What are the skills required to become a successful analyst/portfolio manager?

pmordasov's picture
Rank: Chimp | banana points 12

I am a freshman in college and have a strong interest towards pursuing a career as an analyst where I would like to transition towards a portfolio manager. I don't want to waste my time as a freshman or sophomore and would like to gain as much knowledge and experience as possible. Currently I work at a financial services firm as a limited principle/registered rep. Here are the few questions that I have:

  1. Should I get my series 7 and 66? In addition, is a series 7/66 a requirement to be an analyst or portfolio manager? As well, would it help my resume when I am looking for internships my junior/senior year such as in JPM, GS, or MS?
  2. Fundamental or technical analysis? Which one should I master and which one do investment firms value the most?
  3. Apart from being highly skilled in VBA is there any other programs that I must know about to become competent in.
  4. What are the different roles and skillsets that an individual must possess to be an equity analyst, fixed-income analyst, and a commodities analyst? For example, do fixed-income analysts need to know more math?
  5. Is there any other advice and recommendations that you guys can provide to help me prepare myself towards becoming a successful analyst?

Thank you guys for your help and support!

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Comments (3)

Feb 22, 2018

Hi pmordasov, just trying to help:

  • Portfolio Analyst- Portfolio Analytics Group What does a portfolio analyst do in the portfolio analytics group? It says you will be assigned ... a portfolio--is this an equity portfolio? What type of portfolios are "assigned" in this role? What are ... the exit ops for a position like this? Is it a good starting point for someone wanting to manage an ...
  • Can some provide an insight into the work of a fixed income analyst/ portfolio manager? I havent found a thread where someone explains what it is like to be a fixed income analyst or PM at ... analyst), 3. work atmosphere, culture, 4. future of AM and 5. any general advice on how to break into AM ... if you go on WSO or similar websites, you will find tons of threads like "a day in the life of ...
  • what if you fail as an analyst/portfolio manager? bonuses, etc. But, I'm wondering what if you made it to portfolio manager, while despite all your ... efforts, you either underperform the market or screw up somehow, and your employer fires you. What do you ... do then? Same thing with being an analyst, what if you made a few bad calls, and you get fired. What ...
  • Total Newb Question that they are told to buy/sell by financial analysts, portfolio managers, hedge fund managers, MDs, ... partners, etc. But, it seems to me that can't be right, since many of the most successful investors ... analysts, portfolio managers, and others who make key investment decisions? Trader ...
  • Hedge Fund: Research Analyst vs. Portfolio Manager analyst, portfolio managers will also monitor positions when new information becomes available to positions ... in the portfolio. Monitoring Entire Portfolio: Unlike the analyst, portfolio managers are generally ... what many fail to realize is the lengthy process it takes to
  • CFA or Harvard MBA for Asset Management? Are the MBAs more for IBD and PE? hedge fund Research analyst portfolio manager Mutual Fund asset ...
  • Investment Manager Research Career Paths analyst? portfolio manager ... Does anyone know what the general/organic career progression is for an investment manager research ...
  • More suggestions...

Or maybe the following WSO members have something to say: @REcoveringCPA @JAVIER-SEMERIA @Courtney-Colon

You're welcome.

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Feb 25, 2018
  1. Mostly fundamental but knowing TA doesn't hurt.
  2. You don't need to be highly skilled in VBA. Funds that need a programmer are going to hire a programmer, not a management/economics graduate. You should master Excel and be able to navigate SQL. Knowing VBA, Python, R won't hurt but isn't necessary.
  3. Those are moslty research positions. You're just going to read up on the industries and the companies.
  4. Start analyzing now. Go on investopedia stock simulator. Learn how to do valuations. Get your CFA Level 1 before graduating university.
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Mar 5, 2018
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