ZipRecruiter

Log In

1

Portfolio Analyst Jobs in Florida (NOW HIRING)

Insight Global

Aviation Portfolio Manager

Orlando, FL · On-site

$85K - $100K/yr

Analyze and report on capital portfolio performance and risks, to support portfolio decision-making -- Provide regular reports and insights on capital portfolio performance -- Develop and maintain a ...

New

BNY

Associate Portfolio Manager

Tampa, FL

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 ...

BNY Mellon

Associate Portfolio Manager

Tampa, FL · On-site

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 ...

next page

Showing results 1-20

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 23, 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 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 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 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $69,674 per year, or $33.5 per hour.

Portfolio Management Analyst

Star Mountain Capital

Tampa, FL • On-site

Full-time

Re-posted 5 days ago

Job description

Position Description
Portfolio Company Oversight
  • Support the Underwriting and Portfolio Management teams in monitoring portfolio company performance and preparing materials for board meetings, management discussions, and internal reviews.
  • Review monthly financial statements, quarterly covenant compliance certificates, and annual audited financial statements to identify performance trends, risks, and key business developments. Proactively share key highlights/takeaways with relevant teams.
  • Analyze operating and financial performance against budget and prior periods, helping identify key drivers of results and opportunities for operational improvement.
  • Assist with value creation initiatives across portfolio companies, including operational benchmarking, KPI reporting, working capital management, forecasting, and performance tracking.
  • Monitor liquidity, cash flow, and borrowing base availability, identifying potential risks and escalating material issues to senior investment professionals.
  • Track compliance with investment documentation, including financial covenants, reporting requirements, and key lender obligations.
  • Support ongoing monitoring of portfolio companies experiencing operational or financial challenges by gathering data, performing analyses, and assisting with action plans.
  • Contribute to special projects involving portfolio company performance improvement, strategic initiatives, and operational analyses.

Internal Reporting
  • Maintain portfolio company financial, capital structure, and operating data within firm systems, including S&P Global iLEVEL and Wall Street Office (WSO), ensuring accuracy and consistency.
  • Develop and maintain portfolio dashboards and KPI reporting to support investment committee materials, portfolio reviews, and management decision-making.
  • Support quarterly valuation processes by updating financial models, industry outlooks, assumptions, and supporting analyses.
  • Assist in preparing quarterly and semi-annual portfolio company reviews summarizing financial performance, key risks, industry outlooks, operating trends, and investment updates.
  • Respond to internal and investor information requests by preparing analyses and supporting materials related to portfolio company performance and investments.

Portfolio Financing & Investment Support
  • Assist in preparing internal financing and amendment memoranda for review by senior investment professionals.
  • Build and maintain detailed financial models (3-statement financial models and 13-week cash flow) to forecast operating performance, liquidity, leverage, and returns under various business scenarios.
  • Support investment professionals throughout the investment lifecycle, including due diligence, closing processes, ongoing portfolio monitoring, and post-close reporting.
  • Coordinate with internal teams and external advisors, including legal counsel, consultants, lenders, and portfolio company management, to support financing transactions and portfolio management initiatives.

Required Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record.
  • 1-3 years of relevant experience in private equity, private credit, investment banking, corporate banking, valuation, consulting, accounting, or another finance-related role.
  • Strong financial modeling and analytical skills, including proficiency in Microsoft Excel and experience building or maintaining financial models.
  • Excellent attention to detail with the ability to manage multiple priorities in a fast-paced environment.
  • Interest in how AI can be applied to financial, industry, and investment analysis.
  • Strong written, verbal, and interpersonal communication skills.
  • Highly motivated, intellectually curious, and eager to learn in a collaborative team environment.
  • Positive attitude, strong work ethic, and a willingness to take ownership of responsibilities.
  • Experience with portfolio monitoring systems (e.g., S&P Global iLEVEL, Wall Street Office) and data visualization tools (e.g., Power BI or Tableau) is a plus.
  • Timing: Immediate
  • Location: Tampa, Florida - 5 days a week in office

Apply