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What is Portfolio Management?
 

 

A portfolio manager builds, monitors and rebalances investments to meet the client’s needs within the risk tolerance framework. To work in portfolio management, you need the skills to define the asset class you want to work in, put together a forecast and find a reasonable way to construct a portfolio that will yield an optimal return.

Michelle Katzen (MFE ’10)

Portfolio Management at HCR Wealth Advisors

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The foundational knowledge I received in my studies and throughout my experience has allowed me to excel in my career today. The knowledge base and financial literacy of my clients vary widely, and being able to break down complex subject matter for them is paramount. This facilitates a deeper understanding and trust, which in turn strengthens the long-term relationship with my clients.”

Recent Employers of UCLA Anderson MFEs within this career path: