... and portfolio analyses. Role will work closely with departmental leadership in preparation of annual budget and mid-term plan and coordinate with other departments as needed (i.e. Finance, PMO, ...
... and portfolio analyses. Role will work closely with departmental leadership in preparation of annual budget and mid-term plan and coordinate with other departments as needed (i.e. Finance, PMO, ...
Business Intelligence Analyst
Durham, NC · On-site
... and portfolio analyses. Role will work closely with departmental leadership in preparation of annual budget and mid-term plan and coordinate with other departments as needed (i.e. Finance, PMO, ...
Business Intelligence Analyst
Durham, NC · On-site
... and portfolio analyses. Role will work closely with departmental leadership in preparation of annual budget and mid-term plan and coordinate with other departments as needed (i.e. Finance, PMO, ...
Senior Analyst, Corporate Development
Raleigh, NC · On-site
$83K - $103K/yr
Investment Materials & Portfolio Analytics * Decision Materials: Draft investment memoranda, business cases, pipeline updates, and executive presentations for the Investment Committee, Board, and ...
Senior Analyst, Corporate Development
Raleigh, NC · On-site
$83K - $103K/yr
Investment Materials & Portfolio Analytics * Decision Materials: Draft investment memoranda, business cases, pipeline updates, and executive presentations for the Investment Committee, Board, and ...
Senior Financial Analyst
$83K - $103K/yr
NSO and Portfolio Performance Analytics * Partner with Real Estate, Construction, Leasing, Lease ... Accounting, FP&A, Treasury, and Operations on real estate decisions and financial governance.
Senior Financial Analyst
$83K - $103K/yr
NSO and Portfolio Performance Analytics * Partner with Real Estate, Construction, Leasing, Lease ... Accounting, FP&A, Treasury, and Operations on real estate decisions and financial governance.
Global Marketing Analyst
Morrisville, NC · On-site
Through our vision to become the most trusted partner in healthcare, we offer a diverse portfolio ... Position Summary The Global Marketing Analyst in the Surgical business unit is a strategic advisor ...
Global Marketing Analyst
Morrisville, NC · On-site
Through our vision to become the most trusted partner in healthcare, we offer a diverse portfolio ... Position Summary The Global Marketing Analyst in the Surgical business unit is a strategic advisor ...
Consumer Finance Direct Portfolio/Risk Specialist
Raleigh, NC · On-site +1
$57K - $113K/yr
Medical
Life
Retirement
PTO
Monitor and analyze direct lending portfolio performance to identify emerging credit quality trends, deterioration risks, and opportunities for improvement. * Conduct ongoing portfolio risk ...
Consumer Finance Direct Portfolio/Risk Specialist
Raleigh, NC · On-site +1
$57K - $113K/yr
Medical
Life
Retirement
PTO
Monitor and analyze direct lending portfolio performance to identify emerging credit quality trends, deterioration risks, and opportunities for improvement. * Conduct ongoing portfolio risk ...
Global Marketing Analyst
Morrisville, NC · On-site
Through our vision to become the most trusted partner in healthcare, we offer a diverse portfolio ... Position Summary The Global Marketing Analyst in the Surgical business unit is a strategic advisor ...
Global Marketing Analyst
Morrisville, NC · On-site
Through our vision to become the most trusted partner in healthcare, we offer a diverse portfolio ... Position Summary The Global Marketing Analyst in the Surgical business unit is a strategic advisor ...
Senior Construction Performance Analyst
Raleigh, NC · On-site
$85K - $113K/yr
Experience supporting portfolio-level reporting and operational performance analysis. * Familiarity with forecasting methodologies, variance analysis, and project performance management. * Experience ...
Senior Construction Performance Analyst
Raleigh, NC · On-site
$85K - $113K/yr
Experience supporting portfolio-level reporting and operational performance analysis. * Familiarity with forecasting methodologies, variance analysis, and project performance management. * Experience ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The role supports development and evaluation of business cases, portfolio transparency, month-end investment reporting, and adherence to investment governance standards through robust analysis and ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The role supports development and evaluation of business cases, portfolio transparency, month-end investment reporting, and adherence to investment governance standards through robust analysis and ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The role supports development and evaluation of business cases, portfolio transparency, month-end investment reporting, and adherence to investment governance standards through robust analysis and ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The role supports development and evaluation of business cases, portfolio transparency, month-end investment reporting, and adherence to investment governance standards through robust analysis and ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The role supports development and evaluation of business cases, portfolio transparency, month-end investment reporting, and adherence to investment governance standards through robust analysis and ...
Senior Investment Analyst
Clayton, NC · On-site
$72K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The role supports development and evaluation of business cases, portfolio transparency, month-end investment reporting, and adherence to investment governance standards through robust analysis and ...
Duke Capital Partners - Financial Management Analyst I
Durham, NC · On-site
Medical
Dental
Retirement
DCP investors invest directly in portfolio companies. The DCP team also operates the Duke ... Analyzing inbound pitch decks and business plans from founders * Conducting initial screening calls ...
Duke Capital Partners - Financial Management Analyst I
Durham, NC · On-site
Medical
Dental
Retirement
DCP investors invest directly in portfolio companies. The DCP team also operates the Duke ... Analyzing inbound pitch decks and business plans from founders * Conducting initial screening calls ...
Senior Analyst - Mortgage Market Intelligence & Channel Pricing Analytics
$74K - $110K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... portfolio analytics within a banking or financial services environment. 3. Advanced working knowledge of SAS, SQL, and Microsoft Office suite (especially Excel). OTHER JOB REQUIREMENTS / WORKING ...
Senior Analyst - Mortgage Market Intelligence & Channel Pricing Analytics
$74K - $110K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... portfolio analytics within a banking or financial services environment. 3. Advanced working knowledge of SAS, SQL, and Microsoft Office suite (especially Excel). OTHER JOB REQUIREMENTS / WORKING ...
Senior Analyst - Mortgage Market Intelligence & Channel Pricing Analytics
Raleigh, NC · On-site
$74K - $110K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... portfolio analytics within a banking or financial services environment. 3. Advanced working knowledge of SAS, SQL, and Microsoft Office suite (especially Excel). OTHER JOB REQUIREMENTS / WORKING ...
Senior Analyst - Mortgage Market Intelligence & Channel Pricing Analytics
Raleigh, NC · On-site
$74K - $110K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... portfolio analytics within a banking or financial services environment. 3. Advanced working knowledge of SAS, SQL, and Microsoft Office suite (especially Excel). OTHER JOB REQUIREMENTS / WORKING ...
ACT Power Service's Portfolio Engineers are the technical liaisons of our O&M organization. This ... Performance analysis of solar and/or storage projects through remote DAS and SCADA systems.
Quick apply
ACT Power Service's Portfolio Engineers are the technical liaisons of our O&M organization. This ... Performance analysis of solar and/or storage projects through remote DAS and SCADA systems.
Fall Co-op/AI Portfolio
Durham, NC · On-site
By combining analytical thinking, organization, and strategic problem-solving, the AI Portfolio Co-op will play an important role in helping AiCE scale AI-powered capabilities that enable smarter ...
Fall Co-op/AI Portfolio
Durham, NC · On-site
By combining analytical thinking, organization, and strategic problem-solving, the AI Portfolio Co-op will play an important role in helping AiCE scale AI-powered capabilities that enable smarter ...
Solar Portfolio Engineer
Raleigh, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
ACT Power Service's Portfolio Engineers are the technical liaisons of our O&M organization. This ... Performance analysis of solar and/or storage projects through remote DAS and SCADA systems.
Solar Portfolio Engineer
Raleigh, NC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
ACT Power Service's Portfolio Engineers are the technical liaisons of our O&M organization. This ... Performance analysis of solar and/or storage projects through remote DAS and SCADA systems.
CRA Program Analyst III (Remote)
Raleigh, NC · On-site
$107K - $126K/yr
Analyze Community Development Lending production, pipeline activity, and portfolio performance. * Prepare recurring and ad hoc reporting for senior leadership, governance committees, and regulatory ...
CRA Program Analyst III (Remote)
Raleigh, NC · On-site
$107K - $126K/yr
Analyze Community Development Lending production, pipeline activity, and portfolio performance. * Prepare recurring and ad hoc reporting for senior leadership, governance committees, and regulatory ...
CRA Program Analyst III (Remote)
Raleigh, NC · On-site +1
$107K - $126K/yr
Analyze Community Development Lending production, pipeline activity, and portfolio performance. * Prepare recurring and ad hoc reporting for senior leadership, governance committees, and regulatory ...
CRA Program Analyst III (Remote)
Raleigh, NC · On-site +1
$107K - $126K/yr
Analyze Community Development Lending production, pipeline activity, and portfolio performance. * Prepare recurring and ad hoc reporting for senior leadership, governance committees, and regulatory ...
OCIO Portfolio Solution Specialist
Medical
Dental
Vision
Life
Retirement
PTO
Experience in portfolio management or analysis * Strong understanding of investment vehicles * Willingness to communicate with others, and make decisions reflecting priorities of diverse stakeholders
OCIO Portfolio Solution Specialist
Medical
Dental
Vision
Life
Retirement
PTO
Experience in portfolio management or analysis * Strong understanding of investment vehicles * Willingness to communicate with others, and make decisions reflecting priorities of diverse stakeholders
Portfolio Analyst information
See Raleigh, NC salary details
$36.9K - $46.7K
1% of jobs
$46.7K - $56.4K
11% of jobs
$56.4K - $66.1K
5% of jobs
$71.9K is the 25th percentile. Wages below this are outliers.
$66.1K - $75.8K
14% of jobs
$75.8K - $85.5K
19% of jobs
The median wage is $85.8K / yr.
$85.5K - $95.3K
19% of jobs
$100.8K is the 75th percentile. Wages above this are outliers.
$95.3K - $105K
12% of jobs
$105K - $114.7K
8% of jobs
$114.7K - $124.4K
6% of jobs
$124.4K - $134.1K
4% of jobs
$134.1K - $143.9K
1% of jobs
$36.9K
$90.6K
$143.9K
How much do portfolio analyst jobs pay per year?
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?
What are the key skills and qualifications needed to thrive as a portfolio analyst, and why are they important?
What are some common challenges portfolio analysts face when managing multiple investment portfolios simultaneously?
What is the difference between Portfolio Analyst vs Investment Analyst?
| Aspect | Portfolio Analyst | Investment Analyst |
|---|---|---|
| Primary Focus | Managing and optimizing client investment portfolios | Researching and recommending individual securities or assets |
| Required Credentials | Bachelor's degree, certifications like CFA often preferred | Bachelor's degree, CFA or similar certifications common |
| Work Environment | Financial firms, asset management companies, banks | Investment firms, asset management, research institutions |
| Key Responsibilities | Portfolio performance analysis, risk management, asset allocation | Market 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?
What do you need to be a portfolio analyst?
What skills do you need to be a portfolio analyst?
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:

KBI Biopharma rating
6.5
Based on 6 frontline employees who took The Breakroom Quiz
Job description
At KBI Biopharma, we are advancing science and accelerating breakthroughs. As a global leader in biopharmaceutical development and manufacturing, we empower life science companies to bring new medicines and vaccines to the world faster. Explore your potential at KBI, where innovation meets impact.
