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Client Portfolio Analyst Jobs (NOW HIRING)

AssetMark, Inc.

Client Portfolio Manager

Charlotte, NC · On-site

$140K - $155K/yr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while ... Strong analytical, organizational, and cross-functional collaboration skills Education & Experience:

AssetMark

Client Portfolio Manager

Charlotte, NC · Hybrid

$140K - $155K/yr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while ... Strong analytical, organizational, and cross-functional collaboration skills Education & Experience:

Man Group plc

Portfolio Analyst

Boston, MA · On-site

$95K - $125K/yr

As at 30 June 2026 Role Overview The Portfolio Analyst role puts you at the intersection of ... for client communications and presentations * Work across teams within Man Group to solve ...

Ceritypartners

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

Experience with portfolio construction, asset allocation, and investment analysis * Strong ... Tenacious about doing what is right for the client - always. Physical Requirements:

Axos Bank

Portfolio Analyst I

San Diego, CA · On-site

$22 - $26/hr

About This Job The Portfolio Analyst will support Credit & Portfolio Management by working with ... Strong organizational skills and ability to work in client relations and process improvement

Wintrust

Portfolio Analyst

Menomonee Falls, WI · On-site

$42K - $55K/yr

We are a dynamic company committed to growth and continually striving to exceed client expectations ... What You'll Do: The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of ...

Stifel

Portfolio Analyst

Zionsville, IN · On-site

What You'll Be Doing The Portfolio Analyst facilitates the overall business development of ... Screens new client prospects, developed through leads and referrals, to determine suitability for ...

Axos Bank

Portfolio Analyst I

San Diego, CA · On-site

$22 - $26/hr

About This Job The Portfolio Analyst will support Credit & Portfolio Management by working with ... Strong organizational skills and ability to work in client relations and process improvement

Allied Universal

Client Portfolio Manager

Chicago, IL · On-site

$104K/yr

Client Portfolio Manager Job Locations US-IL-Chicago Requisition ID 2026-1627239 Category (Portal ... Work with all levels in the organization to identify, analyze and solve problems and create ...

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Client Portfolio Analyst information

See salary details

$38K

$93.2K

$148K

How much do client portfolio analyst jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client portfolio analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.

What does a client portfolio analyst do?

A Client Portfolio Analyst is responsible for monitoring, analyzing, and reporting on investment portfolios managed on behalf of clients. They assist in assessing portfolio performance, conducting risk analysis, and preparing detailed reports for clients and portfolio managers. Their work helps ensure that investment strategies are aligned with clients' goals and compliance requirements. They often collaborate with investment advisors and research teams to support decision-making and respond to client inquiries about their investments.

What are the key skills and qualifications needed to thrive as a client portfolio analyst, and why are they important?

To thrive as a Client Portfolio Analyst, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, economics, or business. Expertise in portfolio management systems, financial modeling tools like Excel, and certifications such as CFA or FRM are often required. Outstanding interpersonal skills, attention to detail, and effective communication help you build client relationships and present complex information clearly. These skills are crucial for delivering accurate analyses, managing client expectations, and ensuring sound investment decisions.

How does a client portfolio analyst typically collaborate with portfolio managers and other team members?

Client Portfolio Analysts work closely with portfolio managers, investment analysts, and sometimes client relationship teams to gather and analyze data that informs investment decisions. They are often responsible for preparing detailed portfolio reports, conducting performance attribution analysis, and contributing insights during team meetings. This role requires strong communication skills, as analysts must clearly present findings and recommendations to both internal teams and occasionally directly to clients. Effective collaboration ensures that portfolio strategies align with clients’ objectives and that any potential risks or opportunities are promptly identified and addressed.

What is the difference between Client Portfolio Analyst vs Client Relationship Manager?

AspectClient Portfolio AnalystClient Relationship Manager
Primary FocusAnalyzing and managing client investment portfoliosBuilding and maintaining client relationships
Required SkillsFinancial analysis, data management, investment knowledgeCommunication, client service, sales skills
Work EnvironmentFinancial institutions, investment firmsBanking, wealth management firms
CertificationsChartered Financial Analyst (CFA), relevant degreesFinancial certifications helpful but not mandatory

While both roles involve client interaction, the Client Portfolio Analyst primarily focuses on analyzing and managing investment portfolios, whereas the Client Relationship Manager emphasizes building strong client relationships and providing personalized service. The roles often overlap in financial firms but serve different core functions.

How much does a client portfolio analyst make?

