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

Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports. Financial Planning * Perform and supervise data entry for ...

CRA Program Analyst III

Raleigh, NC · On-site

$107K - $126K/yr

Analyze Community Development Lending production, pipeline activity, and portfolio performance ... Serve as a trusted resource for associates across the Bank regarding Community Development Lending ...

CRA Program Analyst III

Raleigh, NC · Remote

$107K - $126K/yr

Analyze Community Development Lending production, pipeline activity, and portfolio performance ... Serve as a trusted resource for associates across the Bank regarding Community Development Lending ...

CRA Program Analyst III

Raleigh, NC · Remote

$107K - $126K/yr

Analyze Community Development Lending production, pipeline activity, and portfolio performance ... Serve as a trusted resource for associates across the Bank regarding Community Development Lending ...

... advanced analytics to improve efficiency, reduce manual effort, and enhance decision-making. AI ... associates. More information can be found at Qualifications: Bachelor's Degree and 6 years of ...

... advanced analytics to improve efficiency, reduce manual effort, and enhance decision-making. AI ... associates. More information can be found at Qualifications: Bachelor's Degree and 6 years of ...

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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 Jul 26, 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.

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 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.

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:
Infographic showing various Associate Portfolio Analyst job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% Locum Tenens, 86% Full Time, 8% Part Time, 1% Temporary, and 4% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $71,593 per year, or $34.4 per hour.
Enterprise Portfolio Manager Sr.

Enterprise Portfolio Manager Sr.

First Horizon Bank

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.


First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

40th of 170 rated banks


Job description

No Sponsorship will be provided for this role.

Location: On Site at location listed in posting

Weekly Schedule: Monday- Friday, 9am-5pm

Senior Portfolio Managers within the PMO lead cross-functional delivery across multiple areas of the Bank. Their teams partner with Lines of Business, Operations, Enterprise Technology (ET), journey, Agile, and steering partners to identify strategic opportunities for efficiency, risk mitigation, and new client offerings, then drive initiatives through the Discovery & Analysis and Implementation phases of the Project Management Lifecycle. Senior Portfolio Managers set a standard of excellence in facilitation, executive-level planning, budgeting, organizational rigor, and proven execution techniques—ensuring clear governance, management visibility, and risk-aware delivery. Success in this role requires mastery of business and operations processes across all channels, with a deep understanding of how process, applications, and data interconnect to deliver value for our clients and associates.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Lead, coach, and develop a team of Project Manager associates; set priorities, balance workloads, provide feedback, and support hiring, onboarding, and mentoring.
  • Align the portfolio to enterprise and Line of Business strategies to deliver outcomes for our clients; translate strategy into a prioritized, executable roadmap.
  • Govern demand intake and prioritization; facilitate business cases, sizing, and funding decisions in partnership with LOB, Operations, Enterprise Technology, Finance, and Risk/Compliance.
  • Oversee delivery across programs and projects—schedule, budget, scope, quality—ensuring adherence to EPMO governance, stage gates, and controls.
  • Manage interdependencies and the critical path across initiatives; proactively remove impediments and escalate decisions to sponsors and steering committees.
  • Own portfolio financial management: consolidate budgets and forecasts, track actuals, analyze variances, and ensure benefits realization and value tracking against targets.
  • Drive resource and capacity planning across the portfolio; align roles/skills to priorities, manage allocation changes, and partner with IT and Operations leaders on staffing.
  • Maintain a portfoliolevel risk and issue register; ensure timely mitigation plans, contingency actions, and compliance with policies and regulatory requirements.

SUPERVISORY RESPONSIBILITIES

  1. The Enterprise Portfolio Manager Sr provides day-to-day leadership, coaching, and performance management for a team of Project Managers, aligning priorities, balancing workloads, and ensuring adherence to governance, risk controls, and the Project Management Lifecycle. They set delivery expectations, review schedules, budgets, scope, and risks across the portfolio, remove impediments and escalate as needed, and develop associates through feedback, mentoring, and participation in hiring and annual reviews to keep initiatives on track for our clients.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

  • Bachelor’s degree (4-year college) required.
  • 7–10+ years of progressive experience in project/program/portfolio management, including leading complex, multiinitiative portfolios.
  • 3+ years managing or coaching Project Managers and crossfunctional associates in a matrixed environment.
  • Strong financial acumen: budgeting/forecasting, benefits realization, variance analysis, and business case development.
  • Working knowledge of Agile, Waterfall, and hybrid delivery methods; ability to tailor approach to the initiative.
  • Proficiency with PPM and reporting tools (e.g., Clarity PPM) and data visualization (e.g., Power BI/Tableau); strong Excel skills.

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. 

Benefit Highlights

• Medical with wellness incentives, dental, and vision

• HSA with company match

• Maternity and parental leave

• Tuition reimbursement

• Mentor program

• 401(k) with 6% match

• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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