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Portfolio Analyst Jobs (NOW HIRING)

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 ...

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 ...

Wintrust

Portfolio Analyst

Menomonee Falls, WI · On-site

$42K - $55K/yr

The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client's accounts receivables; while ...

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 ...

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 ...

Wintrust

Portfolio Analyst

Menomonee Falls, WI · On-site

$42K - $55K/yr

The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client's accounts receivables; while ...

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 ...

LanceSoft, Inc.

Portfolio Analyst III

Chattanooga, TN · On-site

LanceSoft, Inc. is seeking a Portfolio Analyst III for a contract role in Chattanooga, TN. The main purpose of the role is to collaborate with the financial organization to evaluate project benefits ...

Axos Bank

Portfolio Analyst I

San Diego, CA · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About This Job The Portfolio Analyst will support Credit & Portfolio Management by working with commercial borrowers and the portfolio management team to monitor loans. The role involves day-to-day ...

Axos Bank

Portfolio Analyst I

San Diego, CA

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About This Job The Portfolio Analyst will support Credit & Portfolio Management by working with commercial borrowers and the portfolio management team to monitor loans. The role involves day-to-day ...

Axos Bank

Portfolio Analyst II

San Diego, CA · On-site

$24.30 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About This Job The Portfolio Analyst II will support Credit & Portfolio Management by working with commercial borrowers and the portfolio management team to monitor loans. The role involves day-to ...

Axos Bank

Portfolio Analyst II

San Diego, CA

$24.30 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About This Job The Portfolio Analyst II will support Credit & Portfolio Management by working with commercial borrowers and the portfolio management team to monitor loans. The role involves day-to ...

Keybank

KPB WS Portfolio Analyst

Brooklyn, OH · Hybrid

$52K - $80K/yr

Location: 127 Public Square, Cleveland Ohio Portfolio Analyst - Institutional Investments Position Summary The Portfolio Analyst supports the management and oversight of institutional investment ...

KeyBank

KPB WS Portfolio Analyst

Cleveland, OH · On-site

$52K - $80K/yr

Location: 127 Public Square, Cleveland Ohio Portfolio Analyst - Institutional Investments Position Summary The Portfolio Analyst supports the management and oversight of institutional investment ...

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

The position is responsible for investment onboarding, data governance, portfolio analytics, track record reporting, and financial modeling, helping to transform complex investment data into ...

INCA Engineering

C2 Portfolio Analyst

Alexandria, VA

C2 Portfolio Analyst We are seeking a C2 Portfolio Analyst with experience supporting Command and Control (C2) mission sets, systems, or modernization activities. This role operates within a senior ...

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Portfolio Analyst information

See salary details

$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

CMB Regional Centers

Dallas, TX • On-site

Full-time

Re-posted 24 days ago

Job description

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 Vice President of Finance to ensure loan compliance across all loans. 

Essential Job Functions

  • Tracks and monitors various borrower-submitted financial reports such as financial statements of borrower / project entity, guarantor certificates and financial statements to ensure that the borrowers are in compliance with the reporting covenants under the loan agreement. 
  • Assists Asset Manager in calculating and tracking various loan metrics such as loan-to-value ratios, debt service coverage ratios, debt-yield tests, collateral basket tests, internal rate of return, and other requirements as applicable to examine and verify projects’ financial health and ensure that the collateral value meets required thresholds as to comply with covenants under loan agreement. Assists the Asset Manager to update project database with such information to ensure portfolio and information are up-to-date.
  • Develops compliance checklists and documentation to ensure financial records are maintained in compliance with the requirements under the loan agreements.
  • Communicates regularly with the borrowers and guarantors regarding any past-due and/or upcoming reports; sends out reminders and follow-up inquiries as needed to ensure that the borrowers meet the loan compliance requirements as per reporting covenants under loan agreement. Reports status of submitted, upcoming, and delinquent reports to Asset Manager and Vice President of Finance.
  • Constantly maintains and updates the tracker system based on the project status (under construction, operation, restructuring), adds and removes the project and report list to keep the system up-to-date.
  • Assists Asset Manager in updating the internal database system, including project database which is used to store project information and be able to generate summary reports from the database for review by the Asset Manager and management.
  • Assists Asset Manager to conduct various analyses of a loan, including financial modeling requirements as necessary.
  • Other duties as assigned.

Knowledge, Skills and Abilities

  • Excellent work ethics
  • Strong communication skills
  • Strong attention to detail
  • Ability to work cross-functionally across multiple teams
  • Strong analytical abilities and aptitude in complex problem-solving
  • Strong quantitative background with experience in loan compliance 
  • Positive attitude 
  • Highly organized and motivated

Education and Experience

  • Bachelor’s degree in Real Estate, Finance, Accounting, or related field preferred
  • Proficiency in Microsoft Excel, Office, and PowerPoint
  • Ability to handle and prioritize multiple tasks simultaneously
  • Understanding of commercial real estate industry is a plus

Physical Requirements

Regularly required to sit for extended periods of time.  Regular use of hands and fingers and repetition of the same movements.  Reads and writes, speaks and hears. 

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