Position Summary:
Join a highly technical analytical team in a dynamic work environment as a member of the Analytical, Formulation and Stability (AFS) department and participate in contracted client analytical programs for monoclonal antibodies, recombinant proteins, and peptides as a Business Intelligence Analyst. The Business Intelligence Analyst will provide support to their department and/or the Global CAPS organization by conducting data analysis as it relates to financial performance, metric tracking, capacity modelling, financial forecasting, adherence to budget and portfolio analyses. Role will work closely with departmental leadership in preparation of annual budget and mid-term plan and coordinate with other departments as needed (i.e. Finance, PMO, Business Development).
Position Responsibilities:
- Assists with contractual and financial execution of projects, including proposals, change orders, revenue recognition, and monthly budget review. Includes review of costs and identifying errors and/or misallocations for spend and working with finance to resolve and support of CapEx forecasting and management.
- Support business development new business forecasting, capacity planning, program on-boarding, and deliverable delivery. May support drafting or review of proposals and change orders and/or tracking and monitoring of scopes of work.
- Analyzes complex business problems and issues using data from internal and external sources to provide insight to decision-makers. Identifies and interprets trends and patterns in datasets to locate influences. Constructs forecasts, recommendations and strategic/tactical plans based on business data and market knowledge. Creates specifications for reports and analysis based on business needs and required or available data elements. May provide consultation to users and lead cross-functional teams to address business issues. May directly produce datasets and reports for analysis using system reporting tools.
- Special cross-group/functional projects
- Champions, maintains, and publishes key departmental performance metrics
- Assists development of annual budget and MTP
- Able to react to change productively and handle other essential tasks as assigned.
Position Requirements:
- Minimum requirement BS/BA degree and 3-5 years of experience; MBA and/or PMP preferred.
- Interpersonal soft skills and ability to work well with a diverse group of contributors.
- Business acumen & long-term planning viewpoint, ability to problem solve and set priorities.
- Demonstrated experience in project management, coordination of cross-functional teams.
- High integrity and personal responsibility, action oriented.
- Excellent written & oral communication and presentation skills.
- Knowledge of biologics industry is preferred but not required.
About KBI:
KBI Biopharma, Inc., a JSR Life Sciences company, is a global contract development and manufacturing organization (CDMO) providing fully integrated and accelerated drug development and biologics manufacturing services to life science companies. KBI supports its 500+ customers in advancing more than 160 drug candidates from preclinical and clinical stages to market, including the manufacture of ten commercial products. Recognized for quality manufacturing, KBI delivers robust process development and cGMP manufacturing services across its six global locations in the USA and Europe. For more information, visit www.kbibiopharma.com.
KBI is a proud EEO/AA employer dedicated to building a diverse and inclusive workforce. We believe that innovation thrives in an environment where all voices are heard and valued. That's why we actively seek individuals from all backgrounds - regardless of race, color, national origin, religion, gender, gender identity, sexual orientation, age, disability, or veteran status - and strongly encourage all qualified candidates to apply and bring their unique perspectives to our team.
KBI Biopharma, Inc. is an EEO/AA employer and actively seeks to diversify its work force. Therefore, all qualified applicants, regardless of race, color, national origin, religion, gender, gender identity, sexual orientation, age, disability or veteran status, are strongly encouraged to apply.
I understand that neither the completion of this application nor any other part of my consideration for employment establishes any obligation for KBI Biopharma, Inc. to hire me. If I am hired, I understand that either KBI Biopharma, Inc. or I can terminate my employment at any time and for any reason, with or without cause and without prior notice. I understand that no representative of KBI Biopharma, Inc. has the authority to make any assurance to the contrary.
I attest with my signature below that I have given to KBI Biopharma, Inc. true and complete information on this application. No requested information has been concealed. I authorize KBI Biopharma, Inc. to contact references provided for employment reference checks. If any information I have provided is untrue, or if I have concealed material information, I understand that this will constitute cause for the denial of employment or immediate dismissal.
What KBI Biopharma employees say
Pay
Benefits
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About KBI Biopharma
Sourced by ZipRecruiter
Industry
Biotechnology research and development
Company size
1,001 - 5,000 Employees
Headquarters location
Durham, NC, US
Year founded
1996