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Portfolio Management Associate Jobs in Raleigh, NC

First-Horizon-Bank

Portfolio Manager II

Raleigh, NC · On-site

$90 - $140/hr

Leading the analysis, underwriting, origination, and portfolio management of loans in a growing ... clients, communities and associates unlock their full potential with capital and counsel.

Socket.dev

Portfolio Manager III

Raleigh, NC · On-site

$110 - $170/hr

Credit Assessment & Risk Management * Collaborate with relationship managers to generate ideas ... and associates * Completes annual compliance courses. * Adheres specifically to all corporate ...

First Bank SBA, Inc.

Portfolio Manager III

Raleigh, NC · On-site

$100 - $150/hr

Incumbents in this roll possess more than 10 years of portfolio management experience. ESSENTIAL ... and associates * Completes annual compliance courses. * Adheres specifically to all corporate ...

First-Bank

Portfolio Manager III

Raleigh, NC · On-site

$90 - $120/hr

Incumbents in this roll possess more than 10 years of portfolio management experience. ESSENTIAL ... and associates * Completes annual compliance courses. * Adheres specifically to all corporate ...

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... In this role, you will understand how processes and products work together in a client's portfolio.

First Bank

Portfolio Manager III

Raleigh, NC · On-site

Credit Assessment & Risk Management * Collaborate with relationship managers to generate ideas ... and associates * Completes annual compliance courses. * Adheres specifically to all corporate ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... In this role, you will understand how processes and products work together in a client's portfolio.

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Portfolio Management Associate information

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How much do portfolio management associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for portfolio management associate in Raleigh, NC is $18.48, according to ZipRecruiter salary data. Most workers in this role earn between $14.71 and $19.62 per hour, depending on experience, location, and employer.

What is a portfolio management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

What are the key skills and qualifications needed to thrive as a portfolio management associate, and why are they important?

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

What are the most commonly searched types of Portfolio Management jobs in Raleigh, NC?

The most popular types of Portfolio Management jobs in Raleigh, NC are:

What are popular job titles related to Portfolio Management Associate jobs in Raleigh, NC?

For Portfolio Management Associate jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Associate jobs in Raleigh, NC look for?

The top searched job categories for Portfolio Management Associate jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Portfolio Management Associate jobs?

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

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $38,445 per year, or $18.5 per hour.

Portfolio Management Associate

711 MS Smith Barney, LLC

Raleigh, NC • On-site

$92.50 - $110/hr

Other

Re-posted 14 days ago

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 ResponsibilitiesPortfolio 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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