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Equity Portfolio Manager Jobs (NOW HIRING)

CFA Institute

Public Equity Portfolio Manager

Raleigh, NC · On-site

$120 - $190/hr

  • Medical

  • Retirement

As a Public Equity Portfolio Manager , qualified candidates will have the following education, experience, and skills: Education Bachelor's degree or equivalent years of experience. Advanced degree ...

Morningstar, Inc.

Equity Portfolio Manager

Chicago, IL · On-site

$195K - $299K/yr

  • Medical

  • Dental

  • Life

  • Retirement

Serve as portfolio manager for a growth-focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management. * Contribute to the team's overall company ...

Logical Information Machines

Equity Portfolio Manager

Chicago, IL · On-site

$195K - $299K/yr

  • Medical

  • Dental

  • Life

  • Retirement

Serve as portfolio manager for a growth-focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management. * Contribute to the team's overall company ...

NN

NY · On-site

$148 - $202/hr

  • Medical

  • Life

  • Retirement

Your responsibilities Managing a designated part of the equity portfolios across OFE, DFE and PPK funds. Building active investment positions and sector exposures while balancing expected returns ...

Vestmark, Inc.

Portfolio Manager

OR · On-site +1

Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience managing direct index portfolios strongly preferred * Experience in tax loss harvesting and ...

Vestmark, Inc.

Portfolio Manager

$140K - $160K/yr

Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience managing direct index portfolios strongly preferred * Experience in tax loss harvesting and ...

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Equity Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do equity portfolio manager jobs pay per year?

As of Aug 17, 2026, the average yearly pay for equity 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 does an equity portfolio manager do?

An Equity Portfolio Manager is responsible for managing investment portfolios that primarily consist of stocks and other equity securities. They analyze market trends, select appropriate stocks, and make buy or sell decisions to achieve clients’ financial objectives. Their role also involves risk assessment, performance monitoring, and regular communication with clients or stakeholders about portfolio strategies and results. The ultimate goal is to maximize returns while managing risk, often within the guidelines of a specific investment strategy or mandate.

How does an equity portfolio manager typically collaborate with analysts and other investment professionals?

Equity Portfolio Managers work closely with research analysts, traders, and risk management professionals to make informed investment decisions. Analysts provide in-depth research and recommendations on individual stocks or sectors, which the portfolio manager evaluates in the context of the overall portfolio strategy. Regular meetings and open communication are key, allowing the manager to align research insights with client objectives, risk tolerance, and market conditions. This collaborative environment ensures that investment decisions are well-supported and timely, ultimately aiming to maximize returns while managing risk.

What are the key skills and qualifications needed to thrive as an equity portfolio manager, and why are they important?

To thrive as an Equity Portfolio Manager, you need a deep understanding of financial markets, portfolio theory, and investment analysis, usually supported by a degree in finance or economics and often a CFA designation. Proficiency with financial modeling tools, Bloomberg Terminal, and portfolio management systems is essential for effective decision-making. Strong analytical thinking, communication, and risk management skills help you stand out in this role. These competencies enable you to construct successful investment strategies, manage client assets responsibly, and adapt to changing market conditions.

What is the difference between Equity Portfolio Manager vs Equity Analyst?

AspectEquity Portfolio ManagerEquity Analyst
Primary RoleManages investment portfolios, makes buy/sell decisions, and oversees overall strategyResearches and analyzes individual stocks to provide investment recommendations
Required CredentialsTypically CFA certification, bachelor's degree in finance or related fieldOften CFA or similar certifications, bachelor's degree in finance, economics, or related
Work EnvironmentAsset management firms, hedge funds, institutional investorsResearch firms, investment banks, asset management companies
FocusPortfolio performance and risk managementStock analysis and valuation

While both roles require strong financial analysis skills and relevant certifications like CFA, the Equity Portfolio Manager oversees entire investment portfolios and makes strategic decisions, whereas the Equity Analyst focuses on researching individual stocks to inform those decisions.

More about Equity Portfolio Manager jobs

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Equity Portfolio Manager jobs near you
Infographic showing various Equity 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.

Equity Portfolio Manager

Morningstar Credit Ratings, LLC

Chicago, IL • On-site

$195.60 - $299.92/hr

Other

Medical, Life, Retirement

Posted 12 days ago

Job description

About the Group

The Investment Management group is guided by Morningstar’s investment principles focused on delivering great long‑term investment results to help end‑investors reach their financial goals. We use our expertise in asset allocation, research, investment selection and portfolio construction to create world‑class investment strategies leveraging the full resources of Morningstar, Inc. Our offerings serve financial advisers and institutions, and the investors they serve.

Role Overview

The Select Equities team manages six distinct separate account strategies with a combined $10billion of AUA as of Dec.31, 2025. We are looking to add an experienced investment professional to serve as a Portfolio Manager for our U.S. growth strategy. The team constructs high‑conviction portfolios, each holding 25‑50 stocks. While Chicago is the preferred location, we welcome qualified candidates in other locations.

Responsibilities
  • Serve as portfolio manager for a growth‑focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management.
  • Contribute to team research and portfolio management efforts.
  • Participate in the peer‑review process, providing feedback to portfolio managers on other strategies regarding prospective trades and portfolio positioning.
  • Communicate with clients, including quarterly commentaries, webinars, and meetings with financial advisors.
Qualifications
  • Minimum 10years of professional investment experience, with at least 5years on the buyside.
  • Strong preference for experience as a portfolio manager or in analyzing growth companies.
  • Alignment with Morningstar’s philosophy and approach to equity investing.
  • Demonstrated intellectual curiosity and a genuine interest in learning new subjects, industries, and companies.
  • Strong written and verbal communication skills.
  • Excellent critical‑thinking skills focused on company analysis and valuation.
  • Bachelor’s degree; CFA designation strongly preferred.
Compensation and Benefits
  • Annual base salary and target incentive total cash compensation range: $195,600.00–$299,916.66.
  • Financial health: 100% 401(k) match up to 6% of salary; company‑provided life insurance (1× salary + commission); company‑provided health benefits and HSA contributions (up to $500–$2,000 annually); wellness incentives up to $600 annually; long‑ and short‑term disability insurance.
  • Emotional health: trust‑based time off; 6‑week paid sabbatical; 6‑week paid family caregiving leave; competitive 8‑24week paid parental leave; adoption assistance.
  • Leadership coaching and formal mentorship opportunities.
  • Annual flex stipend of $1,000 for personal education and well‑being expenses; tuition reimbursement.
  • Social health: charitable matching gifts program, Dollars for Doers volunteering program, paid volunteering days (15+).
  • Employee resource and affinity groups.
  • Hybrid work: four days in‑office per week, with flexible benefits as needs change.
EEO & Workplace Statement

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

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