Portfolio Administrator

Keeps account records and trade details accurate for investment managers.

A day in the life

You check trades, update holdings records and prepare reports.

Pay over a career

Starting
$40k
Typical
$52k
High
$72k

Approximate: anchored on Bureau of Labor Statistics data for a broader job group.

Training

Bachelor's degree (4-year), about 2 years after high school. An associate or bachelor's degree in finance or business, then short on-the-job training in the firm's trading and account systems.

Ways in: 2-year college, 4-year college. Training cost: Under $15k.

Majors to look at: Finance.

Outlook

Shrinking. Declining with automation.

Will it last? Our AI estimate

High risk for 10 years. Account reconciliations and trade records are increasingly automated end to end; support roles keep shrinking.

Start now, in high school

Classes: Accounting, Computer applications, AP Statistics, Keyboarding.

Official data: O*NET occupation 43-3099.

More Asset & Wealth Management careers

Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.