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Portfolio Analytics Jobs (NOW HIRING)

Novartis

Director, Portfolio Analytics

Cambridge, MA · On-site

$185K - $344K/yr

Summary The Director, Portfolio Analytics leads major portfolio analytics workstreams that inform enterprise, franchise, Therapeutic Areas, and senior leadership decisions. The role shapes analytical ...

Addepar

Portfolio Analytics Architect

The Portfolio Analytics Architect is responsible for leading the data validation process with clients for data conversion projects, developing scalable analytics processes, and ensuring high-quality ...

Addepar

Portfolio Analytics Architect

Salt Lake City, UT · On-site

$103K - $129K/yr

The Role A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. The ideal candidate will have a strong ...

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Portfolio Analytics information

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How much do portfolio analytics jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for portfolio analytics in the United States is $26.35, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $28.37 per hour, depending on experience, location, and employer.

What is portfolio analytics?

Portfolio analytics refers to the process of evaluating and managing investment portfolios by using data analysis, statistical methods, and financial models. Professionals in this field assess the performance, risk, and composition of portfolios to help investors make informed decisions. Portfolio analytics can involve monitoring asset allocation, measuring returns, identifying risk factors, and optimizing strategies to align with investment goals. These insights are crucial for both institutional and individual investors to maximize returns while managing risks.

What are the key skills and qualifications needed to thrive in portfolio analytics, and why are they important?

To excel in Portfolio Analytics, you need strong quantitative analysis skills, financial modeling expertise, and a background in finance, economics, or a related field. Familiarity with analytics tools such as Excel, Python, R, Bloomberg Terminal, and portfolio management software is typically required. Attention to detail, critical thinking, and effective communication are crucial soft skills for interpreting data and presenting insights to stakeholders. These abilities enable accurate portfolio evaluation, risk assessment, and data-driven decision-making in fast-paced investment environments.

How does a portfolio analytics professional typically collaborate with portfolio managers and other teams to inform investment decisions?

Portfolio Analytics professionals work closely with portfolio managers, risk analysts, and research teams to interpret complex data and provide actionable insights on portfolio performance. They frequently participate in meetings to discuss portfolio strategy, risk exposures, and return attributions, and often prepare detailed reports or dashboards for stakeholders. Effective communication and the ability to translate analytical findings into clear recommendations are essential, as these professionals help guide investment decisions and optimize asset allocation. Collaboration with IT or data teams is also common, especially when building or maintaining analytical models and systems.

What is the difference between Portfolio Analytics vs Investment Analyst?

AspectPortfolio AnalyticsInvestment Analyst
Primary FocusAnalyzing portfolio performance, risk, and optimizationResearching and evaluating individual securities and market trends
Required SkillsData analysis, financial modeling, risk assessmentFinancial research, valuation, market analysis
Work EnvironmentAsset management firms, hedge funds, financial institutionsInvestment banks, asset management, research firms
CertificationsCFP, CFA, FRM often preferredCFA, CPA, or related certifications common

While both roles involve finance and require analytical skills, Portfolio Analytics focuses on assessing and optimizing entire investment portfolios, whereas Investment Analysts concentrate on evaluating individual securities and market conditions. Understanding these differences helps professionals choose the right career path or job focus within the finance industry.

Do portfolio analysts make good money?

Portfolio analysts typically earn a competitive salary that varies based on experience, location, and industry. Entry-level analysts may start with lower compensation, while experienced professionals with certifications like CFA can earn higher salaries, often supplemented by bonuses and benefits.

How do you become a portfolio analyst?

To become a portfolio analyst, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining experience with financial analysis, proficiency in tools like Excel and financial modeling, and obtaining certifications such as the CFA can improve job prospects. Strong analytical skills and understanding of investment strategies are essential for success in this role.

What does a portfolio analyst do?

A portfolio analyst evaluates investment portfolios to monitor performance, assess risk, and recommend adjustments. They analyze financial data using tools like Excel or specialized software and often work closely with portfolio managers to optimize investment strategies.

What skills do you need to be a portfolio analyst?

A portfolio analyst needs strong analytical skills, proficiency in data analysis tools like Excel, SQL, or Python, and a solid understanding of financial concepts such as risk management and asset allocation. Attention to detail, communication skills, and the ability to interpret complex data are also essential for evaluating investment performance and making recommendations.
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Portfolio Analytics jobs near you
Infographic showing various Portfolio Analytics job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.

Portfolio Analytics Specialist

Arcana Analytics

New York, NY • On-site

Full-time

Re-posted 20 days ago

Job description

About the job
Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We're rethinking the analytical infrastructure institutional investors rely on-and we're hiring analytically driven problem solvers who want to help shape the future of investment technology.
This is not a traditional investment analyst role focused on pitching stocks or building static models. Our Portfolio Analytics Specialists work directly with clients, product, and engineering teams to onboard sophisticated investment firms, solve complex portfolio analytics challenges, and help build institutional-grade financial software.
If you enjoy owning projects end-to-end, working closely with institutional investors, and translating analytical problems into scalable workflows and tools, we'd love to talk.
Responsibilities
  • Lead onboarding and implementation projects for hedge funds and asset managers using Arcana's portfolio intelligence platform
  • Partner directly with portfolio managers, analysts, risk teams, and operations teams to understand workflows and analytical requirements
  • Collaborate cross-functionally with product, engineering, and data science teams to improve analytics workflows and platform capabilities
  • Troubleshoot client issues and drive resolution across analytical, operational, and technical domains
  • Help shape product direction by identifying recurring client needs, workflow inefficiencies, and opportunities for automation
  • Clearly communicate analytical insights and platform functionality to sophisticated institutional users

Requirements
  • 2-5 years of experience in a highly analytical, client-facing, or execution-oriented role within financial services, fintech, or investment technology
  • Strong project ownership skills with the ability to independently manage initiatives from onboarding through execution
  • Excellent analytical and problem-solving abilities, including comfort working with large datasets and financial concepts
  • Strong communication and interpersonal skills, with the ability to explain complex analytical concepts clearly to institutional clients
  • Familiarity with portfolio analytics concepts such as performance attribution, factor exposures, risk metrics, drawdowns, correlation, and volatility
  • Demonstrated interest in financial markets, portfolio management, and institutional investment workflows
  • Highly organized, detail-oriented, and comfortable operating in a fast-paced environment
  • Ability to work cross-functionally with clients, product managers, engineers, and data teams

Qualifications
  • Bachelor's or Master's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
  • Strong academic performance, 3.7+ GPA
  • Experience with Excel and analytical tools required
  • Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus
  • Experience with Python, SQL, or other analytical/programming tools is beneficial but not required
  • CFA, FRM, or related certifications are a plus

Open to New York, Chicago, or Remote

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