The Roadmap to Success: Measuring Portfolio Management Wins through a Jobs-to-be-Done Lens

Discover the critical success factors in developing investment strategies and how the jobs-to-be-done framework sheds light on portfolio managers' performance

I’ve got a growing catalog of Jobs in the financial services industry because it’s one of those industries that even when it’s failing, it doesn’t go away. People will always need to manage daily finances, make purchases, save money, maintain an emergency fund, etc. On the flip side, the companies that provide these services have jobs-to-be-done as well.

Take the portfolio manager for instance. They have many possible jobs that we could investigate. Here are a few of them:

1. Managing investment portfolios: As a portfolio manager, my primary job may be to manage investment portfolios for clients. This could involve selecting appropriate investments, monitoring and analyzing portfolio performance, and making recommendations on how to adjust the portfolio to meet changing market conditions.

2. Conducting investment research: Another important job may…