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Portfolio Monitoring Analyst Jobs (NOW HIRING)

Aksia

Director of Portfolio Monitoring and Risk

Design, evolve, and refine portfolio risk and analytics models and frameworks in partnership with ... Monitor areas of potential risk including diversification testing, guidelines, liquidity ...

Fnbcorp

Credit Support Monitoring Analyst

Hermitage, PA · On-site

Credit Support Monitoring Analyst Business Unit: Credit Risk and Support Reports to: Supervisor of ... Other duties may include but are not limited to Construction Portfolio Monitoring and reporting ...

ICONIQ

Senior Analyst, Portfolio Analytics

New York, NY

$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 ...

Brown Advisory

Portfolio Analyst

San Francisco, CA · On-site

Responsibilities include investment analysis, portfolio monitoring, liquidity management, and assisting in the implementation of client investment strategies. The role requires strong analytical ...

AQR

Portfolio Implementation Analyst

Greenwich, CT

$140K - $160K/yr

Portfolio monitoring: * Analyze portfolio characteristics and attribute performance drivers * Design and enhance portfolio implementation analytics * Collaborate with product teams, business ...

AQR

Portfolio Implementation Analyst

Greenwich, CT · On-site

$140K - $160K/yr

Portfolio monitoring: * Analyze portfolio characteristics and attribute performance drivers * Design and enhance portfolio implementation analytics * Collaborate with product teams, business ...

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 ...

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Portfolio Monitoring Analyst information

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$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.
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What cities are hiring for Portfolio Monitoring Analyst jobs? Cities with the most Portfolio Monitoring Analyst job openings:
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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.
Director of Portfolio Monitoring and Risk

Director of Portfolio Monitoring and Risk

Aksia

Remote

Full-time

Re-posted 16 days ago

Job description

Aksia Overview
Aksia is an alternative assets specialist, providing bespoke investment solutions for institutional investors globally. Our business provides clients with advisory, investment management, and research services across private credit, private equity, real assets, and hedge funds. As of December 31, 2025, Aksia advises on over $329bn and manages $35bn of client capital.
Position Overview
Aksia is seeking an individual to lead a newly expanded Portfolio Monitoring and Risk function. This role will combine existing risk and data capabilities with a broader portfolio implementation and monitoring mandate spanning client portfolios, investment execution, and ongoing portfolio oversight. The successful candidate will lead cross-functional teams supporting the development of private fund vehicles, direct/co-investment strategies, and broader client mandates across private credit, private equity and real assets.
This position is ideally based in Aksia's New York or Chicago office, but could be based elsewhere, and will include regular interaction with global colleagues and clients, including managing a global team.
Responsibilities:
    • Lead and develop a global team of portfolio monitoring, risk, and data professionals, setting high analytical standards and firm-wide best practices.
    • Design, evolve, and refine portfolio risk and analytics models and frameworks in partnership with asset class research teams.
    • Develop and maintain portfolio planning and construction frameworks to support strategic and tactical allocation decisions.
    • Oversee onboarding of new clients, funds, and mandates, including portfolio setup and operational readiness.
    • Monitor areas of potential risk including diversification testing, guidelines, liquidity, underperforming investments, and exceptions.
    • Manage non-investment aspects of portfolios including banking relationships, lines of credit, cash/liquidity, and FX coordination.
    • Partner with clients to understand and address portfolio monitoring, implementation, and risk analytics needs.

Qualifications:
  • 7-10 years of experience across private markets in a portfolio management, implementation, data, or risk leadership role. Private credit experience strongly preferred.
  • Demonstrated track record building or leading a central reporting, portfolio management, implementation, or analytics function.
  • Proven experience leading and developing high-performing cross-functional teams.
  • Hands-on familiarity with private markets data structures, fund mechanics, and portfolio allocation processes.
  • Strong command of performance measurement and analytics for private markets (IRR, TVPI, DPI, PME, attribution frameworks, benchmark construction).
  • Ability to balance and prioritize needs across investments, operations, risk, legal, finance, and distribution.
  • High standards for accuracy, controls, and documentation, with a pragmatic approach to delivering iterative improvements
Aksia logo

About Aksia

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2006

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