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Portfolio Analyst Jobs (NOW HIRING)

NFP

Portfolio Analyst

Stamford, CT · 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 ...

City National Bank

Portfolio Analyst

Beverly Hills, CA · On-site

$65K - $104K/yr

PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are: * Prepare review book materials for client presentations * Prepare IPS letters for new clients and IPS ...

Allianz

Portfolio Analyst

Chicago, IL · On-site

$90K - $110K/yr

We are looking for a Portfolio Analyst, based in Chicago, IL Your Team The Chief Technical Office (CTO) is responsible for working with technical functions including Pricing, Product Management ...

NFP

Portfolio Analyst

Chicago, IL · 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 ...

Banc of California

Portfolio Analyst

Durham, NC · On-site

The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in ...

Banc of California

Portfolio Analyst

Durham, NC

The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in ...

Fidelity Investments

Portfolio Analyst

Boston, MA · Hybrid

$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 ...

CMB Regional Centers

Portfolio Analyst

Dallas, TX · On-site

The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and analyzing various borrower and guarantor financial reports. This person works closely with Asset Manager and ...

Banc of California

Portfolio Analyst

Durham, NC · On-site

The Portfolio Analyst should strive to understand the client's operating performance and needs, and work to build strong working relationships both internally and externally. Performs all duties in ...

NFP

Portfolio Analyst

Los Angeles, 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 ...

DataAnnotation

Portfolio Analyst

Ely, MN · Remote

$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 ...

Blue Trust Inc

Portfolio Analyst

Alpharetta, GA · On-site

Description The Portfolio Analyst ensures clients' portfolios are invested in accordance with the stated goals, conducts annual investment reviews, and partners with the other functional areas of the ...

Ronald Blue Trust

Portfolio Analyst

Alpharetta, GA · On-site

Job Type Full-time Description The Portfolio Analyst ensures clients' portfolios are invested in accordance with the stated goals, conducts annual investment reviews, and partners with the other ...

Royal Bank of Canada

Portfolio Analyst

Minneapolis, MN · On-site

$70K - $130K/yr

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, internal training ...

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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 • Hybrid

$90K - $120K/yr

Full-time

Posted 6 days ago

Job description

The portfolio analyst would sit directly with the portfolio managers and traders of the Investment Grade Income team, and aid in the implementation of strategy within Structured Products. This role would involve a breadth of tasks, from responding to client-specific requests, trade support, monitoring portfolios, and interfacing with other internal teams (ie. Accounting, operations, distribution enablement). This position will be based on San Francisco, CA.

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

Location(s): San Francisco, CA


  • Support Portfolio Managers with daily portfolio analytic and trading tasks.
  • Provide daily support for institutional client base and sales and marketing efforts.
  • Maintain, update, and develop spreadsheets to support models, provide for presentations and meet reporting needs.
  • Complete weekly, monthly, and quarterly tasks that include portfolio characteristics, return information, performance attribution, market commentary, and presentations for internal and external clients.

Required Qualifications

  • An undergraduate degree in business administration, finance, economics, statistics, or accounting is preferred.
  • Proven analytical, problem solving, and quantitative abilities that can be demonstrated through coursework in finance, accounting, statistics, and math, as well as in work-related and project management experience.
  • Ability to design PowerPoint presentations that tell the story through clean, concise, and well-organized slides.
  • Must be able to interpret complex concepts and translate them into easy-to-understand graphs, charts, and visual graphics.
  • Strong technical skills with demonstrated experience in advanced Excel formulas and functions.
  • Superior organizational, interpersonal, verbal, and written communication abilities.
  • Demonstrated leadership ability, a quick intellect, and a willingness to work in a "hands-on" environment.
  • Business experience through internship, co-op, part-time, or full-time position preferred.
  • Ability to manage multiple tasks in a fast-paced and fluid 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.

Preferred Qualifications

  • Experience with capital markets and industry-specific jargon
  • Familiarity with relevant systems such as Bloomberg, FactSet, and FXConnect, etc.
  • Interested in pursuing CFA designation
  • Conceptual understanding of macroeconomic trends and fixed income markets

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 - $120,000

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.)

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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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