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Entry Level Portfolio Analyst Jobs (NOW HIRING)

Zuzick Organization

Entry Level Financial Services Manager

$91.10K - $119.20K/yr

As an Entry Level Financial Services Manager, you will play a crucial role in managing client portfolios, analyzing financial data, and providing insightful recommendations to help clients achieve ...

Aston Carter

Entry Level Financial Analyst

Columbia, MD · On-site

$23/hr

Job Title: Entry Level Financial Analyst As an analyst, you will be responsible for processing the ... Identify and communicate processing exceptions relevant to similar series across portfolios.

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

As of Jun 1, 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 are the key skills and qualifications needed to thrive as an Entry Level Portfolio Analyst, and why are they important?

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 are Entry Level Portfolio Analysts?

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.

More about Entry Level Portfolio Analyst jobs
What cities are hiring for Entry Level Portfolio Analyst jobs? Cities with the most Entry Level Portfolio Analyst job openings:
What are the most commonly searched types of Portfolio Analyst jobs? The most popular types of Portfolio Analyst jobs are:
What states have the most Entry Level Portfolio Analyst jobs? States with the most job openings for Entry Level Portfolio Analyst jobs include:
What job categories do people searching Entry Level Portfolio Analyst jobs look for? The top searched job categories for Entry Level Portfolio Analyst jobs are:
Entry Level Portfolio Analyst jobs near you
Infographic showing various Entry Level Portfolio Analyst job openings in the United States as of May 2026, with employment types broken down into 75% Full Time, 13% Part Time, 6% Temporary, and 6% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $80,350 per year, or $38.6 per hour.
Junior Analyst - Venture Capital

Junior Analyst - Venture Capital

StepStone Group

Baltimore, MD • Hybrid

$25/hr

Other

Posted 6 days ago

Job description

Position Overview:

The Junior Analyst will be a member of the Analytics Team within StepStone's Portfolio Analytics and Reporting department. The person will assist in the processing of data, creation of models, and generation of analysis used for investment research. The candidate should have a basic understanding of financial markets, an entry level knowledge of Excel, an elementary ability working with database and programming languages, and an interest in learning about private market investment concepts. This will be a Full-time (40 hours per week) 16-week paid opportunity with a possibility to extend for additional 16-week terms or transition to a permanent role.

Essential Job Functions:
  • Assist the Research team with the due diligence of new private markets funds by constructing track record models, which are used to analyze the historical performance of private markets fund managers. An advanced proficiency with Excel will be required
  • Process Secondary models, which are used to analyze the historical and project performance of secondary opportunities. A proficiency with using Python code will be required
  • Aid in the creation and testing of the team's automation and other code processing tools
  • Classify and store characteristics of investment managers into StepStone's proprietary database
  • Transform and maintain integrity of data in StepStone's database from a variety of sources
  • Develop a general understanding of concepts and terminology within private market investments
Education and/or Work Experience Requirements:
  • Possesses or in pursuit of a Bachelor's degree in Finance, Economics, Accounting, Business Information Systems, or a related field
  • Demonstrated track record of academic success
  • Preference for individuals with relevant internships or work experience
Other Knowledge, Skills and Abilities:
  • Entry level proficiency in Excel is required
  • Basic familiarity of Python or other coding knowledge is required
  • MySQL or other database experience preferred
  • Power BI or other modeling concepts preferred
  • Knowledge of investments and/or private markets
  • Extremely strong attention to detail to maintain data integrity
  • Willingness to ask questions

Salary: $25 / hour

The salary range is an estimate of pay for this position.  Actual pay may vary depending on job-related factors that can include location, education, skill, and experience.  The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

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