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Portfolio Analyst Jobs in Tennessee (NOW HIRING)

LanceSoft, Inc.

Portfolio Analyst III

Chattanooga, TN · On-site

LanceSoft, Inc. is seeking a Portfolio Analyst III for a contract role in Chattanooga, TN. The main purpose of the role is to collaborate with the financial organization to evaluate project benefits ...

Kroll

Analyst, Portfolio Valuation

Nashville, TN

Portfolio Valuation Analysts will provide a range of valuation advisory services specifically to the alternative investment community including private equity and hedge funds, business development ...

Kroll

Analyst, Portfolio Valuation

Nashville, TN · On-site

Portfolio Valuation Analysts will provide a range of valuation advisory services specifically to the alternative investment community including private equity and hedge funds, business development ...

FirstBank

Portfolio Manager

Nashville, TN

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

FirstBank

Portfolio Manager

Nashville, TN · On-site

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

FirstBank

Portfolio Manager

Nashville, TN · On-site

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

FM

Sr. Actuarial Analyst - VSIC

Nashville, TN · On-site

$121K/yr

This role supports pricing, portfolio analytics, and business performance for VSIC's Commercial Excess & Surplus (E&S) portfolio, with a focus on MGA-produced business. The position combines ...

FirstBank

Sr. Portfolio Manager

Nashville, TN · On-site

Summary: The Senior Portfolio Manager (Sr. PM) demonstrates advanced proficiency in supporting ... Analyze complex credit requests and perform financial statement analysis utilizing the bank ...

FirstBank

Sr. Portfolio Manager

Nashville, TN

Summary: The Senior Portfolio Manager (Sr. PM) demonstrates advanced proficiency in supporting ... Analyze complex credit requests and perform financial statement analysis utilizing the bank ...

FirstBank

Sr. Portfolio Manager

Nashville, TN · On-site

The Senior Portfolio Manager (Sr. PM) demonstrates advanced proficiency in supporting Relationship ... Analyze complex credit requests and perform financial statement analysis utilizing the bank ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Perform equity/fixed research to include sector, industry, and company analysis. * Manage accounts ...

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Portfolio Analyst information

See Tennessee salary details

$34.5K

$84.6K

$134.3K

How much do portfolio analyst jobs pay per year?

As of Aug 24, 2026, the average yearly pay for portfolio analyst in Tennessee is $84,622.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,600.00 and $98,000.00 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.
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Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in Tennessee as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $84,622 per year, or $40.7 per hour.

Portfolio Analyst III

LanceSoft, Inc.

Chattanooga, TN • On-site

Full-time

Re-posted 21 days ago

Job description

Job Summary:
LanceSoft, Inc. is seeking a Portfolio Analyst III for a contract role in Chattanooga, TN. The main purpose of the role is to collaborate with the financial organization to evaluate project benefits and ensure data accuracy for decision-making while monitoring project milestones and commitments.
Responsibilities:
• Utilize best practices, techniques, and tools for project planning, execution, project management, ongoing milestone and deliverable tracking, communication, and key performance metrics.
• Under the guidance of a Senior Portfolio Analyst, collaborate with the financial organization to quantify project benefits in a way that enables objective evaluation of projects against company objectives and supports project approval decision-making.
• Also under the guidance of a Senior Portfolio Analyst, work with functional managers and project managers to ensure all required data for decision-making is complete, accurate, and readily available.
• Monitor and report status on milestone schedule commitments, resource commitments, and constraints.
• Responsible for performing IT project portfolio analysis for the benefit of other organizations. This includes developing applicable financial and field evaluations and providing final recommendations to the manager of the respective organization.
• Responsible for representing Administration and Information Services on agency-wide projects (typically less complex than those handled by a Senior Analyst) and/or supporting various committees (often including multiple corporate officers) established to resolve key business issues.
Qualifications:
Required:
• Utilize best practices, techniques, and tools for project planning, execution, project management, ongoing milestone and deliverable tracking, communication, and key performance metrics.
• Under the guidance of a Senior Portfolio Analyst, collaborate with the financial organization to quantify project benefits in a way that enables objective evaluation of projects against company objectives and supports project approval decision-making.
• Also under the guidance of a Senior Portfolio Analyst, work with functional managers and project managers to ensure all required data for decision-making is complete, accurate, and readily available.
• Monitor and report status on milestone schedule commitments, resource commitments, and constraints.
• Responsible for performing IT project portfolio analysis for the benefit of other organizations. This includes developing applicable financial and field evaluations and providing final recommendations to the manager of the respective organization.
• Responsible for representing Administration and Information Services on agency-wide projects (typically less complex than those handled by a Senior Analyst) and/or supporting various committees (often including multiple corporate officers) established to resolve key business issues.
Company:
Established in 2000, LanceSoft is a pioneer in delivering top-notch Global Workforce Solutions and IT Services to a diverse clientele. Founded in 2000, the company is headquartered in Herndon, USA, with a team of 5001-10000 employees. The company is currently Late Stage.
LanceSoft logo

About LanceSoft

Sourced by ZipRecruiter

Established in 2000, LanceSoft is a Certified MBE and Woman-Owned organization. Lancesoft Inc. is one of the highest rated companies in the industry. We have been recognized as one of the Largest Staffing firms and ranked in the top 50 fastest Growing Healthcare Staffing firms in 2022. Lancesoft offers short- and long-term contracts, permanent placements, and travel opportunities to credentialed and experienced professionals throughout the United States. We pride ourselves on having industry leading benefits. We understand the importance of partnering with an expert who values your needs, which is why we're 100% committed to finding you an assignment that best matches your career and lifestyle goals. Our team of experienced career specialists takes the time to understand your needs and match you with the right job Lancesoft has been chosen by Staffing Industry Analysts as one of the Best Staffing Firms to Work for.LanceSoft specializes in providing Registered Nurses, Nurse Practitioners, LPNs/LVNs, Social Workers, Medical Assistants, and Certified Nursing Assistants to work in Acute Care Centers, Skilled Nursing Facilities, Long-Term Care centers, Rehab Facilities, Behavioral Health Centers, Drug & Alcohol Facilities, Home Health & Community Health, Urgent Care Clinics, and many other provider-based facilities.

Industry

Recruiting and staffing services

Company size

1,001 - 5,000 Employees

Headquarters location

Herndon, VA, US

Year founded

2000

Social media

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