CAREER GUIDE MANUAL - Inseta

34A portfolio manager needs to have studied and gained expertise in suchareas as bond valuations, capital markets and interest rates, financialstatement analysis, portfolio theory and management, fixed incomeinvestment, international economics and trade, equity strategies andcomputer research.The table below lists some appropriate undergraduate courses. Readersshould also consult the courses relevant to the career of the financial planneras listed in this career guide.QualificationBachelor of Arts: EconomicsBachelor of Business Science: EconomicsBachelor of Commerce: EconomicsBachelor of Commerce: EconomicsBachelor of Commerce: EconomicsBachelor of Commerce: EconomicsBachelor of Commerce: EconomicsBachelor of Commerce: EconomicsBachelor of EconomicsBachelor of EconomicsBachelor of EconomicsAdvanced Diploma: Management: FinanceBachelor of Business Science: FinanceBachelor of Commerce: Economics and FinanceBachelor of Commerce: FinanceBachelor of Commerce: FinanceSource: www.saqa.org.zaInstitutionUniversity of the Free StateUniversity of KwaZulu-NatalUniversity of LimpopoUniversity of VendaUniversity of the Free StateUniversity of JohannesburgUniversity of Western CapeUniversity of PretoriaUniversity of VendaUniversity of the Free StateRhodes UniversityUniversity of Western CapeUniversity of KwaZulu-NatalUniversity of Cape TownUniversity of JohannesburgUniversity of Western Cape7.4.4 EmploymentMany portfolio managers start out as members of a team of research analysts,analyzing certain segments of a given industry such as the retail or miningindustry. The analysts research individual companies and write industryreports for portfolio managers to read and consider.After gaining the necessary experience, analysts can move on to writingresearch reports on individual companies that the portfolio manager may usein deciding whether or not to buy a company's stock or bonds. Analysts willlater be in a position to work as members of a portfolio management team.Good places to start are bank trust departments, insurance companies andpension funds. Many people cross over into portfolio management after yearsof experience in the sales side of investment banking.