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Portfolio Analyst Jobs (NOW HIRING)

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.

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 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

Columbia, SC · Remote

$50 - $60/hr

Portfolio Analyst - DataAnnotation Join to apply for the Portfolio Analyst role at DataAnnotation . We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the ...

... 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 ...

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Portfolio Analyst

Iowa, LA · Remote

$50 - $60/hr

1 day ago Be among the first 25 applicants We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and ...

Portfolio Analyst

Brooklyn, NY · Remote

$50 - $60/hr

Join to apply for the Portfolio Analyst role at DataAnnotation We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate ...

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 ...

We are seeking a Portfolio Analyst to join a growing investment team and play a key role in portfolio analysis, market research, and investment strategy development. What You'll Do: Analyze ...

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 ...

Portfolio Analyst

Bridgewater, NJ · Hybrid

$50 - $60/hr

Portfolio Analyst - Contract Role - Hybrid, 3 days a week onsite, Bridgewater, NJ RedStream Technology is seeking a detail-oriented and analytical Portfolio Analyst to support financial and ...

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 ...

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Portfolio Analyst information

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$38K

$93.2K

$148K

How much do portfolio analyst jobs pay per year?

As of Jun 6, 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 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.

What is the difference between Portfolio Analyst vs Investment Analyst?

AspectPortfolio AnalystInvestment Analyst
Primary FocusManaging and optimizing client investment portfoliosResearching and recommending individual securities or assets
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, CFA or similar certifications common
Work EnvironmentFinancial firms, asset management companies, banksInvestment firms, asset management, research institutions
Key ResponsibilitiesPortfolio performance analysis, risk management, asset allocationMarket 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.

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.
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Portfolio Analyst

Portfolio Analyst

MRINetwork Jobs

Saint Louis, MO

Full-time

Posted 12 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