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Cfa Portfolio Manager Jobs (NOW HIRING)

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 · 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 ...

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 ...

LHH US

Portfolio Manager

Richmond, VA

$200K - $300K/yr

... and/or CFA designation preferred 10+ years of investment management or financial services experience required Demonstrated experience managing complex multi-asset investment portfolios Strong ...

LHH US

Portfolio Manager

Richmond, VA

$200K - $300K/yr

... and/or CFA designation preferred 10+ years of investment management or financial services experience required Demonstrated experience managing complex multi-asset investment portfolios Strong ...

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry ...

Frost Bank

Wealth Portfolio Manager

San Antonio, TX

If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry ...

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Cfa Portfolio Manager information

See salary details

$37K

$100.5K

$187.5K

How much do cfa portfolio manager jobs pay per year?

As of Aug 10, 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.

More about Cfa Portfolio Manager jobs
What cities are hiring for Cfa Portfolio Manager jobs? Cities with the most Cfa Portfolio Manager job openings:
What states have the most Cfa Portfolio Manager jobs? States with the most job openings for Cfa Portfolio Manager jobs include:
What job categories do people searching Cfa Portfolio Manager jobs look for? The top searched job categories for Cfa Portfolio Manager jobs are:
Cfa Portfolio Manager jobs near you
Infographic showing various Cfa Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Portfolio Manager

MAI WEALTH MANAGEMENT, INC.

Independence, OH • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 9 days ago

Job description

GENERAL JOB DESCRIPTION

The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform.

DUTIES AND RESPONSIBILITIES

  • Frequent contact with clients through in person meetings, phone and written communication.
  • Prepares and reviews client reports.
  • Provides advice and strategies related to clients’ investment portfolios.
  • Regular reviews client’s investment portfolios to align with MAI’s asset allocation strategy and the client’s goals & objectives.
  • Trades individual securities, ETF’s, mutual funds, and alternatives to ensure that they are in line with their IPS guidelines.
  • Participates in business development process for prospective clients.
  • May participates in various investment committees, including asset allocation, equity, fixed income, manager research, and/or alternative committee. and MLP committees.
  • Maintains and expands investment, market, and economic knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
  • Partners with financial planners to provide holistic advice to the client on all of their financial needs, including cash flow planning, estate planning, tax planning, etc.
  • Reviews private opportunities and conducts other ad-hoc research for clients.

EXPERIENCE/CREDENTIALS

  • 10+ years of experience in investment management field.
  • Broad background in financial markets.
  • Bachelor's degree in Finance or Economics preferred.
  • MBA or CFA preferred.

COMPETENCIES

  • Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
  • Flexible and adaptable; thrives in a fast-paced and dynamic team-based environment.
  • Demonstrated commitment to teamwork and partnerships; leverages the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • Works well with others to proactively problem solve and resolve conflicts, especially under pressure.
  • Understands the big picture while still demonstrates attention to detail.
  • Strong oral and written communication skills.
  • Demonstrated ability to maintain the highest degree of confidentiality in managing highly sensitive, privileged, material non-public and client information and hold this information in the strictest confidence. 
  • Professional and positive demeanor, superb work ethic, maintains high level of personal ethics and integrity in all practices.


FEATURED BENEFITS:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement