ZipRecruiter

Log In

1

Portfolio Analyst Jobs in Raleigh, NC (NOW HIRING)

Huntington

Commercial Portfolio Mgr II

Raleigh, NC · On-site +1

Mentor Credit Analysts to develop required competencies and experience. * Prioritize work to meet customer expectations. * Analysis of existing portfolio to identify trends and opportunities.

First Bank

Portfolio Manager III

Raleigh, NC · On-site

SUMMARY: The position of Portfolio Manager III is responsible for ensuring that all reviews and ... Provide accurate financial analysis and oversight of new and existing bank customers. * Proven ...

New

CFA Institute

Public Equity Portfolio Manager

Raleigh, NC · On-site

$120 - $190/hr

Experience 5+ years of industry experience in a non-academic setting focusing on equity research, investment analysis, and portfolio management within a particular sector/industry via investment ...

next page

Showing results 1-20

All JobsPortfolio Analyst JobsPortfolio Analyst Jobs in Raleigh, NC

Portfolio Analyst information

See Raleigh, NC salary details

$36.9K

$90.6K

$143.9K

How much do portfolio analyst jobs pay per year?

As of Aug 15, 2026, the average yearly pay for portfolio analyst in Raleigh, NC is $90,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,400.00 and $105,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a portfolio analyst, and why are they important?

To thrive as a Portfolio Analyst, you need strong analytical skills, financial acumen, and a bachelor’s degree in finance, economics, or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and data analysis tools, along with certifications like CFA, is typically expected. Attention to detail, effective communication, and problem-solving skills help you interpret data and provide actionable insights. These capabilities are crucial for making informed investment decisions and supporting portfolio growth in a competitive financial environment.

What is the difference between Portfolio Analyst vs Investment Analyst?

AspectPortfolio AnalystInvestment Analyst
Primary FocusManaging and optimizing client investment portfoliosResearching and recommending individual securities or assets
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, CFA or similar certifications common
Work EnvironmentFinancial firms, asset management companies, banksInvestment firms, asset management, research institutions
Key ResponsibilitiesPortfolio performance analysis, risk management, asset allocationMarket research, security analysis, investment recommendations

While both roles involve finance and investments, Portfolio Analysts focus on managing entire portfolios and client strategies, whereas Investment Analysts concentrate on analyzing individual securities to inform investment decisions. Understanding these differences helps in choosing the right career path or job search focus.

How much does a portfolio analyst make?

A portfolio analyst's average salary in the United States ranges from $60,000 to $85,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts typically earn less, while those with advanced certifications or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is a portfolio analyst?

A portfolio analyst, sometimes called a portfolio manager, is a financial professional who helps clients make investment decisions about stocks, bonds, and commodities. You may be a buy-side analyst, working with investors, or a sell-side analyst, working with sellers. As a portfolio analyst, your job duties include analyzing the financial markets, studying economic trends, and making recommendations to your clients about the most effective investment strategies for their financial goals. Some portfolio analysts stop working with clients and become financial analysts for media outlets.

What skills do you need to be a portfolio analyst?

A portfolio analyst needs strong analytical skills, proficiency in financial modeling, and knowledge of investment strategies. They should be familiar with tools like Excel, Bloomberg, or other financial software, and often require a bachelor's degree in finance, economics, or related fields. Certifications such as CFA can enhance job prospects and credibility.

What does a portfolio analyst do?

A Portfolio Analyst is responsible for evaluating and monitoring investment portfolios to help organizations or clients achieve their financial goals. They analyze market trends, assess the performance of assets, and make recommendations to optimize returns while managing risk. Portfolio Analysts often work closely with portfolio managers to develop investment strategies, prepare reports, and ensure portfolios remain aligned with investment objectives.

What are some common challenges portfolio analysts face when managing multiple investment portfolios simultaneously?

Portfolio Analysts often juggle several portfolios at once, which requires strong organizational skills and keen attention to detail. One common challenge is balancing competing priorities, such as responding to market shifts while maintaining each portfolio's unique investment objectives and risk profiles. Analysts also need to stay updated on financial markets, regulatory changes, and client preferences, all while ensuring timely and accurate reporting. Effective communication and collaboration with portfolio managers, traders, and research teams are key to overcoming these challenges and delivering strong portfolio performance.
More about Portfolio Analyst jobs

What are the most commonly searched types of Portfolio Analyst jobs in Raleigh, NC?

The most popular types of Portfolio Analyst jobs in Raleigh, NC are:

What are popular job titles related to Portfolio Analyst jobs in Raleigh, NC?

For Portfolio Analyst jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Portfolio Analyst jobs in Raleigh, NC look for?

The top searched job categories for Portfolio Analyst jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Portfolio Analyst jobs?

Cities near Raleigh, NC with the most Portfolio Analyst job openings:

Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% Internship, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $90,627 per year, or $43.6 per hour.

Portfolio Analyst (Fund Finance)

Banc of California

Durham, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

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

Banc Of California rating

8.2

Company rating: 8.2 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.
At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
THE OPPORTUNITY
The Portfolio Analyst role is responsible for monitoring the performance of borrowers, identifying deviations from expected performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
HOW YOU'LL MAKE A DIFFERENCE
  • Conduct financial analysis of credit and collateral of borrowers, with an emphasis on data collection and analysis.
  • Validate borrower compliance based on the Loan & Security Agreement.
  • Perform financial, operational, valuation, and transactional analyses.
  • Assist in underwriting modifications or renewals for borrowers, and help present deals to credit committee.
  • Complete borrower risk assessments.
  • Maintain data integrity in internal bank systems related to financials or other key information.
  • Produce internal deliverables.
  • Collaborate with management teams of portfolio companies to understand performance and financial needs.
  • Travel to client sites.
  • Follow all established policies and procedures.
  • Perform other duties and projects as assigned.

WHAT YOU'LL BRING
  • Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements)
  • Ability to multi-task in a fast paced environment
  • Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses
  • Strong interpersonal, writing and oral communication skills
  • Comfortable interacting directly with clients
  • Above average knowledge of MS Word and Excel
  • "Self-Starter"
  • Candidate must have great attention to detail
  • Bachelor's Degree and/or relevant work experience or training
  • Preferred:
    • 1-2 years related experience or public accounting
  • High School diploma or equivalent required

HOW WE'LL SUPPORT YOU
  • Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
  • Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
  • Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
  • Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
  • Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

SALARY RANGE
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

What Banc Of California employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply