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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
THE OPPORTUNITY The Portfolio Analyst role is responsible for monitoring the performance of ... Perform financial, operational, valuation, and transactional analyses. * Assist in underwriting ...
THE OPPORTUNITY The Portfolio Analyst role is responsible for monitoring the performance of ... Perform financial, operational, valuation, and transactional analyses. * Assist in underwriting ...
The co-op will assist with portfolio planning, project tracking, and governance activities across multiple AI and GenAI initiatives, helping ensure priorities, milestones, dependencies, risks, and ...
The co-op will assist with portfolio planning, project tracking, and governance activities across multiple AI and GenAI initiatives, helping ensure priorities, milestones, dependencies, risks, and ...
Portfolio Implementation Associate
Raleigh, NC · On-site
$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.
Portfolio Implementation Associate
Raleigh, NC · On-site
$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.
... * Assist or run point on ad hoc requests within the team or from other teams as needed ... and portfolio management responsibilities * Basic understanding of financial markets.
... * Assist or run point on ad hoc requests within the team or from other teams as needed ... and portfolio management responsibilities * Basic understanding of financial markets.
Portfolio Community Manager
Raleigh, NC · On-site
The Community Manager (Portfolio Community Manager) is responsible for providing the overall ... Maintain unit and contract files relating to the operations of the Association * Assist Board of ...
Portfolio Community Manager
Raleigh, NC · On-site
The Community Manager (Portfolio Community Manager) is responsible for providing the overall ... Maintain unit and contract files relating to the operations of the Association * Assist Board of ...
Portfolio Marketing - Insecticide, Fungicide and Insect Growth Regulators About Us Atticus is a ... Assist in developing sales strategies and supporting sales efforts with targeted marketing ...
Quick apply
Portfolio Marketing - Insecticide, Fungicide and Insect Growth Regulators About Us Atticus is a ... Assist in developing sales strategies and supporting sales efforts with targeted marketing ...
Portfolio Marketing - Insecticide, Fungicide and Insect Growth Regulators About Us Atticus is a ... Assist in developing sales strategies and supporting sales efforts with targeted marketing ...
Portfolio Marketing - Insecticide, Fungicide and Insect Growth Regulators About Us Atticus is a ... Assist in developing sales strategies and supporting sales efforts with targeted marketing ...
Portfolio Marketing - Insecticide, Fungicide and Insect Growth Regulators About Us Atticus is a ... Assist in developing sales strategies and supporting sales efforts with targeted marketing ...
Portfolio Marketing - Insecticide, Fungicide and Insect Growth Regulators About Us Atticus is a ... Assist in developing sales strategies and supporting sales efforts with targeted marketing ...
Accounting Assistant
$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
$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 ...
Quick apply
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 ...
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 ...
Administrative Assistant
$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.
Quick apply
Administrative Assistant
$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.
The successful Assistant Controller will be self-motivated and energized by working with a group of ... Support Executive Leadership on ad hoc projects including maintenance/adoption of new portfolio ...
The successful Assistant Controller will be self-motivated and energized by working with a group of ... Support Executive Leadership on ad hoc projects including maintenance/adoption of new portfolio ...
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.
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.
Portfolio Assistant information
See Raleigh, NC salary details
$13.32 - $15.55
5% of jobs
$15.55 - $17.78
1% of jobs
$17.78 - $20.01
1% of jobs
$20.01 - $22.24
9% of jobs
$22.93 is the 25th percentile. Wages below this are outliers.
$22.24 - $24.47
26% of jobs
The median wage is $24.99 / hr.
$24.47 - $26.70
29% of jobs
$27 is the 75th percentile. Wages above this are outliers.
$26.70 - $28.93
18% of jobs
$28.93 - $31.16
7% of jobs
$31.16 - $33.39
2% of jobs
$33.39 - $35.62
0% of jobs
$35.62 - $37.85
0% of jobs
$13
$25
$37
How much do portfolio assistant jobs pay per hour?
As of Jul 27, 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.
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.
How much does an assistant portfolio manager earn?
An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers, utilizing financial analysis tools and investment strategies to support portfolio management activities.
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 is the highest paid assistant job?
The highest paid assistant jobs are often executive assistants or personal assistants to high-level executives, with salaries reaching six figures in some cases. These roles typically require advanced organizational skills, experience, and sometimes specialized knowledge or certifications, and they often involve working in corporate or high-profile environments.
What is a portfolio assistant?
A portfolio assistant supports the management and organization of investment or project portfolios by preparing reports, updating records, and coordinating with team members. They often use tools like Excel or portfolio management software and may assist with data analysis and documentation to ensure smooth operations.
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 or large organizations.
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:
TowneBank rating
8.7
Based on 5 frontline employees who took The Breakroom Quiz
23rd of 170 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:
- 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.
About TowneBank
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Suffolk, VA, US
Year founded
1999