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Portfolio Performance Analyst Jobs (NOW HIRING)

Dext Capital LLC

Portfolio Analyst

Lake Oswego, OR · On-site

$65K - $85K/yr

We are seeking a motivated individual to join us as a Portfolio Manager to oversee the performance ... Strong financial statement analysis skills * Proficiency in Excel and financial modeling tools

Connexus Credit Union

Portfolio Analyst

As an employer we foster collaboration and high performance to achieve excellence. We holistically ... This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving ...

Invenergy LLC

Solar Performance Analyst

Chicago, IL · On-site

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

Invenergyllc

Solar Performance Analyst

Chicago, IL · On-site

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

Invenergy

Solar Performance Analyst

Chicago, IL · On-site

$77K - $98K/yr

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...

OmniForce

Retail Power Portfolio Analyst

Houston, TX · Hybrid

They are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond ... Job Summary The Retail Power Portfolio Analyst supports our clients Energy's Go-To-Market (GTM ...

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Portfolio Performance Analyst information

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How much do portfolio performance analyst jobs pay per year?

As of Jun 21, 2026, the average yearly pay for portfolio performance 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 does a portfolio analyst do?

A portfolio analyst evaluates investment portfolios to monitor performance, assess risks, and recommend adjustments. They analyze financial data using tools like Excel or specialized software and often work closely with portfolio managers to optimize investment strategies.

What are the key skills and qualifications needed to thrive in the Portfolio Performance Analyst position, and why are they important?

To thrive as a Portfolio Performance Analyst, you need a strong background in finance, data analysis, and statistical modeling, usually supported by a degree in finance, mathematics, economics, or a related field. Fluency with analytical tools such as Excel, Bloomberg, Tableau, and knowledge of portfolio management systems or CFA certification are commonly valued. Attention to detail, critical thinking, and effective communication are standout soft skills for this role. These capabilities ensure accuracy in performance reporting, drive insightful recommendations, and support clear communication of complex findings to stakeholders.

What does a typical day look like for a Portfolio Performance Analyst?

A typical day for a Portfolio Performance Analyst involves gathering and analyzing investment data, preparing detailed performance reports, and collaborating with portfolio managers to identify trends or anomalies. You might spend time using specialized analytics software to evaluate portfolio returns, benchmark performance, and contribute to investment strategy discussions. The role frequently requires clear communication with both technical teams and senior leadership to present findings and drive decisions. While it's detail-oriented and data-driven, it also offers the chance to grow professionally as you develop a deeper understanding of investment strategies and portfolio management.

What is a Portfolio Performance Analyst job?

A Portfolio Performance Analyst is responsible for assessing and reporting on the performance of investment portfolios. They analyze financial data, track key performance metrics, and provide insights to help optimize investment strategies. Their role often involves benchmarking portfolios against industry standards, identifying trends, and preparing reports for stakeholders. Strong analytical skills, attention to detail, and proficiency in financial modeling are essential for success in this role.

What is the salary of a performance analyst?

The salary of a Portfolio Performance Analyst typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the organization. Entry-level analysts may earn less, while those with advanced skills or certifications can earn higher salaries, often supplemented with bonuses or performance incentives.

How much does a portfolio analyst make?

A portfolio performance analyst typically earns a median annual salary of around $70,000 to $100,000, depending on experience, location, and the size of the organization. Entry-level analysts may start at lower salaries, while those with advanced skills or certifications like CFA can earn higher compensation. Salaries often include bonuses and benefits related to financial performance and analytical expertise.

What does a portfolio performance analyst do?

A portfolio performance analyst evaluates the performance of investment portfolios by analyzing financial data, returns, and risk metrics. They use tools like Excel and specialized software to monitor asset allocation, identify trends, and prepare reports for clients or management to support investment decisions.
More about Portfolio Performance Analyst jobs
What are the most commonly searched types of Portfolio Performance Analyst jobs? The most popular types of Portfolio Performance Analyst jobs are:
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Portfolio Performance Analyst jobs near you
Infographic showing various Portfolio Performance Analyst job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 54% Full Time, 44% Part Time, and 1% Contract. Highlights an 81% Physical, 8% Hybrid, and 11% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.
Investment Performance Analyst

Investment Performance Analyst

New England Asset Management

Farmington, CT

Other

Posted 23 days ago

Job description

This position is primarily responsible for monitoringand ensuring the accuracy of client performance reporting and the maintenanceand calculation of GIPS Composites, including coordinating and supporting theGIPS Verification efforts.

In addition, this role will be responsible forfulfilling periodic and ad-hoc reporting needs, which may include performanceand risk statistics, portfolio analytics requests, fundamental characteristics,and attribution.

This role would also be required to help with fulfilling RFP/Questionnairesrequests for performance data.

The Investment Performance Analyst coordinatesand chairs the Quarterly Performance Composite Committee Meeting and DiscretionReview Group (DRG). 

Lastly, this rolewould be expected to cross-train and help across other functional areas andassist on other related projects as needed.

Join a fixed income-focused asset managementorganization serving insurance industry clients, delivering investmentsolutions alongside specialized services aligned to regulatory and reportingneeds.

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