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Entry Level Investment Portfolio Analyst Jobs (NOW HIRING)

Next Step Systems

Trading Desk Portfolio Analyst

Chicago, IL · On-site

$21 - $28.75/hr

Trading Desk Portfolio Analyst, Chicago, IL We are seeking a motivated team player with technical ... investment portfolio management and monitoring exposure. -Should know what a Corporate Action is ...

Berkadia

AVP - Portfolio Analyst

Ambler, PA · Hybrid

... investors, government agencies, and various real estate and construction professionals. The AVP ... Portfolio Analyst will manage a portfolio primarily consisting of non-stabilized properties ...

Berkadia

AVP - Portfolio Analyst

Ambler, PA · On-site

... investors, government agencies, and various real estate and construction professionals. The AVP ... Portfolio Analyst will manage a portfolio primarily consisting of non-stabilized properties ...

U.S. Bank

PWM Portfolio Investment Analyst

Scottsdale, AZ · On-site

$75K - $89K/yr

... Portfolio Manager Partner. On the Job Training will focus on teaching the Analyst the technical aspects of Investments. Will be responsible for retention, development and growth of high net worth ...

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Entry Level Investment Portfolio Analyst information

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

As of Aug 9, 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.

KPB Senior/Junior Portfolio Analyst

KeyBank

Portland, ME • On-site

Full-time

Re-posted 23 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Location:
200 Middle Street, Suite 301, Portland Maine
Job Summary
About the Job
Responsible for the design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams.
Responsibilities
  • Prepare, review, and support reporting for client portfolios and internal strategies, ensuring accuracy, clarity, and alignment with investment policy requirements.
  • Collaborate with internal teams to deliver timely and consistent portfolio reporting, analytics, and performance materials.
  • Demonstrate strong project management skills across portfolio initiatives, reporting processes, reviews, and process enhancements.
  • Construct, review, monitor, and adjust investment portfolios in accordance with approved investment objectives, policies, and investment guidelines.
  • Ensure compliance with all internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
  • Manage portfolios within a fiduciary framework, with an emphasis on risk management and adherence to portfolio guidelines.
  • Utilize portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
  • Provide guidance, mentorship, and technical support to less experienced peers; serve as a subject matter resource within the team.
  • Lead or contribute to internal team discussions related to portfolio management, reporting, governance, or process improvement initiatives.
  • Perform other duties as assigned; responsibilities may evolve based on business needs.
  • Comply with all KeyBank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.

Education Qualifications
  • Bachelor's Degree (required)
  • Master's Degree (preferred)

Experience Qualifications
  • A minimum of 3 years of related experience (required)
  • A strong candidate with less experience can be considered for a junior Portfolio Analyst role.

Licenses and Certifications
  • Chartered Financial Analyst (CFA) or other Professional designations (preferred)

Tactical Skills
  • Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
  • Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
  • Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
  • Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
  • Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.
  • Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
  • Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
  • Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/21/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

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Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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