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Junior Portfolio Analyst Jobs (NOW HIRING)

VanEck

Junior Portfolio Operations Analyst

Tampa, FL · On-site

Utilize portfolio systems (accounting, performance and other databases) to reconcile portfolios; access Bloomberg, custodian websites to analyze data Supervisory Responsibilities None Qualifications

GA Telesis

Jr. Portfolio Manager

Fort Lauderdale, FL · On-site

Lauderdale, FL , GA Telesis is seeking a Jr. Portfolio Manager to join our Leasing, Investment ... as an Investment Analyst, Financial Analyst, or related occupation. In the alternative, the ...

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Junior Portfolio Analyst information

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$32

$53

How much do junior portfolio analyst jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for junior portfolio analyst in the United States is $32.12, according to ZipRecruiter salary data. Most workers in this role earn between $23.08 and $35.34 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Junior Portfolio Analyst, and why are they important?

To thrive as a Junior Portfolio Analyst, you need strong analytical skills, foundational knowledge in finance or economics, and typically a bachelor's degree in a related field. Familiarity with financial modeling tools, Excel, Bloomberg Terminal, and sometimes progress toward a CFA certification is highly valued. Attention to detail, problem-solving ability, and effective communication are important soft skills for interpreting data and presenting insights. These skills enable accurate portfolio assessments, informed investment decisions, and clear reporting to senior analysts and stakeholders.

Is a portfolio analyst entry-level?

A junior portfolio analyst is typically an entry-level position that requires minimal professional experience, often suitable for recent graduates or those with limited industry experience. It usually involves supporting senior analysts with data analysis, reporting, and using tools like Excel or portfolio management software. Advancement often requires gaining experience and developing skills in financial analysis and investment strategies.

What is a junior portfolio analyst?

A junior portfolio analyst is an entry-level financial professional who supports portfolio managers by analyzing investment data, monitoring asset performance, and preparing reports. They typically use tools like Excel and financial software, and may require a basic understanding of investment strategies and financial markets.

Do portfolio analysts make a lot of money?

Portfolio analysts typically earn a competitive salary that varies based on experience, location, and industry. Entry-level analysts may start with lower pay, but with experience and skills in financial modeling and data analysis, salaries can increase significantly over time.

Is FP&A an entry-level job?

Financial Planning and Analysis (FP&A) roles, including Junior Portfolio Analyst positions, are often considered entry-level or early-career roles that require basic financial knowledge, proficiency with Excel, and strong analytical skills. Many companies offer these positions to recent graduates or those with limited experience, though some roles may require prior internship experience or related coursework.

What does a Junior Portfolio Analyst do?

A Junior Portfolio Analyst supports senior analysts and portfolio managers in monitoring and evaluating investment portfolios. Their duties typically include gathering and analyzing financial data, preparing reports, assisting with investment research, and helping to assess the performance and risk of various assets. They may also contribute to investment recommendations and help ensure portfolios align with clients’ goals. This entry-level role is a great starting point for those interested in building a career in finance and investment management.

What are some common challenges faced by Junior Portfolio Analysts in their first year on the job?

Junior Portfolio Analysts often encounter challenges such as adapting to fast-paced decision-making environments and mastering complex portfolio management software. They may also need to quickly develop a strong understanding of financial markets and investment strategies while managing multiple tasks with tight deadlines. Collaborating effectively with senior analysts and portfolio managers is key, as these professionals rely on clear communication and analytical support. Overcoming the learning curve and building confidence in data interpretation are important steps in succeeding and advancing in this role.
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Junior Portfolio Analyst jobs near you
Infographic showing various Junior Portfolio Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $66,802 per year, or $32.1 per hour.
KPB Senior/Junior Portfolio Analyst

KPB Senior/Junior Portfolio Analyst

KeyBank

Portland, ME • On-site

Full-time

Re-posted 20 hours ago

KeyBank rating

8.4

Company rating: 8.4 out of 10

Based on 96 frontline employees who took The Breakroom Quiz

34th of 149 rated banks

Job description

Location:
200 Middle Street, Suite 301, Portland Maine
Job Summary
About the Job
Responsible for the design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams.
Responsibilities
  • Prepare, review, and support reporting for client portfolios and internal strategies, ensuring accuracy, clarity, and alignment with investment policy requirements.
  • Collaborate with internal teams to deliver timely and consistent portfolio reporting, analytics, and performance materials.
  • Demonstrate strong project management skills across portfolio initiatives, reporting processes, reviews, and process enhancements.
  • Construct, review, monitor, and adjust investment portfolios in accordance with approved investment objectives, policies, and investment guidelines.
  • Ensure compliance with all internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
  • Manage portfolios within a fiduciary framework, with an emphasis on risk management and adherence to portfolio guidelines.
  • Utilize portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
  • Provide guidance, mentorship, and technical support to less experienced peers; serve as a subject matter resource within the team.
  • Lead or contribute to internal team discussions related to portfolio management, reporting, governance, or process improvement initiatives.
  • Perform other duties as assigned; responsibilities may evolve based on business needs.
  • Comply with all KeyBank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.

Education Qualifications
  • Bachelor's Degree (required)
  • Master's Degree (preferred)

Experience Qualifications
  • A minimum of 3 years of related experience (required)
  • A strong candidate with less experience can be considered for a junior Portfolio Analyst role.

Licenses and Certifications
  • Chartered Financial Analyst (CFA) or other Professional designations (preferred)

Tactical Skills
  • Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
  • Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
  • Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
  • Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
  • Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.
  • Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
  • Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
  • Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/20/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

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Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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