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.
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.
Portfolio Analyst
San Francisco, CA · On-site
The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
Portfolio Analyst
San Francisco, CA · On-site
The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
The Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
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.
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.
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.
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.
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.
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.
Portfolio Analyst
Chattanooga, TN · On-site
... portfolio analyst, work with the financial organization to quantify project benefits in a way that will enable objective evaluation of projects against company objectives and aid project approval ...
Portfolio Analyst
Chattanooga, TN · On-site
... portfolio analyst, work with the financial organization to quantify project benefits in a way that will enable objective evaluation of projects against company objectives and aid project approval ...
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.
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.
Portfolio Analyst
Los Angeles, CA · On-site
The Portfolio Analyst position is in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and ...
Portfolio Analyst
Los Angeles, CA · On-site
The Portfolio Analyst position is in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and ...
Portfolio Analyst
Newark, NJ · Hybrid
The Portfolio Analyst will assist Portfolio Management in the day-to-day monitoring of outside assets pledged as collateral. This will include identifying transactions for unsecured positions and ...
Portfolio Analyst
Newark, NJ · Hybrid
The Portfolio Analyst will assist Portfolio Management in the day-to-day monitoring of outside assets pledged as collateral. This will include identifying transactions for unsecured positions and ...
The role combines handson portfolio implementation with analytical work across public, private, and alternative investments. * Work within small, collaborative teams to design and implement ...
The role combines handson portfolio implementation with analytical work across public, private, and alternative investments. * Work within small, collaborative teams to design and implement ...
Portfolio Analyst
Morristown, NJ · On-site
$150K/yr
Portfolio Analyst Multi-Billion AUM Fee-Only RIA Morris County, NJ Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA seeks a Portfolio Analyst to serve as a technical partner to the CI ...
Portfolio Analyst
Morristown, NJ · On-site
$150K/yr
Portfolio Analyst Multi-Billion AUM Fee-Only RIA Morris County, NJ Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA seeks a Portfolio Analyst to serve as a technical partner to the CI ...
Portfolio Analyst
Los Angeles, CA · On-site
$100K/yr
The Portfolio Analyst position is in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and ...
Portfolio Analyst
Los Angeles, CA · On-site
$100K/yr
The Portfolio Analyst position is in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and ...
This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving analytics and insights that directly influence lending strategy, portfolio performance, and risk ...
This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving analytics and insights that directly influence lending strategy, portfolio performance, and risk ...
Portfolio Analyst
Chicago, IL · On-site
$114K - $194K/yr
The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi-asset investment strategies across institutional and high-net-worth client ...
Portfolio Analyst
Chicago, IL · On-site
$114K - $194K/yr
The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi-asset investment strategies across institutional and high-net-worth client ...
Role Summary The Portfolio Analyst (PA) is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messages and content to inform key ...
Role Summary The Portfolio Analyst (PA) is primarily responsible for analyzing investment portfolios and developing institutional-level portfolio analysis, messages and content to inform key ...
Portfolio Analyst
Minneapolis, MN · On-site
$55 - $59/hr
Portfolio Analyst - Clinical Product Support Location: Minneapolis, MN (Hybrid - Local candidates only) Job Type: Full-Time | Monday to Friday | No Weekends | No On-Call Overview: We are seeking an ...
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Portfolio Analyst
Minneapolis, MN · On-site
$55 - $59/hr
Portfolio Analyst - Clinical Product Support Location: Minneapolis, MN (Hybrid - Local candidates only) Job Type: Full-Time | Monday to Friday | No Weekends | No On-Call Overview: We are seeking an ...
Apply Early
PORTFOLIO ANALYST THE COMPANY: STACK INFRASTRUCTURE (STACK) provides digital infrastructure to scale the world's most innovative companies. We are an award-winning industry leader in building, owning ...
PORTFOLIO ANALYST THE COMPANY: STACK INFRASTRUCTURE (STACK) provides digital infrastructure to scale the world's most innovative companies. We are an award-winning industry leader in building, owning ...
Portfolio Analyst
$114K - $194K/yr
The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multiasset investment strategies across institutional and highnetworth client portfolios.
Portfolio Analyst
$114K - $194K/yr
The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multiasset investment strategies across institutional and highnetworth client portfolios.
The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at Connexus Credit Union. This role is responsible for aggregating and analyzing portfolio performance data ...
The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at Connexus Credit Union. This role is responsible for aggregating and analyzing portfolio performance data ...
Portfolio Analyst information
See salary details
$38K - $48K
1% of jobs
$48K - $58K
11% of jobs
$58K - $68K
5% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$68K - $78K
14% of jobs
$78K - $88K
19% of jobs
The median wage is $88.3K / yr.
$88K - $98K
19% of jobs
$103.7K is the 75th percentile. Wages above this are outliers.
