D&CX Portfolio Management
Frisco, TX · Hybrid
Oversee portfolio change controls to ensure disciplined management of scope and resources * Lead portfolio reporting initiatives, ensuring transparency and accountability across all levels
Frisco, TX · Hybrid
Oversee portfolio change controls to ensure disciplined management of scope and resources * Lead portfolio reporting initiatives, ensuring transparency and accountability across all levels
Frisco, TX · Hybrid
Oversee portfolio change controls to ensure disciplined management of scope and resources * Lead portfolio reporting initiatives, ensuring transparency and accountability across all levels
Oversee portfolio change controls to ensure disciplined management of scope and resources * Lead portfolio reporting initiatives, ensuring transparency and accountability across all levels
Oversee portfolio change controls to ensure disciplined management of scope and resources * Lead portfolio reporting initiatives, ensuring transparency and accountability across all levels
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 monitoring the ...
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 monitoring the ...
Radnor, PA · On-site
Requisition #: 76103 The Role at a Glance The AVP, AI Portfolio Management leads the enterprise AI, Data and Analytics (AIDA) Program Management Office (PMO) and is responsible for the portfolio ...
Radnor, PA · On-site
Requisition #: 76103 The Role at a Glance The AVP, AI Portfolio Management leads the enterprise AI, Data and Analytics (AIDA) Program Management Office (PMO) and is responsible for the portfolio ...
New York, NY · On-site
Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor ... The portfolio manager will create and manage investment portfolios for our clients.
New York, NY · On-site
Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor ... The portfolio manager will create and manage investment portfolios for our clients.
Weare seeking a detail-oriented individual with strong organizational andanalytical skills who can support the portfolio management team by deliveringtimely, accurate work. This role requires ...
Weare seeking a detail-oriented individual with strong organizational andanalytical skills who can support the portfolio management team by deliveringtimely, accurate work. This role requires ...
Boston, MA · Hybrid
$225K/yr
Our Equity Portfolio Management team oversees our benchmark-relative active quantitative equity strategies from Boston, London, and Singapore. This person will be expected to demonstrate senior ...
Boston, MA · Hybrid
$225K/yr
Our Equity Portfolio Management team oversees our benchmark-relative active quantitative equity strategies from Boston, London, and Singapore. This person will be expected to demonstrate senior ...
The Investment Analyst is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is ...
The Investment Analyst is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is ...
As Portfolio Manager III - Mid Market you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending ...
As Portfolio Manager III - Mid Market you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending ...
Boston, MA · On-site
$175K - $200K/yr
Lean Portfolio Management (LPM): Establish and operationalize Lean Portfolio Management practices, driving better organization and governance around how we gather, prioritize, deliver, and measure ...
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Boston, MA · On-site
$175K - $200K/yr
Lean Portfolio Management (LPM): Establish and operationalize Lean Portfolio Management practices, driving better organization and governance around how we gather, prioritize, deliver, and measure ...
Richmond, VA · On-site
$66K - $76K/yr
This role works closely with portfolio management, advisors, and internal teams to ensure client portfolios are accurately maintained and aligned with investment objectives. This is a strong ...
Richmond, VA · On-site
$66K - $76K/yr
This role works closely with portfolio management, advisors, and internal teams to ensure client portfolios are accurately maintained and aligned with investment objectives. This is a strong ...
$100K - $110K/yr
As at 31 December 2025 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 ...
$100K - $110K/yr
As at 31 December 2025 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 ...
ABOUT THE TEAM The Portfolio Management Analyst is a junior, development-track role designed primarily to expand our client-facing service capacity, while also supporting the strategic projects that ...
ABOUT THE TEAM The Portfolio Management Analyst is a junior, development-track role designed primarily to expand our client-facing service capacity, while also supporting the strategic projects that ...
ABOUT THE TEAM The Portfolio Management Analyst is a junior, development-track role designed primarily to expand our client-facing service capacity, while also supporting the strategic projects that ...
ABOUT THE TEAM The Portfolio Management Analyst is a junior, development-track role designed primarily to expand our client-facing service capacity, while also supporting the strategic projects that ...
As Portfolio Manager III - Mid Market you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending ...
As Portfolio Manager III - Mid Market you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending ...
Chicago, IL · On-site
$97K - $161K/yr
The Department The Portfolio Management Group manages 140 ETFs with AUM totaling approximately $21 billion across multiple strategies. There are plans to launch additional funds in the near future.
Chicago, IL · On-site
$97K - $161K/yr
The Department The Portfolio Management Group manages 140 ETFs with AUM totaling approximately $21 billion across multiple strategies. There are plans to launch additional funds in the near future.
Chicago, IL · On-site
$97K - $161K/yr
The Department The Portfolio Management Group manages 140 ETFs with AUM totaling approximately $21 billion across multiple strategies. There are plans to launch additional funds in the near future.
Chicago, IL · On-site
$97K - $161K/yr
The Department The Portfolio Management Group manages 140 ETFs with AUM totaling approximately $21 billion across multiple strategies. There are plans to launch additional funds in the near future.
Boston, MA · On-site
$225K/yr
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven ... We are seeking a Portfolio Manager to join our Equity Portfolio Management team in Boston. Our ...
Boston, MA · On-site
$225K/yr
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven ... We are seeking a Portfolio Manager to join our Equity Portfolio Management team in Boston. Our ...
New York, NY · On-site
$100K - $110K/yr
As at 31 December 2025 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 ...
New York, NY · On-site
$100K - $110K/yr
As at 31 December 2025 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 ...
Associate, Portfolio Management About Us Annaly Capital Management, Inc. ("Annaly" or, together with its wholly-owned subsidiaries, the "Company"), is a publicly traded real estate investment trust ...
Associate, Portfolio Management About Us Annaly Capital Management, Inc. ("Annaly" or, together with its wholly-owned subsidiaries, the "Company"), is a publicly traded real estate investment trust ...
$37K - $50.7K
9% of jobs
$50.7K - $64.4K
15% of jobs
$65.8K is the 25th percentile. Wages below this are outliers.
$64.4K - $78K
15% of jobs
The median wage is $88.8K / yr.
$78K - $91.7K
15% of jobs
$91.7K - $105.4K
10% of jobs
$105.4K - $119.1K
9% of jobs
$123.9K is the 75th percentile. Wages above this are outliers.
$119.1K - $132.8K
11% of jobs
$132.8K - $146.5K
10% of jobs
$146.5K - $160.1K
5% of jobs
$160.1K - $173.8K
2% of jobs
$173.8K - $187.5K
1% of jobs
$37K
$100.5K
$187.5K
| Aspect | Portfolio Management | Financial Analyst |
|---|---|---|
| Credentials | Certifications like CFA, CFP often preferred | Certifications like CFA, CPA common |
| Work Environment | Manage investment portfolios for clients or firms | Analyze financial data to support investment decisions |
| Employer & Industry | Financial firms, asset management companies | Banks, investment firms, corporations |
While both roles involve finance and investments, Portfolio Management focuses on overseeing entire investment portfolios, making strategic decisions to meet client goals. Financial Analysts primarily analyze data to support investment choices, often working under Portfolio Managers. Understanding these differences helps in choosing the right career path or job search focus.

9.1
Based on 23 frontline employees who took The Breakroom Quiz
Sourced by ZipRecruiter
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Finance and insurance
10,000+ Employees
New York, NY, US
1918