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Portfolio Analyst Jobs (NOW HIRING)

Trinity Logistics Group

Portfolio Analyst

Dallas, TX

The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational data into clear insights that support better asset deployment, cost discipline, executive reporting ...

Artius Solutions

Portfolio Analyst

Minneapolis, MN · On-site

$55 - $59/hr

Portfolio Analyst - Clinical Product Support Location: Minneapolis, MN (Hybrid - Local candidates only) Job Type: Full-Time | Monday to Friday | No Weekends | No On-Call Overview: We are seeking an ...

TrinityRail

Portfolio Analyst

Dallas, TX · On-site

The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational data into clear insights that support better asset deployment, cost discipline, executive reporting ...

Wsfsbank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset ...

New

WSFS Bank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset ...

Wsfsbank

Portfolio Analyst

Berwyn, PA

$64K - $105K/yr

The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset ...

New

Quantum World Technologies Inc

Portfolio Analyst

Dallas, TX · On-site

$25 - $30/hr

Portfolio Analyst - Financials Dallas TX, Onsite, Hybrid (3 days work from office) Client interview will be in-person $25/hr - $30/hr on W2 2+ Years' profile * This Portfolio Analyst will work on the ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

Portfolio Analyst Position type: Full-time Base Pay range: $70,000 - $100,000 Division: Venture Lending Work Location Type: San Jose or San Francisco Location: California The Role The Portfolio ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

Portfolio Analyst Position type: Full-time Base Pay range: $70,000 - $100,000 Division: Venture Lending Work Location Type: San Jose or San Francisco Location: California The Role The Portfolio ...

Dext Capital LLC

Portfolio Analyst

Lake Oswego, OR · On-site

$65K - $85K/yr

Minimum of 3 years Demonstrated experience managing credit or operational risk within a financial portfolio * Strong financial statement analysis skills * Proficiency in Excel and financial modeling ...

Digital Realty

Portfolio Analyst

Boston, MA · Hybrid

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a highvisibility role supporting the financial performance and strategic decisionmaking of ...

Man Group plc

Portfolio Analyst

Boston, MA · On-site

$95K - $125K/yr

As at 30 June 2026 Role Overview The Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own or assist in ...

Trinity Industries

Portfolio Analyst

Dallas, TX · On-site

The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational data into clear insights that support better asset deployment, cost discipline, executive reporting ...

East Cambridge Savings Bank

Portfolio Analyst

Cambridge, MA · On-site

$29.72 - $44.60/hr

East Cambridge Savings Bank's Lending Division is actively recruiting for a Portfolio Analyst. Function : Under the general direction of the First Vice President-Sr Comm Credit and Portfolio Officer ...

Lazard, Inc.

Portfolio Analyst

Manhattan, NY · On-site

$90K - $120K/yr

The Lazard Emerging Markets Equity team is seeking a highly motivated, detail-oriented Portfolio Analyst to help support the servicing and development of both new and existing client relationships.

New

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Portfolio Analyst information

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$38K

$93.2K

$148K

How much do portfolio analyst jobs pay per year?

As of Aug 15, 2026, the average yearly pay for portfolio analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.

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 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 the size of the firm. Entry-level analysts typically earn less, while those with advanced certifications or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

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 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 bachelor's degree in finance, economics, or related fields. Certifications such as CFA can enhance job prospects and credibility.

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 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.
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Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 89% Full Time, 7% Part Time, and 3% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Analyst

Trinity Logistics Group

Dallas, TX

Full-time

Re-posted 9 days ago

Job description

Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational data into clear insights that support better asset deployment, cost discipline, executive reporting, and long-term portfolio strategy. The ideal candidate brings strong analytical capability, business curiosity, and a continuous improvement mindset, with the ability to partner across Portfolio Management, Maintenance Operations, Structured Finance, IT, and Business Intelligence to strengthen decision-making and improve outcomes across the leasing platform.

What you'll do:

Fleet & Asset Performance

  • Develop and maintain dashboards tracking utilization, availability, and revenue-generating status across ~150,000 railcars
  • Monitor asset health trends and identify at-risk inventory requiring proactive intervention
  • Support lease-term, renewal, and remarketing analytics in partnership with Portfolio Management leadership
  • Partner with Structured Finance on blend and extend opportunities to replace old equipment with new optimal railcars

Maintenance Operations Analytics

  • Analyze termination and assignment expense and capital expenditure budget to actuals
    Identify cost variance drivers and support root-cause analysis for out-of-budget maintenance events

Reporting & Data Infrastructure

  • Own the design and delivery of recurring executive-level reports for portfolio performance review cycles (Shift to DataBricks)
  • Consolidate data from multiple source systems (ERP, AMS, SalesForce, etc.) into a unified reporting layer
  • Partner with IT and Business Intelligence teams to ensure data governance, accuracy, and scalability

Strategic & Ad Hoc Support

  • Respond to ad hoc analytical requests from VPs and SVP leadership in support of business decisions
  • Provide analytical support for initiative tracking, capital planning, and operational improvement programs
  • Assist in building the metrics framework necessary to evaluate economic profit contribution of the maintenance and leasing portfolio

What You'll Have:

  • Bachelor's degree in Data Analytics, Business Analytics, Finance, Engineering, Statistics, or a related field
  • 5+ years of experience in a data analyst or business intelligence role, preferably in an asset-intensive industry (rail, logistics, manufacturing, leasing, or fleet management)
  • Proficiency in SQL for querying and transforming large datasets
  • Advanced Microsoft Excel skills; experience with Power BI, Tableau, or equivalent BI platforms
  • Strong written and verbal communication skills with ability to translate complex data into executive-ready insights

  • Detail-oriented with demonstrated ability to manage multiple deliverables in a fast-paced environment

Preferred:

  • Experience with railcar, freight, or transportation industry data systems
  • Familiarity with Qlik, Databricks, or similar enterprise analytics environments

  • Experience supporting P&L analysis or cost-center reporting in an operations context
    Python or R experience for advanced data manipulation a plus

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