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Portfolio Management Courses

Published by under Courses and Career

Portfolio Management Courses There are many colleges and institutes in India that offers the portfolio management courses. These courses are designed for creating a better understanding of the different concepts associated with the investment analysis and portfolio management.

Popular Portfolio Management Courses in India

NCFM Certification course in Investment Analysis and Portfolio Management

College/Institution

National Stock Exchange of India Ltd.

Exchange Plaza, Bandra-Kurla Complex

Bandra (East), Mumbai 400051

Tel: (022) 2659 8216 – Direct

Email : ncfm@nse.co.in

Certificate validity

The successful candidates are provided with certificates that remain valid for 5 years from the date of issue.

Eligibility

· Students of Management and Commerce

· Finance Professionals

· Employees with Treasury & Investment division of banks and financial institutions

· Anyone who is interested in pursuing the course

PG Programme in Portfolio Management & Investment Banking

College/Institution

Planman Centre for Higher Education (CHE), Delhi/NCR, Delhi

D -2, Southern Park, Level II, Saket,

New Delhi – 110017, India

Duration of Course: 12 Months

Eligibility

· Fresh graduate interested in banking and other financial services

· Any working executive in the financial services domain

· Anyone who is interested in pursuing the course

PG Programme in Portfolio Management & Investment Banking

College/Institution

Anupama College of Management Studies & Science

II Stage, West of Chord Road,

Mahalakshmipuram (Near Avani Shankar Mutt),

Bangalore-560086

Ph: (080) 2349036, 23595391

Email : anupama_edu@yahoo.com

Duration of Course: 12 Months

Eligibility

· Fresh graduate interested in banking and other financial services

· Any working executive in the financial services domain

· Anyone who is interested in pursuing the course

PG Programme in Portfolio Management & Investment Banking

College/Institution

Lovely Professional University,

Lovely Campus, Jalandhar – Delhi G.T. Road (NH-1),

Phagwara, Punjab (India) – 144402

Email : info@lpu.co.in

Duration of Course: 12 Months

Eligibility

· Fresh graduate interested in banking and other financial services

· Any working executive in the financial services domain

· Anyone who is interested in pursuing the course

PG Programme in Portfolio Management & Investment Banking

College/Institution

St. Ann’s College for Women

Mehdipatnam, Hyderabad- 500028

Ph:- 040-23513020

Fax:- 040-23517919

Email : stann_college@yahoo.co.in

Duration of Course: 12 Months

Eligibility

· Fresh graduate interested in banking and other financial services

· Any working executive in the financial services domain

· Anyone who is interested in pursuing the course

UG Programme in Portfolio Management

College/Institution

Indian Institute of Foreign Trade (IIFT)

IIFT Bhawan

B-21, Qutab Institutional Area

New Delhi

Telephone

+91-11-26853055

+91-11-26963880

Duration of Course: 24 Months

Eligibility

· Fresh graduate interested in banking and other financial services

· Any working executive in the financial services domain

· Anyone who is interested in pursuing the course

UG Programme in Portfolio Management

College/Institution

BLB Institute of Financial Markets (BIFM)

4th Floor Gulab Bhawan,

6 Bahadur Shah Zafar Marg,

Delhi-110002,India

91-9910907477

Email : info@bifm.edu.in

WebSite : www.bifm.edu.in

Duration of Course: 24 Months

Eligibility

· Fresh graduate interested in banking and other financial services

· Any working executive in the financial services domain

· Anyone who is interested in pursuing the course

UG Programme in Portfolio Management

College/Institution

Kovai Kalaimagal College of Arts and Science

Vellimalaipattinam,Narasipuram(Post),

Thondamuthur (Via), Coimbatore – 641 109.

Phone : 0422 – 2650131, 2650132, 2650703

Fax : 0422 – 2650427

Email : ekkcas@kovaikalaimagal.org

Duration of Course: 24 Months

Eligibility

· Fresh graduate interested in banking and other financial services

· Any working executive in the financial services domain

· Anyone who is interested in pursuing the course

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Online Portfolio Management Courses

Published by under Courses and Career

There are many colleges and institutes in India that offers the Online portfolio management courses. These online courses are designed for creating a better understanding of the different concepts associated with the investment analysis and portfolio management.

