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Portfolio Manager Jobs in Raleigh, NC (NOW HIRING)

711 MS Smith Barney, LLC

Portfolio Associate

Raleigh, NC · On-site

$92K - $110K/yr

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 ...

711 MS Smith Barney, LLC

Portfolio Associate

Raleigh, NC · On-site

$92K - $110K/yr

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 ...

CAPTRUST

Portfolio Systems Associate

Raleigh, NC

Manage data imports, exports, validation processes, and quality-control activities across portfolio management and operational systems. * Create and maintain operational reports, spreadsheets, and ...

New

Danaher

Senior IT Portfolio & Governance Lead

Raleigh, NC · On-site +1

$127K - $127K/yr

The position partners with project managers, resource managers, and business stakeholders to maintain portfolio data, facilitate governance processes, and support informed decision-making. This ...

First Citizens

Portfolio Strategist Specialist

Raleigh, NC · On-site

$65 - $95/hr

Trade Implementation - Answers inquiries regarding portfolio management trading systems. Ensure timely processing of trade-related activities. Position Specific Skills: Ability to research investment ...

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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 Sep 6, 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 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 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 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 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 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.

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 firm. 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.

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.

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 continuous monitoring and adjusting of investments to optimize performance and manage risk.

What qualifications do you need to be a portfolio manager?

A portfolio manager typically needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment management. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important.
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 $97,653 per year, or $46.9 per hour.

Portfolio Management Associate

711 MS Smith Barney, LLC

Raleigh, NC • On-site

$92K - $110K/yr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

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 Responsibilities

Portfolio 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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