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Portfolio Analytics Jobs (NOW HIRING)

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

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

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

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 ...

Altius Search Group

Portfolio Analyst

Clackamas, OR · On-site

$65K - $85K/yr

Portfolio Analyst Altius Search Group is recruiting for a growing financial services company ... Background in data analytics, including regression analysis or similar statistical techniques

Equitable

Senior Portfolio Analyst (HYBRID)

New York, NY

$100K - $150K/yr

What You'll Be Doing Portfolio Analytics & Performance Oversight * Lead analysis of portfolio performance, risk, and attribution across multi-asset portfolios, including Allocation, Target Date, ETF ...

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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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What states have the most Portfolio Analytics jobs?

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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.

VP, Portfolio Analytics & Reporting

DFO Referrals

Westport, CT • On-site

Full-time

Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

VP, Portfolio Analytics & Reporting
Dalio Family Office
Dalio Family Office Overview:
The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.
Position Summary:
The VP, Portfolio Analytics & Reporting will define how the institution sees, measures, and communicates the performance of its entire investment portfolio - across public markets, private equity, venture capital, real estate, and alternatives. This position will build and maintain a world-class reporting and analytics function from the ground up with direct visibility to the Board, Trustees, and senior leadership. This is a senior role for a builder and a shaper: someone who combines deep technical expertise in investment performance methodology with the executive presence to discuss complex analytics to the institution's most senior stakeholders, and the engineering mindset to automate and scale everything they build. Aside from running reports this position will define how the institution thinks about performance, risk, and portfolio construction for years to come. This role requires regular in-office presence.
Day-to-day responsibilities would include a combination of the following:
  • Own and maintain the institution's investment position and performance reporting methodology and governance documentation across public and private investments
  • Oversee daily, monthly, and quarterly position and performance reporting across all asset classes and strategies, ensuring accuracy, completeness, and timely delivery
  • Maintain automated data pipelines, calculation engines, validation frameworks, and report generation workflows eliminating manual processes through a version-controlled Python codebase
  • Own the attribution framework for public market strategies, including notional and duration adjustments on assets, weighted market return attribution, error term decomposition
  • Own private markets reporting across all private asset classes - including private equity, venture capital, real estate, and private credit - and across strategy types (funds and directs), managing the full data collection cycle from partners (GPs, management teams, sponsors) through consolidated reporting in partnership with the privates team
  • Own private markets cash flow and commitment reporting, encompassing capital calls, distributions, unfunded and remaining commitments, and recallable capital across funds and co-investments
  • Oversee partnerships and vendor relationships with third-party data collection, portfolio data management, and benchmark providers across private and public markets, and ensuring adoption of best-in-class AI integration and tools
  • Manage and optimize reporting that integrates private markets data into broader total-portfolio analytics, including liquidity forecasting, commitment pacing, vintage-year diversification, J-curve impact, and exposure & probing monitoring machine analysis with continuous automation and systematization
  • Maintain and enhance private investments monitoring reporting, including ingestion, analysis, and synthesis of recurring questionnaires, GP letters, valuation materials, and supplementary data sourced from documents and meetings with best-in-class AI integration
  • Provide the investment team and senior leadership with ongoing visibility into geographic exposure, factor concentrations, risk metrics, and portfolio construction characteristics across public and private assets
  • Oversee pre-tax and after-tax performance reporting, collaborating across investment, accounting, tax, and operations teams to ensure data completeness and methodological alignment
  • Own regulatory compliance reporting, and oversee pre- and post-trade compliance monitoring within the OMS including position limit surveillance and breach escalation
  • Support the Valuation Committee with quarterly private asset valuation reviews and ensure ongoing alignment with GIPS 2020 and CFA Institute Standards
  • Participate in meetings and be a thought partner across all other functions within the Portfolio Construction function
  • Additional duties as assigned

The ideal candidate will possess the following knowledge, skills, attributes, and values:
  • High level of discretion and confidentiality
  • Ability to navigate ambiguity across a highly collaborative environment
  • Strong ability to synthesize information well
  • Expertise in public and private markets
  • Experience with pre/post-trade compliance systems and regulatory reporting
  • Experience with private market valuation, confidence tiering and proxy-based NAV estimation

Illustrative Benefits:
  • 100% company paid medical premiums
  • 17 company paid holidays
  • Friday summer hours
  • Monthly community happy hours
  • Hybrid work environment
  • Free catered food services for in-office days
  • Generous PTO offering
  • Casual dress code
  • 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
  • Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

Qualifications:
  • 7+ years of progressive experience in investment performance reporting, or a related field within an institutional asset owner, asset manager, hedge fund, or fund administrator
  • Production-quality Python and demonstrable experience building automated data pipelines, calculation engines, and reporting systems
  • Experience working with multi-custodian data environments and complex automated data pipelines
  • Familiarity with GIPS 2020 and CFA Institute Standards of Professional Conduct
  • Bachelor's degree in finance, mathematics, computer science, or a related field
  • Ability to travel internationally approximately 10% of the time
  • Preferred Qualifications:
    • CFA charter holder and/or CIPM designation
    • Prior experience at a family office, endowment, sovereign wealth fund, or similarly complex institutional asset owner

Compensation:
Compensation for the role includes a competitive salary in the range from $300,000 -$405,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including paid time off ranging from 15 to 25 days based on years of service, paid sick and safe leave, dental, vision, life and disability insurance, paid parental time off, birth mother recovery pay, sick family member pay, parental ramp back up program, gym reimbursement and generous employer match for 401k.
Please note we are unable to provide immigration sponsorship for this position.
Use of AI in the Application Process:
We recognize that candidates may use AI-enabled tools to assist with resume drafting, application preparation, and interview preparation. Such use is permitted provided all submitted materials accurately reflect the candidate's own qualifications, experience, skills, and work history.
Candidates may not submit hidden instructions, embedded prompts, misleading metadata, deceptive content, code, or other materials intended to interfere with or improperly influence the Company's recruiting process or the administration of candidate applications
Any attempt to misrepresent qualifications or improperly interfere with the recruiting process may result in disqualification from consideration.
At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.

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