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Portfolio Analytics Jobs (NOW HIRING)

ING Group

Associate, Portfolio Analytics

New York, NY · On-site

$110K - $135K/yr

Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...

Invesco

Portfolio Analyst

Atlanta, GA · On-site

Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics. * Assist in the design, development, and implementation of enhanced ...

Invesco

Portfolio Analyst

Atlanta, GA · Hybrid

Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics. * Assist in the design, development, and implementation of enhanced ...

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 ...

InforCapital

Associate, Portfolio Analytics

Manhattan, NY · On-site

$90 - $150/hr

The team is hiring an Associate, Portfolio Analytics to join its Finance team of approximately 60 professionals located across West Hartford, CT, Boston, MA and New York, NY.The ideal candidate will ...

MRINetwork Jobs

Portfolio Analyst

Clayton, MO · On-site

Experience working with investment policy statements, portfolio analytics, and client interaction is highly valued. This is a salary + bonus opportunity with excellent benefits, exposure to ...

MRINetwork Jobs

Portfolio Analyst

Saint Louis, MO · On-site

Experience working with investment policy statements, portfolio analytics, and client interaction is highly valued. This is a salary + bonus opportunity with excellent benefits, exposure to ...

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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.

Associate, Portfolio Analytics

Ares Management Corporation

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired 2 days ago. Applications are no longer accepted.

Key responsibilities

  • Assist in portfolio monitoring by working with real estate investment professionals.

  • Perform detailed analysis of quarterly investment report valuations, including diversification metrics and valuation gains and losses.

  • Prepare support for quarterly investor reports, including performance returns at the portfolio and fund level, and process investment amendments/consents.

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
The Ares Secondaries team specializes in secondary market transactions of private equity, real estate, credit, and infrastructure investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60 professionals located across our West Hartford, CT, Boston, MA and New York, NY locations.
The ideal candidate will possess an interest and experience in real estate investing, investment analysis, accounting, fund of funds reporting, and an understanding of partnership accounting and performance metrics. This role will require a dynamic, adaptive, and agile hands-on professional who enjoys a fast-paced rapidly growing environment.
Primary functions and essential responsibilities
Key Responsibilities:
The firm is currently looking to hire an Associate to join our dynamic Portfolio Analytics team covering Real Estate Secondaries. Responsibilities include:
  • Work with real estate investment professionals to assist in portfolio monitoring
  • Perform detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses
  • Prepare support for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.)
  • Prepare analysis of valuation changes and drivers across portfolio investments
  • Prepare quarterly investor reports with supporting schedules and documentation
  • Process investment amendments/consents with investment professionals
  • Provide data to Investor Relations as part of investor presentations and fundraising efforts

Qualifications
Education: Bachelor's degree in accounting or finance
Experience Required:
  • Approximately 2-3 years experience in investment analysis, accounting, or related field
  • Prior experience or demonstrated interest in real estate preferred
  • Strong record of achievement and self-motivated
  • Ability to work both independently and as a productive member of a team
  • Strong financial analysis, writing and presentation skills
  • Proficient in Microsoft Excel and Word
  • Strong work ethic, detail oriented and strong organization skills
  • Minimum GPA of 3.4

Reporting Relationships
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$100,000 - $120,000
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Apply