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Cfa Equity Portfolio Management Jobs (NOW HIRING)

Man Group

Portfolio Management Analyst

New York, NY · On-site

Experience in private credit or private equity and direct lending strategy a plus. * Collaborative ... Finance or accounting designation such as CFA or CPA a plus. * Understanding SQL, Power BI and ...

CFA Institute

Sr Portfolio Manager- Trust

Seattle, WA · On-site

$191K - $277K/yr

Ongoing tasks include portfolio management, client service and investment review meetings, business ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...

MFS

Equity Institutional Portfolio Manager

Boston, MA · On-site

$175K/yr

... A and/or CFA Charterholder preferred. * Minimum 7-10 experience in the investment management ... In-depth knowledge of the US Equity markets in order to build credibility quickly and forge ...

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Cfa Equity Portfolio Management information

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$37K

$100.5K

$187.5K

How much do cfa equity portfolio management jobs pay per year?

As of Sep 12, 2026, the average yearly pay for cfa equity portfolio management in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is the difference between Cfa Equity Portfolio Management vs Cfa Equity Research Analyst?

AspectCfa Equity Portfolio ManagementCfa Equity Research Analyst
Primary RoleManaging investment portfolios, making buy/sell decisionsAnalyzing stocks to provide investment recommendations
CertificationsCFA Charter often requiredCFA Charter often required
Work EnvironmentPortfolio management teams, client meetingsResearch departments, report writing
Industry UsageAsset management firms, hedge fundsInvestment banks, research firms

While both roles require CFA certification and involve financial analysis, Cfa Equity Portfolio Management focuses on managing entire investment portfolios and making strategic decisions, whereas Cfa Equity Research Analysts concentrate on analyzing individual stocks to inform investment choices. The roles often collaborate but differ in scope and daily responsibilities.

Is CFA useful for equity portfolio management?

The CFA designation is highly regarded in equity portfolio management as it provides in-depth knowledge of investment analysis, ethics, and portfolio management skills. Many employers value CFA charterholders for their expertise in financial analysis, valuation, and risk management, making it a useful credential for advancing in this field.

What does a CFA equity portfolio manager do?

A CFA equity portfolio manager oversees investment portfolios that focus on stocks, making buy and sell decisions based on financial analysis and market research. They use tools like financial models and adhere to ethical standards set by the CFA designation to achieve clients' investment goals while managing risk. Strong analytical skills, industry knowledge, and certification are essential for this role.

What are popular job titles related to Cfa Equity Portfolio Management jobs?

For Cfa Equity Portfolio Management jobs, the most frequently searched job titles are:

Infographic showing various Cfa Equity Portfolio Management job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Portfolio Investment Analyst a" Equity

Baltimore, MD • Hybrid

T Rowe Price
Funds, Trusts and Financial Programs • 5 - 10K employees
Learn more about T Rowe Priceexternal

Full-time

Medical, Life, Retirement, PTO

Re-posted 19 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.A

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. Youall enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youall find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.AA

Join us for the opportunity to grow and make a difference in ways that matter to you.A

Role Summary

This Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions Group and is a member of the Global Trading team. The PIA works directly alongside Equity and Multi-Asset portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.

Responsibilities

  • Act as the go to person on advanced order entry for traders and portfolio investment analysts

  • Responsible for facilitating advanced trading processes from order entry issue resolution

  • Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.

  • Work with internal systems designed for portfolio management and trade modeling

  • Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions

  • Monitor portfolio analytics and generate and manage accurate orders through the trade cycle

Qualifications

Required:

  • Business, finance, quantitative finance, economics or scientific degree with 2+ years of investment experience.

  • Thorough knowledge in equity, derivative and fixed income analytics, along with the ability to apply the concepts to solve practical portfolio problems.

  • Working knowledge of portfolio management process is a significant advantage.

  • Strong interpersonal skills and the ability to work within teams.

  • Highly self-motivated and detail-oriented.

  • Ability to manage complex tasks and individual deliverables

  • Strong project management skills

  • Ability to think creatively under a wide range of deadlines

Preferred:

  • Progress towards an MBA, MS in Finance, or CFA designation.

  • Direct experience with equity portfolios

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$80,000.00-$95,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$80,000.00-$95,000.00 for the location of: Washington, D.C.
$80,000.00-$95,000.00 for the location of: New York, California

Placement within the range provided above is based on the individualas relevant experience and skills for the role.A Base salary is only one component of our total compensation package.A Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.A

Benefits

We value your goals and needs, at work and in life. As an associate, youall be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.AAA

AA

Featured employee benefits to enrich your life: AA

  • Competitive compensationAA

  • Annual bonus eligibilityAA

  • A generous retirement planAA

  • Hybrid work scheduleAA

  • Health and wellness benefits, including online therapyAA

  • Paid time off for vacation, illness, medical appointments, and volunteering daysAA

  • Family care resources, including fertility and adoption benefitsAA

AA

Learn more about our benefits.AA

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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