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Portfolio Analyst Jobs in Washington (NOW HIRING)

System One

Portfolio Analyst

Vienna, VA · On-site

Portfolio Analyst Location: Vienna, VA Type: Contract, long term expected Compensation: Negotiable Work Model: Hybrid - 3 days onsite and 2 days remote Hours: 40 hrs a week Security Clearance: None ...

System One

Portfolio Analyst

Vienna, VA · Remote

Portfolio Analyst Location: Vienna, VA Type: Contract, long term expected Compensation: Negotiable Work Model: Hybrid - 3 days onsite and 2 days remote Hours: 40 hrs a week Security Clearance: None ...

INCA Engineering

C2 Portfolio Analyst

Alexandria, VA

C2 Portfolio Analyst We are seeking a C2 Portfolio Analyst with experience supporting Command and Control (C2) mission sets, systems, or modernization activities. This role operates within a senior ...

ProShares

Analyst, Portfolio Management

Bethesda, MD · On-site

$80K - $100K/yr

Portfolio Analyst is the first step in the Portfolio Manager (PM) career track at ProShares. The PM career track begins at Analyst, Senior Analyst, Associate Portfolio Manager, Desk Head, (Portfolio ...

ProShares

Analyst, Portfolio Management

Bethesda, MD · Hybrid

$80K - $100K/yr

Portfolio Analyst is the first step in the Portfolio Manager (PM) career track at ProShares. The PM career track begins at Analyst, Senior Analyst, Associate Portfolio Manager, Desk Head, (Portfolio ...

VTG

Portfolio Analysis & Integration SME

Bethesda, MD · On-site

$190K - $220K/yr

Overview VTG is seeking a Portfolio Analysis & Integration SME to join our team in Bethesda, MD. This position is responsible for conducting analysis of transition planning, intelligence information ...

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All JobsPortfolio Analyst JobsPortfolio Analyst Jobs in Washington

Portfolio Analyst information

See Washington salary details

$43K

$105.6K

$167.6K

How much do portfolio analyst jobs pay per year?

As of Aug 22, 2026, the average yearly pay for portfolio analyst in Washington is $105,598.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,400.00 and $122,300.00 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

What are the most commonly searched types of Portfolio Analyst jobs in Washington?

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

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

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

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

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

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

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

Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in Washington as of August 2026, with employment types broken down into 86% Full Time, 5% Part Time, 2% Temporary, and 7% Contract. Highlights an 80% Physical, 5% Hybrid, and 15% Remote job distribution, with an average salary of $105,598 per year, or $50.8 per hour.

Portfolio Analyst

System One

Vienna, VA • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago

Job description

Job Title:  Portfolio Analyst
Location: Vienna, VA
Type: Contract, long term expected
Compensation: Negotiable
Work Model: Hybrid – 3 days onsite and 2 days remote
Hours: 40 hrs a week 
Security Clearance: None but full background check to included criminal, credit and fingerprinting 

Responsibilities
Improve how Lending work gets done by connecting tools, data, and workflows across the portfolio.
This role focuses on making ServiceNow, Azure DevOps, and Power BI work together to support intake, execution, and decision-making, while introducing practical AI solutions that simplify work and accelerate delivery.
Success equates to simpler workflows, better visibility, and strong tool adoption across teams.
1. Tool Integration & Flow
• Connect ServiceNow, Azure DevOps, and Power BI
• Enable end-to-end visibility from intake to delivery
• Reduce duplication and manual effort
• Create a single view of portfolio work
2. Portfolio Ways of Working, Governance & AI
• Align tools to support prioritization, sequencing, and delivery governance
• Improve visibility into dependencies, risks, and progress
• Embed agile workflows through consistent tool usage
• Introduce AI into intake, reporting, and planning to improve decisions
3. AI, Automation & Tool Optimization
• Deliver simple, high-value solutions such as copilots for intake, reporting, and
analysis
• Implement automated workflows or agents
• Enable AI-driven insights and dashboards
• Improve tools to support planning, roadmaps, and execution tracking
4. Enablement & Adoption
• Drive team adoption of tools and AI
• Provide training, templates, and job aids
• Coach teams on applying tools in real scenarios
• Increase consistency and self-service usage
5. Stakeholder Partnership
• Partner across Product, PMO, and Technology
• Communicate clear, practical solutions
• Continuously improve based on feedback
Qualifications
• Experience with Azure DevOps, ServiceNow, Power BI, or similar tools
• Experience improving workflow from intake to delivery
• Hands-on experience with tool configuration, automation, or AI tools
• Strong enablement, communication, and simplification skills
• Experience in cross-functional environments
Preferred Qualifications / Certifications
• Agile / Lean certifications (e.g., SAFe, Lean Portfolio Management, PMP)
• Agile / Lean certifications (SAFe, LPM, PMP)
• Experience with Power BI or similar reporting/visualization tools
• Power BI or similar visualization tools
• Experience with low-code / no-code platforms or workflow automation tools
• Low-code / no-code automation experience
• Foundational AI certifications (e.g., Microsoft Azure AI Fundamentals or similar)
• AI certifications (e.g., Azure AI Fundamentals)
• Experience building or experimenting with AI agents, copilots, or automation
frameworks
• Experience building copilots, agents, or automation solutions
• Experience in change management, training, or capability development
• Background in change management or capability development

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

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About System One

Sourced by ZipRecruiter

System One helps employers get work done more efficiently and economically without compromising quality. Over our 35+ year history, we've helped connect thousands of talented people with innovative companies. The excitement of a perfect fit motivates us every single day.

Industry

Business consulting services and recruiting and staffing services

Company size

5,001 - 10,000 Employees

Headquarters location

Pittsburgh, PA, US

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