ZipRecruiter

Log In

1

Portfolio Monitoring Analyst Jobs (NOW HIRING)

US Bank

ICG Portfolio Monitoring Analyst

Minneapolis, MN · On-site

$27.50 - $36.68/hr

... analysis and loan monitoring. Completes accurate and consistent financial statements spreads ... of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial ...

US Bank

ICG Portfolio Monitoring Analyst

Newport Beach, CA · On-site

$27.50 - $36.68/hr

... analysis and loan monitoring. Completes accurate and consistent financial statements spreads ... of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial ...

US Bank

ICG Portfolio Monitoring Analyst

New York, NY · On-site

$27.50 - $36.68/hr

... analysis and loan monitoring. Completes accurate and consistent financial statements spreads ... of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial ...

US Bank

ICG Portfolio Monitoring Analyst

Cincinnati, OH · On-site

$27.50 - $36.68/hr

... analysis and loan monitoring. Completes accurate and consistent financial statements spreads ... of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial ...

U.S. Bank

ICG Portfolio Monitoring Analyst

Minneapolis, MN · On-site

$27.50 - $36.68/hr

... analysis and loan monitoring. Completes accurate and consistent financial statements spreads ... of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial ...

US Bank

ICG Portfolio Monitoring Analyst

Charlotte, NC · On-site

$27.50 - $36.68/hr

... analysis and loan monitoring. Completes accurate and consistent financial statements spreads ... of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial ...

US Bank

ICG Portfolio Monitoring Analyst

Denver, CO · On-site

$27.50 - $36.68/hr

... analysis and loan monitoring. Completes accurate and consistent financial statements spreads ... of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

Monitor portfolio allocations, exposures, and risk metrics; proactively identify and escalate risks or implementation issues. * Assist in day-to-day portfolio management across the broader multi ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

Monitor portfolio allocations, exposures, and risk metrics; proactively identify and escalate risks or implementation issues. * Assist in daytoday portfolio management across the broader multiasset ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

Monitor portfolio allocations, exposures, and risk metrics; proactively identify and escalate risks or implementation issues. * Assist in day-to-day portfolio management across the broader multi ...

next page

Showing results 1-20

All JobsPortfolio Monitoring Analyst Jobs

Portfolio Monitoring Analyst information

See salary details

$38K

$93.2K

$148K

How much do portfolio monitoring analyst jobs pay per year?

As of Aug 27, 2026, the average yearly pay for portfolio monitoring 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 is a portfolio monitoring analyst?

Portfolio Monitoring Analysts are finance professionals responsible for tracking and analyzing the performance of investment portfolios. They monitor key metrics such as returns, risks, and compliance with investment guidelines, and provide regular reports to portfolio managers and stakeholders. Their work helps ensure that investments align with the organization's objectives and regulatory requirements, and they often identify trends, opportunities, or risks within the portfolio. This role requires strong analytical skills, attention to detail, and proficiency with financial software and data analysis tools.

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

To thrive as a Portfolio Monitoring Analyst, you need strong analytical skills, proficiency in financial modeling, and a degree in finance, accounting, or a related field. Familiarity with portfolio management systems, Excel, and data visualization tools such as Power BI or Tableau is typically required. Attention to detail, effective communication, and problem-solving abilities are critical soft skills for interpreting data and presenting insights. These skills ensure accurate performance tracking, risk assessment, and informed decision-making for portfolio management teams.

What are some typical challenges faced by portfolio monitoring analysts, and how can they be addressed?

Portfolio Monitoring Analysts often grapple with managing large volumes of data from multiple sources and ensuring its accuracy for effective reporting. Keeping up with rapidly changing market conditions and regulatory requirements can also present challenges. To address these, analysts typically leverage advanced analytical tools, maintain clear communication with portfolio managers, and regularly update their knowledge of compliance standards. Collaboration with technology teams and ongoing professional development are essential for staying efficient and effective in this dynamic role.

What is the difference between Portfolio Monitoring Analyst vs Credit Analyst?

