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Portfolio Analyst Jobs (NOW HIRING)

Fidelity Investments

Portfolio Analyst

Boston, MA · On-site

$90K - $175K/yr

The Portfolio Analyst works closely with the Portfolio Management Teams and plays a key role in ensuring that portfolios are positioned in accordance with the Portfolio Managers' (PM) investment ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multiasset investment strategies across institutional and highnetworth client portfolios.

The Tatitlek Corporation

Portfolio Analyst

Arlington, VA · On-site

$110K - $120K/yr

As a Portfolio Analyst, you will play a crucial role in providing support to senior Government leadership and assisting with the planning, coordination, and execution of various programs and projects.

NFP

Portfolio Analyst

Springfield, MA · On-site

The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio, reviewing wealth management analyses ...

NFP

Portfolio Analyst

Hunt Valley, MD · On-site

The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio, reviewing wealth management analyses ...

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 ...

RBC

Portfolio Analyst

Minneapolis, MN · On-site

$70K - $130K/yr

Portfolio Analyst As a Portfolio Analyst on our Managed Portfolio Strategies team, you will have the opportunity to support the US Wealth Management (RBC WM) business' recruitment, onboarding ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi-asset investment strategies across institutional and high-net-worth client ...

NFP

Portfolio Analyst

Pleasant Hill, CA · On-site

The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio, reviewing wealth management analyses ...

NFP

Portfolio Analyst

Manhattan, NY · On-site

The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client's current portfolio, reviewing wealth management analyses ...

Stackinfra

Portfolio Analyst

Denver, CO

PORTFOLIO ANALYST THE COMPANY: STACK INFRASTRUCTURE (STACK) provides digital infrastructure to scale the world's most innovative companies. We are an award-winning industry leader in building, owning ...

STACK Infrastructure

Portfolio Analyst

Denver, CO · On-site

Portfolio Analyst Stack Infrastructure (Stack) provides digital infrastructure to scale the world's most innovative companies. We are an award-winning industry leader in building, owning, and ...

Connexus Credit Union

Portfolio Analyst

The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at Connexus Credit Union. This role is responsible for aggregating and analyzing portfolio performance data ...

DataAnnotation

Portfolio Analyst

Honolulu, HI · Hybrid

$50 - $60/hr

We are looking for a Portfolio Analyst to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each ...

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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 Jun 6, 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.

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 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

Portfolio Analyst

Allspring Global Investments Holdings, LLC

San Francisco, CA

$90K - $110K/yr

Full-time

Posted 6 days ago

Job description

Join our dynamic emerging markets team as a Portfolio Analyst focused on equity portfolio trading, portfolio analytics, basic ESG and fundamental research.  This full-time role offers deep exposure to investment research, portfolio construction, and client strategy within a single asset class and investment team. Analysts will work closely with experienced professionals, gaining hands-on experience and building a strong foundation for a long-term career in asset management. 

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week.

Location: San Francisco, CA


  • Assist Analysts and Portfolio Managers in fundamental research and maintenance of Emerging Markets securities for various strategies.
  • Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.
  • Assist Portfolio Managers in trading Emerging Markets equities and monitoring daily cash flows.
  • Monitor investment portfolios, helping to identify potential risks, opportunities, and performance trends.
  • Collaborate with cross-functional teams, including research analysts, portfolio managers, compliance, operations and traders, to support ESG and fundamental investment initiatives.
  • Engage in ad-hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.

Required Qualifications:

  • An undergraduate degree in Finance, Business Administration, Economics, Accounting or related fields.
  • Also appropriate for professionals with 1-2 years of equity research experience seeking to deepen coverage responsibility and expand impact within an active investment platform.
  • Solid knowledge of AI tools for data search and fundamental research
  • Strong interest in fundamental analysis, ESG integration and basic understanding of financial markets.
  • Solid understanding of financial concepts and basic investment principles and ESG investing.
  • Proficiency in Microsoft Word, Microsoft Excel, including advanced functions such as pivot tables and financial modeling and relevant business intelligence tools.
  • Strong analytical, critical thinking skills and attention to detail, with the ability to interpret and manipulate financial data effectively.
  • Excellent communication skills, both verbal and written.
  • Demonstrated ability to work collaboratively in a small team-oriented environment.
  • Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.
  • Demonstrated interest or exposure to Emerging Markets, with relevant foreign language proficiency a plus
  • Ability to work independently and collaboratively in a cross-functional environment.
  • Remain in stationary position for prolonged periods of time
  • Operate computer programs and software
  • Ability to communicate effectively with audiences in person and in electronic formats
  • Day-to-day contact with others (co-workers and/or public)
  • Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.


Base Pay Range: $90,000 - $110,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)


We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status

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