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Entry Level Investment Portfolio Analyst Jobs (NOW HIRING)

Man Group plc

Portfolio Analyst

Boston, MA · On-site

$95K - $125K/yr

About Man Group Man Group is a global alternative investment management firm focused on pursuing ... As at 30 June 2026 Role Overview The Portfolio Analyst role puts you at the intersection of ...

New

Digital Realty

Portfolio Analyst

Boston, MA · On-site

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you ... Prepare investment analyses and underwriting materials for properties across multiple markets.

Digital Realty

Portfolio Analyst

Boston, MA · Hybrid

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you ... Prepare investment analyses and underwriting materials for properties across multiple markets.

Keybank

Portfolio Analyst

Brooklyn, OH · Hybrid

$52K - $80K/yr

The Portfolio Analyst will be responsible for working with and assisting members of the Fixed ... A minimum of 2 years of highly relevant investment management experience. * Proficient in Microsoft ...

KeyBank

Portfolio Analyst

Brooklyn, OH · On-site

$52K - $80K/yr

The Portfolio Analyst will be responsible for working with and assisting members of the Fixed ... A minimum of 2 years of highly relevant investment management experience. * Proficient in Microsoft ...

Invesco

Client Portfolio Analyst

New York, NY · Hybrid

About Invesco As one of the world's leading independent global investment firms, Invesco is ... Employee stock purchase plan We are looking for our next Client Portfolio Analyst (CPA) to join our ...

New

Avidbank

Portfolio Analyst

San Jose, CA

$70K - $100K/yr

Portfolio Analyst Position type: Full-time Base Pay range:$70,000 - $100,000 Division: Venture ... Proactively track performance of client operations, interfacing with the client and investment ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

Portfolio Analyst Position type: Full-time Base Pay range:$70,000 - $100,000 Division: Venture ... Proactively track performance of client operations, interfacing with the client and investment ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

Portfolio Analyst Position type: Full-time Base Pay range: $70,000 - $100,000 Division: Venture ... Proactively track performance of client operations, interfacing with the client and investment ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

Portfolio Analyst Position type: Full-time Base Pay range: $70,000 - $100,000 Division: Venture ... Proactively track performance of client operations, interfacing with the client and investment ...

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All JobsInvestment Portfolio Analyst JobsEntry Level Investment Portfolio Analyst Jobs

Entry Level Investment Portfolio Analyst information

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$38K

$93.2K

$148K

How much do entry level investment portfolio analyst jobs pay per year?

As of Aug 8, 2026, the average yearly pay for entry level investment 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 is the difference between Entry Level Investment Portfolio Analyst vs Investment Analyst?

AspectEntry Level Investment Portfolio AnalystInvestment Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; some certifications like CFA Level I are a plusBachelor's degree; CFA Level I or II preferred; similar educational background
Work EnvironmentFinancial firms, asset management companies, investment banks; entry-level rolesFinancial firms, asset management, hedge funds; more experienced roles
Employer & Industry UsageCommon in asset management and investment firms for entry-level positionsUsed across investment firms for roles involving research and analysis

The main difference is that Entry Level Investment Portfolio Analysts focus on supporting portfolio management and asset allocation at an entry level, while Investment Analysts typically conduct broader research and analysis to inform investment decisions, often with more experience and responsibility.

What does an entry level investment portfolio analyst do?

An Entry Level Investment Portfolio Analyst assists with researching, analyzing, and monitoring investment portfolios under the guidance of senior analysts or portfolio managers. They help collect and interpret financial data, track market trends, and prepare reports to support investment decisions. This role is often an introduction to the finance industry, offering opportunities to learn about asset allocation, risk management, and investment strategies. Analysts use tools like Excel and financial databases to evaluate the performance of various securities and recommend adjustments to optimize portfolio returns.

What are the typical career advancement opportunities for an entry level investment portfolio analyst?

Entry Level Investment Portfolio Analysts often begin by supporting senior analysts in conducting research, preparing reports, and monitoring portfolio performance. With experience, they can progress to more senior analyst positions, specializing in particular asset classes or sectors, or move into portfolio management roles where they directly manage investments and client relationships. Many professionals also pursue advanced certifications, such as the CFA designation, to enhance their credentials and open doors to higher-level positions within asset management, investment banking, or financial advisory firms.

What are the key skills and qualifications needed to thrive as an entry level investment portfolio analyst, and why are they important?

To thrive as an Entry Level Investment Portfolio Analyst, you need a solid background in finance, economics, or a related field, typically supported by a bachelor's degree and strong quantitative skills. Familiarity with financial modeling software, Bloomberg Terminal, and proficiency in Excel or similar analytical tools are commonly required. Attention to detail, strong communication abilities, and analytical thinking are important soft skills in this role. These competencies are crucial for delivering accurate data analysis, supporting portfolio decisions, and contributing effectively to investment strategies.
More about Entry Level Investment Portfolio Analyst jobs
What are the most commonly searched types of Investment Portfolio Analyst jobs? The most popular types of Investment Portfolio Analyst jobs are:
What states have the most Entry Level Investment Portfolio Analyst jobs? States with the most job openings for Entry Level Investment Portfolio Analyst jobs include:
What job categories do people searching Entry Level Investment Portfolio Analyst jobs look for? The top searched job categories for Entry Level Investment Portfolio Analyst jobs are:
Entry Level Investment Portfolio Analyst jobs near you
Infographic showing various Entry Level Investment Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Investment Portfolio Associate

Raymond James Financial, Inc.

Birmingham, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Job Description Summary
Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.
Job Description
Job Summary
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
Essential Duties and Responsibilities
  • Collects fundamental research on related companies as requested by Financial Advisors.
  • Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
  • Assists in preparation of written industry and company specific reports
  • Assists in development of financial models for revenue and income forecasts.
  • Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
  • Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
  • May participate in client meetings to identify client goals and tolerances.
  • Assists with developing individualized client investment strategy for Financial Advisor.
  • Responds to inquiries from Financial Advisors to research and resolve issues.
  • Prepares customized written industry and company specific reports upon request to Financial Advisor.
  • Assists in development of financial models to forecast team revenue and income.
  • Assists with preparation of scheduled and ad hoc performance reports.
  • Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
  • Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
  • Interfaces effectively with all levels of staff in managing portfolios.
  • Completes ad hoc projects and reports as assigned.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Software necessary for portfolio analysis.
  • Investment concepts, practices and procedures used in the industry.
  • Principles of estate planning, trusts and securities industry operations.
  • Financial markets and products.
  • Effectively managing client relationships.
  • Strategic planning as part of client retention focus.
  • Gathering and compiling information and data.
  • Preparing and delivering written and oral presentations.
  • Operating standard office equipment and using required software applications.
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Skill in
  • Effectively managing client relationships.
  • Strategic planning as part of client retention focus.
  • Gathering and compiling information and data.
  • Preparing and delivering written and oral presentations.
  • Operating standard office equipment and using required software applications.
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Ability to
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Education/Previous Experience
  • Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 required.
  • Series 63, 65 and/or 66 as required by state.
  • Additional licenses or designations may be required as needed.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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