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Assets Associate Portfolio Manager Investment Analyst

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Portfolio Manager, Financial Consultant
Job Description & How to Apply Below
Position: Real Assets Associate Portfolio Manager Investment Analyst

Real Assets – Associate Portfolio Manager / Investment Analyst

Real Assets is an equity-oriented portfolio with a target allocation of ~18% of the total portfolio, which as of December 31st, 2025 was approximately $140 billion.

This role will primarily focus on the infrastructure, energy, and natural resources sectors, assisting the Director of Real Assets and the Real Assets Team in analyzing potential investment opportunities and optimizing the existing portfolio.

Responsibilities
  • Researching and evaluating investment opportunities
  • Managing due diligence investigations
  • Preparing investment memoranda, industry research, and other specialized reports for the asset class
  • Conducting portfolio analytics and valuations
  • Communicating within the team and external fund sponsors
Qualifications
  • 2 to 5 years of relevant experience for an investment analyst position, or 5+ years for an associate portfolio manager position
  • Prior experience working in an investment support capacity within an investment bank, private equity fund sponsor, consultant or advisor, institutional investor, family office, operating or development company, or related capacity
  • Education in business, finance, mathematics, engineering, or a scientific field relevant to evaluating opportunities in energy, infrastructure, and/or natural resources
  • Full‑time availability, working from the NCIA offices in Raleigh, NC, with periodic domestic or international travel required
Application

Individuals are encouraged to submit a letter of interest (with compensation expectations) and a resume to NCIAResumes.

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Position Requirements
10+ Years work experience
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