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Junior Portfolio Finance Trader

Manhattan, NY · On-site

$175K - $200K/yr

The Global Treasury Team is looking to expand the Portfolio Finance function. In this role, you ... Deal in foreign exchange and other money market instruments * Assist in trading team analysis ...

Dimensional Fund Advisors

NY · On-site

... junior leads of a number of investment processes. The increasing exposure to various tasks and ... Analyze voluntary corporate events and recommend elections to Portfolio Managers * Prepare data for ...

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How much do junior portfolio analyst jobs pay per hour?

As of Sep 12, 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 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 the key skills and qualifications needed to thrive as a junior portfolio analyst?

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.

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 September 2026, with employment types broken down into 1% Internship, 91% Full Time, 6% Part Time, and 2% Contract. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $66,802 per year, or $32.1 per hour.

Group Portfolio Manager, Middle Market -Miami, FL

Miami, FL • Hybrid

FinTrust Connect Careers
See more jobs at FinTrust Connect Careersexternal

Full-time

Posted 16 days ago

Key responsibilities

  • Manage the underwriting and ongoing credit administration of a Middle Market commercial banking portfolio.

  • Analyze financial statements, cash flow, collateral, and industry trends to evaluate credit quality and structure lending solutions.

  • Lead portfolio management activities including covenant compliance, financial reporting collection, and risk rating maintenance.

Job description

Group Portfolio Manager -Miami, FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Group Portfolio Manager opportunity. This role is ideal for an experienced commercial banking professional with a strong credit foundation who excels in middle market underwriting, portfolio management, and loan structuring while serving as a strategic credit partner to Commercial Relationship Managers and mentoring junior portfolio professionals.


Why this opportunity?

  • Culture: Join a collaborative, relationship-focused commercial banking team that values sound credit judgment, client service, accountability, and professional development. This is an opportunity to make a meaningful impact while working alongside experienced commercial banking professionals in a high-performing environment
  • Workplace: Hybrid in Miami, FL
  • Function: Lead underwriting and portfolio management activities for a Middle Market C&I portfolio while partnering closely with Relationship Managers to deliver exceptional client service, manage credit risk, and support the development of junior team members

Requirements:

  • Bachelor's degree in Finance, Accounting, Business, or related field
  • Minimum 5 years of commercial banking experience
  • Formal commercial credit training required
  • Experience underwriting and managing Middle Market commercial credit relationships
  • Demonstrated experience in commercial loan structuring
  • Strong financial statement analysis, cash flow modeling, and credit risk assessment skills
  • Knowledge of commercial lending documentation, covenant monitoring, and portfolio administration
  • Experience managing complex commercial loan portfolios throughout the credit lifecycle
  • Previous experience mentoring Associates or junior Portfolio Managers preferred
  • Strong communication, relationship management, and organizational skills

Description:

  • Manage the underwriting and ongoing credit administration of a portfolio of Middle Market commercial banking clients with a focus on C&I lending
  • Analyze financial statements, cash flow, collateral, and industry trends to evaluate credit quality and structure appropriate lending solutions
  • Prepare comprehensive credit underwriting packages, annual reviews, renewals, risk assessments, and portfolio monitoring reports
  • Lead portfolio management activities including covenant compliance, financial reporting collection, maturity management, exception tracking, and risk rating maintenance
  • Coordinate commercial loan closing activities with internal operations and closing teams to ensure timely execution and documentation
  • Review borrowing base availability, approve advances within established authority, and support routine portfolio servicing requests
  • Partner closely with Commercial Relationship Managers to support existing client relationships, identify cross-sell opportunities, and participate in client meetings as needed
  • Maintain accurate portfolio reporting, monitor credit quality, and proactively identify emerging risks while recommending appropriate mitigation strategies
  • Mentor and provide day-to-day guidance to Associates and Senior Associates, supporting underwriting development and portfolio management best practices
  • Reports to Commercial Banking leadership and collaborates closely with Relationship Managers, Credit Risk, Loan Operations, Treasury Management, and Portfolio Support teams