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Portfolio Analyst Jobs in Ohio (NOW HIRING)

KeyBank

KPB WS Portfolio Analyst

Cleveland, OH · On-site

$52K - $80K/yr

Location: 127 Public Square, Cleveland Ohio Portfolio Analyst - Institutional Investments Position Summary The Portfolio Analyst supports the management and oversight of institutional investment ...

Keybank

KPB WS Portfolio Analyst

Brooklyn, OH · Hybrid

$52K - $80K/yr

Location: 127 Public Square, Cleveland Ohio Portfolio Analyst - Institutional Investments Position Summary The Portfolio Analyst supports the management and oversight of institutional investment ...

Keybank

KPB WS Portfolio Analyst

Cleveland, OH · Hybrid

$52K - $80K/yr

Location: 127 Public Square, Cleveland Ohio Portfolio Analyst - Institutional Investments Position Summary The Portfolio Analyst supports the management and oversight of institutional investment ...

PNC Bank

Portfolio Analytics & Strategy Specialist Sr.

Cleveland, OH · On-site

$112K - $208K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Portfolio Analytics & Strategy Specialist Sr. within PNC's Data, Modeling, and Analytics organization, you will be based in Cleveland, Ohio. PNC is an in-office company that fosters a supportive ...

PNC

Portfolio Analytics & Strategy Specialist Sr.

Cleveland, OH · On-site

$112K - $208K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Portfolio Analytics & Strategy Specialist Sr. within PNC's Data, Modeling, and Analytics organization, you will be based in Cleveland, Ohio. PNC is an in-office company that fosters a supportive ...

Randstad Digital

IT Project Portfolio Analyst

Cleveland, OH · On-site

$54.28 - $64.28/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Skilled in baselines, variance analysis, resource loading, and capacity planning, with a strong ... and portfolio dependencies, and uses data to forecast outcomes and completion dates ...

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All JobsPortfolio Analyst JobsPortfolio Analyst Jobs in Ohio

Portfolio Analyst information

See Ohio salary details

$36.1K

$88.6K

$140.7K

How much do portfolio analyst jobs pay per year?

As of Aug 19, 2026, the average yearly pay for portfolio analyst in Ohio is $88,638.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $102,700.00 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 Ohio?

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

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

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

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

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

What cities in Ohio are hiring for Portfolio Analyst jobs?

Cities in Ohio with the most Portfolio Analyst job openings:

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

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

Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in Ohio as of August 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $88,638 per year, or $42.6 per hour.

KPB WS Portfolio Analyst

KeyBank

Cleveland, OH • On-site

$52K - $80K/yr

Full-time

Posted 9 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Location:
127 Public Square, Cleveland Ohio
Portfolio Analyst - Institutional Investments
Position Summary
The Portfolio Analyst supports the management and oversight of institutional investment portfolios for endowments, foundations, retirement plans, and nonprofit organizations. This role partners with investment consultants, advisors, and research professionals to monitor portfolio performance, execute trades, support rebalancing activities, prepare client reporting, and contribute to proposals and analysis. The ideal candidate is analytical, detail-oriented, and passionate about institutional investing and capital markets.
Key Responsibilities
  • Monitor portfolio performance, asset allocation, and risk metrics.
  • Prepare portfolio reviews, investment reports, and client presentation materials.
  • Execute trades and support portfolio rebalancing in accordance with investment policy guidelines.
  • Coordinate with trading, operations, and compliance teams to ensure accurate trade execution and settlement.
  • Provide portfolio analysis and reporting support for investment consultants and advisors for client meetings.
  • Identify opportunities to improve investment reporting, workflows, and operational efficiency.

Qualifications
  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
  • A minimum of 1 year of experience in investment management, institutional consulting, portfolio analysis, or related roles.
  • Strong analytical, quantitative, and organizational skills.
  • Proficiency in Microsoft Excel and investment reporting systems.
  • Knowledge of portfolio management, asset allocation, and capital markets.
  • CFA candidacy or progress toward a professional investment designation is preferred.

Key Competencies
  • Attention to detail
  • Analytical thinking
  • Communication and presentation skills
  • Collaboration and teamwork
  • Client focus
  • Problem-solving and process improvement

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $52,000.00 - $80,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 09/10/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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