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Portfolio Reporting Analyst Jobs (NOW HIRING)

Robert Half

Portfolio Reporting Manager

Boston, MA · On-site

$55 - $64/hr

This role supports portfolio reporting, performance analysis, and data integrity efforts across a range of investment holdings while partnering with internal teams and external stakeholders. The ...

Collabera

Reporting Analyst

Foster City, CA

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

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 +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 ...

3Core Systems , Inc

BI reporting Analyst

Jacksonville, FL · Hybrid

$60 - $65/hr

Role: BI Reporting Analyst Location: Deerfield Beach, FL (Hybrid 3/2) Duration: 12+ Months Role ... Prior experience in BI reporting roles with large report portfolios. * Demonstrated ability to ...

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 ...

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Portfolio Reporting Analyst information

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$20.5K

$80.9K

$129.5K

How much do portfolio reporting analyst jobs pay per year?

As of Jul 4, 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 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.
Portfolio Reporting Analyst

Portfolio Reporting Analyst

Focus Financial Partners

Saint Louis, MO • On-site

$60K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 14 days ago

Job description

Position Summary 

The Portfolio Reporting Analyst supports the day-to-day operation and maintenance of the organization's reporting platforms and data outputs. This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards. The specialist works closely with platform managers, analysts, and data teams and is expected to operate with increasing independence in a production reporting environment.

This role is located in St. Louis, MO.

Primary Responsibilities

  • Support day-to-day operations of reporting platforms and tools. 
  • Configure and maintain standard reports and dashboards within established platforms. 
  • Monitor report outputs and data quality; investigate issues and escalate as needed. 
  • Support testing and validation of new reports, enhancements, and data changes. 
  • Maintain documentation for reports, data definitions, and reporting processes. 
  • Coordinate with platform managers, analysts, and data teams on assigned work. 
  • Support onboarding and training efforts related to reporting tools and outputs. 
  • Respond to and resolve routine user inquiries related to reporting.

Qualifications

  • Bachelor's degree in Business, Finance, Information Systems, or related field, or equivalent experience. 
  • 1+ years of experience in reporting, operations, data, or technology support roles. 
  • Experience working with structured data and reporting tools. 
  • Strong attention to detail and commitment to data quality. 
  • Ability to work independently within defined processes. 
  • Basic familiarity with financial or investment reporting concepts preferred. 
  • Experience with reporting platforms such as Orion or Addepar preferred. 
  • Experience in financial services or wealth management a plus.

This is an exempt position. The annualized base pay range for this role is expected to be between $60,000- $90,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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