Portfolio Manager

Assesses foundational knowledge and analytical skills across ethics, quantitative methods, economics, financial reporting, asset classes, derivatives, alternatives, and portfolio management for investment decision-making.

Assesses competence in financial reporting decisions, planning and budgeting, performance and cost management, internal controls, and technology/analytics used in management accounting.

Assesses the competencies of professionals who lead and direct projects, including people leadership, project delivery processes, and alignment with business environment needs across predictive, agile, and hybrid approaches.

Assesses a portfolio manager’s ability to align, govern, and manage a portfolio of programs, projects, and operations to achieve organizational strategic objectives, including performance, risk, and stakeholder communications.