How quickly can you hire with Toptal?

Typically, you can hire a Portfolio Manager with Toptal in about 48 hours. For larger teams of talent or Managed Delivery , timelines may vary. Our talent matchers are highly skilled in the same fields they’re matching in—they’re not recruiters or HR reps. They’ll work with you to understand your goals, technical needs, and team dynamics, and match you with ideal candidates from our vetted global talent network. Once you select your Portfolio Manager, you’ll have a no-risk trial period to ensure they’re the perfect fit. Our matching process has a 98% trial-to-hire rate, so you can rest assured that you’re getting the best fit every time.

How do I hire a Portfolio Manager?

To hire the right Portfolio Manager, it’s important to evaluate a candidate’s experience, technical skills, and communication skills. You’ll also want to consider the fit with your particular industry, company, and project. Toptal’s rigorous screening process ensures that every member of our network has excellent experience and skills, and our team will match you with the perfect Portfolio Managers for your project.

How are Toptal Portfolio Managers different?

At Toptal, we thoroughly screen our Portfolio Managers to ensure we only match you with the highest caliber of talent. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. In addition to screening for industry-leading expertise, we also assess candidates’ language and interpersonal skills to ensure that you have a smooth working relationship. When you hire with Toptal, you’ll always work with world-class, custom-matched Portfolio Managers ready to help you achieve your goals.

Can you hire Portfolio Managers on an hourly basis or for project-based tasks?

You can hire Portfolio Managers on an hourly, part-time, or full-time basis. Toptal can also manage the entire project from end-to-end with our Managed Delivery offering. Whether you hire an expert for a full- or part-time position, you’ll have the control and flexibility to scale your team up or down as your needs evolve. Our Portfolio Managers can fully integrate into your existing team for a seamless working experience.

What is the no-risk trial period for Toptal Portfolio Managers?

We make sure that each engagement between you and your Portfolio Manager begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you’re completely satisfied with the results, we’ll bill you for the time and continue the engagement for as long as you’d like. If you’re not completely satisfied, you won’t be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial.

Hire the Top 3% of Freelance Portfolio Managers

Name: Portfolio Management Consulting Services
Brand: Toptal
Rating: 4.9 (296 reviews)

Toptal is a marketplace for top Portfolio managers, experts, and specialists. Each Portfolio manager is thoroughly vetted and trusted by top companies for their most critical portfolio management projects.

Hire a Top Portfolio Manager Now

No-Risk Trial, Pay Only If Satisfied.

Clients rate Toptal Portfolio Managers 4.9 / 5 on average based on 296 reviews.

Trusted by leading brands and startups

Scroll down to see Portfolio Managers.

Hire Freelance Portfolio Managers

View Omar

Omar Itani

Freelance Portfolio Manager

Switzerland

Toptal Member Since February 13, 2019

Omar is a strategic advisor and successful investor with 13+ years of experience. After starting his career at Morgan Stanley, Omar moved to principal investing at a top hedge fund and two $500+ million family offices. He's also helped multiple tech startups raise over $50 million in funding. A published author, London Business School MBA, a CFA, and a CAIA, Omar advises entrepreneurs, businesses, and family offices on complex commercial and investment challenges.

Portfolio Management M&A Equity Research Valuations FP&A Corporate Finance Financial Modeling Investment Thesis Consulting Economics Business Advisory Investment Consulting Quantitative Analysis Investment Analysis

View Kyle

Kyle Wade

Freelance Portfolio Manager

United States

Toptal Member Since April 24, 2019

Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic insight, accurate modeling, and capital advisory. He's helped energy, tech, industrial, transport, and retail companies evaluate strategic decisions and succeed.

Portfolio Management Capital Markets Banking Consulting Chartered Financial Analysis FP&A Valuations M&A Equity Research Investment Consulting FX

View Yiannis

Yiannis Ritsios, CFA

Freelance Portfolio Manager

Greece

Toptal Member Since February 11, 2019

Yiannis is an experienced investment professional who manages assets for institutional investors globally and has extensive experience in financial analysis, valuation, equity research, and investment management. He has worked on M&A projects for large corporations and startup funding for the European Commission. With an MBA from Imperial College London, Yiannis began freelancing to help top management, investors, and entrepreneurs create value and sustainable growth.

Portfolio Management Budgeting Consulting P&L FP&A Valuations Investment Thesis Consulting Equity Research Financial Modeling M&A Investment Analysis Asset Management Quantitative Analysis Investor Relations

View George

George Gregory Sharp, CFA

Freelance Portfolio Manager

United States

Toptal Member Since December 13, 2017

George is a seasoned CFO with 22+ years of finance and banking experience, enabling rapid business growth for companies in e-mobility/EV charging, cleantech, blue tech, renewables, and technology (hardware and software). He helps clients with corporate finance, complex financial modeling and budget forecasting, capital raising, and M&A for growth, as well as turnarounds.

Portfolio Management M&A FP&A Valuations Financial Modeling Venture Capital Corporate Finance Due Diligence Investment Analysis P&L Financial Analysis Financial Consultant Budgeting Consulting

View Peter

Peter Mullen

Freelance Portfolio Manager

United States

Toptal Member Since December 21, 2020

Peter is an investment executive with global experience across HFs, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid strategy and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.

