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Portfolio Analyst Internship Jobs (NOW HIRING)

Graycor Inc.

Investment Analyst Internship

Chicago, IL · On-site +1

$950/wk

Investment Analyst Internship ID: 1995 Graycor Company: Gray Capital Location: Chicago, IL ... Use your interpersonal skills to help portfolio companies and leverage the firm's network to ...

City National Bank

Portfolio Analyst

Beverly Hills, CA · On-site

$65K - $104K/yr

PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are ... internship experience considered; internal mobility candidates highly desired and encouraged ...

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How much do portfolio analyst internship jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for portfolio analyst internship in the United States is $22.50, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $24.52 per hour, depending on experience, location, and employer.

What are some common projects or tasks a Portfolio Analyst Intern can expect to work on during their internship?

As a Portfolio Analyst Intern, you can expect to assist with tasks such as analyzing investment portfolios, preparing performance reports, conducting market research, and supporting senior analysts with data collection and modeling. Interns often help with monitoring asset allocations, tracking key financial metrics, and presenting findings to the team. Collaboration with portfolio managers and other analysts is common, providing valuable exposure to real-world investment decision-making processes and the opportunity to learn industry-standard tools and software.

What is a Portfolio Analyst Internship?

A Portfolio Analyst Internship is a temporary position, usually for students or recent graduates, that provides hands-on experience in analyzing investment portfolios and financial markets. Interns work closely with portfolio managers and analysts to assist with data collection, financial modeling, performance tracking, and generating reports. The internship aims to develop technical skills in investment analysis, financial software, and research while offering exposure to real-world portfolio management processes. It is an excellent stepping stone for those interested in a career in finance, investment management, or related fields.

What is the difference between Portfolio Analyst Internship vs Portfolio Analyst?

AspectPortfolio Analyst InternshipPortfolio Analyst
CredentialsTypically pursuing or recent graduate, some finance or related degreeBachelor's degree in finance, economics, or related field; certifications like CFA preferred
Work EnvironmentInternship setting, often in financial firms or asset management companiesFull-time professional role within investment teams or asset management firms
ResponsibilitiesAssisting with data analysis, research, and supporting senior analystsAnalyzing portfolios, making investment recommendations, managing client assets

The main difference is that a Portfolio Analyst Internship is an entry-level, temporary position for students or recent graduates gaining experience, while a Portfolio Analyst is a full-time professional responsible for managing investment portfolios and making strategic decisions.

What are the key skills and qualifications needed to thrive as a Portfolio Analyst Intern, and why are they important?

To thrive as a Portfolio Analyst Intern, you typically need a strong foundation in finance, accounting, and quantitative analysis, often supported by ongoing studies in finance, economics, or a related field. Familiarity with financial modeling software, Excel, Bloomberg Terminal, and possibly coding languages like Python or R is highly beneficial. Analytical thinking, attention to detail, and effective communication are standout soft skills for this role. These competencies enable interns to accurately assess investment opportunities, support portfolio management, and contribute meaningful insights to the team.
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Portfolio Analyst Internship jobs near you
Portfolio Analyst

Portfolio Analyst

Allspring Global Investments

San Francisco, CA • Hybrid

$90K - $120K/yr

Other

Posted 8 days ago

Job description

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 the Investment Grade Income team, and aid in the implementation of strategy within Structured Products. This role would involve a breadth of tasks, from responding to client-specific requests, trade support, monitoring portfolios, and interfacing with other internal teams (ie. Accounting, operations, distribution enablement). This position will be based on San Francisco, CA.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s): San Francisco, CA

Responsibilities
    Support Portfolio Managers with daily portfolio analytic and trading tasks.
  • Provide daily support for institutional client base and sales and marketing efforts.
  • Maintain, update, and develop spreadsheets to support models, provide for presentations and meet reporting needs.
  • Complete weekly, monthly, and quarterly tasks that include portfolio characteristics, return information, performance attribution, market commentary, and presentations for internal and external clients.
Qualifications

Required Qualifications

  • An undergraduate degree in business administration, finance, economics, statistics, or accounting is preferred.
  • Proven analytical, problem solving, and quantitative abilities that can be demonstrated through coursework in finance, accounting, statistics, and math, as well as in work-related and project management experience.
  • Ability to design PowerPoint presentations that tell the story through clean, concise, and well-organized slides.
  • Must be able to interpret complex concepts and translate them into easy-to-understand graphs, charts, and visual graphics.
  • Strong technical skills with demonstrated experience in advanced Excel formulas and functions.
  • Superior organizational, interpersonal, verbal, and written communication abilities.
  • Demonstrated leadership ability, a quick intellect, and a willingness to work in a "hands-on" environment.
  • Business experience through internship, co-op, part-time, or full-time position preferred.
  • Ability to manage multiple tasks in a fast-paced and fluid environment
  • Remain in stationary position for prolonged periods of time
  • Operate computer programs and software
  • Ability to communicate effectively with audiences in person and in electronic formats
  • Day-to-day contact with others (co-workers and/or public)
  • Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

  • Experience with capital markets and industry-specific jargon
  • Familiarity with relevant systems such as Bloomberg, FactSet, and FXConnect, etc.
  • Interested in pursuing CFA designation
  • Conceptual understanding of macroeconomic trends and fixed income markets

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

Base Pay Range: $90,000 - $120,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

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Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status

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