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Portfolio Analyst Jobs in Raleigh, NC (NOW HIRING)

Senior Financial Analyst

Raleigh, NC

$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.

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 ...

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 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 ...

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.

OCIO Portfolio Solution Specialist

Raleigh, NC

  • 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

Showing results 21-40

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 18, 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.

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:

Infographic showing various Portfolio Analyst job openings in Raleigh, NC as of August 2026, with employment types broken down into 89% Full Time, 8% 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.

Full-time

Re-posted 13 days ago


KBI Biopharma rating

6.5

Company rating: 6.5 out of 10

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.


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