ZipRecruiter

Log In

1

Portfolio Assistant Jobs in Raleigh, NC (NOW HIRING)

United Community Bank

Portfolio Manager

Raleigh, NC

$60K - $154K/yr

Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining ...

United Community Bank

Portfolio Manager

Raleigh, NC

$60K - $93K/yr

Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining ...

United Community Bank

Portfolio Manager

Raleigh, NC · On-site

$60K - $93K/yr

Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining ...

Banc of California

Portfolio Analyst

Durham, NC · On-site

THE OPPORTUNITY The Portfolio Analyst role is responsible for monitoring the performance of ... Perform financial, operational, valuation, and transactional analyses. * Assist in underwriting ...

Banc of California

Portfolio Analyst

Durham, NC · On-site

THE OPPORTUNITY The Portfolio Analyst role is responsible for monitoring the performance of ... Perform financial, operational, valuation, and transactional analyses. * Assist in underwriting ...

Banc of California

Portfolio Analyst

Durham, NC · On-site

THE OPPORTUNITY The Portfolio Analyst role is responsible for monitoring the performance of ... Perform financial, operational, valuation, and transactional analyses. * Assist in underwriting ...

Banc of California

Portfolio Analyst

Durham, NC · On-site

THE OPPORTUNITY The Portfolio Analyst role is responsible for monitoring the performance of ... Perform financial, operational, valuation, and transactional analyses. * Assist in underwriting ...

CAPTRUST

Portfolio Implementation Associate

Raleigh, NC

$15.25 - $20.50/hr

... * Assist or run point on ad hoc requests within the team or from other teams as needed Minimum ... and portfolio management responsibilities * Basic understanding of financial markets.

next page

Showing results 1-20

All JobsPortfolio Assistant JobsPortfolio Assistant Jobs in Raleigh, NC

Portfolio Assistant information

See Raleigh, NC salary details

$13

$25

$37

How much do portfolio assistant jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for portfolio assistant in Raleigh, NC is $25.62, according to ZipRecruiter salary data. Most workers in this role earn between $23.37 and $27.60 per hour, depending on experience, location, and employer.

How does a Portfolio Assistant typically support portfolio managers and analysts in their daily work?

As a Portfolio Assistant, you play a key support role by handling administrative tasks, preparing reports, and updating portfolio data to ensure smooth investment operations. You’ll regularly monitor portfolio performance, process trade orders, and help maintain compliance with regulations. This role involves close collaboration with portfolio managers, analysts, and occasionally clients, which provides valuable exposure to investment strategies and decision-making processes. The fast-paced environment also offers opportunities for learning and potential career progression within asset management.

What are Portfolio Assistants?

Portfolio Assistants are professionals who support portfolio managers and investment teams in the administration and management of investment portfolios. Their responsibilities typically include preparing reports, conducting research, handling client communications, and assisting with trade execution and compliance. By ensuring that all administrative and operational tasks are handled efficiently, Portfolio Assistants help portfolio managers focus on making informed investment decisions. This role often requires strong analytical, organizational, and communication skills, as well as knowledge of financial markets and investment products.

What are the key skills and qualifications needed to thrive as a Portfolio Assistant, and why are they important?

To thrive as a Portfolio Assistant, you typically need strong analytical abilities, attention to detail, and a degree in finance, business, or a related field. Familiarity with portfolio management software, Microsoft Excel, and financial reporting systems is often required. Exceptional organizational skills, effective communication, and the ability to multitask help you excel in supporting portfolio managers and clients. These skills ensure accurate data management, smooth operations, and effective client service in fast-paced investment environments.
What are the most commonly searched types of Portfolio jobs in Raleigh, NC? The most popular types of Portfolio jobs in Raleigh, NC are:
What are popular job titles related to Portfolio Assistant jobs in Raleigh, NC? For Portfolio Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Portfolio Assistant jobs in Raleigh, NC look for? The top searched job categories for Portfolio Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Portfolio Assistant jobs? Cities near Raleigh, NC with the most Portfolio Assistant job openings:
Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in Raleigh, NC as of May 2026, with employment types broken down into 10% Internship, 67% Full Time, 17% Part Time, 3% Temporary, and 3% Contract. Highlights an 97% In-person, and 3% Hybrid job distribution, with an average salary of $53,285 per year, or $25.6 per hour.
Portfolio Manager

Portfolio Manager

United Community Bank

Raleigh, NC

$60K - $154K/yr

Full-time

Posted 16 days ago

Job description

United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.
Locations Available: Raleigh - Coastal Plains - Wilmington


  • Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
  • Provide credit and sales support to Commercial Lending.
  • Analyze complex financial statements and prepare credit analysis packages.
  • Serve as a secondary contact on client relationships.
  • Identify cross-sell opportunities with new and existing clients.
  • Assist in the loan process, including underwriting and closing.
  • Prepare commitment letters and review loan documents.
  • Assist lenders in their prospecting efforts.

  • Bachelor’s Degree in finance or accounting preferred.
  • 5+ years of experience in commercial lending.
  • Proficient knowledge of credit policy, banking regulations, and loan documentation.
  • Ability to analyze complex financial statements and tax returns.
  • Strong interpersonal and communication skills.
  • Excellent organizational and time management skills.
  • Ability to work effectively within the company's credit culture.
  • Proficiency with in-house financial reporting applications, including Navigator.
  • Good mathematical, reading comprehension, and writing skills

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

FLSA Status

  • Exempt

 

 

Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


USD $60,466.00 - USD $93,119.00 /Yr.

Apply