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Portfolio Analyst Jobs in Kansas (NOW HIRING)

OTSI

Appl. Portfolio Manager 2

Overland Park, KS · Hybrid

Portfolio Manager 2 (Overland Park, KS - Onsite) MAJOR RESPONSIBILITIES Ensure all technology ... Analysis (RCA) and Corrective Action opportunities as needed. Define and maintain application ...

OTSI

Appl. Portfolio Manager 2

Overland Park, KS · On-site

Portfolio Manager 2 (Overland Park, KS - Onsite) MAJOR RESPONSIBILITIES * Ensure all technology ... analysis, achievable projecttimelines, and standard deployment architectures. * Manage ...

Emprise Bank

Commercial Portfolio Manager

Lawrence, KS · On-site

Makes recommendations based on analysis * Consistently delivers high-quality work, setting an example for others Portfolio Management * Monitor and manage portfolio activities individually and/or ...

Robert Half

Analyst

Leawood, KS · On-site

$75K - $110K/yr

Partner with internal stakeholders to support underwriting, portfolio reviews, and strategic ... At least 2 years of experience in an analyst role, preferably within commercial real estate or a ...

First Security Bank

Bank Credit Analyst

Overbrook, KS · On-site

Monitor existing loan portfolios for changes in financial performance or credit quality. * Ensure ... Excellent analytical, organizational, and problem-solving skills. * Strong written and verbal ...

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Portfolio Analyst information

See Kansas salary details

$33.9K

$83.2K

$132K

How much do portfolio analyst jobs pay per year?

As of Sep 3, 2026, the average yearly pay for portfolio analyst in Kansas is $83,152.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,400.00 and $96,300.00 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

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

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

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

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

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Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in Kansas as of August 2026, with employment types broken down into 89% Full Time, 8% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $83,152 per year, or $40 per hour.

Portfolio Manager & Trader

Sanctuary Wealth Group LLC

Lawrence, KS

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

Description

Portfolio Manager & TraderLocation: Lawrence, KS or Houston, TX (In-office, Mon-Fri)Type: Full-Time, In PersonFirm: Bowersock Capital PartnersReporting To: CEO and Founding Partner


Join Our Team at Bowersock Capital Partners - Bowersock Capital Partners (BCP) is a $1.1B wealth management firm built on rigorous planning, disciplined investing, and a deeply client-centered approach. We provide comprehensive financial management for a select group of successful professionals, business owners, and high-net-worth families, developing detailed, individualized, long-term strategies designed to grow, protect, and ultimately transfer both assets and values across generations. Our team goes beyond the conventional advisor role by serving as true partners, thoughtful problem solvers, and persistent advocates for our clients' best interests. 


Position Overview - Bowersock Capital Partners is seeking a Portfolio Manager & Trader who shares that intellectual rigor, attention to detail, and commitment to excellence, and who is ready to take ownership of portfolio implementation while playing a meaningful role in investment decision-making across client portfolios. This role combines daily trading, measured discretion, investment diligence, and platform oversight across traditional and alternative investments. You will report to and work directly with our CEO and Founding Partner, offering meaningful influence on portfolio construction and manager selection within a collaborative investment process.


Your Role & Responsibilities


Duties and responsibilities include but are not limited to:


Portfolio Management & Trading

Execute trades across client portfolios, including ETFs, mutual funds, equities, and alternatives

Manage rebalancing, cash flows, and tax-aware implementation

Exercise discretion within defined portfolio guidelines

Monitor markets and adjust positioning within established frameworks


Investment Research & Diligence

Conduct due diligence on mutual funds, ETFs, third-party managers, structured investments, and individual stocks

Document due diligence and select individual securities, as applicable

Lead sourcing and evaluating alternative investments

Develop investment recommendations, including supporting analysis, portfolio fit, and risk considerations

Maintain and evolve the firm's approved investment list


Platform & Manager Integration

Serve as primary investment liaison with external fund managers and GPs

Serve as primary investment liaison with 55ip for direct indexing and tax-aware platform needs

Serve as primary investment liaison with Vestmark for UMA and managed accounts platform needs

Collaborate with investment teams and specialists at partner firms

Oversee implementation and monitoring of portfolios across platforms

Ensure consistency between portfolio strategy and execution


Portfolio Construction Support

Collaborate on asset allocation and portfolio design

Provide input on tactical positioning and risk management

Contribute to ongoing refinement of the firm's investment process

Run monthly investment and strategy meeting


Decision-Making & Influence

Operate with measured discretion in day-to-day portfolio implementation and trading

Play a central role in evaluating and recommending investment opportunities

Contribute meaningfully to investment decisions, including alternative investments

Collaborate with firm leadership on final investment decisions, particularly for new investment vehicles and strategic allocation

Requirements

Ideal Candidate Profile & Qualifications

Required Qualifications

5+ years of experience in portfolio management, trading, or multi-asset investing

Undergraduate degree required

Series 7 and 65, or 63 and 66, required

Familiarity or experience with various industry custodians and proprietary trading tools, including Pershing LLC, Pershing PAS, Schwab, Fidelity, and Goldman Sachs

Familiarity or experience with Turnkey Asset Management Platforms (TAMP) and/or equivalent FinTech solutions and technology

Demonstrated experience executing trades across diversified portfolios, conducting fund or manager diligence, and communicating with clients and third-party managers

Strong understanding of tax-aware investing, multi-asset portfolio construction, and wealth management portfolio dynamics

Comfortable operating with accountability, influence, and collaboration

Process-driven, disciplined decision-maker


Preferred Qualifications

CIMA or CFA designation a plus but not required


About Us

Bowersock Capital Partners is a small, independent financial services firm dedicated to delivering thoughtful, carefully constructed investment and financial planning solutions. We operate our business in partnership with Sanctuary Wealth, using Sanctuary's platform, infrastructure, and operational support. We prioritize long-term relationships, disciplined decision-making, and a client-first approach in everything we do. Our size allows for meaningful collaboration, direct access to leadership, and the opportunity for each team member to make a tangible impact.


We are committed to supporting our employees with a comprehensive benefits package, including competitive compensation, health, dental, and vision insurance, a 401(k) plan with employer match, and paid vacation and holidays. At Bowersock Capital Partners, we strive to create an environment where talented professionals can grow, contribute, and build rewarding careers.

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