ZipRecruiter

Log In

1

Portfolio Monitoring Analyst Jobs (NOW HIRING)

U.S. Bank

Portfolio Monitoring Analyst 1

Brookfield, WI · On-site

$22.50 - $30/hr

... analysis spreading and loan monitoring. Completes accurate and consistent financial statements ... the Portfolio Managers, underwriters, and/or Relationship Managers. Basic Qualifications ...

US Bank

Portfolio Monitoring Analyst 1

Saint Louis, MO · On-site

$22.50 - $30/hr

... analysis spreading and loan monitoring. Completes accurate and consistent financial statements ... the Portfolio Managers, underwriters, and/or Relationship Managers. Basic Qualifications ...

US Bank

Portfolio Monitoring Analyst 1

Dallas, TX · On-site

$22.50 - $30/hr

... analysis spreading and loan monitoring. Completes accurate and consistent financial statements ... the Portfolio Managers, underwriters, and/or Relationship Managers. Basic Qualifications ...

US Bank

Portfolio Monitoring Analyst 1

Minneapolis, MN · On-site

$22.50 - $30/hr

... analysis spreading and loan monitoring. Completes accurate and consistent financial statements ... the Portfolio Managers, underwriters, and/or Relationship Managers. Basic Qualifications ...

US Bank

Portfolio Monitoring Analyst 1

Marshall, MN · On-site

$22.50 - $30/hr

... analysis spreading and loan monitoring. Completes accurate and consistent financial statements ... the Portfolio Managers, underwriters, and/or Relationship Managers. Basic Qualifications ...

US Bank

Portfolio Monitoring Analyst 1

Overland Park, KS · On-site

$22.50 - $30/hr

... analysis spreading and loan monitoring. Completes accurate and consistent financial statements ... the Portfolio Managers, underwriters, and/or Relationship Managers. Basic Qualifications ...

US Bank

Portfolio Monitoring Analyst 1

Brookfield, WI · On-site

$22.50 - $30/hr

... analysis spreading and loan monitoring. Completes accurate and consistent financial statements ... the Portfolio Managers, underwriters, and/or Relationship Managers. Basic Qualifications ...

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 ...

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 Jun 16, 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.

How much does a portfolio monitoring analyst make?

The average salary for a portfolio monitoring analyst is around $60,000 to $80,000 per year, depending on experience, location, and the company's size. Entry-level roles may start lower, while experienced analysts with certifications can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

What does a portfolio monitoring analyst do?

A portfolio monitoring analyst tracks and assesses the performance of investment portfolios to ensure they meet financial goals and risk parameters. They analyze data using tools like Excel or specialized software, identify potential issues, and recommend adjustments to optimize returns and manage risks.

How much do portfolio analysts make?

Portfolio analysts typically earn a median annual salary of around $70,000 to $90,000, depending on experience, location, and the size of the organization. Entry-level analysts may start with lower salaries, while those with advanced certifications or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

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.

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 are the key skills and qualifications needed to thrive as a Portfolio Monitoring Analyst, and why are they important?

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.

Is portfolio analyst a good career?

A portfolio monitoring analyst is a financial professional responsible for tracking and analyzing investment portfolios to ensure performance aligns with objectives. The role typically requires strong analytical skills, knowledge of financial tools, and attention to detail, with opportunities for career growth in finance and asset management sectors. It can be a stable and rewarding career for those interested in finance and data analysis.

What are Portfolio Monitoring Analysts?

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.
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 June 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution, with an average salary of $93,235 per year, or $44.8 per hour.
Portfolio Monitoring Analyst

Portfolio Monitoring Analyst

SUMITOMO MITSUI TRUST BANK, LIMITED

Manhattan, NY • Hybrid

$110K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week.

This role is for Officer level candidates.


About the Bank

Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.
Department Overview

The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Real Estate Finance Department (“REF”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated real estate loan transactions. REF focuses on building and monitoring portfolio assets in the Real Estate product area.


Your Role Overview:

Responsible for portfolio monitoring, transaction management, supporting review & approval of construction draws, site visits, and market / submarket information for the New York Branch Real Estate Team.


Your Duties and Responsibilities

  1. Supports Credit Analysts and CRE Team with:
    1. Reviewing construction draws
    2. Amendments and waivers
    3. Monthly & quarterly asset management
    4. Lease approvals
  2. Visit project / property markets and job sites for due diligence and periodic monitoring purposes.
  3. Monitor portfolio to ensure compliance with property reporting deadlines, financial covenants, and construction milestones.
  4. Maintains monthly monitoring / asset management file for NY Branch’s CRE portfolio.
  5. Supports market, submarket, and comp analysis for new and existing transactions.
  6. Performs other duties and responsibilities as assigned by management.

Your Qualifications

  1. Bachelor's degree in Finance, Economics or relevant field with 2+ years of related experience.
  2. 2+ years of banking experience is preferred.
  3. General knowledge of banking principles and/or loan markets.
  4. Excellent organization skills and detail oriented.
  5. Good interpersonal skills for team-oriented environment.
  6. Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).
  7. Excellent oral and written communication skills.


Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.
  • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
  • We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.

Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny



We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application