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Entry Level Portfolio Reporting Analyst Jobs (NOW HIRING)

Robert Half

Portfolio Reporting Manager

Boston, MA · On-site

$55 - $64/hr

This role supports portfolio reporting, performance analysis, and data integrity efforts across a range of investment holdings while partnering with internal teams and external stakeholders. The ...

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Tenaska

Settlement Reporting Analyst

Irving, TX · On-site

They are seeking an entry-level Reporting Analyst to validate and report financial settlements for ... Responsibilities : • Validate energy settlement charges for a diverse portfolio of customers ...

Tenaska, Inc.

Settlement Reporting Analyst

Irving, TX · On-site

... entry-level Reporting Analyst to join our team. In this role, you will play an integral part in ... Validate energy settlement charges for a diverse portfolio of customers across multiple energy ...

Tenaska

Settlement Reporting Analyst

Irving, TX · On-site

... entry-level Reporting Analyst to join our team. In this role, you will play an integral part in ... Validate energy settlement charges for a diverse portfolio of customers across multiple energy ...

iCapital

Fund Reporting - Analyst

Greenwich, CT · On-site +1

$70K - $90K/yr

Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...

iCapital

Fund Reporting - Analyst

New York, NY · On-site +1

$70K - $90K/yr

Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...

3Core Systems , Inc

BI reporting Analyst

Jacksonville, FL · Hybrid

$60 - $65/hr

Role: BI Reporting Analyst Location: Deerfield Beach, FL (Hybrid 3/2) Duration: 12+ Months Role ... Prior experience in BI reporting roles with large report portfolios. * Demonstrated ability to ...

M&T Bank

Portfolio Reporting Specialist II

Getzville, NY · On-site

$20.55 - $34.25/hr

Analyze and correct exceptions to minimize errors and ensure loans are reported accurately. * Maintain relationships and strong communication with investors, insurers and other areas of Customer ...

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Entry Level Portfolio Reporting Analyst information

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

As of Jul 4, 2026, the average hourly pay for entry level portfolio reporting analyst in the United States is $27.77, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.05 per hour, depending on experience, location, and employer.
What are the most commonly searched types of Portfolio Reporting Analyst jobs? The most popular types of Portfolio Reporting Analyst jobs are:
Entry Level Portfolio Reporting Analyst jobs near you
Portfolio Reporting Analyst

Portfolio Reporting Analyst

Focus Financial Partners

Saint Louis, MO • On-site

$60K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 14 days ago

Job description

Position Summary 

The Portfolio Reporting Analyst supports the day-to-day operation and maintenance of the organization's reporting platforms and data outputs. This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards. The specialist works closely with platform managers, analysts, and data teams and is expected to operate with increasing independence in a production reporting environment.

This role is located in St. Louis, MO.

Primary Responsibilities

  • Support day-to-day operations of reporting platforms and tools. 
  • Configure and maintain standard reports and dashboards within established platforms. 
  • Monitor report outputs and data quality; investigate issues and escalate as needed. 
  • Support testing and validation of new reports, enhancements, and data changes. 
  • Maintain documentation for reports, data definitions, and reporting processes. 
  • Coordinate with platform managers, analysts, and data teams on assigned work. 
  • Support onboarding and training efforts related to reporting tools and outputs. 
  • Respond to and resolve routine user inquiries related to reporting.

Qualifications

  • Bachelor's degree in Business, Finance, Information Systems, or related field, or equivalent experience. 
  • 1+ years of experience in reporting, operations, data, or technology support roles. 
  • Experience working with structured data and reporting tools. 
  • Strong attention to detail and commitment to data quality. 
  • Ability to work independently within defined processes. 
  • Basic familiarity with financial or investment reporting concepts preferred. 
  • Experience with reporting platforms such as Orion or Addepar preferred. 
  • Experience in financial services or wealth management a plus.

This is an exempt position. The annualized base pay range for this role is expected to be between $60,000- $90,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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