$98K - $108K
12% of jobs
$108K - $118K
8% of jobs
$118K - $128K
6% of jobs
$128K - $138K
4% of jobs
$138K - $148K
1% of jobs
$38K
$93.2K
$148K
How much do portfolio analyst jobs pay per year?
As of Jul 4, 2026, the average yearly pay for 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 do portfolio analysts do?
Portfolio analysts evaluate and monitor investment portfolios to ensure they align with clients' financial goals and risk tolerance. They analyze market trends, assess asset performance, and prepare reports using tools like Excel and financial modeling software. Their work supports investment decision-making and portfolio optimization.
Is a portfolio analyst entry level?
A portfolio analyst role can be entry level or require some experience, depending on the employer. Entry-level positions typically require a bachelor's degree in finance, economics, or related fields, and may involve on-the-job training. More advanced roles may require professional certifications like CFA and several years of experience.
What are the key skills and qualifications needed to thrive as a Portfolio Analyst, and why are they important?
To thrive as a Portfolio Analyst, you need strong analytical skills, financial acumen, and a bachelor’s degree in finance, economics, or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and data analysis tools, along with certifications like CFA, is typically expected. Attention to detail, effective communication, and problem-solving skills help you interpret data and provide actionable insights. These capabilities are crucial for making informed investment decisions and supporting portfolio growth in a competitive financial environment.
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 positions may start with lower pay, while experienced analysts with certifications like CFA can earn higher salaries, often supplemented by bonuses and benefits. Overall, the role offers a solid income potential within the finance sector.
What is the difference between Portfolio Analyst vs Investment Analyst?
| Aspect | Portfolio Analyst | Investment Analyst |
|---|---|---|
| Primary Focus | Managing and optimizing client investment portfolios | Researching and recommending individual securities or assets |
| Required Credentials | Bachelor's degree, certifications like CFA often preferred | Bachelor's degree, CFA or similar certifications common |
| Work Environment | Financial firms, asset management companies, banks | Investment firms, asset management, research institutions |
| Key Responsibilities | Portfolio performance analysis, risk management, asset allocation | Market research, security analysis, investment recommendations |
While both roles involve finance and investments, Portfolio Analysts focus on managing entire portfolios and client strategies, whereas Investment Analysts concentrate on analyzing individual securities to inform investment decisions. Understanding these differences helps in choosing the right career path or job search focus.
Is AI replacing financial analysts?
AI is transforming the role of portfolio analysts by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools enhance efficiency and accuracy, human judgment remains essential for interpreting complex market trends and making nuanced investment decisions. Portfolio analysts need to develop skills in data analysis, AI tools, and financial modeling to stay relevant in this evolving environment.
What Is a Portfolio Analyst?
A portfolio analyst, sometimes called a portfolio manager, is a financial professional who helps clients make investment decisions about stocks, bonds, and commodities. You may be a buy-side analyst, working with investors, or a sell-side analyst, working with sellers. As a portfolio analyst, your job duties include analyzing the financial markets, studying economic trends, and making recommendations to your clients about the most effective investment strategies for their financial goals. Some portfolio analysts stop working with clients and become financial analysts for media outlets.
What does a Portfolio Analyst do?
A Portfolio Analyst is responsible for evaluating and monitoring investment portfolios to help organizations or clients achieve their financial goals. They analyze market trends, assess the performance of assets, and make recommendations to optimize returns while managing risk. Portfolio Analysts often work closely with portfolio managers to develop investment strategies, prepare reports, and ensure portfolios remain aligned with investment objectives.
What are some common challenges Portfolio Analysts face when managing multiple investment portfolios simultaneously?
Portfolio Analysts often juggle several portfolios at once, which requires strong organizational skills and keen attention to detail. One common challenge is balancing competing priorities, such as responding to market shifts while maintaining each portfolio's unique investment objectives and risk profiles. Analysts also need to stay updated on financial markets, regulatory changes, and client preferences, all while ensuring timely and accurate reporting. Effective communication and collaboration with portfolio managers, traders, and research teams are key to overcoming these challenges and delivering strong portfolio performance.
More about Portfolio Analyst jobs
What cities are hiring for Portfolio Analyst jobs? Cities with the most Portfolio Analyst job openings:
What are the most commonly searched types of Portfolio Analyst jobs? The most popular types of Portfolio Analyst jobs are:
Who are the top companies hiring for Portfolio Analyst jobs? The top employers for Portfolio Analyst jobs are:
What states have the most Portfolio Analyst jobs? States with the most job openings for Portfolio Analyst jobs include:
What job categories do people searching Portfolio Analyst jobs look for? The top searched job categories for Portfolio Analyst jobs are:
What are popular job titles related to Portfolio Analyst jobs? For Portfolio Analyst jobs, the most frequently searched job titles are:
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
About Management Recruiters International
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Industry
Recruiting and staffing services
Company size
1,001 - 5,000 Employees
Headquarters location
Goose Creek, SC, US