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Associate Portfolio Analyst Jobs (NOW HIRING)

T Rowe Price

Portfolio Analyst- Equity

Baltimore, MD

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 ...

BNY

Associate Portfolio Manager

Newport Beach, CA · On-site

$71K - $104K/yr

Report and analyze investments for assigned investment teams, and support the marketing and client service teams with data requests * Interpret performance attribution, track error reports, and ...

NFP

Portfolio Analyst

Springfield, MA · On-site

The Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due ...

NFP

Portfolio Analyst

Hunt Valley, MD · On-site

The Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due ...

NFP

Portfolio Analyst

Pleasant Hill, CA · On-site

The Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due ...

NFP

Portfolio Analyst

Manhattan, NY · On-site

The Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due ...

ING Group

Associate, Portfolio Analytics

New York, NY · Hybrid

$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 ...

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 ...

NFP

Portfolio Analyst

Stamford, CT · On-site

The Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due ...

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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 Jun 6, 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 May 2026, with employment types broken down into 1% As Needed, 65% Full Time, 33% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $73,654 per year, or $35.4 per hour.
Associate Portfolio Analyst

Associate Portfolio Analyst

Lane Gorman Trubitt

Dallas, TX • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Founded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting services.
About the Role
LGT Financial Advisors is seeking an ambitious, detail-oriented, and investment-minded professional to support the portfolio management function of our growing financial advisory firm. This is an early-career role designed for someone who wants to build a meaningful career in portfolio management, analytics, and wealth advisory. The ideal candidate is intellectually curious, highly organized, tech-forward, and motivated by the opportunity to help advisors and clients make optimized investment decisions.
This role is especially well-suited for a candidate who is interested in, currently pursuing, or planning to pursue the Chartered Financial Analyst (CFA®) designation. The position will play an important role in supporting investment performance reporting, portfolio data integrity, manager due diligence, alternative investment tracking, and ongoing portfolio management operations.
Why This Role Matters
LGT Financial Advisors manages over 575 client portfolios across a broad range of investment solutions, including traditional public market strategies, model portfolios, and customized portfolios with meaningful exposure to private investments. Because of the complex nature of portfolio construction, accurate data, timely reporting, organized records, and disciplined portfolio oversight are essential. This role helps ensure that the firm's portfolio management solutions run with clarity, consistency, and precision.
What You Will Do
The Associate Portfolio Analyst will support the firm's investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support.
Key responsibilities include:
  • Portfolio data and performance reporting
  • Private investment tracking and pricing
  • Investment platform organization
  • Technology, systems, and process improvement
  • Team support and investment oversight

Who We Are Looking For
We are looking for someone who is passionate about building a career in portfolio management and who understands that strong oversight begins with strong execution and due diligence. The ideal candidate is:
  • Team and client oriented, motivated to bring their best efforts each day
  • Detail-oriented with strong organizational skills
  • Comfortable working with reports, systems, and recurring data processes
  • Tech-focused and interested in automation, workflow efficiency, and better use of systems
  • Confident in working independently while also supporting a collaborative advisory team
  • Interested in or currently pursuing the CFA® designation
  • Strong portfolio construction and investment acumen

Qualifications
Required
  • Bachelor's degree in finance, accounting, economics, business, data analytics, or a related field
  • Comfort working with investment data, spreadsheets, reports, and multiple systems
  • Ability to manage recurring tasks independently and consistently
  • Work in office at least three days per week

Preferred
  • Interest in, or active pursuit of, the CFA® designation.
  • Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms
  • Familiarity with basic asset classes such as public equity, fixed income, private equity, private credit, real assets, and alternative investments

If you're looking for a position to jump-start your career in an influential and established firm where you can gain experience with multiple clients and industries, this is the place for you. LGT offers educational, professional, and social opportunities to help each of our staff grow personally and professionally. Our family atmosphere sets us apart from larger firms and gives us the opportunity to help you develop your career!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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