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Associate Portfolio Analyst Jobs (NOW HIRING)

T Rowe Price

Portfolio Analyst- Equity

Baltimore, MD · On-site

Educate and train diverse groups of TRP associates about assigned investment portfolios. * Provide ... Proven analytical skills Strong communication skills FINRA Requirements FINRA licenses are not ...

T Rowe Price

Portfolio Analyst

Baltimore, MD · Hybrid

A We believe doing the right thing for our clients and our associates is good business. With a ... A Role Summary A The Portfolio Analyst (PA) serves as a subject matter resource for assigned T.

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ING Group

Associate, Portfolio Analytics

New York, NY · On-site

$110K - $135K/yr

Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...

Stifel

Portfolio Analyst

Zionsville, IN

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Portfolio Analyst facilitates the overall business development of ...

Digital Realty

Portfolio Analyst

Boston, MA · Hybrid

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a highvisibility role supporting the financial performance and strategic decisionmaking of ...

Stifel

Portfolio Analyst

Zionsville, IN

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... The Portfolio Analyst facilitates the overall business development of clientele by developing ...

Digital Realty

Portfolio Analyst

Boston, MA · On-site

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a high-visibility role supporting the financial performance and strategic decision-making ...

Stifel

Portfolio Analyst

Zionsville, IN · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing The Portfolio Analyst facilitates the overall business development of ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...

HarbourVest

Associate, Portfolio Analytics

Boston, MA · Hybrid

$80K - $90K/yr

The Portfolio Analytics team is seeking an Associate to support the day-to-day coordination of third-party vendor activities, with a primary focus on Acuity Analytics. Working alongside senior team ...

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Associate Portfolio Analyst information

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$29K

$73.7K

$125.5K

How much do associate portfolio analyst jobs pay per year?

As of Jul 26, 2026, the average yearly pay for associate portfolio analyst in the United States is $73,654.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $81,500.00 per year, depending on experience, location, and employer.

How does an Associate Portfolio Analyst typically collaborate with portfolio managers and other team members?

As an Associate Portfolio Analyst, you will work closely with portfolio managers by supporting research, preparing investment reports, and monitoring portfolio performance. Collaboration often involves attending regular team meetings, sharing market insights, and assisting in the implementation of investment strategies. You may also interact with risk analysts and client service teams to ensure portfolio alignment with client objectives and compliance requirements. Effective communication and teamwork are essential for success in this role.

What does an Associate Portfolio Analyst do?

An Associate Portfolio Analyst supports portfolio managers in analyzing and managing investment portfolios. Their responsibilities often include conducting research on markets and securities, monitoring portfolio performance, preparing reports, and assisting with investment strategy implementation. They use financial models and data analysis to provide insights and recommendations. This role is typically entry-level or early-career and is a stepping stone toward more senior investment positions.

What are the key skills and qualifications needed to thrive as an Associate Portfolio Analyst, and why are they important?

To thrive as an Associate Portfolio Analyst, you need strong analytical skills, a solid understanding of financial markets, and a relevant degree such as finance, economics, or mathematics. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel or data analysis tools is typically required. Attention to detail, effective communication, and the ability to work under pressure are vital soft skills for this role. These competencies ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within investment teams.

What is the difference between Associate Portfolio Analyst vs Investment Analyst?

AspectAssociate Portfolio AnalystInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive team within asset management firms, assisting portfolio managersResearch-focused role, analyzing securities and market trends
Employer & Industry UsageCommon in asset management, mutual funds, and hedge fundsWidely used in investment banking, asset management, and research firms

The Associate Portfolio Analyst typically supports portfolio management teams by analyzing data and assisting in investment decisions, often with a focus on specific portfolios. Investment Analysts conduct in-depth research on securities and market conditions to inform investment strategies. While both roles require similar educational backgrounds and certifications, the Associate Portfolio Analyst tends to have a more operational support role, whereas Investment Analysts focus more on research and analysis.

What cities are hiring for Associate Portfolio Analyst jobs? Cities with the most Associate Portfolio Analyst job openings:
What are the most commonly searched types of Portfolio Analyst jobs? The most popular types of Portfolio Analyst jobs are:
What states have the most Associate Portfolio Analyst jobs? States with the most job openings for Associate Portfolio Analyst jobs include:
Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 88% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $73,654 per year, or $35.4 per hour.
Portfolio Analyst

Portfolio Analyst

T. Rowe Price Associates, Inc.

Baltimore, MD • Hybrid

Full-time

Medical, Life, Retirement, PTO

Posted yesterday

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategies and represents those portfolios across the firm. The PA is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders.

The PA leverages the time of portfolio managers, portfolio specialists, and senior analysts while ensuring consistency, accuracy, and integrity of investment messaging. The role requires adaptability, strong execution skills, curiosity about data sources, and a commitment to building investment and strategy-specific knowledge over time.

For this position, the PA will initially focus on providing support to our Investment-Grade debt strategies through analysis, data aggregation, and other content generation, while retaining responsibility for validation, interpretation, and quality control.


Responsibilities

Research & Analysis

  • Conduct portfolio analysis incorporating market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning.

  • Execute responsibilities using AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, and generate initial analytical outputs, subject to appropriate human review.

  • Create custom, time-sensitive analysis by refining and validating outputs to ensure analytical accuracy, consistency, and alignment with approved investment messaging.

  • Actively develop fluency in investment data sources, including understanding where to source specific types of data, how data is constructed, and key limitations or considerations associated with its use.

  • Build and maintain subject matter knowledge of assigned portfolios, benchmarks, peers, and portfolio manager positioning through ongoing analysis, interaction with investment partners, and review of investment materials.

  • Support the preparation of quarterly strategy updates with senior review and guidance.


Provide Leverage to Other Investment Professionals

  • Support portfolio managers and specialists in responding to client, consultant, and internal inquiries.

  • Assist with the creation of presentations, exhibits, and analysis; identify and employ opportunities to leverage AI to improve speed, consistency, and scalability of outputs.


Franchise & Asset Class Support

  • Support RFPs and written commentaries ensuring outputs are aligned with approved content and reviewed for accuracy.

  • Participate in education, onboarding, and training efforts to build understanding of investment strategies, markets, and asset classes.


Qualifications

Required:

  • Bachelor's degree or equivalent experience

  • 2+ years of relevant work experience


Preferred:

  • Proven analytical and communication skills

  • Progress towards or has CFA and/or Master's degree

  • Fixed Income investment experience

  • Demonstrated interest in and comfort with using AI-enabled tools, automation, or analytics to execute analytical and content-related work efficiently and responsibly

FINRA Requirements

FINRA licenses are notrequiredand will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$90,000.00-$130,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$90,000.00-$130,000.00 for the location of: Washington, D.C.
$90,000.00-$130,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

  • Competitive compensation

  • Annual bonus eligibility

  • A generous retirement plan

  • Hybrid work schedule

  • Health and wellness benefits, including online therapy

  • Paid time off for vacation, illness, medical appointments, and volunteering days

  • Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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