ZipRecruiter

Log In

1

Associate Portfolio Analyst Jobs in Raleigh, NC (NOW HIRING)

711 MS Smith Barney, LLC

Portfolio Associate

Raleigh, NC · On-site

$92K - $110K/yr

The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create ... Client Support Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and ...

711 MS Smith Barney, LLC

Portfolio Associate

Raleigh, NC · On-site

$92K - $110K/yr

The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create ... Client Support Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and ...

CAPTRUST

Portfolio Systems Associate

Raleigh, NC · On-site

CAPTRUST is seeking a Portfolio Systems Associate to support investment operations, account ... Create and maintain operational reports, spreadsheets, and data analysis tools utilizing advanced ...

New

First-Horizon-Bank

Portfolio Manager II

Raleigh, NC · On-site

$90 - $140/hr

Leading the analysis, underwriting, origination, and portfolio management of loans in a growing ... clients, communities and associates unlock their full potential with capital and counsel.

Socket.dev

Portfolio Manager III

Raleigh, NC · On-site

$110 - $170/hr

SUMMARY: The position of Portfolio Manager III is responsible for ensuring that all reviews and ... development of analysts and associates * Completes annual compliance courses. * Adheres ...

First-Bank

Portfolio Manager III

Raleigh, NC · On-site

$90 - $120/hr

The position of Portfolio Manager III is responsible for ensuring that all reviews and renewals of ... development of analysts and associates * Completes annual compliance courses. * Adheres ...

First Bank SBA, Inc.

Portfolio Manager III

Raleigh, NC · On-site

$100 - $150/hr

The position of Portfolio Manager III is responsible for ensuring that all reviews and renewals of ... development of analysts and associates * Completes annual compliance courses. * Adheres ...

First Bank

Portfolio Manager III

Raleigh, NC · On-site

SUMMARY: The position of Portfolio Manager III is responsible for ensuring that all reviews and ... development of analysts and associates * Completes annual compliance courses. * Adheres ...

CAHEC

Asset Management Analyst

Raleigh, NC · Hybrid

The Asset Management Analyst manages portfolio data to facilitate interdepartmental reporting ... Education Requirement Associates degree in business management, business administration, accounting ...

next page

Showing results 1-20

All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Raleigh, NC

Associate Portfolio Analyst information

See Raleigh, NC salary details

$28.2K

$71.6K

$122K

How much do associate portfolio analyst jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate portfolio analyst in Raleigh, NC is $71,593.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,400.00 and $79,200.00 per year, depending on experience, location, and employer.

What does an associate portfolio analyst do?

An Associate Portfolio Analyst supports portfolio managers in analyzing and managing investment portfolios. Their responsibilities often include conducting research on markets and securities, monitoring portfolio performance, preparing reports, and assisting with investment strategy implementation. They use financial models and data analysis to provide insights and recommendations. This role is typically entry-level or early-career and is a stepping stone toward more senior investment positions.

What are the key skills and qualifications needed to thrive as an associate portfolio analyst, and why are they important?

To thrive as an Associate Portfolio Analyst, you need strong analytical skills, a solid understanding of financial markets, and a relevant degree such as finance, economics, or mathematics. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel or data analysis tools is typically required. Attention to detail, effective communication, and the ability to work under pressure are vital soft skills for this role. These competencies ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within investment teams.

How does an associate portfolio analyst typically collaborate with portfolio managers and other team members?

As an Associate Portfolio Analyst, you will work closely with portfolio managers by supporting research, preparing investment reports, and monitoring portfolio performance. Collaboration often involves attending regular team meetings, sharing market insights, and assisting in the implementation of investment strategies. You may also interact with risk analysts and client service teams to ensure portfolio alignment with client objectives and compliance requirements. Effective communication and teamwork are essential for success in this role.

What is the difference between Associate Portfolio Analyst vs Investment Analyst?

AspectAssociate Portfolio AnalystInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive team within asset management firms, assisting portfolio managersResearch-focused role, analyzing securities and market trends
Employer & Industry UsageCommon in asset management, mutual funds, and hedge fundsWidely used in investment banking, asset management, and research firms

The Associate Portfolio Analyst typically supports portfolio management teams by analyzing data and assisting in investment decisions, often with a focus on specific portfolios. Investment Analysts conduct in-depth research on securities and market conditions to inform investment strategies. While both roles require similar educational backgrounds and certifications, the Associate Portfolio Analyst tends to have a more operational support role, whereas Investment Analysts focus more on research and analysis.

What are the most commonly searched types of Portfolio Analyst jobs in Raleigh, NC?

The most popular types of Portfolio Analyst jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Associate Portfolio Analyst jobs?

Cities near Raleigh, NC with the most Associate Portfolio Analyst job openings:

Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $71,593 per year, or $34.4 per hour.

Portfolio Strategist Specialist

First Citizens Bank

Raleigh, NC • On-site

$107K - $138K/yr

Full-time

Posted 7 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 175 rated banks

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. 

#LI-MP1

This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and clients in order to support client retention and new business development.


Responsibilities & Qualifications

Duties & Responsibilities:


Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment inquiries.
Business Support - Facilitates new business development efforts through a variety of administrative support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information.
Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate parties. Partners with Investment Operations Group and Compliance.
Trade Implementation - Answers inquiries regarding portfolio management trading systems. Ensure timely processing of trade-related activities.

Position Specific Skills:
Ability to research investment information and calculate scenarios

Data gathering and Reporting

Investment Analysis

Partnerships and collaboration

Builds Productive Relationships

Qualifications:


Minimum Required Education and Experience:

Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Financial Research, Data Analysis, or Financial Reporting

Preferred skills: Ability to research investment information and calculate scenarios



Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

What First Citizens Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply