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Cfa Portfolio Manager Jobs (NOW HIRING)

RKL

Portfolio Manager

Lancaster, PA · On-site

$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 ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · On-site

$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 ...

Imh

CFA designation or progress toward completion of the CFA program; CAIA or similar credentials also ... management, standard deviation, quartile analysis, and portfolio optimization concepts.

Catalyst Corporate Fede

Portfolio Manager

Plano, TX · On-site

Job Posting TitlePortfolio Manager Full Time, Permanent Opportunity for Portfolio Manager (Must be ... CFA designation * Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools ...

Citizens

Private Wealth Portfolio Manager

Westwood, MA · Hybrid

$98K - $124K/yr

Description The Portfolio Management Group (PMG) is responsible for the day to day management of ... Professional designations such as CFA (or progress toward CFA), CAIA, or CFP (preferred) * Strong ...

Citizens

Private Wealth Portfolio Manager

Westwood, MA · Hybrid

$98K - $124K/yr

Description The Portfolio Management Group (PMG) is responsible for the day to day management of ... Professional designations such as CFA (or progress toward CFA), CAIA, or CFP (preferred) * Strong ...

Citizens

Private Wealth Portfolio Manager

Johnston, RI · Hybrid

$98K - $124K/yr

Description The Portfolio Management Group (PMG) is responsible for the day to day management of ... Professional designations such as CFA (or progress toward CFA), CAIA, or CFP (preferred) * Strong ...

Citizens

Private Wealth Portfolio Manager

Johnston, RI · Hybrid

$98K - $124K/yr

Description The Portfolio Management Group (PMG) is responsible for the day to day management of ... Professional designations such as CFA (or progress toward CFA), CAIA, or CFP (preferred) * Strong ...

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All JobsCfa Portfolio Manager Jobs

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

RKL

Lancaster, PA • On-site

$100K - $120K/yr

Full-time

Posted 23 days ago

Job description

The Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.
Success Factors
Responsibilities
  • Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance
  • Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction
  • Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation
  • Effectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investments
  • Implement investment process and analytical framework that alights with the firm's investment strategy and work with Trader in executing trades
  • Set investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clients
  • Prepare for investment portfolio reviews as well as monthly and quarterly reports for clients as needed
  • Conduct ongoing research on global economics and financial markets to develop and/or validate potential investment theses/opportunities
  • Proactively stay on top of industry trends and provide client and team members with relevant information to maintain client retention
  • Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards
  • Active involvement in the community and development of key professional relationships to ensure business growth
  • Maintain confidentiality with external client information as well as internal employee and firm information

People Management/Relationships
  • Take initiative to be a team player (seek out opportunities to help others)
  • Treat everyone with respect; develop loyalty and trust with the team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
  • Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
  • Analytical and data-driven individual with strong problem-solving skills
  • Demonstrate excellent business and financial management acumen
  • Ability to use sound judgement and discretion regarding confidential information
  • Drive to complete performance targets and track record of meeting/exceeding expectations
  • Ability to listen to client needs and provide financial solutions, with strong networking capabilities
  • Ability to shift focus and adapt to changes

Education, Experience and Certifications
  • Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field
  • 3+ years' experience working in the investment advisory field and knowledge of portfolio management, trading and market structure
  • Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP
  • CFA, CFP, or CAIA certifications a plus
  • Experience using CRM tools
  • Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc)

Essential Functions
  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external actors as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to local and non-local clients as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:
$100,000 - $120,000

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