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Portfolio Monitoring Analyst Jobs (NOW HIRING)

US Bank

Portfolio Monitoring Analyst

Irvine, CA · On-site

$29.23 - $38.94/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

Portfolio Monitoring Analyst

Gresham, OR · On-site

$29.23 - $38.94/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

Portfolio Monitoring Analyst

Brookfield, WI · On-site

$29.23 - $38.94/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

Portfolio Monitoring Analyst

Brea, CA · On-site

$29.23 - $38.94/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 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 ...

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Portfolio Monitoring Analyst information

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$38K

$93.2K

$148K

How much do portfolio monitoring analyst jobs pay per year?

As of Jul 12, 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?

A portfolio monitoring analyst at US Bank typically earns an average salary ranging from $50,000 to $70,000 annually, depending on experience and location. The role involves analyzing financial portfolios, using tools like Excel and financial software, and may require relevant certifications such as CFA or CPA.

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 industry. Entry-level analysts may start at lower salaries, while those with advanced skills or certifications can earn over $100,000. Compensation often includes bonuses and benefits, especially in financial services environments.

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.

What is the hardest job in banking?

The hardest job in banking often involves roles like risk management or compliance, which require high attention to detail, strong analytical skills, and the ability to handle high-pressure situations. These positions often demand certifications such as CFA or CPA and involve complex regulatory environments, making them challenging and demanding. Portfolio Monitoring Analysts, for example, must continuously assess credit risk and ensure adherence to policies, which can be stressful and require precision.

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 July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.
Portfolio Monitoring Analyst

Portfolio Monitoring Analyst

US Bank

Irvine, CA • On-site

$29.23 - $38.94/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 355 frontline employees who took The Breakroom Quiz

44th of 149 rated banks

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description
Supports Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers with financial analysis and loan monitoring. Completes accurate and consistent financial statements spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies. Maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions.
Basic Qualifications
- Typically a Bachelor's degree, or equivalent work experience
- Generally one to two years of job-related experience
Preferred Skills/Experience
- Accounting and finance knowledge normally acquired through the completion of a bachelor's degree in business, finance or accounting
- Good understanding of basic credit analysis, administration, and policy and procedures
- Strong analytical and problem-solving 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

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $29.23 - $38.94

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

Social media

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