Hire best-in-class Portfolio Management consultants & experts

Our invite-only community connects the world’s top
Portfolio Management specialists to projects that need execution, now.

Ready in 48 hours.

merger and acquisitions recruitment platform
Selected clients and partners

The world's largest network of Portfolio Management consultants

Our Fintalents serve clients in North America, LATAM, Europe, MENA, and APAC.

Talent with experience at
World Map

Hire your Portfolio Management consultant in 48 hours

Fintalent is the invite-only community for top-tier independent M&A consultants and Strategy professionals. Hire global freelance M&A consultants and Strategy experts with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent M&A advisors and Strategy specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!


Freelance M&A consultant

Barcelona, Spain
7 years experience


Freelance M&A consultant

New York, United States
10 years experience


Freelance M&A consultant

5 years experience


Freelance M&A consultant

United States
12 years experience


Freelance M&A consultant

4 years experience

Why should you hire Portfolio Management experts with Fintalent?

Trusted Network

Every Fintalent has been vetted manually.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Frequently asked questions

What clients usually engage your Portfolio Management Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Portfolio Management talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Portfolio Management professionals, highly specialized within their domains. We have streamlined the process of engaging the best Portfolio Management talent and are able to provide clients with Portfolio Management professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Portfolio Management professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Portfolio Management consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Portfolio Management consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Portfolio Management talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Portfolio Management talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Portfolio Management consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Everything you need to know about Portfolio Management

What is Portfolio Management?

Portfolio management is the practice of gathering, evaluating and managing investments that are acquired in accordance to an investment strategy. It’s the task of building a portfolio of securities so that it achieves a desired risk/return profile. This includes selecting which securities to buy, when to buy them, and how much they’re likely to be worth when they finally sell.

How Fintalent can help you hire the best Portfolio Management Consultants

Fintalent, the hiring and collaboration platform for tier-1 Strategy and M&A consultants is the leading platform for the hiring of Portfolio Management Consultants. The platform ensures only the best portfolio Management experts are made available to hiring managers by ensuring it offers only the best qualified and most experienced consultants to the hiring public.

Background of Portfolio Management

The practice of portfolio management is relatively recent compared to the history of investing. The first publications about investment management dated back to the 15th century. In the late 18th century, an investor by the name of John Law suggested a method for estimating capital gains tax that was widely used at that time. There was talk of “money managers” who coordinated investment portfolios in the late 19th century and early 20th century, but they were usually called “bond managers”. The first permanent professional money manager, Charles Dow, founded his firm back in 1902 and then passed it on to his son Nelson.

Portfolio Management has been around for a very long time. The history of the practice stretches back thousands of years. The first known reference to portfolio management was in the 18th Century from John Law who used a simple model to estimate capital gains tax as discussed above. In the 19th/20th century, what would now be called “Portfolio Management” was referred to as “Bond Management”. These were collections of bonds that would be traded based on Mutual Funds. They would show up in bond issues and other financial instruments such as stocks and derivatives. These were not necessarily maintained by a professional and were usually held to maturity, meaning the investor had no desire for the securities to vary in value.

The first true portfolio managers started in the 20th century. “Money Managers” were independent investment professionals who would buy various portfolios of stocks and other financial instruments for their clients based on their risk tolerance and return goals. The term “money manager” had been used as early as 1800 when John Jacob Astor gave out stock certificates to his partners so that they could be referred to as his money managers and thus avoid paying tax on his personal assets.
In 1902, Charles Dow passed on the firm he founded to his son Nelson (Charles was more of a journalist and editor). Nelson Dow is considered the first truly independent money manager in history. He had no clients and was paid a percentage of investing gains he achieved for his partners and clients. In 1910, Earl Jones, a former clerk from Merrill Lynch left to start his own firm with partner Willard “Tubby” Thorne. By 1929 Earl Jones was one of the most successful money managers in the country with over $100 Million under management.

Portfolio Management Methods

Some managers use advanced proprietary software systems like Investment Science or AA-IQ which automate many investment decisions including security selection, portfolio rebalancing, targeted factor allocation and capitalization weighting strategies. Others choose “boutique” software packages or rely on their own judgment in order to optimize their personal investment strategies while still adhering to prudent risk tolerances established by regulators.

Roles of a Portfolio Manager

The importance of a portfolio manager’s role in investment is significant. He or she usually has a large impact on the bottom line results of an investment portfolio. Both decisions to invest and those to divest can have a major effect on portfolio value, performance and risk.

A typical modern portfolio will contain many securities from many different countries and industries, each representing small fractions of the overall investments owned. Theoretically, each individual security will behave differently over time based on the assumptions about that security that were used at the time when it was first purchased. Many managers use sophisticated computer programs that apply various factors to their holdings in order to assess risk/return projections for investments of all sorts. Sometimes each security is assigned a target return, or a maximum loss allowance, for the investment strategy. A portfolio manager who relies solely on his or her own judgment might need to have knowledge of the individual securities in order to make informed decisions.

Portfolio managers also need to understand their investors’ needs and wants in order to provide suitable investment advice. These needs often change rapidly and are driven by a host of factors such as tax burdens, price volatility, liquidity requirements, income goals and more. Furthermore, they may want their investments to be conveniently accessible by retail brokers who can provide service cost-effectively while providing a high level of expertise and selection.

Why you should hire your next Portfolio Management expert from Fintalent

Investment portfolio management is a crucial individual and organizational decision. A robust decision-making process for portfolio management will include an assessment of the existing portfolio to determine if changes need to be made. Investing can be complex, however, the process of portfolio management is straightforward for most investors. Portfolio management includes maximizing returns on your investments and managing risk. The goal of portfolio management is to balance risk and return so that you reach your financial goals over time.

From the foregoing, it can be deduced that Portfolio management is one of the more important function of a finance manager in a firm due to its far reaching consequence. It is therefore not a task to be left to rookies but rather, one that should be handled by a seasoned professional. This is exactly what Fintalent, the hiring and collaboration platform for tier-1 Strategy and M&A consultants offer hiring managers. Fintalent offers hiring managers a one-stop shop for some of the best global Portfolio Management Consultants that are available and ready to take on new tasks.

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Hire the best Portfolio Management specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Portfolio Management consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Portfolio Management specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!