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Portfolio Management Analyst Jobs (NOW HIRING)

As at 30 June 2026 Position Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit asset manager. This individual's main focus will be ...

MD · On-site

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 ...

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Portfolio Management Analyst information

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$38K

$93.2K

$148K

How much do portfolio management analyst jobs pay per year?

As of Sep 8, 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.
More about Portfolio Management Analyst jobs

What cities are hiring for Portfolio Management Analyst jobs?

Cities with the most Portfolio Management Analyst job openings:

What states have the most Portfolio Management Analyst jobs?

States with the most job openings for Portfolio Management Analyst jobs include:

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.

Portfolio Management Analyst III

GM Financial

Fort Worth, TX • On-site

Full-time

Posted 25 days ago


Key responsibilities

  • Lead portfolio governance and intake management activities.

  • Lead portfolio planning and prioritization efforts.

  • Develop executive dashboards, scorecards, and portfolio reviews.


GM Financial rating

8.2

Company rating: 8.2 out of 10

Based on 43 frontline employees who took The Breakroom Quiz

57th of 178 rated vehicle equipment hire


Job description


The Portfolio Management Analyst III is responsible for leading portfolio planning, governance, prioritization, execution visibility, and strategic portfolio management activities across Digital Marketing and Technology initiatives.
This role serves as a key advisor to leadership by providing portfolio insights, governance recommendations, prioritization guidance, execution transparency, and operational maturity improvements. The Analyst III drives alignment across functions, facilitates governance forums, influences decisions, and supports leadership in achieving business objectives through effective portfolio management practices.
Responsibilities
Portfolio Governance & Intake Management
  • Lead portfolio governance and intake management activities
  • Establish and maintain governance standards, controls, and operating procedures
  • Facilitate governance forums and support executive decision-making
  • Drive portfolio transparency, accountability, and compliance

Portfolio Planning & Prioritization
  • Lead portfolio planning and prioritization efforts
  • Develop strategic recommendations, trade-off analysis, and sequencing options
  • Partner with leaders to align portfolio investments with business objectives
  • Influence prioritization and resource allocation decisions

Reporting & Portfolio Visibility
  • Develop executive dashboards, scorecards, and portfolio reviews
  • Present portfolio health, performance metrics, risks, and recommendations to leadership
  • Deliver actionable insights that support strategic decision making
  • Drive continuous improvement of portfolio reporting and visibility

Stakeholder Coordination
  • Serve as a trusted partner across business and technology organizations
  • Lead coordination efforts involving complex dependencies and competing priorities
  • Drive issue resolution and escalation management
  • Influence outcomes without direct authority

Continuous Improvement
  • Identify and implement portfolio management best practices
  • Drive maturity improvements across governance, planning, reporting, and prioritization processes
  • Lead initiatives focused on operational excellence and organizational effectiveness

Qualifications
Knowledge and Skills
  • Advanced knowledge of portfolio management, governance, business analysis, and program management practices
  • Strong strategic thinking and executive communication abilities
  • Ability to influence business decisions and organizational outcomes
  • Advanced analytical, problem-solving, and stakeholder management skills
  • Experience facilitating governance forums and executive-level discussions
  • Ability to translate complex information into actionable recommendations
  • Advanced proficiency with portfolio reporting, planning, and analytics tools
  • Experience supporting privacy programs, customer data governance initiatives, consent management platforms, or marketing technology ecosystems within financial services or other highly regulated industries.

Work Experience
  • 5+ years of experience in portfolio management, program management, project management, business analysis, governance, operations, technology delivery, or related disciplines required
  • Experience leading cross-functional initiatives involving multiple business and technology stakeholders required
  • Experience developing executive-level reporting, governance materials, business cases, and strategic recommendations required
  • Experience supporting Digital Marketing, Customer Experience, Product Management, Technology, Analytics, or Enterprise Transformation organizations preferred
  • Experience leading portfolio governance, demand management, capacity planning, or prioritization activities preferred
  • Experience within financial services or other highly regulated industries preferred

Education
  • High School Diploma or equivalent required
  • Bachelor's Degree in Business Administration, Finance, Marketing, Information Systems, Technology, Project Management, or related field; or equivalent work experience required
  • Master's Degree in Business Administration or related discipline preferred

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