Portfolio Management Financial Modeling Bloomberg Valuations Special Situations Analysis M&A Financial Forecasting Project Finance Consulting Private Equity Derivatives Consulting Growth Strategy Financial Strategists Exit Strategy

View Vishnu

Vishnu Venkatesh

Freelance Portfolio Manager

United Arab Emirates

Toptal Member Since June 29, 2022

Vishnu has executed $3 billion in M&A over the last seven years, including the first take-private transaction in the Middle East and building the 10-year investment strategy of Dubai's sovereign wealth fund. He has extensive experience in preparing advanced valuation and operating models, pitch decks, and investment memorandums. Vishnu is a CFA charter holder and has joined Toptal to assist companies while traveling in South America over the next six months.

Portfolio Management M&A Investment Banking Private Equity Financial Modeling Valuations Post-merger Integrations Budgeting Consulting

View John

John Lothian

Freelance Portfolio Manager

United Kingdom

Toptal Member Since January 5, 2021

John Lothian is an accomplished global investor and financier with nearly two decades of experience. A graduate of Columbia Business School, John has enjoyed a successful career at top-tier banks and investment houses in the US, Europe, and Japan, including M&G Investments, Lazard, and Lehman Brothers. John recently established a freelance financial advisory business because he values working directly with clients to solve their unique strategic and financial challenges.

Portfolio Management Economics Valuations Financial Modeling FP&A Risk Management Equity Research Financial Analysis Due Diligence Business Modeling Capital Markets Financial Strategists Asset Management

Discover More Portfolio Managers in the Toptal Network

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THE TOPTAL ADVANTAGE

98% of Toptal clients choose to hire our talent after a risk-free trial.

Toptal's screening and matching process ensures exceptional talent are matched to your precise needs.

Start Hiring

THE TOPTAL ADVANTAGE

98% of Toptal clients choose to hire our talent after a risk-free trial.

Toptal's screening and matching process ensures exceptional talent are matched to your precise needs.

Start Hiring

Toptal in the press

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients

Creating an app for the game

Leading a digital transformation

Building a cross-platform app to be used worldwide

Drilling into real-time data creates an industry game changer

Testimonials

Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari

CEO

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick

COO

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay

Founder / CEO

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek

CEO

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek

CEO

How to Hire Portfolio Managers Through Toptal

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Portfolio Manager for your project. Average time to match is under 24 hours.

The Right Fit, Guaranteed

Work with your new Portfolio Manager for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

Find Experts With Related Skills

Access a vast pool of skilled finance experts in our talent network and hire the top 3% within just 48 hours.

Investment Managers Investment Strategists Financial Managers Financial Investment Consultants Investment Analysts Asset Management Consultants FP&A Consultants

FAQs

How quickly can you hire with Toptal?
Typically, you can hire a Portfolio Manager with Toptal in about 48 hours. For larger teams of talent or Managed Delivery, timelines may vary. Our talent matchers are highly skilled in the same fields they’re matching in—they’re not recruiters or HR reps. They’ll work with you to understand your goals, technical needs, and team dynamics, and match you with ideal candidates from our vetted global talent network.

Once you select your Portfolio Manager, you’ll have a no-risk trial period to ensure they’re the perfect fit. Our matching process has a 98% trial-to-hire rate, so you can rest assured that you’re getting the best fit every time.
How do I hire a Portfolio Manager?
To hire the right Portfolio Manager, it’s important to evaluate a candidate’s experience, technical skills, and communication skills. You’ll also want to consider the fit with your particular industry, company, and project. Toptal’s rigorous screening process ensures that every member of our network has excellent experience and skills, and our team will match you with the perfect Portfolio Managers for your project.
How are Toptal Portfolio Managers different?
At Toptal, we thoroughly screen our Portfolio Managers to ensure we only match you with the highest caliber of talent. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut.

In addition to screening for industry-leading expertise, we also assess candidates’ language and interpersonal skills to ensure that you have a smooth working relationship.

When you hire with Toptal, you’ll always work with world-class, custom-matched Portfolio Managers ready to help you achieve your goals.
Can you hire Portfolio Managers on an hourly basis or for project-based tasks?
You can hire Portfolio Managers on an hourly, part-time, or full-time basis. Toptal can also manage the entire project from end-to-end with our Managed Delivery offering. Whether you hire an expert for a full- or part-time position, you’ll have the control and flexibility to scale your team up or down as your needs evolve. Our Portfolio Managers can fully integrate into your existing team for a seamless working experience.
What is the no-risk trial period for Toptal Portfolio Managers?
We make sure that each engagement between you and your Portfolio Manager begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you’re completely satisfied with the results, we’ll bill you for the time and continue the engagement for as long as you’d like. If you’re not completely satisfied, you won’t be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial.

Tap Into World-Class Talent

Trusted Experts Only
All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.
The Right Fit
We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.
Scale as Needed
Hire talent within 48 hours and scale your team up or down as needed, no strings attached.
Seamless Hiring
We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.
Flexible Engagements
Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.
Expert Talent Matching
Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.