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

Quantitative Associate

Durham, NC · On-site

$125K - $140K/yr

Analyze and model portfolio exposures, performance, and risk across a diverse range of asset ... for Quantitative Associate. * Exposure to machine learning libraries (e.g., scikit-learn ...

Analyze and model portfolio exposures, performance, and risk across a diverse range of asset ... for Quantitative Associate. * Exposure to machine learning libraries (e.g., scikit-learn ...

Applied Research Associates (ARA), Inc. is seeking a qualified Program Control Analyst to join the ... Budget tracking, forecasting, and other financial analysis tasks for an assigned portfolio of ...

Applied Research Associates (ARA), Inc. is seeking a qualified Program Control Analyst to join the ... Budget tracking, forecasting, and other financial analysis tasks for an assigned portfolio of ...

Eurofins companies offer a portfolio of over 200,000 analytical methods to evaluate the safety ... Associate Engineer Duties Include but are not Limited to the Following: * Assessment of products ...

Eurofins companies offer a portfolio of over 200,000 analytical methods to evaluate the safety ... Associate Engineer Duties Include but are not Limited to the Following: * Assessment of products ...

Help with the internal semi-annual portfolio review process, analyzing and tracking partnership and portfolio company financial performance * Monitor compliance with complex partnership agreements ...

Eurofins companies offer a portfolio of over 200,000 analytical methods to evaluate the safety ... Associate Safety Engineer responsibilities include, but are not limited to, the following:

Showing results 21-40

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 Aug 15, 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 August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $71,593 per year, or $34.4 per hour.

Associate Director of Email & SMS Marketing

TriMark Digital

Raleigh, NC

Full-time

Re-posted 9 days ago


Job description

We're seeking an Associate Director of Email & SMS Marketing to help lead one of our agency's most impactful service lines. As a performance marketing agency, we believe every marketing initiative should contribute to measurable business outcomes, and Email & SMS play a critical role in helping our clients maximize lead value, increase customer retention and drive revenue growth. In this role, you'll shape lifecycle marketing strategy and oversee the performance of Email and SMS programs across a diverse portfolio of clients. You'll be responsible for helping brands turn customer engagement into business growth through smarter journeys, stronger retention strategies and high-performing lifecycle campaigns.

Our ideal candidate is equal parts strategist, operator and leader. You know how to turn business objectives into scalable customer experiences that drive revenue. You're comfortable moving from executive-level strategy conversations to campaign analysis and optimization, while also mentoring team members and elevating the quality of work across the department. You thrive in an agency environment, embrace accountability and are energized by the opportunity to build, improve and scale programs that deliver meaningful results for clients.


RESPONSIBILITIES

Email & SMS Strategy Leadership

  • Own the strategic vision and direction of Email and SMS marketing programs across the agency's client portfolio
  • Develop and oversee sophisticated lifecycle marketing strategies that drive customer acquisition, engagement, retention, loyalty, and revenue growth
  • Design and optimize full-funnel customer journey frameworks, ensuring seamless communication across every stage of the customer lifecycle
  • Lead audience segmentation, personalization, automation, and behavioral targeting initiatives to maximize customer value and campaign performance
  • Identify opportunities to expand channel effectiveness through advanced automation, predictive targeting, dynamic content, and emerging platform capabilities
  • Establish channel-specific KPIs, measurement frameworks, and reporting standards that align with client business objectives and revenue goals
  • Partner with clients and internal stakeholders to translate business priorities into scalable lifecycle marketing strategies and execution roadmaps
  • Drive testing and optimization programs across messaging, creative, cadence, offers, segmentation, and customer journeys to continuously improve performance
  • Evaluate new technologies, platform enhancements, and industry trends to ensure clients remain at the forefront of Email and SMS marketing innovation
  • Serve as the agency's subject matter expert for Email and SMS marketing strategy, providing thought leadership, best practices, and strategic guidance across teams and client engagements
  • Collaborate with channel leaders across Paid Media, Creative, CRO, Analytics, and Account Management to create integrated marketing strategies that improve overall campaign performance
  • Develop scalable frameworks, processes, and playbooks that improve consistency, efficiency, and performance across the agency's Email and SMS service offerings


Performance & Optimization

  • Monitor campaign, automation, and lifecycle performance across client portfolios
  • Analyze customer behavior, segmentation, engagement, and conversion trends
  • Develop testing roadmaps focused on subject lines, creative, offers, messaging, and customer journeys
  • Identify opportunities to improve deliverability, engagement, retention, and revenue performance
  • Leverage data to inform strategic recommendations and drive continuous improvement


Operational Excellence

  • Oversee campaign workflows, project timelines, and resource allocation
  • Ensure campaigns and automations are delivered on schedule and aligned with client goals
  • Maintain documentation, processes, reporting frameworks, and strategic playbooks
  • Identify opportunities to improve operational efficiency and scalability
  • Collaborate cross-functionally with paid media, creative, web, analytics, and account management teams


REQUIREMENTS

  • 7+ years of experience in email marketing, SMS marketing, lifecycle marketing, CRM marketing, or a related field
  • 3+ years of experience leading teams or managing direct reports
  • Strong experience with marketing automation and CRM platforms such as Klaviyo, HubSpot, Salesforce Marketing Cloud, Iterable, Braze, or similar platforms
  • Deep understanding of customer lifecycle marketing, segmentation, personalization, and automation strategies
  • Experience developing and executing email and SMS campaigns that drive measurable business outcomes
  • Strong analytical skills with the ability to interpret performance data and translate insights into action
  • Experience managing client relationships in an agency, consulting, or client-facing environment
  • Excellent written, verbal, and presentation communication skills
  • Strong organizational, project management, and prioritization abilities
  • Highly collaborative with a commitment to quality, accountability, and continuous improvement