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Equity Portfolio Manager Jobs (NOW HIRING)

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 to company valuation and portfolio risk management. * Contribute to the team's overall company ...

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 ...

Vestmark, Inc.

Portfolio Manager

OR · Remote

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 Jul 28, 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 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.

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.

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 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.
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What job categories do people searching Equity Portfolio Manager jobs look for? The top searched job categories for Equity Portfolio Manager jobs are:
Equity Portfolio Manager jobs near you
Infographic showing various Equity Portfolio Manager job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.
Equity Portfolio Manager

Equity Portfolio Manager

Morningstar, Inc.

Chicago, IL • On-site

$195K - $299K/yr

Full-time

Medical, Dental, Life, Retirement

This job post has expired today. Applications are no longer accepted.

MorningStar Senior Living rating

6.4

Company rating: 6.4 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

85th of 240 rated social care providers

Job description

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. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role:
The Select Equities team manages 6 distinct separate account strategies with a combined $10 billion of AUA as of Dec. 31, 2025. We are looking to add an experienced investment professional to join the team as a Portfolio Manager for our U.S. growth strategy. The Select Equities Team constructs high-conviction portfolios, with most of our separately managed accounts holding 25-50 stocks.
While Chicago is the preferred location for this role, we welcome applications from qualified candidates located 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 the team's overall company research and portfolio management efforts.
  • Participate in the team's peer review process, which includes providing feedback to portfolio managers on other strategies about prospective trades and portfolio positioning.
  • Communicate with clients. Responsibilities include quarterly commentaries, webinars, meetings with financial advisors, etc.

Qualifications:
  • Minimum of 10 years' professional investment experience with at least 5 years on the buyside.
  • Strong preference for relevant experience as a portfolio manager and/or analyzing growth companies.
  • Alignment with Morningstar's philosophy and approach to investing in equities.
  • Demonstrates intellectual curiosity and genuine interest in learning new subjects, industries, and companies.
  • Strong communication skills, both written and verbal.
  • Excellent critical thinking skills with a focus on company analysis and valuation.
  • Bachelor's degree; CFA designation strongly preferred.

Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
  • Financial Health
    • 100% 401k match up to 6% of salary
    • Stock Ownership Potential
    • Company provided life insurance - 1x salary + commission
  • Physical Health
    • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
    • Additional medical Wellness Incentives - up to $300-$600 annual
    • Company-provided long- and short-term disability insurance
  • Emotional Health
    • Trust-Based Time Off
    • 6-week Paid Sabbatical Program
    • 6-Week Paid Family Caregiving Leave
    • Competitive 8-24 Week Paid Parental Leave
    • Adoption Assistance
    • Leadership Coaching & Formal Mentorship Opportunities
    • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
    • Tuition Reimbursement
  • Social Health
    • Charitable Matching Gifts program
    • Dollars for Doers volunteer program
    • Paid volunteering days
    • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range
$195,600.00-299,916.66
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

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