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Multi Asset Portfolio Manager Jobs in Raleigh, NC

CAHEC

Asset Management Analyst

Raleigh, NC · Hybrid

The Asset Management Analyst manages portfolio data to facilitate interdepartmental reporting processes, to support the asset management team, to meet stakeholder requirements, and to respond to ad ...

Danaher

Senior IT Portfolio & Governance Lead

Raleigh, NC · On-site +1

$127K - $127K/yr

Develop and maintain PMO tools, templates, and knowledge assets , including governance artifacts, demand and portfolio management templates, project lifecycle documentation, knowledge repositories ...

NAPA

Regional Manager, Asset Protection

Raleigh, NC · On-site

$90 - $120/hr

The Regional Manager of Asset Protection is responsible for overseeing asset protection initiatives ... multi-unit or regional leadership role.Proven track record of conducting successful theft ...

Asset Living

Regional Manager

Raleigh, NC · On-site

$75K - $102K/yr

Asset Living's growing portfolio includes a multitude of properties across the country that span ... As a Regional Manager, you will manage all phases of the operations, including personnel, leasing ...

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Showing results 21-40

All JobsMulti Asset Portfolio JobsMulti Asset Portfolio Manager JobsMulti Asset Portfolio Manager Jobs in Raleigh, NC

Multi Asset Portfolio Manager information

See Raleigh, NC salary details

$34.5K

$91.5K

$159.9K

How much do multi asset portfolio manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for multi asset portfolio manager in Raleigh, NC is $91,496.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,400.00 and $106,000.00 per year, depending on experience, location, and employer.

What is a multi asset portfolio manager?

A Multi Asset Portfolio Manager is a financial professional responsible for managing investment portfolios that include a mix of asset classes, such as stocks, bonds, real estate, commodities, and alternative investments. Their main goal is to achieve the best possible returns while balancing risk by diversifying investments across different asset types. They analyze market trends, economic data, and individual assets to make informed decisions. Multi Asset Portfolio Managers often work for investment firms, banks, or pension funds and tailor portfolios to meet clients' specific objectives and risk tolerance.

What are the key skills and qualifications needed to thrive as a multi asset portfolio manager?

To thrive as a Multi Asset Portfolio Manager, you need strong analytical skills, deep knowledge of financial markets, and a relevant degree such as finance, economics, or CFA certification. Expertise with portfolio management software, risk assessment tools, and quantitative analysis platforms is typically required. Exceptional decision-making, communication, and adaptability are crucial soft skills for managing diverse asset classes and client expectations. These skills are vital for optimizing returns, managing risk, and effectively navigating complex investment landscapes.

How does a multi asset portfolio manager typically collaborate with other teams within an investment firm?

A Multi Asset Portfolio Manager works closely with a variety of teams, including research analysts, risk management professionals, and client relationship managers. Collaboration often involves sharing market insights, discussing asset allocation strategies, and ensuring portfolios align with client objectives and risk tolerances. Regular meetings and cross-disciplinary communication are essential, as portfolio managers rely on timely data and expert opinions to make informed investment decisions. This collaborative environment helps ensure that portfolios are managed proactively and in line with both market developments and client needs.

What is the difference between Multi Asset Portfolio Manager vs Fixed Income Portfolio Manager?

AspectMulti Asset Portfolio ManagerFixed Income Portfolio Manager
CredentialsTypically requires CFA, CFP, or similar certificationsSame certifications often preferred or required
Work EnvironmentManages diverse asset classes including equities, bonds, commoditiesFocuses primarily on fixed income securities like bonds and debt instruments
Employer & IndustryFound in asset management firms, banks, hedge fundsCommon in pension funds, insurance companies, bond funds
Search & Comparison IntentInvestors or professionals comparing multi-asset strategies with fixed income focusIndividuals seeking expertise in bond markets or fixed income investments

The main difference is that a Multi Asset Portfolio Manager oversees a diversified portfolio across various asset classes, while a Fixed Income Portfolio Manager specializes in bond and debt securities. Both roles require similar credentials and are found in similar financial institutions, but their focus and investment strategies differ significantly.

What are popular job titles related to Multi Asset Portfolio Manager jobs in Raleigh, NC?

For Multi Asset Portfolio Manager jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Multi Asset Portfolio Manager jobs in Raleigh, NC look for?

The top searched job categories for Multi Asset Portfolio Manager jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Multi Asset Portfolio Manager jobs?

Cities near Raleigh, NC with the most Multi Asset Portfolio Manager job openings:

Multi Asset Portfolio Manager jobs near you

Portfolio Management Associate

711 MS Smith Barney, LLC

Raleigh, NC • On-site

$92.50 - $110/hr

Other

Re-posted 14 days ago

Job description

Position Summary

The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution of investment strategies based on client goals. The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.

Duties and ResponsibilitiesPortfolio Management & Business Development
  • Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor.
  • Critically examines current holdings to evaluate if portfolio action is warranted.
  • Proactively evaluates and upgrades platforms for the Portfolio Management Group.
  • Implements decisions by using PM trading platforms or other Firm’s online technologies to input trades.
  • Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software.
  • Leads research meetings.
  • Identifies swap opportunities.
  • Conducts credit research and develops valuation models.
Client Support
  • Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients.
  • Manages clients’ estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor.
  • Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group.
  • Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor.
  • Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews.
Education, Experience, Knowledge, and Skills
  • 10+ years of experience in a field relevant to the position required.
  • Advanced degree or professional certification or prior industry experience required.
  • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA). Additional product licenses may be required.
  • Strong compliance record.
  • Enjoys working with people and solving problems.
  • Effective written and verbal communication skills.
  • Proficient in applicable software applications.
  • Strong understanding of applicable compliance rules, regulations and firm policies.
  • Knowledge of financial industry and investment products preferred.
  • Successful completion of the Portfolio Management Coursework or holds the CFA designation.
  • Detail-oriented with superior organizational skills and ability to prioritize tasks.
  • Able to work independently and effectively on a team.
  • Ability and interest in working in a fast-paced, evolving environment.

Reports to: Market Business Service Officer and/or Business Service Officer.

Expected base pay rates for the role will be between $92,500 and $110,000 per year at the commencement of employment. Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses and other short- and long-term incentive packages.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce (M/F/Disability/Vet).

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