AspectPortfolio Monitoring AnalystCredit Analyst
Required CredentialsBachelor's degree, certifications like CFA or credit analysis coursesBachelor's degree, CFA or similar certifications often preferred
Work EnvironmentFinancial institutions, asset management firms, banksBanks, lending institutions, financial services firms
Employer & Industry UsageFocuses on ongoing monitoring of investment portfolios and riskFocuses on assessing creditworthiness of borrowers

The main difference is that a Portfolio Monitoring Analyst primarily oversees the performance and risk of investment portfolios, while a Credit Analyst evaluates the creditworthiness of borrowers. Both roles require similar financial knowledge and certifications but serve different functions within financial institutions.

How much does a portfolio monitoring analyst make?

A portfolio monitoring analyst typically earns between $50,000 and $85,000 annually, depending on experience, location, and industry. Entry-level roles may start lower, while experienced analysts with certifications can earn higher salaries, especially in financial services or investment firms.
More about Portfolio Monitoring Analyst jobs

What cities are hiring for Portfolio Monitoring Analyst jobs?

Cities with the most Portfolio Monitoring Analyst job openings:

What states have the most Portfolio Monitoring Analyst jobs?

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

What job categories do people searching Portfolio Monitoring Analyst jobs look for?

The top searched job categories for Portfolio Monitoring Analyst jobs are:

Portfolio Monitoring Analyst jobs near you
Infographic showing various Portfolio Monitoring Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Monitoring Analyst

Capital Farm Credit

Round Rock, TX • On-site

Full-time

Posted 17 days ago

Job description

EDUCATION AND EXPERIENCE

  • Bachelor's degree in Accounting, Finance or Business Administration, or equivalent work experience.
  • Two (2) to four (4) years of experience in the administration and analysis of credit. 

JOB SUMMARY

  • Assists Relationship Managers and Credit personnel with monitoring loans.
  • This involves the input and trend analysis of financial data and monitoring loan conditions and covenants across all industries to ensure consistency and compliance with approved credit agreements.
  • Works under moderate supervision to ensure timeliness, accuracy, and compliance in reporting requirements.

ESSENTIAL FUNCTIONS

  • Spreads and analyzes financial statements to determine financial performance trends; including repayment capacity, liquidity, leverage, and capitalization trends, sources and uses of cash
  • Assists in the development of tools and templates for monitoring such loans
  • Completes validation, review, reconciliation, and trending of tested financial covenants and borrowing base certificates, using Excel, database or other tools
  • Manages review of reporting information with quick response on follow-up items
  • Analyzes all pertinent financial information and supporting reports; determines the need for additional information or more thorough investigation; analyzes information statements and related material
  • Reviews Credit Agreements and other loan documents to support covenant and reporting requirement monitoring and financial performance review
  • Communicates with Deal Teams regarding ongoing performance trends of assigned accounts
  • Reviews and understands chattel evaluations, collateral audits, and real estate appraisals
  • Analyzes tax returns for determination of repayment capacity
  • Develops spreadsheets and other automated tools for account financial performance monitoring, credit analysis, special projects, or presentations
  • Provides assistance to Relationship Managers, Special Assets Group, and Administrators in analysis, servicing and reporting of the Association's loans and leases
  • Compiles quarterly industry updates for various industries based on input from Credit Managers, portfolio data, and industry sourced data
  • Assists other Association personnel in completing projects as assigned
  • Other duties as assigned

REQUIRED SKILLS

  • Basic understanding of credit analysis, administration, and policy and procedures.
  • Strong analytical skills and attention to detail.
  • Ability to identify and resolve exceptions and to interpret data.
  • Effective verbal, written, and interpersonal communication skills.
  • Ability to read and comprehend credit write-ups and loan documentation.
  • Intermediate skill level in Microsoft Office applications, especially Microsoft Excel, Word.

DISCLAIMER

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at careers@capitalfarmcredit.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO - Know Your Rights and Pay Transparency Statement.

Apply