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Portfolio Reporting Analyst Jobs (NOW HIRING)

Northern Bank

Reporting Analyst

Woburn, MA · On-site

$70K - $100K/yr

We are seeking an EDM Reporting Analyst with demonstrated experience working with banking or ... Work with loan, deposit, portfolio, and operational data to support recurring and ad-hoc and cross ...

Northern Bank

Reporting Analyst

Woburn, MA · On-site

$70K - $100K/yr

We are seeking an EDM Reporting Analyst with demonstrated experience working with banking or ... Work with loan, deposit, portfolio, and operational data to support recurring and ad‑hoc and ...

Collabera

Reporting Analyst

Foster City, CA · On-site

This includes driving investment planning & budgeting, project & portfolio management, workforce ... This includes reporting to management, Excel, Power Point, analysis, and present to Executives)

Masis Professional Group

Portfolio Analyst

Boston, MA

$75K - $90K/yr

Portfolio Analyst As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment ... reporting packages, construction and execution of portfolio trades, updating pre and post trade ...

M&T Bank

Portfolio Reporting Specialist II

Getzville, NY · On-site

$20.55 - $34.25/hr

Analyze and correct exceptions to minimize errors and ensure loans are reported accurately. * Maintain relationships and strong communication with investors, insurers and other areas of Customer ...

iCapital

Fund Reporting - Analyst

Greenwich, CT · On-site +1

$70K - $90K/yr

Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...

iCapital

Fund Reporting - Analyst

New York, NY · On-site

$70K - $90K/yr

Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...

iCapital

Fund Reporting - Analyst

Greenwich, CT · On-site

$70K - $90K/yr

Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...

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Portfolio Reporting Analyst information

See salary details

$20.5K

$80.9K

$129.5K

How much do portfolio reporting analyst jobs pay per year?

As of Jun 13, 2026, the average yearly pay for portfolio reporting analyst in the United States is $80,862.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $99,000.00 per year, depending on experience, location, and employer.

What is the difference between Portfolio Reporting Analyst vs Investment Analyst?

AspectPortfolio Reporting AnalystInvestment Analyst
Primary FocusPreparing and analyzing portfolio performance reportsResearching and evaluating investment opportunities
Required SkillsData analysis, reporting tools, financial metricsFinancial modeling, market research, valuation techniques
Work EnvironmentFinancial institutions, asset management firmsInvestment firms, banks, hedge funds
CertificationsTypically CFA Level I or II, financial analysis certificationsOften CFA Level I or II, investment-specific credentials

The main difference is that Portfolio Reporting Analysts focus on creating reports and analyzing the performance of investment portfolios, while Investment Analysts evaluate potential investments and conduct market research. Both roles require strong analytical skills and similar certifications, but their daily tasks and objectives differ within the investment industry.

What are the primary challenges faced by Portfolio Reporting Analysts in managing data accuracy and timeliness?

Portfolio Reporting Analysts often handle large volumes of financial data from multiple sources, making data accuracy and timeliness critical challenges. Ensuring all data is up-to-date and reconciled can be complex, especially when working with different systems or global teams. Analysts must also regularly communicate with portfolio managers, IT, and compliance teams to resolve discrepancies and meet tight reporting deadlines. Developing efficient processes and leveraging automation tools can help manage these challenges and ensure high-quality, timely reports.

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

To thrive as a Portfolio Reporting Analyst, you need strong analytical skills, proficiency in financial modeling, and a background in finance or a related field, often supported by a bachelor's degree. Expertise in Excel, data visualization tools like Power BI or Tableau, and familiarity with portfolio management systems are typically required. Attention to detail, effective communication, and problem-solving abilities are crucial soft skills for presenting clear insights and collaborating with stakeholders. These competencies ensure accurate, actionable reporting that supports strategic investment decisions and portfolio optimization.

What is a Portfolio Reporting Analyst?

A Portfolio Reporting Analyst is a professional responsible for analyzing and preparing reports on the performance and composition of investment portfolios. They gather, interpret, and present financial data to provide insights for portfolio managers, clients, or senior management. Their work helps stakeholders make informed investment decisions by ensuring data accuracy, compliance with regulations, and clarity in reporting. This role often involves working with large datasets, utilizing reporting tools, and collaborating with other finance professionals.
More about Portfolio Reporting Analyst jobs
What are the most commonly searched types of Portfolio Reporting Analyst jobs? The most popular types of Portfolio Reporting Analyst jobs are:
What job categories do people searching Portfolio Reporting Analyst jobs look for? The top searched job categories for Portfolio Reporting Analyst jobs are:
Portfolio Reporting Analyst jobs near you
Infographic showing various Portfolio Reporting Analyst job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 95% Full Time, 3% Part Time, and 1% Contract. Highlights an 81% Physical, 8% Hybrid, and 11% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

PowerPoint Portfolio Reporting Analyst

Venusgeo

Fort Worth, TX

Other

Posted 12 days ago

Job description

Cybersecurity Portfolio Reporting Analyst

Fort Worth, TX (Must Need Local To Tx – Onsite Interview)            

Comment: Please check FG notes to see specific role details from the HM and other helpful notes for expected candidates. Should be willing to work onsite 3x a week 1 virtual interview, 1-2 onsite interview.

• 3+ years of relevant experience

• Executive Communication and PowerPoint Expertise

Proven ability to develop clear, concise, and well structured executive presentations (PowerPoint) that translate complex technical or cybersecurity inputs into decision ready narratives for senior leadership.

• Strong Critical Thinking

Nice to Have Skills and Experience (Preferred but Not Required)

• Experience supporting executive governance forums, scorecards, or quarterly business reviews

• Familiarity with cybersecurity, technology, or enterprise risk environments

• Experience working in large, complex, or matrixed organizations

• Exposure to portfolio management, performance metrics, or enterprise reporting

• Experience working directly with senior leaders or officer level audiences.

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