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Portfolio Reporting Analyst Jobs (NOW HIRING)

US Bank

Fixed Income Reporting Analyst

Las Vegas, NV · Hybrid

S. Bank. The group is responsible for portfolio reporting for USB's $160 billion Investment ... Assists in analyzing the composition of investment portfolios and assists in deriving portfolio ...

Davita Inc.

Reporting Analyst (ROPS)

Malvern, PA · On-site

The analyst will partner with business stakeholders and senior team members to clarify reporting ... Support the reporting portfolio for an assigned business area, including intake, requirements ...

New

DaVita

Reporting Analyst (ROPS)

Bowers, PA · On-site +1

The analyst will partner with business stakeholders and senior team members to clarify reporting ... Support the reporting portfolio for an assigned business area, including intake, requirements ...

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Portfolio Reporting Analyst information

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How much do portfolio reporting analyst jobs pay per year?

As of Aug 17, 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 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.

What are the key skills and qualifications needed to thrive as a portfolio reporting analyst?

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 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 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.

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Portfolio Reporting Analyst jobs near you
Infographic showing various Portfolio Reporting Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, and 4% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

Investment Reporting Consultant

RocketFin Consulting Ltd

New York, NY • On-site

Full-time

Re-posted 4 days ago

Job description

 
The Opportunity 
Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.
 
The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills. Successful candidates can easily adapt to changing priorities, manage time across multiple deliverables, and are comfortable discussing investment topics with teams across the organization.
 
The Team
The Investment Reporting team is responsible for reporting the GIA's asset allocation and risk exposures in support of the Chief Investment Officer's report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. As our team expands, we are looking for a reporting analyst who enjoys solving complex problems, understands business goals, and manages multiple priorities.
 
The Impact
Provide timely, mostly recurring, investment portfolio reporting and analysis for the Investment Committee of the Board of Directors, external rating agencies, the Portfolio Management team, and other business and corporate units
Understand and communicate the portfolio's asset allocation
Ensure efficient and accurate reporting of the GIA by implementing and monitoring data quality controls
Partner with the Investment Data Integrity team to help address data issues and implement data ecosystem enhancements
Maintain high standards of data integrity and transparency across all internal and external reports
 
The Minimum Qualifications
Bachelor's degree
Minimum of 3 years of experience reporting financial data
Proficiency in MS Office Suite (Excel, PowerPoint, and Word)
Experience using business intelligence software such as MicroStrategy and/or Alteryx
 
The Ideal Qualifications
Bachelor's degree in finance, mathematics, economics, accounting or related field
Basic understanding of various types of investment instruments and statutory accounting
Ability to manage multiple, often competing, fixed deadlines
Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely
Proclivity for continuous improvement
Excellent analytical skills and relentless attention to detail
Strong work ethic and ability to research, identify, and troubleshoot problems independently
Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences/constituencies

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