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Portfolio Analyst Jobs in Raleigh, NC (NOW HIRING)

CAHEC

Asset Management Analyst

Raleigh, NC · Hybrid

The Asset Management Analyst manages portfolio data to facilitate interdepartmental reporting processes, to support the asset management team, to meet stakeholder requirements, and to respond to ad ...

Danaher

Senior IT Portfolio & Governance Lead

Raleigh, NC · On-site +1

$127K - $127K/yr

The successful candidate brings strong business acumen, analytical thinking, and communication skills, along with deep experience in PMO and Project Portfolio Management (PPM) frameworks and tools.

Teleflex

Financial Analyst

Morrisville, NC · On-site

Through our vision to become the most trusted partner in healthcare, we offer a diverse portfolio ... In this role, you will provide financial and analytical guidance in support of strategic and ...

Teleflex

Financial Analyst

Morrisville, NC · On-site

Through our vision to become the most trusted partner in healthcare, we offer a diverse portfolio ... In this role, you will provide financial and analytical guidance in support of strategic and ...

The Agency

Credit Analyst

Raleigh, NC · On-site

Utilize lending and financial software to support efficient underwriting and portfolio management. Qualifications * Minimum of 2 years of commercial credit analysis or underwriting experience within ...

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

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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 Management Associate

711 MS Smith Barney, LLC

Raleigh, NC • On-site

$92K - $110K/yr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Position Summary

The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution of investment strategies based on client goals. The PM Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.

Duties and Responsibilities

Portfolio Management & Business Development Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor. Critically examines current holdings to evaluate if portfolio action is warranted. Proactively evaluates and upgrades platforms for the Portfolio Management Group. Implements decisions by using PM trading platforms or other Firm's online technologies to input trades.

Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software. Leads research meetings. Identifies swap opportunities. Conducts credit research and develops valuation models. Client Support Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients. Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor.

Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group. Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor. Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews. Education, Experience, Knowledge, and Skills 10+ years of experience in a field relevant to the position required.

Advanced degree or professional certification or prior industry experience required. Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA). Additional product licenses may be required. Strong compliance record. Enjoys working with people and solving problems. Effective written and verbal communication skills. Proficient in applicable software applications. Strong understanding of applicable compliance rules, regulations and firm policies. Knowledge of financial industry and investment products preferred.

Successful completion of the Portfolio Management Coursework or holds the CFA designation. Detail-oriented with superior organizational skills and ability to prioritize tasks. Able to work independently and effectively on a team. Ability and interest in working in a fast-paced, evolving environment. Reports to: Market Business Service Officer and/or Business Service Officer. Expected base pay rates for the role will be between $92,500 and $110,000 per year at the commencement of employment.

Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses and other short- and long-term incentive packages. Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce (M/F/Disability/Vet).

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