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Cfa Portfolio Manager Jobs (NOW HIRING)

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 ...

City National Bank

Portfolio Manager

Houston, TX · On-site

$122K - $208K/yr

PORTFOLIO MANAGER - WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client ... CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities WHAT'S IN IT FOR YOU?

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 ...

Atlantic Union Bank

Wealth Portfolio Manager

Glen Allen, VA · On-site

$30.12 - $50.24/hr

The Portfolio Manager is responsible for managing portfolios for an assigned book of business and ... CFA Level 1 or is preferred, or working towards the designation. Knowledge & Skills * Excellent ...

Bank & Investment Group

Portfolio Manager

Raleigh, NC · On-site

CFA designation or program enrollment. * Broad-based technical knowledge of investments, markets, the economy, and high net worth portfolio management. * Knowledge of fiduciary standards, principles ...

Careers at Truxton

Portfolio Manager

Nashville, TN · On-site

THE ROLE The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth ... CFA Charter Holder designation preferred ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of ...

Towne Family of Companies

Portfolio Manager

Raleigh, NC · On-site

CFA designation or program enrollment. * Broad-based technical knowledge of investments, markets, the economy, and high net worth portfolio management. * Knowledge of fiduciary standards, principles ...

Citizens

Private Wealth Portfolio Manager

Westwood, MA · On-site +1

$98K - $124K/yr

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

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Cfa Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do cfa portfolio manager jobs pay per year?

As of Jun 8, 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.

What cities are hiring for Cfa Portfolio Manager jobs? Cities with the most Cfa Portfolio Manager job openings:
Portfolio Manager

Portfolio Manager

First Merchants Bank

Fort Wayne, IN

Full-time

Posted 27 days ago

First Merchants Bank rating

8.0

Company rating: 8.0 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

54th of 141 rated banks

Job description

First Merchants Bank is seeking a Portfolio Manager to join our team! This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments.

Essential Duties and Responsibilities:

  1. Manage investments of assigned client portfolios.
    1. Communicate with clients using multiple formats (verbal - in person or by phone; written – electronic or paper)
    2. Direct purchases and sales in accordance with company policies and client directives.
    3. Administer asset mix in accordance with company policies and client directives.
  2. Contribute to content and format of investment marketing and reporting material.
  3. Research, review and make recommendations on Guidance Lists securities.
  4. Execute sales/purchases of securities.
  5. Coordinate with other division personnel in team approach to client service.
  6. Supplement new business efforts by investment research and aid in completing RFPs.

In order to be successful in this position, we require the following:

  • Bachelor’s degree.
  • Three (3) years of related investments experience.

The following would be a plus:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)

First Merchants offers the following:

  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

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