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Portfolio Analyst Jobs in Raleigh, NC (NOW HIRING)

Towne Bank

Commercial Portfolio Manager III

Raleigh, NC · On-site

Work on special projects as requested to help improve efficiencies in the overall loan portfolio ... Has a minimum of 6-8 years of credit analysis/underwriting experience. * Excellent member service ...

Advance Auto Parts

Senior Financial Analyst

Raleigh, NC · On-site

$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.

Teleflex

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 ...

Teleflex

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 ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC

$72K - $90K/yr

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 ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

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 ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

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 ...

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Showing results 21-40

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.

Commercial Portfolio Manager III

Towne Bank

Raleigh, NC • On-site

Full-time

Re-posted 26 days ago

TowneBank rating

8.7

Company rating: 8.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

23rd of 171 rated banks

Job description

Primary Purpose:

Assist the loan officers in the day-to-day management and monitoring of their loan portfolio to include loan underwriting for new and existing members as well as member interaction.  Perform various other member service tasks and assignments as required.

Essential Responsibilities:

  • Assist the loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval.
  • Attend outside prospect and member meetings as necessary.
  • Monitor the maturing loan report and assist loan officer and administrative officer in underwriting loans for renewal, to include requesting necessary financial information and completing LCA’s for temporary extensions.
  • Manage LO’s Past Dues including adding comments to Insight.
  • Inputting both new loans and renewals to B2B.
  • Complete quarterly Problem Asset Reports for the loan officer’s portfolio for review and approval and assist with managing credit monitoring items and Priority 1 exceptions.
  • Learn about each of the Bank’s products and services as well affiliate companies to look for additional cross selling opportunities as well as assist the loan officer and administrative officer when needed.
  • Work on special projects as requested to help improve efficiencies in the overall loan portfolio management of the region.
  • Work along with and independently of the officers to understand closing requirements for all loans as well as help clear exceptions as needed.
  • Proactively build strong and effective partnerships with all business partners.
  • Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
  • Other duties as assigned.

Minimum Required Skills & Competencies:

  • College degree in Business, Finance or Accounting strongly preferred
  • Knowledge of B2C and B2B.
  • Has advanced understanding of balance sheet, income statement and cash flow statements and can underwrite both complex C&I and CRE loans
  • Has a minimum of 6-8 years of credit analysis/underwriting experience.
  • Excellent member service skills.
  • Excellent communication skills and the ability to interact professionally with internal and external members.
  • Satisfactory completion of Credit and Small Business rotation or equivalent knowledge and experience in analyzing financial statements and underwriting commercial credit.
  • Ability to work with minimum supervision.
  • Ability to work well with various internal departments to achieve team goals and objectives.
  • Previous lending experience or experience in loan operations.
  • Knowledge of Bank policies and procedures.
  • Computer skills (Word and Excel).

Desired Skills & Competencies:

  • Has 8 or more years of experience of credit analysis/underwriting experience.
  • Familiarity with TowneBank lending culture and philosophy.

Physical Requirements:

  • Express or exchange ideas by means of the spoken word via email and verbally.
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
  • Not substantially exposed to adverse environmental conditions.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

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