A client portfolio analyst typically earns a median annual salary of around $65,000 to $85,000, depending on experience, location, and industry. Entry-level analysts may start lower, while those with advanced skills or certifications can earn higher salaries, especially in financial services or investment firms.
More about Client Portfolio Analyst jobs
What cities are hiring for Client Portfolio Analyst jobs? Cities with the most Client Portfolio Analyst job openings:
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What job categories do people searching Client Portfolio Analyst jobs look for? The top searched job categories for Client Portfolio Analyst jobs are:
Client Portfolio Analyst jobs near you
Infographic showing various Client Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Commercial Portfolio Analyst

Sun Community Federal Credit U

El Centro, CA • On-site

$35.16 - $52.75/hr

Full-time

Posted 14 days ago

Job description

Position Purpose: The Commercial Portfolio Analyst plays a critical role in managing and analyzing a diverse portfolio of commercial assets to optimize financial performance and mitigate risk. This position involves conducting detailed financial analysis, monitoring portfolio trends, and providing actionable insights to support strategic decision-making. The analyst collaborates closely with cross-functional teams including risk management, credit, and business development to ensure portfolio health and alignment with organizational goals. By leveraging data analytics and market research, the role aims to identify growth opportunities and potential vulnerabilities within the portfolio. Ultimately, the Commercial Portfolio Analyst contributes to sustaining profitability and enhancing the competitive positioning of the company’s commercial portfolio.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Core Portfolio & Credit Analysis Functions

  • Analyze and monitor commercial loan portfolios to identify trends, risks, and opportunities, and provide recommendations to support portfolio performance.
  • Prepare financial analyses, reports, forecasts, and presentations for management using financial models and market data.
  • Conduct portfolio reviews, stress testing, and risk assessments to ensure compliance with regulatory requirements and internal policies.
  • Support commercial lending initiatives by evaluating new opportunities and maintaining accurate portfolio documentation.

Construction Loan Administration

  • Administer construction loan disbursements by reviewing draw requests, verifying required documentation, and coordinating with inspectors, title companies, and fund control providers.
  • Monitor project budgets, reserves, timelines, and borrower liquidity to ensure compliance with loan agreements and identify potential risks or funding issues.
  • Maintain construction loan records and draw schedules while communicating project status and exceptions to lending staff and management.

SBA & USDA Loan Servicing

  • Serve as the primary contact for SBA borrowers, providing ongoing support throughout the life of the loan.
  • Process servicing requests, monitor compliance requirements, and prepare required reporting and documentation for SBA and USDA Business & Industry guaranteed loans.
  • Coordinate with government agencies, investors, and internal stakeholders to ensure timely servicing, reporting, and regulatory compliance.

Audit & Regulatory Support

  • Support internal audits, loan reviews, regulatory examinations, and external audits by maintaining organized, audit-ready loan files and responding to documentation requests.
  • Assist in resolving audit findings and implementing corrective actions as needed.

QUALIFICATIONS

EDUCATION/CERTIFICATION

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • At least 2 years of experience in commercial portfolio analysis, credit analysis, or financial analysis.
  • Strong proficiency in Microsoft Excel and financial modeling techniques.
  • Excellent analytical, problem-solving, and communication skills.


SKILLS/ABILITIES

Technical Skills

  • Familiarity with NCUA regulations, Reg B (ECOA), BSA/AML, and other applicable lending compliance requirements.
  • Working knowledge of SBA SOP requirements and USDA B&I guaranteed loan program requirements preferred.
  • Familiarity with construction loan draw processes, lien waivers, and title/inspection documentation preferred.
  • Strong financial statement analysis and spreading skills.
  • Excellent organizational skills and attention to detail, with the ability to manage multiple deadlines and priorities.
  • Strong written and verbal communication skills, with the ability to interact professionally with clients, examiners, and internal staff.
  • Proficiency in Microsoft Excel and Word; experience with core banking and loan servicing systems preferred.


Preferred Qualifications

  • Prior experience in commercial construction lending or SBA/USDA guaranteed lending programs.
  • Experience supporting regulatory examinations or internal/external loan audits.
  • Experience working within the banking or commercial lending industry.
  • Familiarity with regulatory requirements affecting commercial portfolios.
  • Advanced skills in statistical analysis and data visualization tools.


Working Conditions

  • Standard office environment with occasional need to visit construction sites or attend client meetings; may require occasional travel within the bank’s market area.
  • Occasional evening or weekend work to meet project deadlines.
  • Sitting for extended periods; dexterity of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
  • Physically able to participate in meetings, presentations, and training sessions.

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