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Portfolio Manager Jobs (NOW HIRING)

Vestmark, Inc.

Portfolio Manager

OR · Remote

This person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio ...

wafna

Portfolio Manager

Santa Fe Springs, CA · On-site

The Portfolio Manager is responsible for driving portfolio performance through SKU-level decisions, category direction, and cross-functional execution. The Portfolio Manager ensures the portfolio is ...

Lee Financial

Portfolio Manager

Dallas, TX · On-site

Description Portfolio Manager Lee Financial | Wealth Management |Dallas, TX Lee Financial is seeking an experienced Portfolio Manager to join our growing wealth management firm. This role is ideal ...

wafna

Portfolio Manager

Santa Fe Springs, CA · On-site

The Portfolio Manager is responsible for driving portfolio performance through SKU-level decisions, category direction, and cross-functional execution. The Portfolio Manager ensures the portfolio is ...

Avidbank

Portfolio Manager

San Jose, CA · On-site

$90K - $140K/yr

Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty Finance Work Location Type: Office Hybrid Location: San Francisco Bay Area The Role The AVP Portfolio ...

wafna

Portfolio Manager

Santa Fe Springs, CA · On-site

The Portfolio Manager is responsible for driving portfolio performance through SKU-level decisions, category direction, and cross-functional execution. The Portfolio Manager ensures the portfolio is ...

Security Service FCU

Portfolio Manager

San Antonio, TX · On-site

The Portfolio Manager I will ensure early identification of risk in the credit through review of gathered documentation. Analyzes financial statements, industry risks, collateral, credit structure ...

Vestmark, Inc.

Portfolio Manager

$140K - $160K/yr

This person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio ...

wafna

Portfolio Manager

Santa Fe Springs, CA · On-site

The Portfolio Manager is responsible for driving portfolio performance through SKU-level decisions, category direction, and cross-functional execution. The Portfolio Manager ensures the portfolio is ...

White & Case LLP

Portfolio Manager

Washington, DC · On-site

Position Summary The Portfolio Manager is a senior leadership role within the Technology PMO, responsible for the strategic planning, prioritization, governance, and delivery oversight of one or more ...

Bank of New England

Portfolio Manager

Salem, NH

$85K - $100K/yr

Portfolio Manager Full-Time | Credit Department Location: Salem, NH Salary: $85,000-$100,000 per year Join a Community Bank That Values Relationships We're seeking an experienced Portfolio Manager to ...

MRINetwork Jobs

Portfolio Manager

Linden, PA · On-site

Portfolio Managers: Be Ready When the Right Opportunity Comes Along Portfolio managers play a vital role in supporting commercial lending teams, managing client relationships, monitoring credit ...

Bank of New England

Portfolio Manager

Salem, NH · On-site

$85K - $100K/yr

Portfolio Manager Full-Time | Credit Department Location: Salem, NH Salary: $85,000-$100,000 per year Join a Community Bank That Values Relationships We're seeking an experienced Portfolio Manager to ...

CRMG

Portfolio Manager

Tigard, OR · On-site

$75K - $100K/yr

Our Portfolio Managers are leaders who provide a key point of contact for clients and excel at building high functioning teams to manage a diverse portfolio of multi-family residential properties.

Avidbank

Portfolio Manager

San Jose, CA · On-site +1

$90K - $140K/yr

Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty Finance Work Location Type: Office Hybrid Location: San Francisco Bay Area The Role The AVP Portfolio ...

Arboreal Management

Portfolio Manager

Seattle, WA · On-site

$80K - $90K/yr

Portfolio Manager - In Person (Seattle, WA) $80,000 - $90,000 + Benefits About Arboreal Management Arboreal Management is a mission-driven property management company focused on affordable and ...

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Portfolio Manager information

See salary details

$37K

$100.5K

$187.5K

How much do portfolio manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 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 cities are hiring for Portfolio Manager jobs? Cities with the most Portfolio Manager job openings:
What are the most commonly searched types of Portfolio jobs? The most popular types of Portfolio jobs are:
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What states have the most Portfolio Manager jobs? States with the most job openings for Portfolio Manager jobs include:
What job categories do people searching Portfolio Manager jobs look for? The top searched job categories for Portfolio Manager jobs are:
Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Portfolio Manager

Vestmark, Inc.

OR • Remote

Other

Re-posted 23 days ago

Job description

Vestmark has been supporting clients' direct indexing solutions for more than a decade.  As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team.  This person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio management and rebalance, ESG customizations and tax optimization.  In addition, this person will work in a fast paced, dynamic environment with a growth mindset to support future expansions of new products and asset classes.  This position can be based out of Wakefield, MA or Remote.

Key Responsibilities: 

  • Be a key contributor in the development and implementation of direct indexing solutions
  • Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review
  • Provide tax transitioning and tax loss harvesting to maximize tax efficiency
  • Provide portfolio analysis, reporting and monitoring of direct index strategies and ad-hoc analysis
  • Work closely with trading, client service, operations to improve portfolio management efficiency, maximize investment outcome and ensure client success
  • Collaborate with internal stakeholders to improve investment processes, and enhance investment management tools and systems

Qualifications:

  • Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly preferred
  • 5-7+ years of hands-on investment management experience
  • Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience managing direct index portfolios strongly preferred
  • Experience in tax loss harvesting and generate tax alpha
  • Strong understanding of direct indexing, customizations, ESG and sustainability investing, and tax optimization
  • Strong operational experience running, analyzing, and improving processes and systems
  • Working knowledge and experience using equity risk models and portfolio optimizers
  • Excellent communication and collaboration skills, team-player
  • Strong quantitative and analytical skills
  • Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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