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Entry Level Portfolio Analyst Jobs (NOW HIRING)

Whittier Trust

Investment Associate

Pasadena, CA

$65K - $85K/yr

The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research ... an entry-level position. * Advanced Excel skills with an emphasis on building formula-driven ...

Whittier Trust

Investment Associate

Newport Beach, CA · On-site

$65K - $85K/yr

The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research ... an entry-level position. * Advanced Excel skills with an emphasis on building formula-driven ...

Whittier Trust

Investment Associate

Pasadena, CA · On-site

$65K - $85K/yr

The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research ... an entry-level position. * Advanced Excel skills with an emphasis on building formula-driven ...

Everwise Credit Union

Financial Analyst

South Bend, IN · On-site

The Financial Analyst is an entry level role that supports Everwise by analyzing and reporting on the performance of consumer, mortgage, and commercial loan portfolios. This position helps monitor ...

Everwise Credit Union

Financial Analyst

South Bend, IN · On-site

The Financial Analyst is an entry level role that supports Everwise by analyzing and reporting on the performance of consumer, mortgage, and commercial loan portfolios. This position helps monitor ...

REVOLVE

Assistant E-Commerce Photographer

Cerritos, CA · On-site

Through 16 years of continued investment in technology, data analytics, and innovative marketing ... Possesses exceptional organizational skills Minimum Qualifications: * Entry-level portfolio or ...

City National Bank

Credit Analyst I

Irvine, CA · On-site

$25.93 - $41.43/hr

The Credit Analyst is an entry-level position responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit underwriting and portfolio ...

First Horizon Bank

Credit Analyst

Atlanta, GA · On-site

Partner with Portfolio Managers to monitor and manage assigned commercial loan portfolios. This ... * Entry-level understanding of general bank operations and the commercial lending process

Local Community Bank

Be Seen First

Credit Analyst

Shreveport, LA · On-site

Credit Analyst is an entry-level position where the successful applicant will learn to evaluate the ... Performs portfolio management responsibilities including: * Commercial credit analysis by reviewing ...

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Entry Level Portfolio Analyst information

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

As of Aug 19, 2026, the average hourly pay for entry level portfolio analyst in the United States is $38.63, according to ZipRecruiter salary data. Most workers in this role earn between $25.96 and $48.32 per hour, depending on experience, location, and employer.

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 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 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 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.

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Entry Level Portfolio Analyst jobs near you
Infographic showing various Entry Level Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $80,350 per year, or $38.6 per hour.

Portfolio Manager 1 - Digital Assets

Western Alliance Bank

Phoenix, AZ • On-site

Full-time

Medical, Dental, Retirement

Re-posted 28 days ago

Job description

Job Title:

Portfolio Manager 1 - Digital Assets

Location:

CityScape

What you'll do:

The Digital Assets Group Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the onboard of Blockchain and Digital Asset Business Deposit Accounts in compliance with the Bank's Digital Asset Group policies and procedures. The Portfolio Manager will manage deposits to ensure customer and sector-related risks are responsibly monitored and identified. This position will assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable deposits. The Portfolio Manager is responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
  • Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
  • Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.
  • Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.
  • Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
  • Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

What you'll need:

  • 2+ years of related experience in Portfolio Management or similar field, within banking.
  • Bachelor's degree or equivalent experience required.
  • Experience with Commercial Banking Portfolio Management is highly preferred.
  • Experience with KYC (know your customer) is preferred.
  • Experience with Digital Assets is preferred.
  • Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Entry level to intermediate knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.
  • Intermediate speaking and writing communication skills.

Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Western Alliance Bancorporation

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