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Portfolio Construction Analyst Jobs (NOW HIRING)

Wsfsbank

Portfolio Analyst

Berwyn, PA

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The role provides significant exposure to investment research, portfolio construction, and strategy ... Analyze accounts for model eligibility and assess potential capital gain and loss impacts ...

WSFS Bank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The role provides significant exposure to investment research, portfolio construction, and strategy ... Analyze accounts for model eligibility and assess potential capital gain and loss impacts ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across ... Excellent analytical skills with the ability to synthesize qualitative judgment and quantitative ...

Wsfsbank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The role provides significant exposure to investment research, portfolio construction, and strategy ... Analyze accounts for model eligibility and assess potential capital gain and loss impacts ...

WSFS Bank

Portfolio Analyst

Berwyn, PA

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The role provides significant exposure to investment research, portfolio construction, and strategy ... Analyze accounts for model eligibility and assess potential capital gain and loss impacts ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across ... Excellent analytical skills with the ability to synthesize qualitative judgment and quantitative ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across ... Excellent analytical skills with the ability to synthesize qualitative judgment and quantitative ...

Man Group

Senior Portfolio Analyst

Boston, MA · On-site

Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own critical parts of the ...

Clearwater Analytics

Business Analyst - PMS Portfolio

New York, NY · On-site

$102K - $144K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As the Senior Business Analyst for our Portfolio Construction team, you will be responsible for overseeing the development and enhancement of our flagship Portfolio Construction product and related ...

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Showing results 21-40

All JobsPortfolio Construction Analyst Jobs

Portfolio Construction Analyst information

See salary details

$33K

$78.2K

$110.5K

How much do portfolio construction analyst jobs pay per year?

As of Aug 15, 2026, the average yearly pay for portfolio construction analyst in the United States is $78,208.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $96,000.00 per year, depending on experience, location, and employer.

What is the difference between Portfolio Construction Analyst vs Investment Analyst?

AspectPortfolio Construction AnalystInvestment Analyst
Primary FocusDesigning and optimizing investment portfolios based on client goals and risk toleranceResearching and analyzing securities to recommend investment opportunities
Required CredentialsTypically CFA, CFP, or related certifications; strong quantitative skillsOften CFA or similar; strong analytical and research skills
Work EnvironmentFinancial firms, asset managers, wealth managementInvestment banks, asset management firms, research institutions

The main difference is that a Portfolio Construction Analyst focuses on building and managing investment portfolios tailored to client needs, while an Investment Analyst concentrates on analyzing securities to inform investment decisions. Both roles require similar credentials and often work within the same industry settings, but their core responsibilities differ in scope and focus.

What are the key skills and qualifications needed to thrive as a portfolio construction analyst, and why are they important?

To thrive as a Portfolio Construction Analyst, you need strong quantitative analysis skills, knowledge of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg, risk modeling tools, and certifications like CFA are commonly expected. Attention to detail, problem-solving abilities, and clear communication help you interpret data and present actionable insights. These skills ensure portfolios are constructed to balance risk and return effectively, supporting investment objectives and regulatory requirements.

What are the main challenges portfolio construction analysts face when balancing risk and return in client portfolios?

Portfolio Construction Analysts often encounter the challenge of aligning client objectives with market realities, particularly when balancing risk and return. They must thoroughly assess each client's risk tolerance and investment horizon while staying responsive to changing market conditions. This requires ongoing analysis, frequent portfolio rebalancing, and close collaboration with portfolio managers and research teams to ensure recommendations remain suitable. Navigating regulatory requirements and managing data from multiple sources are also common hurdles in this role.

What does a portfolio construction analyst do?

A Portfolio Construction Analyst is responsible for designing and managing investment portfolios to meet specific financial objectives and risk profiles. They analyze market trends, evaluate asset allocation strategies, and use quantitative models to optimize portfolio performance. Their work involves collaborating with portfolio managers, conducting risk assessments, and ensuring that portfolios remain aligned with clients’ goals and regulatory requirements. This role requires strong analytical skills and a deep understanding of financial markets, investment products, and portfolio theory.
More about Portfolio Construction Analyst jobs

What job categories do people searching Portfolio Construction Analyst jobs look for?

The top searched job categories for Portfolio Construction Analyst jobs are:

Portfolio Construction Analyst jobs near you
Infographic showing various Portfolio Construction Analyst job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $78,208 per year, or $37.6 per hour.

Portfolio Analyst

Wsfsbank

Berwyn, PA

$64K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset allocation, portfolio construction, and trading. This role primarily supports the implementation of the firm's investment strategies, model portfolios, and centralized portfolio solutions across client accounts.

The Portfolio Analyst will play a key role in maintaining and optimizing portfolio management and trading systems, supporting model adoption initiatives, implementing strategic portfolio changes, and enhancing operational efficiency through technology. This position has a strong institutional focus, emphasizing centralized portfolio oversight and model management rather than individual account management. The role provides significant exposure to investment research, portfolio construction, and strategy implementation, offering a direct pathway for career development within the Investment Research & Strategy function.

Job Responsibilities

  • Support the delivery and management of centralized portfolio solutions within the firm's goals-based investment framework.
  • Maintain portfolio management and trading system databases to ensure accuracy and consistency with approved model portfolio constituents.
  • Monitor and report on model adoption, asset ownership, and portfolio strategy implementation across the firm's book of business.
  • Analyze accounts for model eligibility and assess potential capital gain and loss impacts associated with model adoption.
  • Partner with Investment Advisors to facilitate model adoption, including documentation and implementation processes.
  • Assist in the execution of tactical asset allocation shifts, portfolio rebalances, and strategic investment changes directed by the Investment Research & Strategy team.
  • Develop expertise in portfolio trading and management platforms to enhance implementation efficiency and scalability.
  • Support optimization of portfolio management technology, workflows, and system capabilities.
  • Execute account-level transactions when necessary to support broader portfolio management objectives.
  • Support the work of the Investment Research & Strategy team across asset classes and investment disciplines.
  • Serve as secretary for one or more investment working groups, documenting discussions, decisions, and action items.
  • Participate in research and strategy initiatives by preparing reports, gathering data, and conducting directed analysis under the supervision of senior investment professionals.
  • Assist in monitoring portfolio implementation, investment exposures, and strategy effectiveness.
  • Serve as a resource for reporting requests, system support questions, and operational issues related to portfolio management and trading platforms.
  • Produce standard and ad hoc reports related to models, asset allocation, portfolio holdings, and implementation activity.
  • Identify opportunities to improve reporting processes, data integrity, and operational efficiencies.
  • Support ongoing enhancements to investment systems and technology platforms.
.

Minimum Qualification

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field preferred.
  • Series 65 license required or the ability to successfully pass the Series 65 examination within three (3) months of hire.
  • General knowledge of investment markets, portfolio management, asset allocation, and investment research concepts.
  • Strong analytical, quantitative, and problem-solving skills.
  • Advanced proficiency in Microsoft Excel and proficiency in Microsoft Word and Outlook.
  • Experience with portfolio accounting, trust accounting, trading, or investment management systems preferred.
  • Experience with Orion Eclipse and related portfolio management platforms is highly preferred.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Ability to work collaboratively across teams and communicate effectively with investment professionals and advisors.
  • Demonstrated interest in investment research, portfolio construction, and institutional portfolio management.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

$64,491.00 - $105,949.50

Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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