Portfolio Analyst Courses
A Portfolio Analyst evaluates and monitors investment portfolios for individuals or organisations. You might work in a financial institution, investment firm, or other financial services company. Portfolio Analysts focus on analysing financial data, assessing investment performance, and providing recommendations for portfolio adjustments. You’ll prepare detailed reports to support investment decisions and ensure portfolios align with clients’ financial goals.
Portfolio Analysts play an important role in managing investments. You’ll need to be analytical and detail-oriented, with strong quantitative skills. You’ll liaise with financial advisors and clients to ensure investment strategies are implemented effectively and align with clients’ risk tolerance and objectives.
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Popular Portfolio Analyst Courses
There are 3 courses available for people who want to become a Portfolio Analyst.
Online, On Campus
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Possible job outcomes:
Finance Manager
Financial Analyst
Investment Consultant
Portfolio Analyst
Chief Financial Officer (CFO)
Hedge Fund Manager
The Master of Applied Finance is designed to prepare students for excellence in the financial marketplace. Ideal for those who are, or aim to be, finance specialists or professionals providing financial advice, this course challenges students to solve diverse financial problems. It sharpens analytical skills, equipping students to navigate the rapidly evolving finance sector effectively.
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Average duration: 24 months.
On Campus
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Possible job outcomes:
Credit Risk Analyst
Data Analyst
Financial Analyst
Financial Risk Manager
Quantitative Analyst
Investment Banker
Portfolio Analyst
The Master of Financial Analysis is a specialised qualification enhancing prior academic achievements in accounting and/or finance. It broadens knowledge and skills in financial analysis, providing a strong foundation for advanced capabilities. This course is suitable for a variety of careers including investment analysis, funds management, and roles like chief financial officer or business analyst.
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Average duration: 18 months.
On Campus
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Possible job outcomes:
Actuarial Consultant
Portfolio Analyst
Actuarial Analyst
Risk Analyst
Investment Analyst
Actuary
The Bachelor of Commerce (Actuarial Studies) equips students to pinpoint, scrutinise, and measure risks through mathematical, econometric, and financial frameworks. Emphasising skills applicable to fields such as pension, insurance, risk management, and fund management, this course imparts forecasting and econometric modelling expertise. Graduates will be adept at deploying these skills in diverse business environments across both the public and private sectors..
Average duration: 3 years.
Job Pathways
Here are some potential career pathways within stockbroking. Click on an occupation to learn more about the role and the qualifications that can help you get started in this industry.