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Portfolio Analyst Jobs in Raleigh, NC (NOW HIRING)

First Citizens

Portfolio Strategist Specialist

Raleigh, NC · On-site

$65 - $95/hr

Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment ...

First-Horizon-Bank

Portfolio Manager II

Raleigh, NC · On-site

$90 - $140/hr

Leading the analysis, underwriting, origination, and portfolio management of loans in a growing commercial and corporate portfolio. * Utilizing loan structuring, risk identification, and risk ...

Socket.dev

Portfolio Manager III

Raleigh, NC · On-site

$110 - $170/hr

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 ...

First-Bank

Portfolio Manager III

Raleigh, NC · On-site

$90 - $120/hr

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

First Bank SBA, Inc.

Portfolio Manager III

Raleigh, NC · On-site

$100 - $150/hr

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

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 ...

Novo Nordisk

Portfolio Manager

Clayton, NC · On-site

Manage the overall site Project Portfolio Management (PPM) process. Provide strategic review of the overall site Project Portfolio as changes in site strategy, or business impact occur to provide ...

AFC

Portfolio Manager

Raleigh, NC

Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships. * Manage, service, and balance risk on customer ...

AFC

Portfolio Manager

Raleigh, NC · On-site

Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships. * Manage, service, and balance risk on customer ...

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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 Sep 6, 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 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 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 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 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.

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 industry. Entry-level analysts typically earn less, while those with advanced certifications or in senior roles can earn over $100,000. Compensation often includes bonuses and benefits related to financial analysis and investment management skills.

What do you need to be a portfolio analyst?

To become a portfolio analyst, you typically need a bachelor's degree in finance, economics, or a related field. Strong analytical skills, proficiency with financial modeling and tools like Excel or specialized software, and knowledge of investment strategies are also important. Some roles may require relevant certifications such as the CFA credential.

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 relevant degree such as finance, economics, or accounting. Certifications like CFA can enhance job prospects and credibility in the field.
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 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $90,627 per year, or $43.6 per hour.

Portfolio Strategist Specialist

First Citizens

Raleigh, NC • On-site

$65 - $95/hr

Other

Posted 4 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 175 rated banks

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.

#LI-MP1

This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and clients in order to support client retention and new business development.

Responsibilities & Qualifications

Duties & Responsibilities:

  • Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment inquiries.
  • Business Support - Facilitates new business development efforts through a variety of administrative support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information.
  • Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate parties. Partners with Investment Operations Group and Compliance.
  • Trade Implementation - Answers inquiries regarding portfolio management trading systems. Ensure timely processing of trade-related activities.

Position Specific Skills:

Ability to research investment information and calculate scenarios

  • Data gathering and Reporting
  • Investment Analysis
  • Partnerships and collaboration
  • Builds Productive Relationships

Qualifications:

Minimum Required Education and Experience:

Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Financial Research, Data Analysis, or Financial Reporting

Preferred skills: Ability to research investment information and calculate scenarios

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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