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Portfolio Analyst Jobs in Florida (NOW HIRING)

VanEck

Security & Portfolio Analyst

Tampa, FL · On-site

Portfolios * Onboarding new portfolio for relevant portfolio management systems and with key ... Ability to analyze data * Meticulous and detail-oriented * History of successful multitasking

BNY Mellon

Associate Portfolio Manager

Tampa, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduct detailed portfolio analysis and prepare reports that support informed business decisions. * May conduct research related to potential business profitability. To be successful in this role, w ...

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All JobsPortfolio Analyst JobsPortfolio Analyst Jobs in Florida

Portfolio Analyst information

See Florida salary details

$28.4K

$69.7K

$110.6K

How much do portfolio analyst jobs pay per year?

As of Aug 15, 2026, the average yearly pay for portfolio analyst in Florida is $69,674.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,700.00 and $80,700.00 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.

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 the size of the firm. Entry-level analysts typically earn less, while those with advanced certifications or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

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 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 bachelor's degree in finance, economics, or related fields. Certifications such as CFA can enhance job prospects and credibility.

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.
More about Portfolio Analyst jobs

What are the most commonly searched types of Portfolio Analyst jobs in Florida?

The most popular types of Portfolio Analyst jobs in Florida are:

What are popular job titles related to Portfolio Analyst jobs in Florida?

For Portfolio Analyst jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Portfolio Analyst jobs in Florida look for?

The top searched job categories for Portfolio Analyst jobs in Florida are:

What cities in Florida are hiring for Portfolio Analyst jobs?

Cities in Florida with the most Portfolio Analyst job openings:

What are popular job titles related to Portfolio Analyst jobs in FL?

For Portfolio Analyst jobs in FL, the most frequently searched job titles are:

Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution, with an average salary of $69,674 per year, or $33.5 per hour.

Security & Portfolio Analyst

VanEck

Tampa, FL • On-site

Full-time

Re-posted 23 days ago

Job description

Essential Duties and Responsibilities:
Includes the following, other duties may be assigned as needed:
  • Responsible for security and portfolio details across the systems infrastructure.
  • For securities:
    1. System setup and maintenance, pricing, and exchange rates
    2. Instructing on and processing all voluntary corporate actions (internal and external)
    3. Processing mandatory corporate actions
    4. Supports Pricing Committee
    5. Administers proxy voting
    6. Provides class action oversight
    7. Significant ownership reporting
  • Portfolios
    1. Onboarding new portfolio for relevant portfolio management systems and with key business partners
    2. Proper implementation of fund changes including renaming and index adjustments

Supervisory Responsibilities
None
Qualifications
  • History of advanced system comprehension and usage; ability to understand how data flows throughout the different systems and organization
  • Knowledge of industry terminology, security identifiers, and history about researching security details, values and actions
  • Knowledge about corporate actions and history processing
  • Strong understanding of financial markets and an interest in investing
  • Knowledge about different asset classes (equity, fixed income, spots, forwards, options, futures, swaps), investment products (mutual funds, ETFs, ETNs, separately managed accounts) and transaction types/sources (buys and sells, shorts and covers, expiration, maturity, corporate actions, etc.)
  • Experience working with diverse range of financial professionals including operations, trading, marketing and IT
  • Focus on streamlining and improving processes/workflow
  • Experience with system conversion and implementation a plus

Education and/or Experience
  • Bachelor Degree in business, finance, marketing, mathematics or relevant degrees
  • 3-5 years at an asset manager, RIA or similar investment firm performing comparable operational functions

General Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
  • Track record of hands-on problem solving
  • Ability to analyze data
  • Meticulous and detail-oriented
  • History of successful multitasking
  • Strong communication skills
  • History of successfully working in teams
  • Ability to work independently and take a task to completion in a timely manner
  • Quick learner and ability to adapt to new situations

Language and Communication Skills
  • Strong communication skills required as individual works closely with many areas of the business, sharing important information that is reported

VanEck is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. VanEck does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law. #LI-AB
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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