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Portfolio Management Analyst Jobs (NOW HIRING)

Man Group

Investment / Portfolio Management Analyst

New York, NY · On-site

$100K - $150K/yr

  • Medical

  • Life

  • Retirement

  • PTO

As at 30 June 2026 Job Profile Summary Carry out market research, assist in analysis of new convertible investments, assist in monitoring and day-to-day management of existing investments and systems.

Soni Resources

Analyst, Portfolio Management

Austin, TX · On-site

$80K/yr

Analyst, Portfolio Management Austin, TX Permanent | Fully Onsite (Some Flexibility to Work Remotely on Fridays) Soni's client is seeking an Analyst, Portfolio Management to support portfolio ...

ProShares

Analyst, Portfolio Management

Bethesda, MD · On-site

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Portfolio Analyst is the first step in the Portfolio Manager (PM) career track at ProShares. The PM career track begins at Analyst, Senior Analyst, Associate Portfolio Manager, Desk Head, (Portfolio ...

ProShares

Analyst, Portfolio Management

Bethesda, MD · Hybrid

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Portfolio Analyst is the first step in the Portfolio Manager (PM) career track at ProShares. The PM career track begins at Analyst, Senior Analyst, Associate Portfolio Manager, Desk Head, (Portfolio ...

Webster Bank

Analyst, Portfolio Management

Hartford, CT · On-site

$75K - $88K/yr

... actively manage and maintain integrity of portfolio. Responsibilities include, but are not limited to, data entry, record keeping, processing routine client requests, credit risk analysis of ...

Wilshire Advisors

Analyst, Portfolio Management

Santa Monica, CA · Hybrid

$70K - $78K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You will be an integral part of the portfolio management group, providing a team of senior portfolio managers with technical and analytical support. What you'll do: * Assist with the construction of ...

The Amherst Group LLC

Analyst, Portfolio Management

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Portfolio Analyst - Portfolio Management Amherst Overview Amherst is a vertically integrated real estate investment, development, and operating platform, offering solutions across the U.S. real ...

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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 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.

CPIC / IT Portfolio Management Analyst

E Logic

Washington, DC • Remote

$105K/yr

Full-time

Posted 18 days ago

Job description

E-Logic Inc. is seeking an experienced CPIC / IT Portfolio Management Analyst to support the Office of Elementary and Secondary Education (OESE) at the U.S. Department of Education. This role will serve as a subject matter expert on investment management, providing expert advice and services in all Capital Planning and Investment Control (CPIC) activities. This includes developing and maintaining business cases (OMB 300/53), conducting investment analysis, and ensuring compliance with federal CPIC guidance. This position is contingent upon contract award.

Location: Remote (U.S. Based) with occasional travel to Washington, D.C. (approximately 2-3 times per year


Key Responsibilities
  • Serve as the analytical lead on the engagement and the primary point of contact for OESE's senior leadership on investment performance and governance questions .
  • Support the full lifecycle of CPIC activities, including budget formulation and execution, earned value management (EVM) analysis, and OMB 300/53 development and maintenance.
  • Develop and validate business cases (OMB-300 equivalents), investment charters, operational analyses, and alternatives analyses.
  • Input all monthly and quarterly updates to the Department's Folio system and assist with annual OMB 53 submissions.
  • Conduct in-depth investment analyses (e.g., ROI, Analysis of Alternatives, Fit/Gap Analysis, Business Case) including stakeholder interviews and data validation.
  • Prepare monthly portfolio status reports, quarterly governance board briefings, and annual portfolio management review materials.
  • Respond to ad hoc data requests from the Department's Investment Assistance and Management Team (IAMT).
  • Ensure all portfolio management activities align with HHS and federal capital planning requirements, including FITARA, EPLC, and OMB Circular A-11.
Required Qualifications
  • Bachelor's Degree in Information Technology, Business Administration, Public Administration, or a closely related field .
  • Minimum of 5-7 years of experience managing or advising on IT investment portfolios in a federal government setting .
  • Demonstrated, hands-on experience with federal Capital Planning and Investment Control processes -- including preparing or reviewing OMB Exhibit 53 or Exhibit 300 reporting documents .
  • Experience conducting at least two types of formal investment analysis (e.g., ROI, Analysis of Alternatives, Fit/Gap, Business Case) on federal IT programs.
  • Proficiency with MS Office suite, SharePoint, and federal data management tools (experience with Folio is highly desired).
  • Ability to produce polished, Section 508-accessible deliverables in Microsoft Word, PowerPoint, and Excel .
  • Excellent written and verbal communication skills, including business and technical writing .
  • Must be a U.S. citizen or Lawful Permanent Resident; ability to obtain a favorable federal suitability determination (Moderate Risk) and sign a government Non-Disclosure Agreement before starting work.
Preferred Qualifications
  • Master's Degree in IT, Public Administration, or related field .
  • Prior experience supporting the Department of Education or another federal agency on IT portfolio or capital planning work .
  • Project Management Professional (PMP) or equivalent certification .
  • Familiarity with OMB A-11, FITARA, and federal IT acquisition regulations .

Security Clearance: Must be a U.S. Citizen or Lawful Permanent Resident. Ability to obtain a favorable federal suitability determination (Moderate Risk) and HSPD-12 credentials (PIV card) is required.

E-Logic Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.