Online Portfolio Management Courses · Portfolio Management Online

College/Institution

New York Institute of Finance

1330 Avenue of the Americas, 10th floor

(Between 53rd and 54th Streets)

New York City, NY 10019

This course is designed for introducing the portfolio management theory that comprises of varied kinds of investor characteristics and their suggestion for the construction of portfolio. This course also explains the basics of equity, fixed income, and money market securities.

Who should avail:

Money Managers, Junior Portfolio Managers, Consultants, Client Services Staff, Research Analysts, Research Staff Members, Private Bankers and Financial Advisors, Individual and Institutional Investors

· Master’s in Security Analysis and Portfolio Management (MSAPM)

College/Institution

Creighton University

Phone: 866.717.6365

2500 California Plaza

Omaha NE – 68178

M.S. in Security Analysis & Portfolio Management (MSAPM) is designed for offering advanced knowledge related to portfolio management, investment assessment and security analysis which is important for excelling at the top level jobs in the sector.

This program is designed for around three levels of the Chartered Financial Analyst exams and is taught by CFA faculty members.

· Certificate in Portfolio Management

College/Institution

NYU SCPS

School of Continuing and Professional Studies

7 E. 12th Street, Suite 923,

New York, NY 10003

The Certificate in Portfolio Management is basically a foundation level course that focuses on emphasizing core skills and competencies in the portfolio management. The duration of the course is nine month and participants are given two Advanced Certificates in Portfolio Management with specialization in fixed income, equity or real estate.

Who should avail:

It can be availed by the students who are freshers in the finance field and by professionals who would like to gain advanced knowledge in their specified area of specialization.

· Certificate in IT Portfolio Management

College/Institution

Stanford Center for Professional Development

Stanford University

496 Lomita Mall, Durand Building 3rd Floor

Stanford, CA 94305

Telephone: 650 204-3984

scpd-customerservice@stanford.edu

This course focuses on measuring the health and value of IT Projects and Applications. It teaches how to apply a metrics approach from the start of a project by developing business case through out the project execution.

Who should avail:

Managers, Consulting services, CFOs in financial services, IT management , IT professionals, CIOs in financial services, etc.

· Portfolio Management

College/Institution

PM Partners Group

Sydney (Head Office)

Level 39, Citigroup Centre.

2 Park Street (Cnr George & Park Sts)

Sydney NSW 2000

Phone: +61 1300 70 13 14

Fax: +61 2 9900 1444

This course is basically a introductory workshop that focuses on providing an understanding of project portfolio management to highly experienced program managers, project managers and managers. It stresses on the significance of gaining visibility and planned control over the project agenda. The course content is based on the Project Management Institute’s (PMI) best practices.

Who should avail :

Current strategic initiative managers, Experienced project/program managers , Portfolio managers

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Job Opportunities for Portfolio Managers

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A Portfolio Manager can perform wide variety of roles related to the financial aspects in an organisation. There is a good demand for qualified and specialised portfolio managers in the financial industry. The career in portfolio management is regarded as one of the most desirable and rewarding careers in the financial industry. A Portfolio manager usually has the exposure to diverse array of financial fields and project management scenarios.

Job Opportunities for Portfolio Managers

Job Opportunities for Portfolio Managers A portfolio manager manages the assets for management institution with large sums of money while fund manager are responsible for managing the smaller fund assets. In cases, where a portfolio manager is assigned the tasks of managing the assets for a large business organization, he/she is called as a chief investment officer (CIO).

Portfolio Manager: A portfolio manager is widely sought after by pension fund or money management firms. These firms hire portfolio managers for management of the investments done for meeting the specified objectives.

Portfolio managers may be specialized in hedge or commodity funds and adopts diverse approaches ranging from growing stocks to finding the potential clients. A portfolio manager is required to be disciplined and patient. He/she should have immense knowledge of markets conditions and status of companies in the financial sector.

