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Portfolio Reporting Analyst Jobs (NOW HIRING)

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 ...

Citizens

Analysis & Reporting Analyst

Johnston, RI · On-site

$81K - $109K/yr

... Reporting Analyst will work together with a team of highly skilled corporate real estate ... portfolio consisting of 1,000+ locations across 15 states and Washington DC. You will lead the data ...

Citizens

Analysis & Reporting Analyst

Johnston, RI · On-site

$81K - $109K/yr

... Reporting Analyst will work together with a team of highly skilled corporate real estate ... portfolio consisting of 1,000+ locations across 15 states and Washington DC. You will lead the data ...

Citizens

Analysis & Reporting Analyst

Westwood, MA · On-site

$81K - $109K/yr

... Reporting Analyst will work together with a team of highly skilled corporate real estate ... portfolio consisting of 1,000+ locations across 15 states and Washington DC. You will lead the data ...

3Core Systems

BI Reporting Analyst

Jacksonville, FL · Hybrid

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 ...

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How much do portfolio reporting analyst jobs pay per year?

As of Sep 6, 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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The most popular types of Portfolio Reporting Analyst jobs are:

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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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

Portfolio Analyst

Fortress Investment Group LLC

Dallas, TX • On-site

Full-time

Re-posted 15 days ago

Job description

About Fortress
Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $55 billion of assets under management as of June 30, 2026. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. We had approximately 1002 employees and 218 investment professionals as of June 30, 2026, at our headquarters in New York and our affiliate offices around the globe.
About Credit
Fortress has been a leading participant in the corporate credit markets for 20+ years. Since its inception, the Fortress Credit business has been active across both direct lending and public credit markets with the flexibility to invest throughout the capital structure and experience deploying capital through varied economic and credit cycles. We have deployed nearly a hundred billion dollars across thousands of transactions making Fortress one of the most experienced managers in the market today.
About the Position
Fortress's Commercial Real Estate ("CRE") Asset Management group seeks a highly motivated Portfolio Analyst. This candidate will provide support for the monthly book and valuation process, portfolio reporting, risk analytics, and various analytical tools for Senior Management. The ideal candidate will be a fast learner, proactive and detail-oriented, with a proven ability to multi-task and meet deadlines. Advanced knowledge of Microsoft Excel and superb organization, communication, and time management skills are required.
Responsibilities Include
  • Ensure accurate cash flows for portfolio reports through a collaborative effort with Asset Managers, Analysts, and Accountants. Perform variance analysis and identify trends and themes as they relate to variances.
  • Coordinate periodic reports and track reports that go to Senior Management.
  • Answer valuation and assumption inquiries associated with the monthly valuation pricing process.
  • Coordinate quarterly marking review and annual audit activities.
  • Maintain data integrity within quarterly investor letters and the annual investor conference.
  • Support the analysis of investment track record calculations.
  • Work closely with the Business Analyst to support the Asset Management system and maintain financial models.
  • Assist with special projects for Senior Management, including gathering data, spreading numbers, formulating analytics, and explaining trends and results.
  • Leverage AI-enabled tools to streamline portfolio reporting processes, enhance data validation, and identify opportunities for automation.
  • Assist in developing and maintaining AI-driven dashboards, analytical models, and reporting tools to support portfolio monitoring and senior management decision-making.
  • Collaborate with internal teams to evaluate AI use cases, improve data workflows, and ensure responsible use of AI in reporting and analysis.
  • Assist with the implementation of new policies and procedures for the Asset Management group.

Education and Experience
  • Bachelor's degree in accounting, economics, business analytics, real estate, or a related field.
  • 0-2 years of finance, accounting, real estate investment management, or related internship experience.
  • Familiarity with key concepts in finance, real estate, and reporting is a plus.

Additional Skills
  • Highly proficient in Microsoft Excel, with advanced knowledge of other Microsoft Office products.
  • Highly motivated and detail-oriented, with the ability to learn quickly, multi-task, and work in a fast-paced environment.
  • Familiarity with data management/mining and prior experience working on database analysis.
  • Strong track record of delivering accurate and timely information and reports.
  • Superb organization, communication, and time management skills.
  • Strong oral and written communication skills.

Fortress Investment Group LLC collectively with its subsidiaries and operating affiliates is an equal opportunity employer and considers all applicants for employment without regard to race, religion, creed, color, sex, age, national origin, citizenship status, disability, genetic information, protected veteran status, marital status, sexual orientation, gender identity, or any other status protected by federal, state or local law.

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