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Portfolio Analyst Jobs (NOW HIRING)

T Rowe Price

Portfolio Analyst - Equity

Baltimore, MD · Hybrid

Role Summary The Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategies and represents those portfolios across the firm. The PA is primarily ...

American AgCredit

Portfolio Analyst

Clovis, NM · Hybrid

$71/hr

The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application; servicing commercial and/or real estate loans by ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...

Blend360

Cards Portfolio Analyst

Colorado Springs, CO · On-site

This individual will leverage data, analytics, and portfolio management best practices to generate actionable insights that drive customer acquisition, engagement, retention, and overall portfolio ...

American AgCredit

Portfolio Analyst

Roswell, NM · Hybrid

$71/hr

The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application; servicing commercial and/or real estate loans by ...

Blend360

Cards Portfolio Analyst

Minneapolis, MN

This individual will leverage data, analytics, and portfolio management best practices to generate actionable insights that drive customer acquisition, engagement, retention, and overall portfolio ...

Blend360

Cards Portfolio Analyst

Minneapolis, MN

This individual will leverage data, analytics, and portfolio management best practices to generate actionable insights that drive customer acquisition, engagement, retention, and overall portfolio ...

Blend360

Cards Portfolio Analyst

Minneapolis, MN

This individual will leverage data, analytics, and portfolio management best practices to generate actionable insights that drive customer acquisition, engagement, retention, and overall portfolio ...

Blend360

Cards Portfolio Analyst

Minneapolis, MN · On-site

This individual will leverage data, analytics, and portfolio management best practices to generate actionable insights that drive customer acquisition, engagement, retention, and overall portfolio ...

East West Bank

Portfolio Analyst

San Marino, CA

$20 - $25/hr

As a Portfolio Analyst, this position will be responsible for the administrative and operational tasks to maintain the daily operations of the SBA Lending Team in accordance with East West Bank and ...

Blend360

Cards Portfolio Analyst

Colorado Springs, CO · On-site

This individual will leverage data, analytics, and portfolio management best practices to generate actionable insights that drive customer acquisition, engagement, retention, and overall portfolio ...

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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 Jul 5, 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 do portfolio analysts do?

Portfolio analysts evaluate and monitor investment portfolios to ensure they align with clients' financial goals and risk tolerance. They analyze market trends, assess asset performance, and prepare reports using tools like Excel and financial modeling software. Their work supports investment decision-making and portfolio optimization.

Is a portfolio analyst entry level?

A portfolio analyst role can be entry level or require some experience, depending on the employer. Entry-level positions typically require a bachelor's degree in finance, economics, or related fields, and may involve on-the-job training. More advanced roles may require professional certifications like CFA and several years of experience.

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.

Do portfolio analysts make a lot of money?

Portfolio analysts typically earn a competitive salary that varies based on experience, location, and industry. Entry-level positions may start with lower pay, while experienced analysts with certifications like CFA can earn higher salaries, often supplemented by bonuses and benefits. Overall, the role offers a solid income potential within the finance sector.

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.

Is AI replacing financial analysts?

AI is transforming the role of portfolio analysts by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools enhance efficiency and accuracy, human judgment remains essential for interpreting complex market trends and making nuanced investment decisions. Portfolio analysts need to develop skills in data analysis, AI tools, and financial modeling to stay relevant in this evolving environment.

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
Infographic showing various Portfolio Analyst job openings in the United States as of June 2026, with employment types broken down into 94% Full Time, 3% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Analyst

Allspring Global Investments Holdings, LLC

Milwaukee, WI • On-site

$85K - $100K/yr

Full-time

Posted 26 days ago

Job description

Overview
Join our dynamic team as an Investment Analyst. This full-time role offers deep exposure to investment research, portfolio construction, and client strategy within a single asset class or 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 per week.
Location(s): Milwaukee, WI or Indianapolis, IN
Responsibilities
  • Assist in the evaluation and monitoring of investment portfolios, helping to identify potential risks, opportunities, and performance trends.
  • Collaborate with cross-functional teams, including research analysts, portfolio managers, and traders, to support investment initiatives.
  • Engage in ad-hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.
  • Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.

Qualifications
  • A bachelor's degree in Finance, Business Administration, Economics, Accounting, Mathematics, Computer Science or a related field
  • Passion for investments and a keen interest in fixed income and equities markets.
  • Solid understanding of financial concepts and basic investment principles.
  • Proficiency in Microsoft Excel, including advanced functions such as pivot tables, financial modeling, python and relevant business intelligence tools.
  • Strong analytical and problem-solving skills, with the ability to interpret and manipulate financial data effectively.
  • Excellent communication skills, both verbal and written.
  • Demonstrated ability to work collaboratively in a team-oriented environment.
  • Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.

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.
Compensation
Base Pay Range: $85,000 - $100,000
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.)
Disclosure
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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