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Investment Portfolio Analyst Jobs (NOW HIRING)

MRINetwork Jobs

Portfolio Analyst

Clayton, MO · On-site

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.

MRINetwork Jobs

Portfolio Analyst

Clayton, MO · On-site

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.

Manulife and John Hancock

Portfolio Analyst

Boston, MA · On-site

The Analyst, Portfolio Management - Agriculture supports the development, implementation, and ... Investment and transaction support * Evaluate acquisition and disposition opportunities, including ...

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

The position is responsible for investment onboarding, data governance, portfolio analytics, track record reporting, and financial modeling, helping to transform complex investment data into ...

Man Group

Portfolio Analyst

Boston, MA

Role Overview The Portfolio Analyst role puts you at the intersection of quantitative research ... You'll own or assist in critical parts of the investment process, from signal validation to ...

New

Manulife

Portfolio Analyst

Boston, MA · On-site

The Analyst, Portfolio Management - Agriculture supports the development, implementation, and ... Investment and transaction support * Evaluate acquisition and disposition opportunities, including ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing ... Research & Investment Support * Conduct multi-asset research projects to identify new investment ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing ... Research & Investment Support * Conduct multi-asset research projects to identify new investment ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing ... Research & Investment Support * Conduct multiasset research projects to identify new investment ...

Src

Sr. Investment Analyst

Dallas, TX · On-site

Monday through Friday 8:00am to 5:00pm Posting Summary Prepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for ...

Stifel

Portfolio Analyst

Zionsville, IN · On-site

Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current ...

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Investment Portfolio Analyst information

See salary details

$38K

$93.2K

$148K

How much do investment portfolio analyst jobs pay per year?

As of Aug 8, 2026, the average yearly pay for investment portfolio analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.

What does an investment portfolio analyst do?

An Investment Portfolio Analyst is responsible for monitoring, analyzing, and managing investment portfolios to maximize returns while minimizing risk. They conduct research on financial markets, assess the performance of various assets, and provide recommendations based on economic trends and client objectives. Their work supports financial decision-making for individuals or institutions, ensuring that investment strategies align with the goals and risk tolerance of stakeholders.

What are the key skills and qualifications needed to thrive as an investment portfolio analyst, and why are they important?

To thrive as an Investment Portfolio Analyst, you need strong analytical abilities, financial modeling skills, and a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and often a CFA certification are highly valued. Attention to detail, critical thinking, and effective communication are essential soft skills for collaborating with teams and presenting investment recommendations. These skills and qualifications are crucial for making informed investment decisions that optimize portfolio performance and manage risk effectively.

How much does an investment portfolio analyst make?

The average salary for an investment portfolio analyst typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts may earn less, while those with advanced certifications or in senior roles can earn higher compensation, often supplemented with bonuses and incentives.

What is the difference between Investment Portfolio Analyst vs Investment Analyst?

AspectInvestment Portfolio AnalystInvestment Analyst
CertificationsChartered Financial Analyst (CFA), Series 7/63Chartered Financial Analyst (CFA), Series 7/63
Work EnvironmentAsset management firms, institutional investorsFinancial advisory firms, investment banks
Primary FocusManaging and optimizing investment portfoliosResearching and recommending individual securities
Employer & Industry UsageUsed in asset management and institutional investingCommon in investment banking and financial advisory

Both roles require similar credentials like the CFA and Series licenses. The Investment Portfolio Analyst focuses on managing entire portfolios, while the Investment Analyst concentrates on analyzing individual securities. Their work environments and employer types often overlap, but their core responsibilities differ in scope and focus.

What are some common challenges faced by investment portfolio analysts, and how can they effectively manage them?

Investment Portfolio Analysts often encounter challenges such as rapidly changing market conditions, balancing risk versus return, and synthesizing large volumes of financial data for insightful recommendations. Staying informed about market trends and utilizing advanced analytical tools can help manage these challenges. Effective communication with portfolio managers and clients is also essential to ensure that strategies align with investment objectives. Time management and prioritization skills are crucial, as analysts frequently juggle multiple projects and deadlines.
More about Investment Portfolio Analyst jobs
What cities are hiring for Investment Portfolio Analyst jobs? Cities with the most Investment Portfolio Analyst job openings:
What are the most commonly searched types of Investment Portfolio Analyst jobs? The most popular types of Investment Portfolio Analyst jobs are:
What states have the most Investment Portfolio Analyst jobs? States with the most job openings for Investment Portfolio Analyst jobs include:
What job categories do people searching Investment Portfolio Analyst jobs look for? The top searched job categories for Investment Portfolio Analyst jobs are:
Investment Portfolio Analyst jobs near you
Infographic showing various Investment Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 90% Full Time, 6% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Analyst

MRINetwork Jobs

Clayton, MO • On-site

Full-time

Re-posted 22 days ago

Job description

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:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) 
  • Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/portfolioanalystSTL in the subject line. 
  • NO CALLS PLEASE