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.
Quick apply
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.
Quick apply
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.
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.
Quick apply
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.
Atlanta, GA · On-site
Medical
Retirement
PTO
The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional ...
Atlanta, GA · On-site
Medical
Retirement
PTO
The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional ...
Atlanta, GA · Hybrid
Medical
Retirement
PTO
The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional ...
Atlanta, GA · Hybrid
Medical
Retirement
PTO
The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional ...
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.
Quick apply
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.
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.
Quick apply
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.
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.
Quick apply
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.
Role Overview The Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own or assist in critical parts of ...
Role Overview The Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own or assist in critical parts of ...
Greenville, SC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Each Portfolio Analyst is assigned to support one or more MDs and is responsible for overseeing collection efforts across the MD's full portfolio, with a strong focus on aged accounts. The role ...
Greenville, SC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Each Portfolio Analyst is assigned to support one or more MDs and is responsible for overseeing collection efforts across the MD's full portfolio, with a strong focus on aged accounts. The role ...
White Plains, NY · Hybrid
As a Portfolio Analyst, you will be part of the Business Services department supporting project and program management initiatives. The ideal candidate will have strong communication skills ...
New
Quick apply
White Plains, NY · Hybrid
As a Portfolio Analyst, you will be part of the Business Services department supporting project and program management initiatives. The ideal candidate will have strong communication skills ...
New
$70K - $100K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Portfolio Analyst Position type: Full-time Base Pay range:$70,000 - $100,000 Division: Venture Lending Work Location Type: San Jose or San Francisco Location: California The Role The Portfolio ...
$70K - $100K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Portfolio Analyst Position type: Full-time Base Pay range:$70,000 - $100,000 Division: Venture Lending Work Location Type: San Jose or San Francisco Location: California The Role The Portfolio ...
Chicago, IL · On-site
$114K - $194K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Chicago, IL · On-site
$114K - $194K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Atlanta, GA · On-site
The Portfolio Analyst is responsible for supporting the day-to-day execution of portfolio activities through accurate data maintenance, routine planning support, scheduling inputs, and execution ...
Atlanta, GA · On-site
The Portfolio Analyst is responsible for supporting the day-to-day execution of portfolio activities through accurate data maintenance, routine planning support, scheduling inputs, and execution ...
Chicago, IL · On-site
$114K - $194K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Chicago, IL · On-site
$114K - $194K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
$64K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset ...
New
$64K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset ...
New
San Francisco, CA · On-site
$90K - $110K/yr
Join our dynamic emerging markets team as a Portfolio Analyst focused on equity portfolio trading, portfolio analytics, basic ESG and fundamental research. This full-time role offers deep exposure to ...
San Francisco, CA · On-site
$90K - $110K/yr
Join our dynamic emerging markets team as a Portfolio Analyst focused on equity portfolio trading, portfolio analytics, basic ESG and fundamental research. This full-time role offers deep exposure to ...
Baltimore, MD · On-site
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 ...
Baltimore, MD · On-site
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 ...
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
$114K - $194K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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.
$114K - $194K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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.
We are seeking a Portfolio Analyst to support the management and growth of a multifamily real estate investment portfolio. This role offers broad exposure to the investment lifecycle, including ...
We are seeking a Portfolio Analyst to support the management and growth of a multifamily real estate investment portfolio. This role offers broad exposure to the investment lifecycle, including ...
$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
| 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.
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.
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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