Career Intelligence

What's next for Portfolio Specialist?

Explore career trajectories based on data from millions of professional social network profiles. See the paths people take, the roles they grow into, and how careers evolve over time.

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2023
Peak year · 960 people
490
Started here (first job)
Senior Loan Officer
Top role after 5 years
Senior Loan Officer
Top role after 10 years

Career Flow Over Time

Above zero: People still in this role. Below zero: Where they went after (stacked by destination).

Where They Come From

Previous roles people held before becoming Portfolio Specialist.

Career Transitions by Time Period

Top roles people move into after Portfolio Specialist, broken down by years after.

Role +1y +2y +5y +10y +20y
Senior Portfolio Specialist 26.8% 23.3%
Portfolio Manager 17.1% 16.3% 15.0% 10.5%
Financial Consultant 14.6% 20.9%
Senior Loan Officer 7.3% 7.0% 15.0% 26.3%
Managed Solutions Consultant 9.8% 9.3% 15.0%
Account Executive 9.8% 9.3%
Associate Portfolio Manager 7.3% 7.0%
Owner 7.0% 15.0%
Risk Manager 7.3%
Technical Support Specialist 10.0%
SeniorProject Coordinator 10.0%
Partner 10.0%
Actuarial Assistant 10.0%
Senior Compliance and Development Effectiveness Specialist 10.5%
Private Banker, Senior Vice President 10.5%

Where They Go Over Time

Top roles at each career milestone after becoming Portfolio Specialist.

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