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
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
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 Portfolio Analyst works closely with the local Investment Team to support portfolio management for multi-asset class client portfolios. Responsibilities include investment analysis, portfolio ...
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 ...
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 ...
Boston, MA · On-site
The role combines handson portfolio implementation with analytical work across public, private, and alternative investments. * Work within small, collaborative teams to design and implement ...
Boston, MA · On-site
The role combines handson portfolio implementation with analytical work across public, private, and alternative investments. * Work within small, collaborative teams to design and implement ...
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 ...
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 ...
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 ...
New
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 ...
New
Watsonville, CA · On-site
$50/hr
Portfolio Analyst Department : Information Services / Office of the CIO Location : Watsonville, CA (4-5 days onsite - no flexibility) Role Type : Contract (6+ months, likely extension to 12-18 months ...
Watsonville, CA · On-site
$50/hr
Portfolio Analyst Department : Information Services / Office of the CIO Location : Watsonville, CA (4-5 days onsite - no flexibility) Role Type : Contract (6+ months, likely extension to 12-18 months ...
$90K - $110K/yr
Portfolio Analyst Location US-CA-San Francisco ID 2026-1191 Position Type Full-Time Category Investments Overview Join our dynamic emerging markets team as a Portfolio Analyst focused on equity ...
$90K - $110K/yr
Portfolio Analyst Location US-CA-San Francisco ID 2026-1191 Position Type Full-Time Category Investments Overview Join our dynamic emerging markets team as a Portfolio Analyst focused on equity ...
San Francisco, CA · Hybrid
$90K - $120K/yr
Portfolio Analyst Location US-CA-San Francisco ID 2026-1173 Position Type Full-Time Category Investments Overview The portfolio analyst would sit directly with the portfolio managers and traders of ...
San Francisco, CA · Hybrid
$90K - $120K/yr
Portfolio Analyst Location US-CA-San Francisco ID 2026-1173 Position Type Full-Time Category Investments Overview The portfolio analyst would sit directly with the portfolio managers and traders of ...
$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 ...
$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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Bridgeport, CT · On-site
Req Master's deg in Finance, Aviation Finance or rltd field of study, & 4 yrs of exp as a Pricing Analyst, Portfolio Analyst or in a rltd position involving aviation fin'l modeling / analytics. Will ...
Bridgeport, CT · On-site
Req Master's deg in Finance, Aviation Finance or rltd field of study, & 4 yrs of exp as a Pricing Analyst, Portfolio Analyst or in a rltd position involving aviation fin'l modeling / analytics. Will ...
Tucson, AZ · Hybrid
$90K/yr
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 ...
Quick apply
Tucson, AZ · Hybrid
$90K/yr
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 ...
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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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 ...
San Francisco, CA · On-site
$90K - $110K/yr
Portfolio Analyst Location US-CA-San Francisco ID 2026-1191 Position Type Full-Time Category Investments Overview Join our dynamic emerging markets team as a Portfolio Analyst focused on equity ...
San Francisco, CA · On-site
$90K - $110K/yr
Portfolio Analyst Location US-CA-San Francisco ID 2026-1191 Position Type Full-Time Category Investments Overview Join our dynamic emerging markets team as a Portfolio Analyst focused on equity ...
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 ...
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 ...
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 ...
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 ...
$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.
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: