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Portfolio Manager Jobs in Raleigh, NC (NOW HIRING)

United Community Bank

Portfolio Manager

Raleigh, NC · On-site

$60K - $93K/yr

The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to ...

Huntington

Commercial Portfolio Mgr III

Raleigh, NC · On-site +1

The Commercial Portfolio Manager III is responsible for managing assigned portfolio(s) and providing support to Commercial group leader(s), Regional Credit Officer, and Relationship Manager team (RM ...

Truist

CLU Portfolio Manager III

Raleigh, NC · On-site

... portfolio management actions 4. Understand and articulate all Truist Wholesale Credit policies, procedures and processes. Recommend credit within the Bank's risk appetite, and document when and why ...

Novo Nordisk

Associate Portfolio Manager

Clayton, NC

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

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 · On-site

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

Qorvo, Inc.

Senior Portfolio Manager

Raleigh, NC · On-site +1

The Portfolio Manager will partner across engineering, operations, supply chain, quality, marketing, and commercial teams to align execution with forecast, production, and revenue plans.

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All 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 Jun 13, 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 experience in finance and investment strategies is essential.

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.

Do portfolio managers make a lot of money?

Portfolio managers typically earn high salaries that include base pay, bonuses, and profit-sharing, especially in large firms or with extensive experience. Compensation varies based on factors such as assets under management, performance, and certifications like the CFA. Experienced managers overseeing significant portfolios can earn substantial income, often exceeding six figures annually.

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.

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 does a portfolio manager actually do?

A portfolio manager is responsible for overseeing investment portfolios, making decisions on asset allocation, and selecting securities to meet clients' financial goals. They analyze market trends, assess risk, and use financial tools and data to optimize investment performance. Strong analytical skills and relevant certifications, such as the CFA, are often required in this role.

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.
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
Portfolio Manager

Portfolio Manager

United Community Bank

Raleigh, NC • On-site

$60K - $93K/yr

Full-time

Posted 21 days ago

Job description

Overview

United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.Locations Available: Raleigh - Coastal Plains - Wilmington

What You'll Do
  • Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
  • Provide credit and sales support to Commercial Lending.
  • Analyze complex financial statements and prepare credit analysis packages.
  • Serve as a secondary contact on client relationships.
  • Identify cross-sell opportunities with new and existing clients.
  • Assist in the loan process, including underwriting and closing.
  • Prepare commitment letters and review loan documents.
  • Assist lenders in their prospecting efforts.
Requirements For Success
  • Bachelor's Degree in finance or accounting preferred.
  • 5+ years of experience in commercial lending.
  • Proficient knowledge of credit policy, banking regulations, and loan documentation.
  • Ability to analyze complex financial statements and tax returns.
  • Strong interpersonal and communication skills.
  • Excellent organizational and time management skills.
  • Ability to work effectively within the company's credit culture.
  • Proficiency with in-house financial reporting applications, including Navigator.
  • Good mathematical, reading comprehension, and writing skills
Conditions of Employment
  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

FLSA Status

  • Exempt

 

 

Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay RangeUSD $60,466.00 - USD $93,119.00 /Yr.Employment Type: FULL_TIME

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