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Associate Portfolio Analyst Jobs in Indiana (NOW HIRING)

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 ...

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 ...

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 ...

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All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Indiana

Associate Portfolio Analyst information

See Indiana salary details

$27.6K

$70.1K

$119.4K

How much do associate portfolio analyst jobs pay per year?

As of Jul 15, 2026, the average yearly pay for associate portfolio analyst in Indiana is $70,086.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,300.00 and $77,600.00 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 are the most commonly searched types of Portfolio Analyst jobs in Indiana? The most popular types of Portfolio Analyst jobs in Indiana are:
What cities in Indiana are hiring for Associate Portfolio Analyst jobs? Cities in Indiana with the most Associate Portfolio Analyst job openings:
Associate Portfolio Analyst jobs near you
Portfolio Analyst

Portfolio Analyst

Stifel

Zionsville, IN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.


The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients.


  • Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current clients, and executing marketing strategies to attract new clients.
  • Screens new client prospects, developed through leads and referrals, to determine suitability for addition to group.
  • Makes asset allocation recommendations to the IR and develops the portfolio in conjunction with the IR.
  • Critically examines current holdings to evaluate whether action is warranted
  • Develops customized financial plan/asset allocation proposals, including leveraging the Firm's proprietary software tools.
  • Research and analyze new and existing clientele and provide recommendations and or/updates to the IR about new opportunities, changes to product, or general matters of significance that may have an impact to the business.
  • Manage risk and ensure adherence to company policies and regulations in day-to-day business activity.

  • Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Time Management - Managing one's own time and priorities to ensure the meeting of deadlines.
  • Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.

  • Minimum Required: Bachelor's degree or equivalent combination of education and experience.
  • Minimum Required: 4+ years financial services experience.

  • Minimum Required: FINRA Series 7 & 63.

  • Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in personnel software/database and the ability to create and maintain simple spreadsheets.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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