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Portfolio Monitoring Analyst Jobs (NOW HIRING)

ICONIQ

Senior Analyst, Portfolio Analytics

New York, NY · On-site

$120K - $130K/yr

As a Senior Analyst, Portfolio Analytics, you will play a key role in scaling and enhancing our ... Help scale and optimize portfolio monitoring infrastructure in collaboration with the broader ...

Busey

Credit Monitoring Analyst II

Frisco, TX

$69K - $96K/yr

Position Summary The Credit Monitoring Analyst II supports the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor financial ...

Busey

Credit Monitoring Analyst II

Fort Myers, FL

$69K - $96K/yr

Position Summary The Credit Monitoring Analyst II supports the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor financial ...

Busey

Credit Monitoring Analyst II

Burr Ridge, IL

$69K - $96K/yr

Position Summary The Credit Monitoring Analyst II supports the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor financial ...

Arixa Capital

Assistant Portfolio Manager

Phoenix, AZ · Hybrid

Monitor property performance and business plan execution. * Track covenant compliance and material loan events. * Portfolio Reporting & Analytics * Build watchlists, dashboards, and portfolio ...

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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 Aug 6, 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 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?

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 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.
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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, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Senior Analyst, Portfolio Analytics

ICONIQ

New York, NY • On-site

$120K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Join ICONIQ's venture and growth team and help deliver data driven insights that support some of the world's most innovative technology companies. This role sits within the venture and growth team, which partners with founders defining the future of their industries to transform the world. Through our investment platform and global network, we help amplify portfolio company success from early growth stage through IPO and beyond.
As a Senior Analyst, Portfolio Analytics, you will play a key role in scaling and enhancing our portfolio data infrastructure, supporting strategic initiatives, and helping drive operational excellence through analytics, automation, and emerging technologies.
What You'll Do:
  • Support the collection, validation, and analysis of portfolio company data across multiple research and reporting initiatives.
  • Partner with the Portfolio Analytics team on high-impact projects supporting a portfolio of leading technology companies.
  • Help scale and optimize portfolio monitoring infrastructure in collaboration with the broader venture and growth team and Technology team.
  • Contribute to the enhancement of historical data systems to support due diligence and investor reporting efforts.
  • Assist in advancing the team's artificial intelligence strategy and broader technology roadmap.
  • Develop and maintain data visualization and benchmarking tools that support portfolio performance analysis and internal reporting.
  • Collaborate with investment professionals and senior stakeholders across the venture and growth team to analyze and enrich portfolio company data.
  • Identify opportunities to improve workflows, automation, and operational efficiency across analytics processes.

Ideal Candidate Background:
  • 2+ years of experience in analytics, finance, consulting, technology, data strategy, or a related field.
  • Experience working with large datasets, including data modeling, data structuring, and translating complex information into actionable insights.
  • Strong quantitative and analytical problem-solving skills with the ability to navigate ambiguity in a fast-paced environment.
  • Interest in technology markets, business models, and operational performance metrics.
  • Experience building or improving scalable data processes, reporting infrastructure, or analytics tools.
  • Familiarity with portfolio monitoring or investment data platforms such as iLEVEL, Cobalt, Chronograph, or eFront is a plus.
  • Experience managing cross-functional projects or external partners is a plus.
  • Familiarity with artificial intelligence tools and technologies is a plus. We value team members who are curious about leveraging artificial intelligence to enhance productivity, streamline workflows, and drive innovation.

What We Offer:
  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
  • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
  • A matching 401(k) program.
  • Commuter Benefits program.
  • Stipends to support wellness and hybrid working arrangements.
  • We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
  • Smart-casual dress code.

Location: Applicants are expected to work onsite in our New York City office in accordance with our hybrid working policy.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $120,000-$130,000 together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee ("your" or "your") of ICONIQ Capital LLC ("ICONIQ," "we," "us," or "our"), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Use of AI in the Application Process
We expect candidates to be fluent in using AI tools to enhance their work. You're welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
ICONIQ logo

About ICONIQ

Sourced by ZipRecruiter

Industry

Software development

Company size

11 - 50 Employees

Headquarters location

San Francisco, CA, US

Year founded

2020

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