Career as a Portfolio Manager

 

We have obtained information from Tim Fernandes who is a Portfolio Manager at an asset management company.

He shares his experience on how he got into it and became one.



It all started when he was a child - his parents took the money that they received from friends at his baptism and invested it in 10 shares of a company. His parents registered the shares under his name and every 13 weeks the company would send a dividend cheque  to their house .Tim started getting curious about what stock actually was and how the company made money which led him to look up its stock price and dividend yield in a newspapers stock tables , by age 8 or 9 he started reading the company's proxy statements and annual reports.



After pursuing his graduation where he majored in Finance and accounting , he applied for research associate roles and learned all about institutional asset management. He worked there for a year and was promoted to Associate Portfolio Manager.



A portfolio manager is a high-level financial analyst who makes executive decisions for a company or client. Portfolio managers  pick up a portfolio of stocks , bonds or combination of the two , to make the highest returns for investors given those goals. They order traders to execute the purchase or sale of securities. They huddle with analysts and assistants managers to go over stock picks, optimization of short term instruments like money market  securities and their funds alpha rating.




A bachelors degree in finance related fields  like accounting , economics ,finance or business administration  and a masters degree in business administration or finance  is also required to become a portfolio manager.







Institutes in India  offering Portfolio management courses. These courses are designed for creating better understanding of the different concepts associated with portfolio management.

I ) NCFM  Certification course in Portfolio management



    Colleges/  Institution

   National Stock Exchange India Ltd
   Exchange Plaza-Bandra  kurla  Complex
   Bandra East -Mumbai  400051
  Email:- ncfm@nse.co.in




II) PG Programme  in Portfolio Management and Investment banking
College/Institution




1. Planman Centre for Higher Education (CHE) , Delhi/NCR
    D-2 Southern Park , Level -2 , Saket
    New Delhi-110017




2. Anupama College of Management Studies & Science
    II Stage ,West Chord Road
    Mahalakshipuram (Near Avani Shankar Mutt)
    Email:-anupama_edu@yahoo.com




3. St Ann 's Colllege for Women
    Mehdipatnam-Hyderabad-500028
   Email:- stann_college@yahoo.co.in