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Portfolio Analyst Jobs in Florida (NOW HIRING)

Fuel Portfolio Analyst

Orlando, FL · On-site

$95K - $143K/yr

As a Fuel Portfolio Analyst, you'll manage coal train logistics, process fuel and commodity invoices, prepare hedging and regulatory reports, and support financial modeling, budgeting, and variance ...

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Portfolio Analyst information

See Florida salary details

$28.4K

$69.7K

$110.6K

How much do portfolio analyst jobs pay per year?

As of Sep 6, 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.

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 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:

Infographic showing various Portfolio Analyst job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution, with an average salary of $69,674 per year, or $33.5 per hour.

Multifamily Portfolio Analyst

Atrium Management Company

Orlando, FL • Hybrid

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Key responsibilities

  • Analyze monthly and quarterly property financials to evaluate asset performance and identify underperforming assets.

  • Support the preparation of asset-level and portfolio-level reporting for ownership and investors, including performance narratives and presentations.

  • Assist in supporting initiatives for NOI growth, expense optimization, and operational efficiencies, including analyzing capital projects and long-term asset strategies.


Job description

Description

Who We Are


Atrium Management Company is a growing property management and development firm serving communities throughout Florida and Virginia. Our team is empowered to lead with professionalism, compassion, and creativity, making Atrium one of the most trusted and fastest-growing names in property management.


At Atrium, we don't simply manage properties-we build relationships. 


Do you have a passion for people and ready to join a company with strong career-growth opportunities? Apply and learn why Atrium was named #1 Best Place to Work in 2025 by Orlando Business Journal!

About the Role


Due to significant growth, we are seeking an exceptional Multifamily Portfolio Analyst to join our team and support the ownership and asset management functions of our growing multifamily portfolio. This pivotal role is responsible for analyzing financial and operational performance, identifying value-creation opportunities, and supporting strategic decisions that drive NOI growth, capital efficiency, and long-term asset value.


The ideal candidate thinks like an owner, understands how on-site execution impacts financial results, and can translate property-level data into clear recommendations for leadership and investors.


The Multifamily Portfolio Analyst reports directly to the Controller, and is expected to make teamwork and customer service their top priority.


Join us at Atrium as we celebrate 11 years of rewarding hard work!


Salary:  $60,000 to $80,000 annually

Location: Atrium Management Company, Corporate Office, 201 S Bumby Ave. Orlando, FL 32803 (in-office preferred / hybrid schedule will be considered)

Schedule: Full-Time. Monday thru Friday, 8:30am - 5:30pm



Key Responsibilities

Asset Performance Analysis

  • Analyze monthly and quarterly property financials including income statements, T-12s, rent rolls, and variance reports
  • Evaluate NOI performance, margin trends, and revenue/expense drivers across the portfolio
  • Identify underperforming assets and recommend corrective strategies

Budgeting, Forecasting & Business Planning

  • Support annual business plans, operating budgets, and periodic reforecasts
  • Monitor actual performance versus budget and underwriting assumptions
  • Assist in evaluating pricing, renewal strategies, concessions, and revenue-management initiatives

Ownership & Investor Reporting

  • Prepare asset-level and portfolio-level reporting for ownership and capital partners
  • Assist with investor presentations, executive summaries, and performance narratives
  • Ensure consistency, accuracy, and clarity in asset management reporting

Value-Creation & Strategic Analysis

  • Support initiatives focused on NOI growth, expense optimization, and operational efficiencies
  • Analyze capital projects, ROI assumptions, and post-completion performance
  • Assist with hold/sell analyses, refinance support, and long-term asset strategy

Operational & Asset Management Collaboration

  • Partner with asset managers, regional managers, and property teams to understand performance drivers
  • Translate operational challenges into financial impact and solutions
  • Support due diligence for acquisitions, dispositions, and property transitions

Data, Systems & Process Improvement

  • Maintain and improve asset-management dashboards and reporting tools
  • Work within property management and accounting systems (e.g., AppFolio, Yardi, RealPage)
  • Help standardize asset-management processes and improve data quality
Requirements
  • Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field
  • 2-4+ years of experience in multifamily asset management, real estate analytics, or property financial analysis
  • Strong financial analysis and Excel skills (pivot tables, complex formulas; Power BI or similar a plus)
  • Solid understanding of NOI drivers and multifamily financial statements
  • Ability to communicate insights clearly to both operational and executive audiences


What We're Looking For
  • Experience: Experience supporting ownership, investors, or asset managers. Familiarity with underwriting assumptions and the real estate valuation concepts. Exposure to capital planning, refinance analysis, or value-add strategies.
  • Soft Skills:  Strategic thinker who connects operations to asset value. Detail-oriented with the ability to synthesize large date sets. 
  • Hard Skills: Experience with AppFolio, Yardi, MRI, or RealPage. Strong written and verbal communication skills. Bi-lingual (conversational English and Spanish) is a big plus!
  • Mindset: Ownership mindset with strong financial acumen. Proactive, curious, and solution-oriented. 
  • Self-disciplined, goal-driven, professional, positive, energetic and resourceful, hands-on, adaptable, and dependable.


Why Join Us?
  • Direct exposure to asset management leadership and ownership decisions
  • Opportunity to impact NOI, capital strategy, and long-term portfolio value
  • Hands-on experience across acquisitions, operations, and investor reporting
  • Clear growth path into Asset Manager or Portfolio Manager roles
Benefits
  • Health, Dental and Vision Insurance
  • PTO and Paid Holidays
  • Parental Leave
  • Life Insurance and Short-Term Disability Provided
  • 401K with company match
  • FSA and DSA
  • Flexible Schedule
  • Fun company and community events throughout the year!
  • Competitive Bonus & Commission Structure
  • Strong mentorship and a career path for internal growth


Atrium Management Company is an Equal Opportunity Employer

Atrium Management Company provides equal employment and advancement opportunities to all employees and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.