
  • Organizational
  • Writing
  • Research
  • Microsoft Office
  • Adobe Creative Suite
  • Social media
  • Public speaking
  • Event planning
  • Project management

Related: Top Portfolio Administrator Skills: Definition and Examples

How to become a Portfolio Administrator

A portfolio administrator is responsible for managing and overseeing a portfolio of investments. They work with clients to develop investment strategies, select appropriate investments and monitor the performance of the portfolio.

To become a portfolio administrator, you will need a bachelor’s degree in business, economics or a related field. You will also need to have strong analytical and communication skills. Experience in financial analysis and investment management is also helpful.

Related: Portfolio Administrator Resume Example

Related: Portfolio Administrator Interview Questions (With Example Answers)