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Portfolio Financial Analyst Jobs (NOW HIRING)

Comunilife Inc

Senior Finance Analyst (P333)

Manhattan, NY · On-site

$94K - $117K/yr

FINANCIAL ANALYSIS: * Accounts payable and receivable: ensures accurate transaction records and performing procedures for accounts payable and receivable for RE portfolio * Financial reporting ...

High Industries

Senior Financial Analyst

Lancaster, PA

$82K - $102K/yr

The HREG portfolio is currently valued at over $1 billion, with current acquisition/development ... This position reports to the Director of Financial Analysis. Works closely with the Vice President ...

Murphy USA

Financial Portfolio Analyst

El Dorado, AR · On-site

The Financial Analyst I - Portfolio & Investments supports the EPMO, FP&A and Capital Committee by providing financial analysis for enterprise projects and initiatives. This role partners with ...

The High Companies

Senior Financial Analyst

Lancaster, PA · On-site

$82K - $102K/yr

The HREG portfolio is currently valued at over $1 billion, with current acquisition/development ... This position reports to the Director of Financial Analysis. Works closely with the Vice President ...

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Portfolio Financial Analyst information

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$38.5K

$88.1K

$118K

How much do portfolio financial analyst jobs pay per year?

As of Aug 25, 2026, the average yearly pay for portfolio financial analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

What is a portfolio financial analyst?

Portfolio Financial Analysts are finance professionals who monitor, analyze, and report on the performance of investment portfolios. They assess asset allocations, evaluate investment risks, and make recommendations to optimize returns while managing risk. These analysts often work for investment firms, banks, or large corporations and use financial models and market research to support portfolio managers in making informed investment decisions.

How does a portfolio financial analyst typically collaborate with portfolio managers and other team members?

Portfolio Financial Analysts play a crucial role in supporting portfolio managers by conducting in-depth financial analysis, preparing reports, and monitoring investment performance. They frequently collaborate with portfolio managers to discuss investment strategies, analyze market trends, and identify potential risks or opportunities. Additionally, they often work closely with other analysts, compliance teams, and sometimes client relationship managers to ensure that investment decisions align with client objectives and regulatory requirements. Strong communication and teamwork skills are essential, as much of the work involves synthesizing complex data and presenting actionable insights to drive decision-making.

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

To thrive as a Portfolio Financial Analyst, you need strong quantitative analysis skills, financial modeling expertise, and a degree in finance or a related field. Familiarity with portfolio management software, advanced Excel functions, and certifications like CFA are highly valued. Attention to detail, critical thinking, and effective communication are vital soft skills for interpreting data and conveying investment insights. These competencies are essential for supporting sound investment decisions and maximizing portfolio performance for clients or organizations.

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

AspectPortfolio Financial AnalystInvestment Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CFA are commonSimilar credentials; often holds CFA or related certifications
Work EnvironmentWorks within asset management firms, banks, or financial institutions managing client portfoliosWorks in investment firms, banks, or research departments analyzing securities and markets
Primary FocusManaging and optimizing client investment portfoliosResearching and recommending securities for investment
Common UsageUsed by asset managers, wealth managers, and financial advisorsUsed by research firms, investment banks, and asset management companies

While both roles require similar financial credentials and often work in related environments, a Portfolio Financial Analyst primarily focuses on managing and optimizing investment portfolios for clients, whereas an Investment Analyst concentrates on researching and analyzing securities to inform investment decisions.

Do portfolio financial analysts make good money?

Portfolio financial analysts typically earn competitive salaries that vary based on experience, location, and firm size. Entry-level analysts may start with lower pay, while experienced professionals with certifications like CFA can earn significantly higher salaries, often supplemented by bonuses and incentives. Overall, the role offers strong earning potential within the finance industry.
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What job categories do people searching Portfolio Financial Analyst jobs look for?

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Portfolio Financial Analyst jobs near you
Infographic showing various Portfolio Financial Analyst job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $88,111 per year, or $42.4 per hour.

Portfolio Financial Analyst

Roxbury, MA • On-site

Peabody Properties, Inc.
Marketing Research • 501 - 1,000 employees
Learn more about Peabody Properties, Inc.external

$100K - $125K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Peabody Properties seeks an experienced Financial Analyst to join its team of property management professionals at an assigned portfolio in Boston and surrounding areas.

The Financial Analyst maximizes the performance of an assigned portfolio through in-depth data analysis and budget management. This role is responsible for the annual budgeting process, monthly forecasting and variance tracking.

The analyst relies on solid hand-on experience with RealPage Onesite to extract data, monitor property performance and optimize portfolio profitability.

Functions of the Portfolio Financial Analyst Role:

  • Coordinate, develop, and finalize the annual operating and capital budgets for the entire property portfolio.
  • Prepare monthly and quarterly rolling cash flow forecasts, revenue projections, and expense trends
  • Conduct rigorous monthly reviews of actual vs. budgeted financial performance. Identify discrepancies, investigate root causes with property teams, and recommend corrective actions.
  • Monitor and analyze key performance indicators including profitability, occupancy rates, net effective rent, delinquency, and renewal trends.
  • Utilize RealPage OneSite to extract financial data, audit ledger accuracy, review rent rolls, and generate specialized financial reports.
  • Prepare and present comprehensive monthly, quarterly, and annual financial packages for internal leadership and external stakeholders/investors ensuring all internal and external financial reporting requirements and deadlines are met.
  • Acts as the primary financial advisor to property managers, helping them understand financial metrics and optimize their property-level budgets in collaboration with the Director of Operations/Senior Property Manager/Senior Portfolio Manager.

Qualifications for the Position:

  • Minimum 3 years’ experience of financial analysis with a focus on corporate budgeting and forecasting in the property management sector/industry.
  • Bachelor’s degree in finance, accounting or related business field
  • Extensive knowledge of OneSite, proficiency with Microsoft Word, PowerPoint, and Excel.
  • Proven experience managing complex, multi-property budgeting process from start to finish.
  • Strong analytic mindset with the capability to evaluate portfolio data to identify revenue-generating opportunities and cost savings.
  • Excellent written and verbal communication skills, with the ability to explain complex financial concepts to non-financial operational staff.
  • Ability to take initiative and be self-motivated.

Compensation and Benefits:

Peabody Properties offers a competitive pay ($100K-$125K commensurate with experience), along with a rich benefits package that includes, but is not limited to, medical, dental, 401(k), STD, life insurance, Employee Assistance Programs (EAP), paid time off, paid holidays, paid training, tuition reimbursement, wellness programs, employee referral bonuses, and flex spending.

EEO Statement:

Peabody Properties, Inc. is an Equal Opportunity Employer and is committed to workforce diversity. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation and other legally protected characteristics. If you require a reasonable accommodation because of a disability for any part of the employment process, please e-mail our Talent Acquisition Manager and let us know the nature of your request and your contact information. Smoke-free workplace. Drug-free work environment.

Peabody Properties participates in E-Verify.

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