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Portfolio Analyst Jobs in Wisconsin (NOW HIRING)

MLG Capital

Senior Portfolio Analyst

Brookfield, WI · On-site

Job Type Full-time Description The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role ...

MLG Capital

Senior Portfolio Analyst

Brookfield, WI · On-site

Description The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works closely with ...

Molson Coors

Innovation Portfolio Manager

Milwaukee, WI · On-site

This position reports to the Sr. Portfolio & Analytics Manager, IBP & Commercial Planning. What You'll Be Brewing: * Own the DP entry & facilitates the innovation forecasting process by leading the ...

Molson Coors

Innovation Portfolio Manager

Milwaukee, WI · On-site

This position reports to the Sr. Portfolio & Analytics Manager, IBP & Commercial Planning. What You'll Be Brewing: * Own the DP entry & facilitates the innovation forecasting process by leading the ...

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All JobsPortfolio Analyst JobsPortfolio Analyst Jobs in Wisconsin

Portfolio Analyst information

See Wisconsin salary details

$38.4K

$94.1K

$149.4K

How much do portfolio analyst jobs pay per year?

As of Aug 23, 2026, the average yearly pay for portfolio analyst in Wisconsin is $94,107.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $109,000.00 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.
More about Portfolio Analyst jobs

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

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

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

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

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

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

What cities in Wisconsin are hiring for Portfolio Analyst jobs?

Cities in Wisconsin with the most Portfolio Analyst job openings:

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

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

Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $94,107 per year, or $45.2 per hour.

Wealth Portfolio Analyst (Institutional)

Johnson Financial Group

Milwaukee, WI • On-site

Full-time

Posted 26 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
The Portfolio Analyst (Institutional) is an exciting opportunity for an investment professional who enjoys pairing technical portfolio expertise with relationship-driven client support. In this role, you will be a key member of the Wealth Investment team, supporting portfolio management functions across client segments, partnering closely with Wealth Advisors, and contributing to Institutional and Retirement Plan Services relationships. This position offers exposure to portfolio strategy, investment analysis, client conversations, and cross-functional collaboration within a highly respected Wealth team.
This role is ideal for someone who is passionate about markets, client outcomes, and continuous learning, and who wants to grow within an organization that values thoughtful advice, strong partnerships, and long-term success.
Key Responsibilities
Client Management
  • Serve as an investment partner for Institutional and Retirement Plan Services clients by understanding goals, supporting retention and growth, and delivering a consistent, client-centric experience.
  • Execute and maintain client investment strategies, participate in client meetings, communicate portfolio positioning, and document client activity accurately in CRM.
  • Partner with Wealth Advisors to support client reviews, investment discussions, prospect opportunities, and client/advisor inquiries.

Portfolio Design & Management
  • Develop, implement, and maintain investment strategies aligned with client objectives, risk profiles, and retention goals.
  • Execute trades, rebalance portfolios, and support portfolio analytics, reporting, investment research, compliance filings, and ad hoc investment projects.

Business Development
  • Collaborate with Wealth Advisors to assess prospect needs and align investment solutions that support Institutional and Retirement Plan Services growth opportunities.
  • Represent the organization professionally in client, community, and industry settings.

Institutional and Retirement Plan Services Investment Support
  • Support investment strategy, portfolio construction, investment menu design, and manager/model portfolio oversight for Institutional and Retirement Plan Services relationships.
  • Review investment lineups, allocations, performance, expenses, risk characteristics, and other factors to support prudent recommendations and fiduciary discussions.
  • Ensure recommendations align with investment policy statements, client objectives, internal guidelines, regulatory expectations, and current market and retirement plan trends.

Collaboration
  • Partner with Wealth Advisors, Financial Planning, Private Banking, Commercial, and other internal teams to deliver integrated client solutions and seamless account support.
  • Contribute to investment strategy, client experience, training, process improvement, and strong internal partnerships across Wealth, Planning, and Investment teams.

Risk Management, Regulation & Compliance
  • Adhere to internal policies, supervisory standards, and regulatory requirements while identifying and mitigating portfolio and operational risks.
  • Maintain complete, accurate client documentation and apply sound judgment in daily client and portfolio activities.

Experience & Qualifications
  • Bachelor's degree and 4 years of investment experience. A combination of appropriate education and experience will be considered.
  • Series 65 required or needs to obtain within 90 days of hire.
  • CFA, CFP, or progress toward designation preferred.
  • Strong investment knowledge, portfolio management judgment, client communication, relationship-building, and risk awareness.
  • Ability to manage moderate portfolio complexity with accuracy, professionalism, ethical judgment, and documentation discipline.

Come as you are.
Our culture embraces diversity & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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