Portfolio Analyst
Clayton, MO · On-site
... analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver ...
Clayton, MO · On-site
... analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver ...
Clayton, MO · On-site
... analyze portfolio performance. This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver ...
Hollywood, FL · On-site
$80K - $90K/hr
Support the strategic growth of credit and debit card portfolios by analyzing performance, trends, member behavior, and in-app actions to identify opportunities for growth. * Monitor and evaluate key ...
New
Quick apply
Hollywood, FL · On-site
$80K - $90K/hr
Support the strategic growth of credit and debit card portfolios by analyzing performance, trends, member behavior, and in-app actions to identify opportunities for growth. * Monitor and evaluate key ...
New
Our comprehensive portfolio is built to address the challenges of today and adapt the future ... Ameresco currently has a new opportunity for a Building Performance Analyst that will work as a ...
Our comprehensive portfolio is built to address the challenges of today and adapt the future ... Ameresco currently has a new opportunity for a Building Performance Analyst that will work as a ...
Performing detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes. * Assisting in the preparation of forward-looking scenario ...
Performing detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes. * Assisting in the preparation of forward-looking scenario ...
Albuquerque, NM · On-site
$83K - $104K/yr
Job Type Full-time Description Job Summary: Responsible for the analysis and performance of Sunward's loan portfolio. Assists with the development of data-driven strategies to assess and enhance loan ...
Albuquerque, NM · On-site
$83K - $104K/yr
Job Type Full-time Description Job Summary: Responsible for the analysis and performance of Sunward's loan portfolio. Assists with the development of data-driven strategies to assess and enhance loan ...
Hollywood, FL · On-site
$80K - $90K/hr
Support the strategic growth of credit and debit card portfolios by analyzing performance, trends, member behavior, and in-app actions to identify opportunities for growth. * Monitor and evaluate key ...
New
Quick apply
Hollywood, FL · On-site
$80K - $90K/hr
Support the strategic growth of credit and debit card portfolios by analyzing performance, trends, member behavior, and in-app actions to identify opportunities for growth. * Monitor and evaluate key ...
New
Carmel, IN · On-site
$81K - $121K/yr
Performing detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes. * Assisting in the preparation of forward-looking scenario ...
Carmel, IN · On-site
$81K - $121K/yr
Performing detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes. * Assisting in the preparation of forward-looking scenario ...
Chicago, IL · On-site
This is a full-time, exempt position that will be paid for time worked on a salary basis. The Chief Performance Analyst will be held accountable for the following responsibilities: * Supervise ...
Chicago, IL · On-site
This is a full-time, exempt position that will be paid for time worked on a salary basis. The Chief Performance Analyst will be held accountable for the following responsibilities: * Supervise ...
Birmingham, Alabama PMO Business Intelligence & Project Performance Analyst Job Summary The PMO Business Intelligence & Project Performance Analyst supports project and portfolio performance ...
New
Birmingham, Alabama PMO Business Intelligence & Project Performance Analyst Job Summary The PMO Business Intelligence & Project Performance Analyst supports project and portfolio performance ...
New
Mclean, VA · On-site
$86K - $181K/yr
Information Technology Time Type: Full time Minimum Clearance Required to Start: TS/SCI with ... portfolio priorities * Coordinate with the COTR and GTMs to appropriately engage resources
Mclean, VA · On-site
$86K - $181K/yr
Information Technology Time Type: Full time Minimum Clearance Required to Start: TS/SCI with ... portfolio priorities * Coordinate with the COTR and GTMs to appropriately engage resources
New York, NY · Remote
$90K - $110K/yr
Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...
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New York, NY · Remote
$90K - $110K/yr
Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...
San Francisco, CA · On-site +1
THE ROLE As a Business Performance Analyst, you will support analytical, strategic, operational ... portfolio details.
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San Francisco, CA · On-site +1
THE ROLE As a Business Performance Analyst, you will support analytical, strategic, operational ... portfolio details.
Lincolnshire, IL · On-site
$33.65/hr
Our diverse portfolio includes Home Appliance Solutions, Media Entertainment Solutions, Vehicle ... Full-Time Employees: * No-cost employee premiums for you and your eligible dependents for ...
Lincolnshire, IL · On-site
$33.65/hr
Our diverse portfolio includes Home Appliance Solutions, Media Entertainment Solutions, Vehicle ... Full-Time Employees: * No-cost employee premiums for you and your eligible dependents for ...
