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Portfolio Assistant Jobs in Raleigh, NC (NOW HIRING)

Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships. * Manage, service, and balance risk on customer ...

Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships. * Manage, service, and balance risk on customer ...

Perform account and portfolio reconciliations, investigate discrepancies, and assist with issue resolution. * Manage data imports, exports, validation processes, and quality-control activities across ...

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Accounting Assistant

Raleigh, NC

$19 - $24.75/hr

We are an entrepreneurial organization with a portfolio of interrelated companies operating across ... At a Glance Job Title Accounting Assistant Employment Type Full-Time Work Setting On-Site - Raleigh ...

Accounting Assistant

Raleigh, NC · On-site

$19 - $24.75/hr

We are an entrepreneurial organization with a portfolio of interrelated companies operating across ... At a Glance Job Title Accounting Assistant Employment Type Full-Time Work Setting On-Site ...

Accounting Assistant

Raleigh, NC · On-site

$19 - $24.75/hr

We are an entrepreneurial organization with a portfolio of interrelated companies operating across ... At a Glance Job Title Accounting Assistant Employment Type Full-Time Work Setting On-Site - Raleigh ...

Travel Physical Therapy Assistant

Oxford, NC · On-site

$25.75 - $34/hr

Therapy Physical Therapist Assistant (PTA) About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across ...

Travel Physical Therapist Assistant

Oxford, NC · On-site

$25.75 - $34/hr

Therapy Physical Therapist Assistant (PTA) About Care Career Care Career brings together a portfolio of leading healthcare staffing organizations, each delivering specialized talent solutions across ...

Team Assistant

Wendell, NC · On-site

$52K - $90K/yr

Our comprehensive portfolio meets the growing technical requirements of today's and tomorrow's power grid! We are looking for a Experienced Team Assistant. This position will be based in Wendell, NC.

... portfolio. You will report to the Property Manager. Responsibilities * Be a helpful resource for ... Organize tasks and focus on main priorities Community Assistant Benefits * 20% housing discount ...

Be Seen First

Temp-to-Hire, Administrative Assistant *Needs strong travel coordinating skills.* Pay, $20 - $22/hr ... Manage Outlook calendars for portfolio team, schedule meetings, and coordinate logistics * Draft ...

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Portfolio Assistant information

See Raleigh, NC salary details

$13

$25

$37

How much do portfolio assistant jobs pay per hour?

As of Sep 5, 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.

What is a portfolio assistant?

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 does a portfolio assistant do?

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 the key skills and qualifications needed to thrive as a portfolio assistant?

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.

Does portfolio management pay well?

Portfolio management roles typically offer competitive salaries that vary based on experience, location, and the size of the firm. Professionals with certifications like the CFA and strong analytical skills tend to earn higher compensation, especially in financial hubs. Overall, portfolio management can be a well-paying career path for those with relevant expertise and credentials.

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 cities near Raleigh, NC are hiring for Portfolio Assistant jobs?

Cities near Raleigh, NC with the most Portfolio Assistant job openings:

Infographic showing various Portfolio Assistant job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,285 per year, or $25.6 per hour.

Portfolio Manager

AFC

Raleigh, NC

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


AFC Urgent Care rating

6.5

Company rating: 6.5 out of 10

Based on 98 frontline employees who took The Breakroom Quiz

614th of 898 rated healthcare providers


Job description

Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: https://www.autofinance.com/
AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit https://corporate.openlane.com/.
AFC’s Core Values:
Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other’s efforts. We stand committed to the success of our customers.
 

We’re Looking For:

We are seeking a Relationship Specialist who enjoys and is energized by building relationships through meaningful interactions with current and prospective customers. You will be part of a local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in customer-facing, sales, or sales support roles.

Where You’ll Work: 

The ideal candidate will reside in either Wilmington, NC or Raleigh, NC and travel within their assigned territory.

You Are: 

  • Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles. 

  • Powered by Passion. you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer’s success is built upon the commitment and perseverance of your efforts. 

  • Vision-Driven. you focus on understanding your customers’ future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what’s to come. 

  • Dedicated. you have an unwavering “people-first” commitment to ensure success and provide support to your customers and team. 

You Will:

  • Use critical thinking to assess business and risk situations and make decisions with little oversight.

  • Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.

  • Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships.

  • Manage, service, and balance risk on customer accounts

  • Manage existing accounts and drive new growth opportunities. 

  • Embrace our culture of supporting others' success as they grow in their role.

Must Have’s:

  • A minimum of three to five years of experience in customer-facing, sales, or sales support roles.

  • A valid driver's license with reliable and dedicated transportation.

  • Ability and desire to frequently travel (50-75%) within your market to support our current and prospective customer base.

  • Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity, and the ability to adapt.

  • Proficiently apply sales expertise, adapt to audiences, maintain curiosity, and effectively resolve core dealer issues.

  • A strong understanding of portfolio management, risk, and new business development.

  • Ability to work independently and autonomously when needed as well as part of a team.

  • Ability to use and understand technology required for your position such as mobile applications and software. 

  • High level of accountability towards local goals and business targets. 

Nice to Have’s:

  • Previous auto industry or financial services experience

  • Experience with Google Workspace, Salesforce, Tableau

  • Bilingual is preferred


What We Offer:

  • Competitive pay

  • Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)

  • Immediately vested 401K (US) or RRSP (Canada) with company match

  • Paid Vacation, Personal, and Sick Time

  • Paid maternity and paternity leave (US)

  • Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)

  • Robust Employee Assistance Program

  • Employer paid Leap into Service Day to volunteer

  • Tuition Reimbursement for eligible programs

  • Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization

  • Company culture of internal promotions, diverse career paths, and meaningful advancement


Sound like a match? Apply Now - We can't wait to hear from you!
 


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