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Portfolio Manager Jobs in Raleigh, NC (NOW HIRING)

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 ...

First Citizens Bank

AI Portfolio Manager

Raleigh, NC · On-site

Value Measurement and ROI Management Define and implement a structured value measurement framework for the AI use case portfolio. Quantify ROI, track realized vs. projected value, and educate ...

First Citizens Bank

AI Portfolio Manager

Raleigh, NC · On-site

Value Measurement and ROI Management Define and implement a structured value measurement framework for the AI use case portfolio. Quantify ROI, track realized vs. projected value, and educate ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Raleigh, NC

Portfolio Manager information

See Raleigh, NC salary details

$36K

$97.7K

$182.3K

How much do portfolio manager jobs pay per year?

As of Jul 26, 2026, the average yearly pay for portfolio manager in Raleigh, NC is $97,653.00, 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.

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 models to optimize investment performance, often holding relevant certifications like the CFA. Their work involves continuous monitoring and adjusting investments to achieve desired returns within acceptable risk levels.

How do you become a portfolio manager?

To become a portfolio manager, typically one needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment analysis or financial management. Many professionals pursue certifications such as the Chartered Financial Analyst (CFA) designation to enhance their credentials. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important for success in this role.

How much money does a portfolio manager make?

A portfolio manager's salary varies based on experience, location, and the size of the firm, but typically ranges from $70,000 to over $200,000 annually. Many also earn performance-based bonuses and may hold certifications like the CFA to enhance earning potential.
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 July 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $97,653 per year, or $46.9 per hour.
Middle Market Portfolio Manager

Middle Market Portfolio Manager

First Horizon

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 6 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

40th of 170 rated banks

Job description

Location: 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 responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Daily responsibilities include:
  • Leading the analysis, underwriting, origination, and portfolio management of loans in a growing commercial and corporate portfolio.
  • Utilizing loan structuring, risk identification, and risk mitigation skills
  • Understanding and application of the Bank's risk grading methodology and credit appetite
  • Managing complex relationships and ability to understand both C&I and income-producing real estate (CRE) borrowers.
  • Partnering with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
  • Oversight of post-approval due diligence requirements and commercial loan documentation preparation.
  • Building and maintaining a portfolio mix of targeted high value and high potential clients, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
  • Partnering with junior members of the commercial team to delegate tasks related to the origination and servicing of the loan portfolio.
  • Providing feedback and guidance in order to develop the skills of these teammates.

Required experience, education and skills:
  • Minimum 3 to 5 years of commercial underwriting and portfolio management experience
  • Bachelor's degree (or equivalent in work experience) required.
  • Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals
  • Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners
  • Accurate typing, spelling and grammar skills.
  • Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
  • Strong written and oral communication skills.
  • Strong organizational and customer service skills.

About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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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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