ZipRecruiter

Log In

1

Portfolio Analyst Jobs (NOW HIRING)

MRINetwork Jobs

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.

Altius Search Group

Portfolio Analyst

Clackamas, OR · On-site

$65K - $85K/yr

Portfolio Analyst Altius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support sound ...

Invesco

Portfolio Analyst

Atlanta, GA · Hybrid

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 ...

MRINetwork Jobs

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.

MRINetwork Jobs

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.

MRINetwork Jobs

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.

MRINetwork Jobs

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.

Invesco

Portfolio Analyst

Atlanta, GA · On-site

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 ...

Brown Advisory

Portfolio Analyst

Baltimore, MD · On-site

Due to the complex nature of clients' investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position ...

Brown Advisory

Portfolio Analyst

Norfolk, VA · On-site

Due to the complex nature of clients' investment objectives and related service needs, Portfolio Analysts must be well versed in a broad range of investment disciplines and strategies. The position ...

Ogletree Deakins

Portfolio Analyst

Greenville, SC · On-site

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 ...

Northern Trust

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 ...

Artius Solutions

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 ...

WSFS Bank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

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 ...

WSFS Bank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

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 ...

Wsfsbank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

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 ...

Wsfsbank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

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 ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Analyst JobsPortfolio Analyst Jobs

Portfolio Analyst information

See salary details

$38K

$93.2K

$148K

How much do portfolio analyst jobs pay per year?

As of Sep 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 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 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 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.

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.

How much does a portfolio analyst make?

A portfolio analyst's average salary in the United States ranges from $60,000 to $85,000 annually, depending on experience, location, and industry. Entry-level analysts typically earn less, while those with advanced certifications or in senior roles can earn over $100,000. Compensation often includes bonuses and benefits related to financial analysis and investment management skills.

What do you need to be a portfolio analyst?

To become a portfolio analyst, you typically need a bachelor's degree in finance, economics, or a related field. Strong analytical skills, proficiency with financial modeling and tools like Excel or specialized software, and knowledge of investment strategies are also important. Some roles may require relevant certifications such as the CFA credential.

What skills do you need to be a portfolio analyst?

A portfolio analyst needs strong analytical skills, proficiency in financial modeling, and knowledge of investment strategies. They should be familiar with tools like Excel, Bloomberg, or other financial software, and often require a relevant degree such as finance, economics, or accounting. Certifications like CFA can enhance job prospects and credibility in the field.
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:

Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Analyst

MRINetwork Jobs

Clayton, MO • On-site

Full-time

Re-posted 19 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