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Portfolio Management Analyst Jobs (NOW HIRING)

Milliman

ETF Portfolio Management Analyst

Chicago, IL

$97K - $161K/yr

The Role The Analyst works closely with Portfolio Managers to implement passive investment strategies with an emphasis on minimizing tracking error and achieving tax efficiency. At any given time ...

Milliman

ETF Portfolio Management Analyst

Chicago, IL · On-site

$97K - $161K/yr

The Role The Analyst works closely with Portfolio Managers to implement passive investment strategies with an emphasis on minimizing tracking error and achieving tax efficiency. At any given time ...

Hartman Executive Advisors

MD

Position Summary The Portfolio Management Analyst (PMA) provides strategic and structured operational support to the CIO in managing IT functions across multiple client accounts. This role ...

US Bank

PWM Portfolio Management Analyst

Clayton, MO · Hybrid

$75K - $89K/yr

... Portfolio Manager Partner. On the Job Training will focus on teaching the Analyst the technical aspects of Investments. Will be responsible for retention, development and growth of high net worth ...

U.S. Bank

PWM Portfolio Management Analyst

Clayton, MO · On-site

$75K - $89K/yr

... Portfolio Manager Partner. On the Job Training will focus on teaching the Analyst the technical aspects of Investments. Will be responsible for retention, development and growth of high net worth ...

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Portfolio Management Analyst information

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$93.2K

$148K

How much do portfolio management analyst jobs pay per year?

As of Aug 18, 2026, the average yearly pay for portfolio management analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 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.
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Portfolio Management Analyst jobs near you
Infographic showing various Portfolio Management Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Sr. Portfolio Management Analyst

The Walt Disney Company

Orlando, FL • On-site

$88K - $121K/yr

Full-time

Re-posted 16 days ago

Walt Disney Company rating

7.8

Company rating: 7.8 out of 10

Based on 129 frontline employees who took The Breakroom Quiz

3rd of 52 rated entertainment

Job description

Job Posting Title:

Sr. Portfolio Management Analyst

Req ID:

10151462

Job Description:

At Disney Experiences Technology, our team creates world-class immersive digital experiences for the Company's premiere vacation brands across Disney's Parks & Resorts worldwide.The Disney Experiences Technology team is responsible for digital and physical Guest and Crew experience for all technology and digital-led initiatives.

What You Will Do:

As a Portfolio Manager, you will drive a product centric portfolio, supporting strategic roadmap of annual and long-term capital and expense plans. You will also focus on portfolio forecast planning, capacity planning, and prioritization. You will maintain reports and presentations for executive level communications and anticipate risks, impacts, and opportunities within the portfolio. This is a highly collaborative role where partnership with many technical and non-technical teams is essential.

Responsibilities of the Role:

  • Own the project forecast planning for large scale portfolio.

  • Partner with Finance to provide cause for change variances, assist in monthly/quarterly close procedures, and monthly/quarterly updates.

  • Consolidate, communicate, and partner with project, product, and portfolio teams to resolve variances across the planning cycle, escalating risk when necessary.

  • Gather, analyze, and maintain reports for capacity planning, forecast rationalization and priorities.

  • Provide results for key financial activities such as Long-Term Plan, Annual Capital Plan, Annual Operating Plan.

  • Support accurate inputs within the Project Portfolio Management (PPM) system.

  • Develop effective partnerships and collaborate with leads across departments.

Qualifications:

  • Minimum of 5 years of related work experience

  • Expert level skills in Excel. Experience with PPM software is preferred.

  • Thrive in a fast-paced environment and able to balance and shift gears while maintaining a good sense of humor.

  • Proficient in the basics of project management such as project planning, resource planning, issue management, and organizational change.

  • Understanding of the software development lifecycle

  • Experience partnering with multiple creative and technical teams.

  • Excellent business communication, writing, and interpersonal skills.

  • Proactive and resourceful when handling issues

  • Excellent negotiation and influencing skills.

Education:

  • Bachelor's degree and/or equivalent work experience.

The hiring range for this position in Orlando, FL is $88,800.00 to $121,900.00 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Job Posting Segment:

DX Technology

Job Posting Primary Business:

Ops & Integration

Primary Job Posting Category:

Portfolio Management

Employment Type:

Full time

Primary City, State, Region, Postal Code:

Orlando, FL, USA

Alternate City, State, Region, Postal Code:

Date Posted:

2026-06-02

What Walt Disney Company employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Walt Disney

Sourced by ZipRecruiter

At Disney, we're storytellers. We make the impossible, possible. We do this through utilizing and developing cutting-edge technology and pushing the envelope to bring stories to life through our movies, products, interactive games, parks and resorts, and media networks. Now is your chance to join our talented team that delivers unparalleled creative content to audiences around the world. "We create happiness." That's our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you'll help inspire that magic by enabling our teams to push the limits of entertainment and create the never-before-seen!

Industry

Amusement, gambling, and recreation

Company size

10,000+ Employees

Headquarters location

Burbank, CA, US

Social media

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