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Portfolio Assistant Jobs in Raleigh, NC (NOW HIRING)

Novo Nordisk

Associate Portfolio Manager

Clayton, NC · On-site

... Assist in maintaining consistent Steering Group (STG) practices across the sites and support ... Support the site Project Portfolio Management (PPM) process, including maintaining project ...

New

Novo Nordisk

Associate Portfolio Manager

Clayton, NC · On-site

... Assist in maintaining consistent Steering Group (STG) practices across the sites and support ... Support the site Project Portfolio Management (PPM) process, including maintaining project ...

New

GO Media

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 ...

Go Media

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 ...

GO Media

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 ...

O2 HOLDINGS LLC

Administrative Assistant

Raleigh, NC

$15 - $18/hr

About Us MDO Holdings is a rapidly growing holdings company with a diverse portfolio of brands ... Overview We are seeking a self-motivated team player to join us as an Administrative Assistant.

O2 Fitness

Administrative Assistant

Raleigh, NC · On-site

$15 - $18/hr

About Us MDO Holdings is a rapidly growing holdings company with a diverse portfolio of brands ... Overview We are seeking a self-motivated team player to join us as an Administrative Assistant.

Care Career

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 ...

Care Career

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 ...

O2 Fitness

Administrative Assistant

Raleigh, NC · On-site

$15 - $18/hr

About Us MDO Holdings is a rapidly growing holdings company with a diverse portfolio of brands ... Overview We are seeking a self-motivated team player to join us as an Administrative Assistant.

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All JobsPortfolio 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 Aug 16, 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 $27.55 per hour, depending on experience, location, and employer.

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 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 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.

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 August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% In-person job distribution, with an average salary of $53,285 per year, or $25.6 per hour.

Commercial Portfolio Manager III

Bank & Investment Group

Raleigh, NC • On-site

Full-time

Re-posted 28 days ago

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:
  • Excellent member service skills.
  • Excellent communication skills and the ability to interact professionally with internal and external members.
  • Complete understanding of TowneBank lending culture and philosophy.
  • 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:
  • College degree in Business, Finance or Accounting.
  • Knowledge of B2C and B2B.
  • Has 8 or more years of experience of credit analysis/underwriting experience.

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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