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Portfolio Manager Jobs in Raleigh, NC (NOW HIRING)

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 ...

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.

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 ...

IONNA LLC

Senior Manager Portfolio Execution

Raleigh, NC · On-site

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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All 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 4, 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 June 2026, with employment types broken down into 79% Full Time, 18% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $97,653 per year, or $46.9 per hour.

Portfolio Manager - Towne Trust

Bank & Investment Group

Raleigh, NC • On-site

Full-time

Posted 4 days ago

Job description

Primary Purpose:
The Portfolio Manager actively supports the member relationship team by managing member investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve. This role is responsible for analyzing, structuring, implementing and monitoring investment strategies for members based on their values, goals, and risk parameters. The Portfolio Manager will construct portfolios consisting of equities, fixed income, cash and alternative assets within investment guidelines. The PM will participate in and contribute to the investment team through macroeconomic, industry, and company research. The PM is also expected to participate in and contribute to the firm's growth through business development efforts.
Essential Responsibilities:
  • Gather, analyze, and document the member's and prospective member's financial plans and information.
  • Prepare investment guidelines, investment policy statements, and strategies in line with the member's values, goals, and risk parameters.
  • Prepare and produce financial reporting, charts, and other materials for member meetings and presentations.
  • Assist in drafting proposals, presentations, reference materials, and other documents as needed.
  • Propose and implement investment programs as directed by the member relationship team and in line with the member's investment policy statement.
  • Meet with members to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models and ensure current allocations are appropriate.
  • Provide in-depth research of individual stocks in assigned sectors and contribute to the team's macroeconomic research efforts.
  • Respond to members requests for information, advice and service - including proactive member outreach and creating and building investment content for prospect and member presentations, memebr investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and member interaction.
  • Accountable for the understanding of and adherence to operational controls, policies, procedures and processes to ensure compliance with bank policies and related laws and regulations.
  • 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:
  • Undergraduate degree in finance, accounting, economics or equivalent preferred.
  • Three years of investment management experience in a member-facing role.
  • CFA designation or program enrollment.
  • Broad-based technical knowledge of investments, markets, the economy, and high net worth portfolio management.
  • Knowledge of fiduciary standards, principles, products and applicable laws and regulations relevant to discretionary portfolio management for fiduciary
  • Intermediate level knowledge of Microsoft Office (expert level knowledge preferred for Excel) with the ability to learn other job specific software applications.
  • Skill in analyzing situations and applying critical thinking to resolve problems and decide on courses of action.
  • Ability to work collaboratively, communicate effectively and have positive relationships with members (internal and external).
  • Ability to readily modify, respond to, and integrate change with minimal personal
  • Ability to quickly process information, draw relevant conclusions, and clearly summarize results
  • Demonstrated leadership and teamwork skills with an ability to collaborate and thrive in a member-focused, team-based environment.
  • Strong written and oral communication skills and ability to distill and convey information in a compelling
  • Skill in adopting technological advancements and facilitating into current and future responsibilities
  • Skill in discovering and working to meet underlying needs; following through on questions, requests,
  • Ability to anticipate, monitor, and meet the needs of members (internal and external) and respond in an appropriate manner.
  • Ability to take action in the workplace, set personal goals, and independently identify and find alternative solutions to accomplish objectives.

Desired Skills & Competencies:
  • Experience with Bloomberg, Factset, and Morningstar.

Physical Requirements:
  • Express or exchange ideas by means of the spoken word via email and
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the
  • 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
  • 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

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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