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Cfa Portfolio Manager Jobs in Alabama (NOW HIRING)

Trustmark Bank

Portfolio Manager II/III

Mobile, AL · On-site

SeCFP, CFA, or CMT Charterholder, or * 7 years as a securities analyst, portfolio manager, or similar industry related experience * Extensive knowledge of securities market/products behavior

Trustmark

Portfolio Manager II/III

Mobile, AL · On-site

$95 - $130/hr

SeCFP, CFA, or CMT Charterholder, or * 7 years as a securities analyst, portfolio manager, or similar industry related experience * Extensive knowledge of securities market/products behavior

New

Varsity Tutors

CFA - Level 1 Tutor

Huntsville, AL · Remote

$18 - $40/hr

... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...

Varsity Tutors

CFA - Level 1 Tutor

Birmingham, AL · Remote

$18 - $40/hr

... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...

Varsity Tutors

CFA - Level 1 Tutor

Montgomery, AL · Remote

$18 - $40/hr

... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...

Varsity Tutors

CFA - Level 1 Tutor

Tuscaloosa, AL · Remote

$18 - $40/hr

... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

... portfolios. • Collaborate and build meaningful relationships with clients to understand their ... CFA. • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. • Proficient in use of CRM ...

Stifel

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

Relevant industry designation, CPA preferred, CFP, and/or CFA. Systems & Technology Proficient in ... portfolio managers, research analysts and client service professionals that work together to ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

Relevant industry designation, CPA preferred, CFP, and/or CFA. Systems & Technology • Proficient ... portfolio managers, research analysts and client service professionals that work together to ...

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Showing results 1-20

All JobsCfa Portfolio JobsCfa Portfolio Manager JobsCfa Portfolio Manager Jobs in Alabama

Cfa Portfolio Manager information

See Alabama salary details

$33.5K

$91.1K

$169.9K

How much do cfa portfolio manager jobs pay per year?

As of Aug 25, 2026, the average yearly pay for cfa portfolio manager in Alabama is $91,054.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,400.00 and $117,800.00 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.

Is CFA good for portfolio management?

The CFA designation is highly regarded in portfolio management as it provides in-depth knowledge of investment analysis, ethics, and portfolio strategies. Many employers prefer or require CFA charterholders for senior investment roles, and the certification demonstrates a strong commitment to industry standards and expertise. However, practical experience and other skills like risk management and financial modeling are also important for success in the field.

Is a CFA portfolio manager a high position?

A CFA portfolio manager is considered a high-level position within the finance industry, responsible for overseeing investment portfolios and making strategic decisions. It typically requires advanced certifications like the CFA designation, significant experience, and strong analytical skills, reflecting a senior role in asset management or investment firms.

What is a CFA portfolio manager?

A CFA portfolio manager is a professional responsible for managing investment portfolios, making decisions on asset allocation, security selection, and risk management based on financial analysis and market research. They often hold the Chartered Financial Analyst (CFA) designation and use tools like financial modeling and research to meet clients' investment goals. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What are popular job titles related to Cfa Portfolio Manager jobs in Alabama?

For Cfa Portfolio Manager jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Cfa Portfolio Manager jobs in Alabama look for?

The top searched job categories for Cfa Portfolio Manager jobs in Alabama are:

Cfa Portfolio Manager jobs near you
Infographic showing various Cfa Portfolio Manager job openings in Alabama as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, and 4% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $91,054 per year, or $43.8 per hour.

Portfolio Manager II/III

Trustmark Bank

Mobile, AL • On-site

Full-time

Posted 7 days ago

Trustmark National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

51st of 172 rated banks

Job description

Overview
Trustmark Investment Management operates as a fiduciary in the management and advising on client assets and accounts, inclusive of asset allocation, security selection, trading implementation, and other activities as required of a regulated State Bank. The responsibilities of this position is to manage investment portfolios and advise clients in investment and related matters, which may be personal or institutional in nature, while acting in a fiduciary capacity at all times.
This position may be filled as a Level II or III. Additional responsibilities and qualifications apply.
Responsibilities
  • Investment Management & Research
    • Develop and implement tailored investment strategies
    • Monitor accounts for trading and compliance
    • Participate in the development of new tools and methods for use across the firm
    • Contribute to the investment research process
  • Presentations and Communication
    • Contribute to communications, both written and verbal on behalf of Trustmark.
    • Meet with clients and prospective clients
    • Communicate complex market and economic issues
  • Collaborate with other members of the Wealth Management team (Private Banker, Relationship Mangers, etc.) in solving client needs and complex issues and developing new and existing business activities.
  • Consult with other staff concerning investment issues
  • Associates are expected to perform all additional duties as assigned.

Responsibilities for Level III:
  • Investment Management & Research
    • Develop and implement tailored investment strategies
    • Monitor accounts for trading and compliance
    • Participate in the development of new tools and methods for use across the firm
    • Contribute to the investment research process
  • Presentations and Communication
    • Make presentations on behalf of Trustmark to professional groups, industry associations, or other venues
    • Contribute to communications, both written and verbal on behalf of Trustmark.
    • Meet with clients and prospective clients
    • Communicate complex market and economic issues
    • Craft investment proposals and recommendations for Institutional client RFPs.
  • Lead the development of new investment management tools and solutions
  • Collaborate with other members of the Wealth Management team (Private Banker, Relationship Mangers, etc.) in solving client needs and complex issues and developing new and existing business activities.
  • Coordinate with other units of Trustmark on delivering investment services to common clients
  • Manage and/or mentor Securities Analysts to support investment activities
  • Manage and/or mentor Portfolio Manager I or II level positions
  • Associates are expected to perform all additional duties as assigned.

Qualifications
  • Bachelor's Degree in Business Administration
  • 5 years as a securities analyst, portfolio manager, or similar industry related experience
  • Advanced knowledge of securities market/products behavior
  • Advanced knowledge of economics and finance
  • Advanced understanding of portfolio theory and its application
  • Advanced knowledge of analytical methods and valuation techniques
  • Solid understanding of fiduciary, Prudent Investor, and trust standards of care
  • Strong knowledge of Microsoft applications
  • Excellent written and oral communication skills, including the ability to communicate and present complex analysis
  • Advanced knowledge and application of Asset Allocation methods and analysis
  • Organization skills to manage large volume of data
  • Travel required, including overnight stays.
  • This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.
  • Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
  • One of the following preferred:
    • MBA
    • CFA or CMT candidate
    • Professional training

Qualifications required for Level III:
  • Bachelor's Degree in Business Administration
  • SeCFP, CFA, or CMT Charterholder, or
  • 7 years as a securities analyst, portfolio manager, or similar industry related experience
  • Extensive knowledge of securities market/products behavior
  • Extensive knowledge of economics and finance
  • Extensive understanding of portfolio theory and its application
  • Extensive knowledge of analytical methods and valuation techniques
  • Solid understanding of fiduciary, Prudent Investor, and trust standards of care
  • Strong knowledge of Microsoft applications
  • Excellent written and oral communication skills, including the ability to communicate and present complex analysis
  • Advanced knowledge and application of Asset Allocation methods and analysis
  • Organization skills to manage large volumes of data
  • Travel - Must be willing and able to travel including overnight stays frequently and as needed for meetings or presentations across the region.
  • This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.
  • Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
  • One of the following preferred:
    • MBA
    • CFA or CMT candidate
    • Professional training

Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.
Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

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