Portfolio Manager Jobs in North Carolina
Portfolio Manager jobs in North Carolina are in steady demand, concentrated in financial services, wealth management, and corporate treasury operations, with openings at every level from analyst-track associates through senior portfolio managers overseeing institutional funds. Charlotte leads hiring by a wide margin as one of the largest banking centers in the country, with Raleigh-Durham and Greensboro adding meaningful volume through regional investment firms and insurance companies. Bank of America, Wells Fargo, and Vanguard's growing Raleigh presence are among the most consistent employers of portfolio managers in the state, particularly in fixed income, equity, and multi-asset management. Find a role that fits below and apply directly.
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Company Overview
RealManage is a leading national community association management company serving homeowners' associations (HOAs), condominium associations, cooperatives, luxury high-rises, municipal utility districts, master-planned communities, and nationally recognized developer and builder clients. RealManage is proud to be recognized on the Inc. 5000 list of America's fastest-growing private companies and ranked among the top firms in the community management industry. We combine experienced people, innovative technology, and proven practices to help communities thrive.
At RealManage, The RM Way is our service identity - something we live every day. It provides a shared definition of what great looks like, a common language for coaching and recognition, and a standard every associate can own. It guides how we serve our clients, how we serve each other, and how we grow.
Our commitment to an exceptional associate experience is reflected in RealManage being Great Place to Work® Certified™ for three consecutive years. We believe exceptional client experiences start with our associates, and we foster a workplace where people are supported, encouraged to grow, and empowered to deliver outstanding service.
Join RealManage and be part of a values-based organization where The RM Way shapes how we serve, work, grow, coach, and recognize one another every day - while making the communities we manage stronger because RealManage is there.
Our Guiding Values
RealManage is a values-based company with the following values as our guiding principles:
- Integrity: we always do the right thing.
- Respect: for our customers, employees and company; mutual respect is the cornerstone for every RealManage relationship.
- Selflessness: more than teamwork; we are part of something special and much larger than any of us.
- Personal Relationships: we are a professional services company; people do business with people they like.
- Always Improving: never satisfied, always learning, and always growing. At RealManage, we are always getting better.
About the Role
The Community Association Manager (CAM) is the key ambassador and face of RealManage, responsible for leading the day-to-day operations of a portfolio of community associations. In this vital role, the CAM ensures professional, timely, and top-tier service that aligns with RealManage values, service level agreements, and guiding principles.
You'll work closely with the Director of Community Association Management (DCAM) and Boards of Directors to support smooth community operations, resolve issues efficiently, promote community harmony, and enhance the overall value and experience of each community.
By building strong, positive relationships with homeowners, board members, and vendors, you will play a critical role in delivering exceptional customer satisfaction and fostering vibrant, well-managed communities.
Essential Duties and Responsibilities
COMMUNICATION & CUSTOMER SERVICE
- Respond promptly to all emails and calls - within 24 hours - while upholding RealManage guiding principles.
- Build strong relationships with residents, promote clear communication, and foster a collaborative community culture.
- Provide consistent updates on community matters, including collections, compliance, service requests, and work orders.
- Address escalated homeowner concerns professionally and effectively.
BOARD RELATIONS & COMMUNITY LEADERSHIP
- Oversee the daily operations of a portfolio of community associations, providing strategic and operational guidance to Boards of Directors.
- Serve as a trusted advisor to Boards, assisting with contractor selection, insurance coordination, and long-term planning.
- Develop and execute strategic plans to enhance services, amenities, and operational efficiency.
- Prepare for and conduct Board and Annual Meetings, including producing monthly management reports with actionable insights.
- Present clear, timely financial and operational reports to Boards and stakeholders.
FINANCIAL MANAGEMENT
- Prepare and manage annual budgets for multiple communities, ensuring accuracy and alignment with Board objectives.
- Collaborate with accounting on financial performance, including invoice processing, cash flow management, and variance analysis.
- Review, approve, and oversee vendor payments in coordination with community budgets.
- Monitor collections and accounts receivable, initiating legal actions when necessary to protect association interests.
VENDOR & PROJECT MANAGEMENT
- Manage vendor relationships, including bidding, contract negotiation, oversight, and issue resolution.
- Oversee community projects, including repairs, maintenance, and improvements, ensuring quality, timeliness, and budget adherence.
- Proactively identify opportunities for service and operational improvement.
COMPLIANCE & RISK MANAGEMENT
- Ensure full compliance with governing documents, legal regulations, and industry standards.
- Implement risk management strategies and maintain proper insurance coverage; manage claims through resolution.
- Analyze and navigate complex issues using sound judgment and effective problem-solving skills.
TEAM LEADERSHIP & DEVELOPMENT
- Lead, mentor, and support staff to foster professional growth and high performance.
- Participate in required team and training meetings to remain informed and up to date.
PROFESSIONAL STANDARDS & ACCOUNTABILITY
- Conduct all duties with the highest level of personal, professional, and ethical integrity.
- Demonstrate sound judgment, accountability, and professionalism in carrying out responsibilities.
