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Portfolio Management Analyst Jobs in Florida (NOW HIRING)

Insight Global

Aviation Portfolio Manager

Orlando, FL · On-site

$85K - $100K/yr

... Management to develop and maintain an affordable, deliverable plan for the capital portfolio. * Analyze and report on capital portfolio performance and risks, to support portfolio decision-making ...

New

TIAA

Director, Real Estate Portfolio Management

Miami, FL · On-site

$140K - $192K/yr

Reviews extensive proprietary financial models to monitor and analyze the financial performance of ... portfolio management activity. * Drafts investment memorandums to be presented to the Investment ...

Fairygodboss

Portfolio Manager

Miami, FL · On-site

$90 - $120/hr

Coach, upskill and guide Senior Consultants and Business Analysts through the project lifecycle. * Serve as a strategic advisor for portfolio management. * Lead portfolio reviews and use metrics to ...

New

VanEck

Security & Portfolio Analyst

Tampa, FL · On-site

Onboarding new portfolio for relevant portfolio management systems and with key business partners * Proper implementation of fund changes including renaming and index adjustments Supervisory ...

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All JobsPortfolio Management Analyst JobsPortfolio Management Analyst Jobs in Florida

Portfolio Management Analyst information

See Florida salary details

$28.4K

$69.7K

$110.6K

How much do portfolio management analyst jobs pay per year?

As of Aug 21, 2026, the average yearly pay for portfolio management analyst in Florida is $69,674.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,700.00 and $80,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a portfolio management analyst?

To thrive as a Portfolio Management Analyst, you need strong analytical abilities, quantitative skills, and a solid understanding of finance or economics, often supported by a relevant degree. Expertise in portfolio management software, financial modeling tools like Excel, and sometimes certifications such as CFA or FRM are commonly required. Attention to detail, effective communication, and problem-solving skills help analysts interpret data and convey insights to stakeholders. These skills ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within asset management teams.

What are some common challenges faced by portfolio management analysts when balancing multiple client portfolios?

Portfolio Management Analysts often juggle several client accounts, each with unique investment goals and risk profiles. One common challenge is prioritizing tasks and ensuring that all portfolios are regularly reviewed and adjusted according to market changes and client objectives. Analysts must stay organized, communicate proactively with portfolio managers and clients, and use analytical tools to monitor performance efficiently. Developing strong time management skills and leveraging technology for reporting and analysis can help mitigate these challenges.

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

AspectPortfolio Management AnalystInvestment Analyst
Primary FocusManaging and optimizing investment portfolios for clients or firmsResearching and analyzing securities to inform investment decisions
Required CredentialsTypically a bachelor's degree in finance, economics, or related; certifications like CFA are commonSimilar credentials; CFA or other finance certifications are often preferred
Work EnvironmentFinancial firms, asset management companies, banksResearch firms, investment banks, asset management firms
Key ResponsibilitiesPortfolio analysis, risk assessment, asset allocationSecurity analysis, market research, financial modeling

Both roles require strong analytical skills and finance knowledge, often sharing certifications like CFA. While Portfolio Management Analysts focus on managing investment portfolios, Investment Analysts concentrate on researching securities to guide investment decisions. They frequently work together within the same firms to optimize investment strategies.

Are portfolio management analysts paid well?

Portfolio management analysts typically earn competitive salaries that vary based on experience, location, and firm size. Entry-level analysts may start with lower pay, but experienced professionals with certifications like CFA can earn higher compensation, often including bonuses and incentives. Overall, the role is considered well-paying within the finance industry.

How much does a portfolio management analyst make?

A portfolio management analyst's average salary in the United States typically ranges from $60,000 to $100,000 per year, depending on experience, location, and the size of the firm. Entry-level analysts may earn less, while those with advanced certifications or in senior roles can earn higher compensation, often supplemented with bonuses and benefits.

What does a portfolio management analyst do?

A portfolio management analyst evaluates investment portfolios to optimize performance and manage risk. They analyze financial data, monitor market trends, and support decision-making using tools like Excel and financial modeling. Strong analytical skills and knowledge of investment strategies are essential for this role.

What is the role of a portfolio management analyst?

A portfolio management analyst evaluates investment portfolios to optimize performance and manage risk. They analyze financial data, monitor market trends, and support decision-making using tools like Excel and financial modeling. The role often requires strong analytical skills and relevant certifications such as CFA.

What are popular job titles related to Portfolio Management Analyst jobs in Florida?

For Portfolio Management Analyst jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Analyst jobs in Florida look for?

The top searched job categories for Portfolio Management Analyst jobs in Florida are:

Portfolio Management Analyst jobs near you
Infographic showing various Portfolio Management Analyst job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $69,674 per year, or $33.5 per hour.

Portfolio Management Analyst

Star Mountain Capital

Tampa, FL • On-site

Full-time

Re-posted 2 days ago

Job description

Position Description
Portfolio Company Oversight
  • Support the Underwriting and Portfolio Management teams in monitoring portfolio company performance and preparing materials for board meetings, management discussions, and internal reviews.
  • Review monthly financial statements, quarterly covenant compliance certificates, and annual audited financial statements to identify performance trends, risks, and key business developments. Proactively share key highlights/takeaways with relevant teams.
  • Analyze operating and financial performance against budget and prior periods, helping identify key drivers of results and opportunities for operational improvement.
  • Assist with value creation initiatives across portfolio companies, including operational benchmarking, KPI reporting, working capital management, forecasting, and performance tracking.
  • Monitor liquidity, cash flow, and borrowing base availability, identifying potential risks and escalating material issues to senior investment professionals.
  • Track compliance with investment documentation, including financial covenants, reporting requirements, and key lender obligations.
  • Support ongoing monitoring of portfolio companies experiencing operational or financial challenges by gathering data, performing analyses, and assisting with action plans.
  • Contribute to special projects involving portfolio company performance improvement, strategic initiatives, and operational analyses.

Internal Reporting
  • Maintain portfolio company financial, capital structure, and operating data within firm systems, including S&P Global iLEVEL and Wall Street Office (WSO), ensuring accuracy and consistency.
  • Develop and maintain portfolio dashboards and KPI reporting to support investment committee materials, portfolio reviews, and management decision-making.
  • Support quarterly valuation processes by updating financial models, industry outlooks, assumptions, and supporting analyses.
  • Assist in preparing quarterly and semi-annual portfolio company reviews summarizing financial performance, key risks, industry outlooks, operating trends, and investment updates.
  • Respond to internal and investor information requests by preparing analyses and supporting materials related to portfolio company performance and investments.

Portfolio Financing & Investment Support
  • Assist in preparing internal financing and amendment memoranda for review by senior investment professionals.
  • Build and maintain detailed financial models (3-statement financial models and 13-week cash flow) to forecast operating performance, liquidity, leverage, and returns under various business scenarios.
  • Support investment professionals throughout the investment lifecycle, including due diligence, closing processes, ongoing portfolio monitoring, and post-close reporting.
  • Coordinate with internal teams and external advisors, including legal counsel, consultants, lenders, and portfolio company management, to support financing transactions and portfolio management initiatives.

Required Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record.
  • 1-3 years of relevant experience in private equity, private credit, investment banking, corporate banking, valuation, consulting, accounting, or another finance-related role.
  • Strong financial modeling and analytical skills, including proficiency in Microsoft Excel and experience building or maintaining financial models.
  • Excellent attention to detail with the ability to manage multiple priorities in a fast-paced environment.
  • Interest in how AI can be applied to financial, industry, and investment analysis.
  • Strong written, verbal, and interpersonal communication skills.
  • Highly motivated, intellectually curious, and eager to learn in a collaborative team environment.
  • Positive attitude, strong work ethic, and a willingness to take ownership of responsibilities.
  • Experience with portfolio monitoring systems (e.g., S&P Global iLEVEL, Wall Street Office) and data visualization tools (e.g., Power BI or Tableau) is a plus.
  • Timing: Immediate
  • Location: Tampa, Florida - 5 days a week in office

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