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A Day In The Life Of A Portfolio Manager At Private Bank
A typical day for the Portfolio Manager at PNC Bank involves a blend of market monitoring starting early in the day, client and market-related meetings, and business development strategy sessions. The work is described as "two thirds independent, one third group work," also including mentoring and quality-checking work from four or five analysts.
Portfolio Management, Financial Markets, Client Relationship Management, Mentorship, Business Development
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James A Vogl
Portfolio Manager
Private Bank
Iowa State University 2006
MBA, Ucla Anderson school management, full-time program 2013; masters of education at Millikin University, 2008
History, Art History
Finance (Banking, Fintech, Investing)
Finance
Video Highlights
1. A typical day involves a balance of market analysis, client portfolio management, and business development meetings.
2. The work is a blend of independent tasks and collaborative efforts with a team.
3. Mentoring and guiding junior analysts are also significant parts of the role.
Transcript
What does a day in your life look like working at PNC Bank?
A day in my life starts pretty early because I have two kids. I'm hanging out with them, paying attention to them, but I'm also listening to what's going on in the market. New York opens at 6:30 Pacific time.
After that, I probably get into the office and have two or three meetings. These are either market-related or client portfolio management related. Then I have another one to two meetings that are more about business development and relationship strategy.
My work is about two-thirds independent and one-third group work. I also manage four or five different analysts who take care of various tasks in portfolio management. Some of that involves quality checking, and some involves teaching and mentoring.
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