We are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond ... The Retail Power Portfolio Analyst III supports BKV Energy's Go-To-Market (GTM) organization by ...
New
Quick apply
We are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond ... The Retail Power Portfolio Analyst III supports BKV Energy's Go-To-Market (GTM) organization by ...
New
We are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond ... The Retail Power Portfolio Analyst III supports BKV Energy's Go-To-Market (GTM) organization by ...
We are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond ... The Retail Power Portfolio Analyst III supports BKV Energy's Go-To-Market (GTM) organization by ...
Atlanta, GA · On-site
Business Performance Analyst Infrastructure Products Group Atlanta, Georgia, United States Job ID ... Our portfolio of brands includes Oldcastle APG, Oldcastle Infrastructure, Belgard ® hardscape ...
Atlanta, GA · On-site
Business Performance Analyst Infrastructure Products Group Atlanta, Georgia, United States Job ID ... Our portfolio of brands includes Oldcastle APG, Oldcastle Infrastructure, Belgard ® hardscape ...
Birmingham, Alabama PMO Business Intelligence & Project Performance Analyst Job Summary The PMO Business Intelligence & Project Performance Analyst supports project and portfolio performance ...
New
Birmingham, Alabama PMO Business Intelligence & Project Performance Analyst Job Summary The PMO Business Intelligence & Project Performance Analyst supports project and portfolio performance ...
New
Dallas, TX · On-site
The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational ... Fleet & Asset Performance * Develop and maintain dashboards tracking utilization, availability, and ...
Dallas, TX · On-site
The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational ... Fleet & Asset Performance * Develop and maintain dashboards tracking utilization, availability, and ...
The Investment Analyst will be responsible for a subset of the portfolio while working closely with internal teams to provide insights that drive resolutions and portfolio performance. What Will Make ...
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The Investment Analyst will be responsible for a subset of the portfolio while working closely with internal teams to provide insights that drive resolutions and portfolio performance. What Will Make ...
Dallas, TX · On-site
The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational ... Fleet & Asset Performance * Develop and maintain dashboards tracking utilization, availability, and ...
New
Dallas, TX · On-site
The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational ... Fleet & Asset Performance * Develop and maintain dashboards tracking utilization, availability, and ...
New
$27.5K - $36.7K
1% of jobs
$36.7K - $45.9K
11% of jobs
$45.9K - $55K
11% of jobs
$56.3K is the 25th percentile. Wages below this are outliers.
$55K - $64.2K
20% of jobs
The median wage is $67.6K / yr.
$64.2K - $73.4K
20% of jobs
$82.2K is the 75th percentile. Wages above this are outliers.
$73.4K - $82.6K
13% of jobs
$82.6K - $91.8K
7% of jobs
$91.8K - $101K
4% of jobs
$101K - $110.1K
2% of jobs
$110.1K - $119.3K
6% of jobs
$119.3K - $128.5K
4% of jobs
$27.5K
$75.2K
$128.5K
| Aspect | Full Time Portfolio Performance Analyst | Full Time Investment Analyst |
|---|---|---|
| Primary Focus | Analyzing and reporting on portfolio performance metrics | Researching and evaluating investment opportunities |
| Required Skills | Performance measurement, data analysis, reporting tools | Financial modeling, market research, valuation techniques |
| Work Environment | Asset management firms, investment banks, financial institutions | Asset management firms, hedge funds, investment banks |
| Certifications | CFP, CFA often preferred | CFA, CPA often preferred |
While both roles involve finance and require analytical skills, the Full Time Portfolio Performance Analyst primarily focuses on measuring and reporting portfolio results, whereas the Full Time Investment Analyst concentrates on researching and recommending investment opportunities. Understanding these differences helps candidates target the right roles based on their skills and career goals.

Portfolio Analyst
Our client, one of the world’s leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families. They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze portfolio performance.
This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver thoughtful solutions for clients.
Qualified candidates will have 3+ years of investment analysis experience, a Bachelor’s degree, and ideally be pursuing or holding the CFA designation. Experience working with investment policy statements, portfolio analytics, and client interaction is highly valued.
This is a salary + bonus opportunity with excellent benefits, exposure to sophisticated portfolios, and occasional reimbursed travel. If you enjoy solving complex investment puzzles, collaborating with smart people, and working with clients who expect thoughtful, high-level advice, this could be a great next step in your career.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
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1,001 - 5,000 Employees
Goose Creek, SC, US