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

Standish Management

Senior Associate

Raleigh, NC · On-site

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

NCSU

Associate Director, Prospect Intelligence

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Shape the analytics roadmap by setting priorities for new tools, reports, and data products that ... portfolio optimization and campaign planning. * Translate complex findings into clear ...

CoStar Group

Sales Associate, Apartments.com - Raleigh, NC

Raleigh, NC · On-site

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... analytics, and online marketplaces. Included in the S&P 500 Index, CoStar Group is on a mission to ... for their portfolios. All new Sales Associates receive extensive classroom and field training ...

Wasserman Media

Associate Manager, Brand Consulting

Raleigh, NC · On-site

$84K - $109K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Performs research and analysis of various demographics and insights to help inform portfolio-wide strategies and initiatives. * Manages syndicated research platforms (e.g. Global Web Index) to create ...

Teamwass

Associate Manager, Brand Consulting

Raleigh, NC · On-site

$84K - $109K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Performs research and analysis of various demographics and insights to help inform portfolio-wide strategies and initiatives. * Manages syndicated research platforms (e.g. Global Web Index) to create ...

CoStar

Sales Associate, Apartments.com - Raleigh, NC

Raleigh, NC

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... analytics, and online marketplaces. Included in the S&P 500 Index, CoStar Group is on a mission to ... for their portfolios. All new Sales Associates receive extensive classroom and field training ...

CoStar Group

Sales Associate, Apartments.com - Raleigh, NC

Raleigh, NC · On-site

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... analytics, and online marketplaces. Included in the S&P 500 Index, CoStar Group is on a mission to ... for their portfolios. All new Sales Associates receive extensive classroom and field training ...

CoStar Group

Sales Associate, Apartments.com - Raleigh, NC

Raleigh, NC · On-site

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... analytics, and online marketplaces. Included in the S&P 500 Index, CoStar Group is on a mission to ... for their portfolios. All new Sales Associates receive extensive classroom and field training ...

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Showing results 41-60

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 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:

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, 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.

Senior Associate

Standish Management

Raleigh, NC • On-site

Full-time

Re-posted 5 days ago

Job description

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.
Job Description:
Reporting to one of the managers, this position will assist in the day-to-day operations of the accounting department and prepare fund-level financial statements.
Essential Functions:
  • Prepare financial statements for several domestic and offshore fund families, which includes updating portfolio investment schedules, partner equity allocations and analyzing complex investment transactions
  • Help with the internal semi-annual portfolio review process, analyzing and tracking partnership and portfolio company financial performance
  • Monitor compliance with complex partnership agreements
  • Assist with audits, tax return review, fundraising and annual meeting activities
  • Determine cash needs of partnerships and initiate capital calls
  • Electronically distribute financials, K1s, capital call and distribution notices to Limited Partners
  • Perform special projects as requested by the General Partners and Controllers
  • Interact with and respond to ad hoc limited partner requests

Minimum Requirements:
  • Bachelor's Degree in Accounting or Finance related field
  • 1-2 years of experience in a full-time role
  • Strong academic performance (minimum 3.0 GPA)
  • Proficiency in Microsoft Office applications, particularly Excel
  • Familiarity with QuickBooks (not required, is a plus)
  • Knowledge of various investment accounting concepts
  • Attention to detail
  • Ability to multitask
  • Ability to work in a team and individually
  • Ability to effectively communicate to team members
  • Strong organizational skills and work ethic

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