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Cfa Portfolio Manager Jobs (NOW HIRING)

CivicMinds, Inc

Portfolio Manager

Lutherville, MD · On-site

Portfolio Manager (Lutherville Office) We are seeking a Portfolio Manager for a private wealth ... Must be a Registered Investment Adviser Representative (IAR), such as CFA, CFP, CPA/PFS, or passing ...

New

Lee Financial

Portfolio Manager

Dallas, TX · On-site

CFA designation or progress toward CFA strongly preferred * 5-10 years of portfolio management or investment analysis experience * Strong understanding of asset allocation, portfolio construction ...

Mercor

Portfolio Manager

San Francisco, CA · Remote

$150/hr

CFA or MBA . * Experience managing multi-asset or global portfolios. * Familiarity with quant or data-driven investment approaches. Application Process (Takes 20-30 mins to complete) * Upload resume

Vestmark, Inc.

Portfolio Manager

OR · Remote

Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly ... Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience ...

Vestmark, Inc.

Portfolio Manager

$140K - $160K/yr

Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly ... Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal ...

Masis Professional Group

CT · On-site

CFA designation required. * 10+ years of experience in equity portfolio management and research analytics within an RIA, family office, or institutional setting. * Demonstrated experience writing ...

Mercor

Associate Portfolio Manager

New York, NY · Remote

$150/hr

CFA or MBA . * Experience managing multi-asset or global portfolios. * Familiarity with quant or data-driven investment approaches. Application Process (Takes 20-30 mins to complete) * Upload resume

RKL a dynamic

Portfolio Manager

Lancaster, PA

$100K - $120K/yr

The Portfolio Manager is responsible for managing the firm's investment strategy to better service ... CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge ...

Mercor

Global Portfolio Manager

New York, NY · Remote

$150/hr

CFA or MBA . * Experience managing multi-asset or global portfolios. * Familiarity with quant or data-driven investment approaches. Application Process (Takes 20-30 mins to complete) * Upload resume

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Cfa Portfolio Manager information

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$100.5K

$187.5K

How much do cfa portfolio manager jobs pay per year?

As of Jun 28, 2026, the average yearly pay for cfa portfolio manager 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 Portfolio Manager vs Cfa Financial Analyst?

AspectCfa Portfolio ManagerCfa Financial Analyst
CertificationsCFA Charter, possibly other certificationsCFA Charter, possibly other certifications
Work EnvironmentInvestment firms, asset management companiesFinancial institutions, research firms, banks
Primary ResponsibilitiesManaging investment portfolios, asset allocationAnalyzing securities, financial data, and market trends
Employer & Industry UsageAsset management, hedge funds, pension fundsInvestment banks, research firms, corporate finance

The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.

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Cfa Portfolio Manager jobs near you
Portfolio Manager

Portfolio Manager

CivicMinds, Inc

Lutherville, MD • On-site

Other

Posted yesterday

Job description

Portfolio Manager (Lutherville Office)

We are seeking a Portfolio Manager for a private wealth management firm focused on preserving and enhancing wealth. The Portfolio Manager is an important position within the firm and will work closely with the leadership team on investment evaluation, portfolio management, presentation creation, marketing, and client service. This role offers significant upward mobility and a rewarding long-term career path.

Key Responsibilities:

  • Work closely with wealth advisors to evaluate and review client portfolios, including implementation, rebalancing, reinvestment of proceeds, tax-loss harvesting, cash activity, and trade execution
  • Prepare and present client materials
  • Create Excel-based financial models and PowerPoint presentations
  • Support advisors in client prospecting and new business activities
  • Communicate effectively with internal and external stakeholders
  • Maintain understanding of public markets and investment philosophy
  • Develop knowledge of alternative investments and financial planning best practices

Qualifications:

  • Must be a Registered Investment Adviser Representative (IAR), such as CFA, CFP, CPA/PFS, or passing Series 65 or 66
  • 4+ years of relevant experience preferred
  • CFP certification preferred

Required Background & Skills:

  • Bachelor’s degree in business, Finance, or Accounting (CPA, CFP, or CFA preferred)
  • Strong analytical and decision-making ability
  • Excellent organizational, technical, verbal, and written communication skills
  • Ability to independently manage and interpret data
  • High attention to detail
  • Team-oriented with ability to work independently under deadlines
  • Strong ethics, professionalism, and integrity
  • Familiarity with Charles Schwab custodial services is a plus


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