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Cfa Portfolio Manager Jobs (NOW HIRING)

Cerity Partners

Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... Completion of CFP ® or CFA designation- CPA, JD, CHFC, or another approved advanced designation ...

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

As a Portfolio Manager, you will: * Maintain relationships and service existing client base ... CFA and CAIA designations preferred. * Series 65 or currently holds and is in good standing as a ...

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 ...

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

As a Portfolio Manager, you will: * Maintain relationships and service existing client base ... CFA and CAIA designations preferred. * Series 65 or currently holds and is in good standing as a ...

Morningstar, Inc.

Equity Portfolio Manager

Chicago, IL · On-site

$195K - $299K/yr

Serve as portfolio manager for a growth-focused equity strategy that follows a disciplined approach ... CFA designation strongly preferred. Compensation and Benefits At Morningstar we believe people are ...

RKL a dynamic

Senior Portfolio Manager

Lancaster, PA

$140K - $160K/yr

The Senior Portfolio Manager is responsible for managing the firm's investment strategy to better ... CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge ...

RKL

Senior Portfolio Manager

Lancaster, PA · On-site

$140K - $160K/yr

The Senior Portfolio Manager is responsible for managing the firm's investment strategy to better ... CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge ...

Orion

Quantitative Portfolio Manager

Mundelein, IL · Hybrid

$104K - $162K/yr

As a Quantitative Portfolio Manager, you will be responsible for assisting in the management of ... Has a CFA designation and a Series 65 license * Owns and manages relationships with stakeholders ...

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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 Jul 23, 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.

Is CFA useful 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. It is often considered a valuable credential that can enhance a portfolio manager’s credibility and career prospects, especially when combined with practical experience and other skills like financial modeling and risk assessment.

Do portfolio managers get paid well?

Portfolio managers, including CFA-certified professionals, typically earn high salaries that include base pay, bonuses, and performance incentives. Compensation varies based on experience, assets under management, and firm size, with many earning six-figure or higher incomes in the industry.

How much do CFA portfolio managers make?

CFA portfolio managers typically earn a median annual salary ranging from $80,000 to $150,000, with experienced professionals and those managing larger funds earning higher compensation, often including bonuses and performance incentives. Salaries vary based on experience, location, firm size, and performance metrics, and many also hold the Chartered Financial Analyst (CFA) designation to advance their careers.

What is the highest salary for a portfolio manager?

The highest salary for a portfolio manager can exceed $200,000 annually, with top earners in large firms or hedge funds earning over $1 million including bonuses and incentives. Compensation varies based on experience, assets under management, and performance, with senior and specialized managers earning the most.

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 July 2026, with employment types broken down into 83% Full Time, 7% Part Time, 8% Temporary, 1% Contract, and 1% Summer. Highlights an 77% Physical, 11% Hybrid, and 12% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.
Portfolio Manager

Portfolio Manager

Cerity Partners

Irvine, CA • On-site

$120K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver consistent, risk-adjusted returns aligned with client objectives and firm-wide investment philosophy.
The Portfolio Manager will lead asset allocation decisions, manager selection, and security oversight across client portfolios, while ensuring adherence to regulatory requirements and internal governance standards. In addition, the role partners closely with financial advisors, client service teams, and senior leadership to support client acquisition, retention, and customized investment solutions. This individual is responsible for driving investment process improvements for the team, and contributing to firm-wide initiatives, including research, model development, and thought leadership. Success in this role requires a balance of technical investment expertise, leadership capability, and strong communication skills to translate complex market insights into actionable strategies for both clients and internal stakeholders
Primary Responsibilities:
  • Portfolio construction and implementation tailored to individual client goals and risk profiles
  • Ongoing monitoring, rebalancing, and tax-loss harvesting
  • Investment research and due diligence across asset classes
  • Developing and maintaining Investment Policy Statements (IPS)
  • Performance reporting and client communication on portfolio results
  • Perform other duties as deemed necessary or as directed.
  • Compliance with fiduciary standards and firm policies
  • Serve as a secondary advisor for selected clients as needed.
  • Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
  • Actively participate in prospect presentations and guide new clients through the onboarding process.
  • Identify cross-department solutions for client needs and able to speak generally of other service offerings.
  • Involvement in company committees and/or firm-wide initiatives.
  • Perform other duties as deemed necessary or as directed.
  • Compliance with fiduciary standards and firm policies

Required Credentials:
  • Bachelor's degree
  • Series 65
  • Completion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree
  • 7-10+ years of industry experience

Skills & Competencies:
  • Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
  • Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
  • Experience with portfolio construction, asset allocation, and investment analysis
  • Strong understanding of capital markets and portfolio risk management
  • Must accept and thrive in a fast-paced, changing environment.
  • Tenacious about doing what is right for the client - always.

Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.

Compensation Range:
$120,000 - $170,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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