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Entry Level Portfolio Analyst Jobs in Texas (NOW HIRING)

Maslow Wealth Advisors

Analyst 1

Austin, TX · On-site

$55K - $75K/yr

Wealth Management Analyst I Position Overview The Wealth Management Analyst I is an entry-level ... preparation, portfolio reporting, workflow management, investment operations, and the firm ...

Maslow Wealth Advisors

Analyst 1

Austin, TX · On-site

Wealth Management Analyst I Position Overview The Wealth Management Analyst I is an entry-level ... preparation, portfolio reporting, workflow management, investment operations, and the firm ...

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Entry Level Portfolio Analyst information

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$13

$35

$63

How much do entry level portfolio analyst jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for entry level portfolio analyst in Texas is $35.99, according to ZipRecruiter salary data. Most workers in this role earn between $24.18 and $45.00 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level portfolio analyst?

To thrive as an Entry Level Portfolio Analyst, you need strong analytical skills, attention to detail, and a bachelor's degree in finance, economics, or a related field. Familiarity with financial modeling, Excel, Bloomberg Terminal, and performance measurement systems is typically required. Effective communication, teamwork, and a proactive attitude help distinguish top candidates in this field. These skills are crucial for accurately evaluating investment portfolios, supporting decision-making, and ensuring precise reporting for clients and stakeholders.

What is an entry level portfolio analyst?

Entry Level Portfolio Analysts are professionals who help manage and analyze investment portfolios for organizations or clients. They typically assist more senior analysts by researching financial data, tracking market trends, preparing reports, and recommending adjustments to investment strategies. Their role involves using quantitative and qualitative skills to support investment decisions and ensure portfolios align with clients’ goals and risk tolerances. This entry-level position is a common starting point for a career in finance or asset management, offering opportunities to develop expertise in investments and financial analysis.

What is the difference between Entry Level Portfolio Analyst vs Junior Investment Analyst?

AspectEntry Level Portfolio AnalystJunior Investment Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; internships preferredBachelor's degree in finance, economics, or related field; internships often required
Work EnvironmentFinancial firms, asset management companies, banksInvestment firms, asset management companies, banks
Employer & Industry UsageCommonly used in asset management and investment firmsSimilar usage, often interchangeable in entry-level roles
Comparison FocusFocuses on supporting portfolio management and analysisEmphasizes research and analysis of investment opportunities

Both roles are entry-level positions in finance, requiring similar educational backgrounds and working in comparable environments. The main difference lies in their focus: Entry Level Portfolio Analysts primarily support portfolio management activities, while Junior Investment Analysts concentrate on researching investment options. These roles often overlap and are used interchangeably depending on the company.

What are some common challenges faced by entry level portfolio analysts, and how can they be addressed?

Entry level portfolio analysts often encounter challenges such as quickly learning complex financial modeling tools, managing large datasets, and adapting to fast-paced decision-making environments. To address these, new analysts benefit from proactively seeking mentorship from senior team members, participating in ongoing training sessions, and developing strong organizational skills to handle multiple tasks efficiently. Emphasizing communication and collaboration with both portfolio managers and fellow analysts also helps in understanding expectations and improving analytical outcomes.

What are the most commonly searched types of Portfolio Analyst jobs in Texas?

The most popular types of Portfolio Analyst jobs in Texas are:

What are popular job titles related to Entry Level Portfolio Analyst jobs in Texas?

For Entry Level Portfolio Analyst jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Entry Level Portfolio Analyst jobs in Texas look for?

The top searched job categories for Entry Level Portfolio Analyst jobs in Texas are:

What cities in Texas are hiring for Entry Level Portfolio Analyst jobs?

Cities in Texas with the most Entry Level Portfolio Analyst job openings:

Entry Level Portfolio Analyst jobs near you
Infographic showing various Entry Level Portfolio Analyst job openings in Texas as of August 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 100% In-person job distribution, with an average salary of $74,858 per year, or $36 per hour.

CW Business Analyst (Enterprise Portfolio Analyst)

Sonoma Consulting Inc.

Plano, TX • Hybrid

Full-time

Re-posted 12 days ago

Job description

Job Description

New details and focus for requirements:

It will be a hybrid role of a Business Analyst (gathering PMO / reports requirements, documenting, create communications) and Portfolio Manager (understanding the full Portfolio process, understanding excel/budgets, creating PowerPoint slides).

Must understand the Enterprise Portfolio governance and PMO process

Must be highly proficient with Excel, Excel charting and reporting

Description:

Position Summary:

PMO is launching new portfolio / project reports and analyzing the performance of the portfolio, understanding trends and root causes. The PMO is designing countermeasures to address root issues and mitigate portfolio risk. The PMO BA will support these initiatives. This position requires strong Excel and PowerPoint and experience in presenting to high level executives. Some familiarity with an IT implementation is a plus; although, IT technical skills are not required.

The ideal candidate will have "Kaizen" or operational improvement experience. Specifically, the candidate will have experience in identifying operational improvement opportunities through financial analysis and benchmarking operational metrics. Doing so requires "Strong analytical and quantitative skills" demonstrated on their resume.

The PMO BA will also be responsible for supporting:

The Consultant is expected to:

Requirements:

Mandatory Skills:

Excel and Presentation (using PowerPoint Skills):

Excel Specific Skills:

HIGHLY Advanced Excel skills for data analysis, report development, and management views with conclusions are required.

Any of the various Excel functions to get the results are acceptable. The analytical thinking to define how to answer the question is more important than knowledge of the Excel commands and syntax.

Education Level:

Bachelor's Degree

Additional Information

All your information will be kept confidential according to EEO guidelines.

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About Sonoma Consult

Sourced by ZipRecruiter

Sonoma Consult is a California based C corporation helping companies bring products to the patient by working closely with the engineering teams and the clinicians. Our goal, no matter what stage of product development, is to create and execute a plan of action to move the product through the appropriate clinical and regulatory steps. Sonoma Consult works cohesively with the engineers and physicians to translate technologies to the clinic. Our goal is to help you get the very best product to the clinic and to the market. This includes planning, execution and ensuring critical data is delivered in the right format to ensure the feedback loop to the design team ultimately delivers the most advanced technology to the patient.

Industry

Business management consulting

Company size

1 - 10 Employees

Headquarters location

Sonoma, CA, US

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