3.4 KiB
Market evidence report — investment-manager
Source: 20 real job ads (JSearch API, countries: us 20), extracted into the MSSQL evidence store; as of 2026-07-14. This report contains extracted, aggregated facts only — no ad text is reproduced (copyright / platform terms).
Seniority distribution
| Seniority | Ads | Share |
|---|---|---|
| mid | 18 | 90 % |
| senior | 2 | 10 % |
Tools — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | Microsoft Excel | 5 | 25 % |
| 2 | client relationship management (CRM) system | 3 | 15 % |
Hard skills — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | portfolio management | 10 | 50 % |
| 2 | financial analysis | 6 | 30 % |
| 3 | asset allocation | 5 | 25 % |
| 4 | financial planning | 5 | 25 % |
| 5 | risk management | 5 | 25 % |
| 6 | business development | 4 | 20 % |
| 7 | data analysis | 4 | 20 % |
| 8 | due diligence | 3 | 15 % |
| 9 | financial modeling | 3 | 15 % |
| 10 | investment planning | 3 | 15 % |
| 11 | portfolio construction | 3 | 15 % |
Methods — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | integrated wealth management | 3 | 15 % |
Responsibilities — full market ranking
| # | Item | Ads | Share |
|---|---|---|---|
| 1 | client communication | 4 | 20 % |
| 2 | new business development | 4 | 20 % |
| 3 | portfolio management | 4 | 20 % |
| 4 | relationship management | 4 | 20 % |
| 5 | team leadership | 4 | 20 % |
| 6 | client service | 3 | 15 % |
Regional breakdown
Corpus note: 20 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.
US (us)
Insufficient evidence — 20 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
UK (gb)
Insufficient evidence — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
EU/DACH (de, at, ch, nl)
Insufficient evidence — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
Job title variants in the market
| Title | Ads |
|---|---|
| Relationship Manager, Portfolio Management | 3 |
| Senior Portfolio Manager | 2 |
| Asset & Wealth Management: Alternatives Capital Formation, Hedge Funds, Vice President - NY | 1 |
| Asset and Portfolio Management Associate | 1 |
| Derivatives Associate Portfolio Manager - Russell Investments | 1 |
| Emerging Markets Macro Portfolio Manager | 1 |
| Investment & Portfolio Construction Analyst - Wealth Management | 1 |
| Investment Manager | 1 |
| Investment Manager – Department of Comptroller / Accounting | 1 |
| Manager, Investment Funds | 1 |
| On Premise Portfolio Manager - Washington DC | 1 |
| Privately Held Investments Manager | 1 |
| Quantitative Portfolio Manager (PM) – Global Industry Leader/Systematic Multi-Manager – New York/London – TC Base of up to 300K USD + % PnL | 1 |
| Regulatory Oversight and Management - Investment Management, Office of COO - Associate | 1 |
| Senior Associate, Investments | 1 |
| Vice President, Capital Markets | 1 |
| Wealth Portfolio Manager: Growth & Client Impact | 1 |
Methodology: entities extracted per ad ({hard_skills, tools, methods, responsibilities, seniority}), normalized, counted as DISTINCT ads per entity; report threshold ≥ 3 ads. Headline sections in skills.md/tools.md use the stricter ≥ 20 % threshold.