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Portfolio Manager Jobs in Raleigh, NC (NOW HIRING)

First Horizon

Middle Market Portfolio Manager

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

On site in location Raleigh, NC Summary The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is ...

CFA Institute

Public Equity Portfolio Manager

Raleigh, NC · On-site

$120 - $190/hr

  • Medical

  • Retirement

As a Public Equity Portfolio Manager , qualified candidates will have the following education, experience, and skills: Education Bachelor's degree or equivalent years of experience. Advanced degree ...

First Bank

Portfolio Manager III

Raleigh, NC · On-site

The position of Portfolio Manager III is responsible for ensuring that all reviews and renewals of commercial/retail banking loan products are reviewed and re-documented (if necessary) prior to ...

New

Huntington

Commercial Portfolio Mgr II

Raleigh, NC · On-site +1

The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties ...

Novo Nordisk

Associate Portfolio Manager

Clayton, NC

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Position Support the site Project Portfolio Management (PPM) process by assisting with monthly status updates, investment budget tracking, and coordination of Drug Product Manufacturing (DPM) IDP ...

New

Novo Nordisk

Associate Portfolio Manager

Clayton, NC

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Position Support the site Project Portfolio Management (PPM) process by assisting with monthly status updates, investment budget tracking, and coordination of Drug Product Manufacturing (DPM) IDP ...

New

IONNA LLC

Senior Manager Portfolio Execution

Raleigh, NC

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Position Summary IONNA is seeking a Senior Manager, Portfolio Execution to drive alignment, accountability, and execution across the company's portfolio of strategic initiatives. This role will serve ...

IONNA LLC

Senior Manager Portfolio Execution

Raleigh, NC

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Position Summary IONNA is seeking a Senior Manager, Portfolio Execution to drive alignment, accountability, and execution across the company's portfolio of strategic initiatives. This role will serve ...

IONNA LLC

Senior Manager Portfolio Execution

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Position Summary IONNA is seeking a Senior Manager, Portfolio Execution to drive alignment, accountability, and execution across the company's portfolio of strategic initiatives. This role will serve ...

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Showing results 1-20

All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Raleigh, NC

Portfolio Manager information

See Raleigh, NC salary details

$36K

$97.6K

$182.3K

How much do portfolio manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for portfolio manager in Raleigh, NC is $97,648.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,700.00 and $126,400.00 per year, depending on experience, location, and employer.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and often preferred by employers for demonstrating expertise in investment analysis and portfolio management. Many portfolio managers also hold advanced degrees or relevant certifications, and strong analytical skills and experience are essential in this role.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

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

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the managed assets. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves risk management, performance monitoring, and strategic planning to optimize returns.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.
More about Portfolio Manager jobs

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 Manager jobs in Raleigh, NC?

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

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

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

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

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

Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Hybrid job distribution, with an average salary of $97,648 per year, or $46.9 per hour.

Credit Portfolio Manager III

Atlantic Union Bank

Raleigh, NC • On-site

$52.02 - $86.80/hr

Full-time

Posted 11 days ago

Atlantic Union Bank rating

7.8

Company rating: 7.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

88th of 171 rated banks

Job description

Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio management, deal team management, and extensive internal and external client interaction. Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective portfolio and adheres to all regulatory and compliance guidelines.
Position Accountabilities
  • Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned to some of the more complex credits and larger portfolios within the Wholesale Bank.
  • Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables.
  • Prepare detailed short or long-term financial projections within a vendor provided solution such as Moody's Risk Analyst or within an Excel spreadsheet.
  • Make recommendations to Relationship Managers and Credit Approvers regarding credit amount, structure, and policy compliance.
  • Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews.
  • Participate or lead client calls with Relationship Manager for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements
  • Participate in special projects to aid with the continuous improvement of portfolio management.
  • Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
  • Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders.
  • This senior position may mentor CPMs I and II, as appropriate.

Organizational Relationship
This position reports to the Team Leader - Credit Portfolio Management.
Position Qualifications
Education & Experience
  • Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment

Knowledge & Skills
  • Experience across multiple lines of business, including but not limited to Commercial & Industrial, real estate development and builder lines, service, retail, commercial real estate, religious organizations and government. If supporting commercial real estate lenders, requisite skills would also include construction loan underwriting and administration (construction budgets, sources/uses, construction draw administration, property entitlement, lease analysis and property valuation principles).
  • Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations.
  • Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends.
  • Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities
  • Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies, or commercial & residential real estate companies (as applicable).
  • Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within Moody's or other software package.
  • Excellent written, oral and interpersonal skills, to include selling, structuring, negotiating, closing, maintenance, modifications and problem resolution
  • PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables.
  • Ability to research industry sources needed for credit evaluations.
  • Strong organization skills with the ability to self-manage time and work flow to meet deadlines.
  • Ability to manage multiple projects at one time.
  • Ability to work independently as well as within a team environment

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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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