The Deep Dive:
What Does a Portfolio Manager Do?

  • Author:
    Geoff Robinson
  • Level: 
    Early Careers
  • Study time:
    20 minutes
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Course overview
This deep dive explores the role of a portfolio manager, covering how investment decisions are made, how portfolios are constructed, and how risk and performance are managed. It breaks down the day-to-day responsibilities, strategic thinking, and analytical frameworks used in professional asset management.

What's included?

  • 1 podcast
  • Understand how portfolio managers turn market insight into investment performance.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Designed for aspiring finance professionals, students, and early-career analysts, this playlist is ideal for anyone interested in asset management, investing, or portfolio strategy. It also suits professionals seeking to understand how institutional investors think, allocate capital, and generate returns across different market environments.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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