- Complete special projects and additional responsibilities as assigned.
Disclaimer
This description is not intended to be an exhaustive list of duties. The employee may perform other duties as assigned to meet the ongoing needs of the organization. Reasonable accommodation may be made to enable qualified individuals to perform the essential functions of this position.
Job Qualification
EDUCATION / WORK EXPERIENCE REQUIREMENTS
- CMCA or state-equivalent certifications desired.
- Must have a valid driver's license.
- Minimum 2-3 years in property management / community management experience, in addition to other professional work experiences that demonstrate leadership capabilities.
- Proven ability to effectively manage and lead a team.
- Experienced in managing complex developer portfolios and relationships.
- Strong understanding of community association business and financial statements.
- Excellent organizational, time management, and communication skills.
- High integrity, honesty, professionalism, and customer service orientation.
- Excellent verbal and written communication skills, with the ability to effectively engage with both internal and external customers.
- Proficiency in MS Office applications (Word, Excel, and Outlook).
Physical Requirements
- Must be able to remain in a stationary position 50% of the time.
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, computer, and printer.
- Constantly positions self to maintain files in file cabinets.
- The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
- The ability to observe details at close range (within a few feet of the observer).
- Frequently move boxes weighing up to 20 lbs across the office for various needs.
- Works in outdoor weather conditions while onsite at various communities.
- Occasionally ascends/descends a ladder or stairs.
RealManage is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to apply for this position or perform essential job functions, please contact Human Resources at hr@ciramail.com.
Pay and Benefits
$60,000 to $65,000, depending on education and experience.
Benefits include:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life and Disability Insurance
- HSA (Required High-Deductible Medical Plan to be eligible)
- FSA
- Education Reimbursement
- 401K matching
- Employee Assistance Program (EAP)
- 11 paid Holidays
EEO & Values Statement
RealManage is a values-based, equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
See All 36 Portfolio Manager Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Portfolio Manager JobsPortfolio Manager Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Portfolio Manager Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Chemicals & Materials
What North Carolina Employers Look For
The qualifications that appear most often in portfolio manager jobs across North Carolina.
- Active FINRA Series 65 or Series 66 registration recognized in North Carolina
- Bachelor's degree in finance, economics, or a related quantitative field
- CFA designation or demonstrated progress toward earning the CFA charter
- Experience with portfolio management platforms such as Bloomberg or FactSet
- Proven ability to construct and rebalance investment portfolios across asset classes
- Strong written and verbal communication skills for client reporting and presentations
Portfolio Manager Jobs in North Carolina: Frequently Asked Questions
How do you become a portfolio manager in North Carolina?
Most portfolio managers in North Carolina enter through a finance or economics degree, then register with FINRA by passing the Series 65 or Series 66 exam, which North Carolina requires for investment adviser representatives. From there, professionals typically spend several years as a research analyst or associate portfolio manager before taking on discretionary management responsibilities. Earning the CFA charter significantly accelerates that progression at Charlotte and Raleigh-Durham firms.
Which companies hire portfolio managers in North Carolina?
Employers hiring portfolio managers in North Carolina right now include Fidelity Bank, CAMS Community Association Management Services, and The Nabo, based on current listings on Migrate Mate as of September 2026. North Carolina's concentration of major bank holding companies and insurance carriers in Charlotte and the Research Triangle makes it one of the more active states for investment management hiring outside of New York.
Which North Carolina cities have the most portfolio manager jobs?
Charlotte, Raleigh, and Cary account for the most portfolio manager openings in North Carolina. Charlotte dominates because it is home to major bank headquarters and regional wealth management practices, while Raleigh-Durham draws volume from insurance companies, university endowments, and the technology sector's growing corporate treasury functions, and Greensboro adds openings through regional investment advisory firms and insurance carriers headquartered there.
Are there remote portfolio manager jobs in North Carolina?
Yes, though they are less common than in purely analytical or technology roles because many portfolio manager positions involve client-facing responsibilities and team-based investment processes that firms prefer to keep in person. About 64% of portfolio manager openings tied to North Carolina are remote or hybrid as of September 2026, with the remote subset concentrated in quantitative or back-office portfolio analyst roles rather than client-directed discretionary management seats.
How can I get hired as a portfolio manager in North Carolina with little or no experience?
The most realistic entry path is a rotational analyst program at one of Charlotte's large bank-affiliated investment management divisions, where new graduates move across fixed income, equities, and multi-asset teams before specializing. Bank of America's Global Wealth and Investment Management group and Wells Fargo Advisors both run structured analyst tracks in Charlotte. Passing the Series 65 exam and beginning CFA Level I before applying signals readiness and separates candidates without a full experience record.
Where can I find and apply to portfolio manager jobs in North Carolina?
You can find and apply to portfolio manager jobs in North Carolina on Migrate Mate, which lists current North Carolina openings across Charlotte, Raleigh-Durham, Greensboro, and other markets in the state. Find the roles that fit your experience level and specialty and apply directly from each listing.
See All 36 Portfolio Manager Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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