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Director Portfolio Analytics Jobs (NOW HIRING)

Equitable

Senior Portfolio Analyst (HYBRID)

New York, NY · On-site

$100K - $150K/yr

... Board of Directors. What You'll Be Doing Portfolio Analytics & Performance Oversight * Lead analysis of portfolio performance, risk, and attribution across multi-asset portfolios, including ...

Equitable

Senior Portfolio Analyst (HYBRID)

New York, NY · On-site

$100K - $150K/yr

... Board of Directors. What You'll Be Doing Portfolio Analytics & Performance Oversight * Lead analysis of portfolio performance, risk, and attribution across multi-asset portfolios, including ...

Equitable

Senior Portfolio Analyst (HYBRID)

New York, NY · On-site

$100K - $150K/yr

... Board of Directors. What You'll Be Doing Portfolio Analytics & Performance Oversight * Lead analysis of portfolio performance, risk, and attribution across multi-asset portfolios, including ...

The Hartford

Director, Portfolio Lead

Hartford, CT · Hybrid

Director, Portfolio Lead - BA06DE We're determined to make a difference and are proud to be an ... Operate as the primary conduit for the Chief Data Officer or Chief AI and Analytics Officer in ...

The Hartford

Director, Portfolio Lead

Columbus, OH · Hybrid

$128K - $192K/yr

Director, Portfolio Lead - BA06DE We're determined to make a difference and are proud to be an ... Operate as the primary conduit for the Chief Data Officer or Chief AI and Analytics Officer in ...

The Hartford

Director, Portfolio Lead

Hartford, CT · Hybrid

$128K - $192K/yr

Director, Portfolio Lead - BA06DE We're determined to make a difference and are proud to be an ... Operate as the primary conduit for the Chief Data Officer or Chief AI and Analytics Officer in ...

The Hartford

Director, Portfolio Lead

Columbus, OH · Hybrid

Director, Portfolio Lead - BA06DE We're determined to make a difference and are proud to be an ... Operate as the primary conduit for the Chief Data Officer or Chief AI and Analytics Officer in ...

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Director Portfolio Analytics information

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$71K

$158.1K

$244.5K

How much do director portfolio analytics jobs pay per year?

As of Sep 9, 2026, the average yearly pay for director portfolio analytics in the United States is $158,116.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,000.00 and $180,000.00 per year, depending on experience, location, and employer.

What is the difference between Director Portfolio Analytics vs Portfolio Analyst?

AspectDirector Portfolio AnalyticsPortfolio Analyst
CredentialsBachelor's/Master's in Finance, Economics, or related; often requires experience in analytics or financeBachelor's degree in Finance, Economics, or related; entry to mid-level role
Work EnvironmentStrategic, leadership-focused, overseeing analytics teams and projectsOperational, data analysis, supporting decision-making processes
Employer & IndustryFinancial institutions, asset management firms, investment banksFinancial firms, investment companies, asset managers

The main difference between a Director Portfolio Analytics and a Portfolio Analyst lies in their level of responsibility and scope. The Director focuses on strategic oversight, leading teams, and making high-level decisions, while the Portfolio Analyst handles data analysis and supports the team with detailed insights. Both roles require strong analytical skills and relevant credentials, but the Director's role is more leadership-oriented.

What are popular job titles related to Director Portfolio Analytics jobs?

For Director Portfolio Analytics jobs, the most frequently searched job titles are:

Infographic showing various Director Portfolio Analytics job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 84% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $158,116 per year, or $76 per hour.

Director Portfolio Management

Cleveland, OH • On-site

Clearstead Advisors LLC
Finance and Insurance • 51 - 200 employees
Learn more about Clearstead Advisors LLCexternal

Full-time

Posted 21 days ago

Job description

Description

Position Summary:  


This position will be responsible for investment portfolio construction, implementation of strategy, and proactive portfolio oversight while maintaining the Clearstead Investment Philosophy to provide superior client service and support.   


Position responsibilities: 


Create complex investment analysis or modeling to support sophisticated investment clients

Evaluates prospect investment data, leads and delivers the design of investment portfolio proposals, and collaborates with team members in a positive and passionate manner to win new business

Facilitate live investment portfolio reviews with current clients and prospects

Communicate portfolio updates and rebalance initiatives to assigned clients as needed

Follow the Clearstead approach of creating client meeting agendas/recaps

Advanced knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members

Has ambitions of becoming a client facing advisor and managing their own book of business. 

Active in business development efforts within the community

Maintain strong command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits

Advanced understanding of and utilize Tamarac Advisor View/Rebalancer, Addepar and other software systems to analyze and manage client portfolios

Serve as the primary Clearstead point of contact for several clients carrying an investment focus, and support contact for clients receiving comprehensive services (Planning, Tax, Investments)

Collaborate and mentor Portfolio Associates to manage client investment portfolios

Participating in Investment Research and Asset Allocation Committee meetings  

Regularly communicate with Research Department on investment strategy

Manage client databases and investment policy information to uphold data integrity

Organize and track client assignments to efficiently manage workload

Use internal systems to manage work efforts and communicate effectively to drive consistent and professional client experiences

Complete other duties as assigned

Requirements

Essential skills and experience:

  • Bachelor's degree in business administration, Finance, Economics or related field; master's degree preferred
  • Advanced designation (i.e., CFA, CFP, CAIA) strongly preferred
  • 7+ years of investment and financial market experience within a financial services institution; experience within a private wealth advisory setting preferred
  • Passion for investments
  • Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
  • Demonstrated analytical skills
  • Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
  • Demonstrated client service skills
  • Excellent interpersonal and communication skills, written and verbal
  • Has a strong ability to solve problems and an entrepreneurial drive to get things done 
  • Strong team player with the ability to interact with staff at all levels of the organization
  • Commitment to company values

About Clearstead: 


Clearstead is an independent financial advisory firm servicing wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures. 

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust services, and investment management to address complex financial situations. 

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