Portfolio Management Marketing: Another job opportunity in the portfolio management is related to the portfolio management marketing. This job position requires the candidate to be very presentable, social and thoughtful. The job involves working in coordination with a portfolio manager and compiling the presentation information for the clients.

The job requires one to have sound knowledge of the company and financial sector. One is required to put in plenty of effort and there is good demand for experienced professionals in the market. These companies look for people who are capable for making reliable suggestions regarding larger investments. This job involves lots of travelling along with handsome pay cheque.

Investment Advisory: The investment advisory job incorporates making reliable suggestions on the investments made by the company. The person is also responsible for evaluation of quantity and analysis of performance. The candidate has to work for the firm that provide individualized analysis for money management firms. The job requires the candidate with thorough knowledge of finance and impressive skills in statistics.

Mutual Fund Analyst: The mutual fund analysts as the name suggests are responsible for performing the evaluation and analyses to large pension or mutual funds prior to making big investments. They determine if the specified bond is secure. In order to determine the interest rate risk, the mutual fund analysts compare convexity and duration. This job requires the candidate to be expert in dealing with computers and programming. This work is very dynamic in nature and involves lot of research.

Hedge Fund Principal/Trader

Hedge funds are considered as private funds that incorporate the investments of large sums in stocks, bonds, currencies, and other securities. There is an excellent demand for analysts and traders in the market as the hedge funds market is booming.

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Career in Portfolio Management

Published by under Courses and Career

The career in portfolio management is regarded as one of the most desirable and rewarding careers in the financial industry. Portfolio managers are required to work in collaboration with a team of analysts and researchers. They are responsible for taking crucial decisions regarding making final investment decisions regarding various assets or securities.

A Portfolio manager usually has the exposure to diverse array of financial fields and project management scenarios.

Career in Portfolio Management Types of Portfolio Manager Positions

The portfolio manager has to play diverse kinds of roles in the organisation. The position of a portfolio manager in an organisation depends on the following criteria:

Size of Fund: A portfolio manager may be assigned the responsibility of managing the assets for a comparatively small independent fund or big asset management institution. A portfolio manager is also accountable for managing the capital of a large business like bank or organization like college or university with huge donations.

A portfolio manager manages the assets for management institution with large sums of money while fund manager are responsible for managing the smaller fund assets. In cases, where a portfolio manager is assigned the tasks of managing the assets for a large business organization, he/she is called as a chief investment officer (CIO).

Type of Investment Vehicles: The management of the assets for the respective investment vehicle is the common task of various money managers. There is a wide range of investment vehicles comprising of commodity, hedge fund products, retail or mutual funds, high net worth investment pools, institutional funds, trust and pension funds, etc. Portfolio managers may also perform the asset management for equity or fixed-income investment vehicles. They may also specialize in one investment vehicle or multiple investment vehicles.

Investing Style: A portfolio manager may also specialise in various styles of investing apart from the specialization in equity or fixed income investing.

The range of investment styles incorporates the following.

· Hedging techniques

· Growth style of management

· Value style of management

· Small cap specialties

· Large cap specialties

· Domestic fund investing

· International fund investing

Roles and responsibilities of Portfolio Manager

A portfolio manager has a wide range of roles and responsibilities. He/she checks the status of dynamic financial markets and monitors the changes in the market economy. He/she should be aware of the various current events in the market and stay informed. A portfolio manager also engages in meeting with his or her analysts regularly for discussing the market developments and tracking the trends of applicable current events.

A day of a portfolio manager is governed by the beginning of the financial markets and they are among the first employees who come to the office in the morning. A portfolio manager also directs all the trades of fund or securities in the market by taking final decisions on the securities involved.

A portfolio manager has to work in team with his team members and analysts that conduct research on various securities. The final decisions are made by the portfolio manager after their recommendations about buying or selling of securities. In some cases, a portfolio manager communicates with the high-level investors or potential investors over the phone or by meeting them in person.

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