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Cfa Portfolio Manager Jobs in Oregon (NOW HIRING)

Coldstream Wealth Management

Portfolio Manager

Portland, OR · Hybrid

$160K - $200K/yr

The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...

Vestmark, Inc.

Portfolio Manager

OR · On-site +1

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 ...

Oregon Pacific Bank

Trust Portfolio Manager

Medford, OR · On-site

$64K - $93K/yr

Trust Portfolio Manager Oregon Pacific Bank | Trust & Wealth Management * Are you interested in ... CFP or CFA or willingness to work towards CFP or CFA is encouraged CULTURE/WORK ENVIRONMENT: Oregon ...

Oregon Pacific Bank

Trust Portfolio Manager

Eugene, OR · On-site

$64K - $93K/yr

Trust Portfolio Manager Oregon Pacific Bank | Trust & Wealth Management * Are you interested in ... CFP or CFA or willingness to work towards CFP or CFA is encouraged CULTURE/WORK ENVIRONMENT: Oregon ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · Hybrid

$160/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · On-site

$160K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...

Varsity Tutors

CFA - Level 1 Tutor

Portland, OR · 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

Eugene, OR · 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

OR · 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 ...

Alerus

$115K - $135K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Will also manage their own portfolio of retirement relationships and generate new business ... QPA, CKA, CFP, CFA, CPA, CWS, MBA. * Expertise in assessing a client's financial needs and making ...

Cordance

Senior Finance Manager

OR · On-site +1

$108K - $148K/yr

This role will support a portfolio of multiple SaaS businesses and serve as a key partner to the ... Experience supporting debt covenant reporting and lender relationships. * CPA, CFA, MBA, or ...

Mid Oregon Credit Union

SVP Finance - CFO

Bend, OR · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Treasury and investment portfolio management; and understanding of FFIEC guidance Preferred ... , CPA, CFA). STARTING SALARY: Depending on Experience BENEFITS: Medical, Dental, Vision, Life ...

Socket.dev

SVP Finance - CFO

Bend, OR · On-site

$180 - $300/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Treasury and investment portfolio management; and understanding of FFIEC guidance Preferred ... CFA). STARTING SALARY Depending on Experience BENEFITS * Medical * Dental * Vision * Life ...

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Showing results 1-20

All JobsCfa Portfolio JobsCfa Portfolio Manager JobsCfa Portfolio Manager Jobs in Oregon

Cfa Portfolio Manager information

See Oregon salary details

$39.1K

$106.2K

$198.2K

How much do cfa portfolio manager jobs pay per year?

As of Aug 17, 2026, the average yearly pay for cfa portfolio manager in Oregon is $106,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,300.00 and $137,400.00 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.

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

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

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

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

Cfa Portfolio Manager jobs near you
Infographic showing various Cfa Portfolio Manager job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $106,213 per year, or $51.1 per hour.

Portfolio Manager

Coldstream Wealth Management

Portland, OR • Hybrid

$160K - $200K/yr

Full-time

Re-posted 14 days ago

Job description

Are you passionate about investing, building meaningful client relationships, and collaboration? Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping investment strategy, managing sophisticated client portfolios, and mentoring the next generation of investment professionals. This is an exciting opportunity to make a direct impact within an employee-owned firm that values thoughtful advice, exceptional client service, and long-term relationships.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Portfolio Manager position.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.

Specific responsibilities include:

  • Serve on the firm's Investment Strategy Group (ISG), providing input on strategic and tactical asset allocation guidelines for portfolios firm-wide, including:
    • Conducting due diligence on separate account managers
    • Researching a range of investment vehicles
    • Making recommendations on which to include on the firm's list of recommended investments for use in client portfolios
  • Client asset management, including development of investment policy statements and asset allocation recommendations, as well as implementation and ongoing management of client investment portfolios
  • Oversee trading and rebalancing of client portfolios
  • Develop operational processes and trading efficiencies
  • Review and analyze portfolio returns and attribution to make recommendations for changes to portfolios
  • Participate in client and prospective client meetings to answer portfolio-related questions, discuss Coldstream's investment philosophy, and share new investment opportunities
  • Compose timely investment commentary for clients and client-facing team members
  • Mentor and develop a team of Associate PM and Portfolio Administrator

  • A Bachelor's degree, preferably in finance or a related field
  • The CFA designation
  • 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to be client-facing and ability to communicate (verbally and in writing) with clients of varying levels of investment sophistication
  • Experience with Bloomberg, Morningstar, and Tamarac or other portfolio rebalancing systems
  • Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and CRM software
  • Proven background in process development and efficiency enhancements