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Portfolio Reporting Analyst Jobs (NOW HIRING)

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Position Overview We are seeking a highly analytical and detail-oriented professional to support ... Collaborate with the Portfolio Reporting Team to support month-end, quarter-end, and year-end ...

Clayton Homes

Reporting Analyst Supervisor

Maryville, TN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Own the portfolio of work for the HRIS Reporting Analyst Team. Manage existing analytic solutions including modernization/standardization, troubleshooting, and annual maintenance as needed * Provide ...

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Position Overview We are seeking a highly analytical and detail-oriented professional to support ... Collaborate with the Portfolio Reporting Team to support month-end, quarter-end, and year-end ...

PACCAR

Financial Reporting Analyst

Bellevue, WA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Drive adoption of new reporting formats (e.g. Tableau dashboards) by promoting dashboard use ... Collaborate with entire Portfolio Risk and Analysis Team to introduce new approaches and ...

PACE Equity LLC

Portfolio Servicing Analyst

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Reporting & Process Improvement • Prepare and maintain construction reporting and portfolio ... Strong analytical and problem-solving skills with the ability to identify risks and recommend ...

PACCAR

Financial Reporting Analyst

Bellevue, WA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Drive adoption of new reporting formats (e.g. Tableau dashboards) by promoting dashboard use ... Collaborate with entire Portfolio Risk and Analysis Team to introduce new approaches and ...

PACCAR

Financial Reporting Analyst

Bellevue, WA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Drive adoption of new reporting formats (e.g. Tableau dashboards) by promoting dashboard use ... Collaborate with entire Portfolio Risk and Analysis Team to introduce new approaches and ...

3coresystems

BI Reporting Analyst

Jacksonville, FL · Hybrid

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

US Bank

Trust Reporting Analyst

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Additionally, the CLO Trust Reporting Analyst 2 will perform portfolio compliance tests on a selection of structured fixed income deals (trade testing). Compile monthly, quarterly and annual payment ...

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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 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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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 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.

BI Reporting Analyst

3Core Systems, Inc.

Jacksonville, FL • On-site

Contractor

Re-posted 17 hours ago

Job description


Role: BI Reporting Analyst
Location: Deerfield Beach, FL (Hybrid 3/2)
Duration: 12+ Months
Role Overview
We are seeking a BI Reporting Analyst to support reporting environment. This role focuses on Power BI dashboards and SQL troubleshooting to ensure data accuracy and provide actionable insights to IT and business teams.
Key Responsibilities
  • Manage and maintain Power BI reports (up to 55 reports simultaneously).
  • Use SQL queries (inner joins, outer joins) to identify and isolate data issues directly in the database.
  • Distinguish between report logic errors and database data errors.
  • Provide IT with precise SQL statements highlighting where issues occur, rather than bulk data dumps.
  • Collaborate with IT to resolve allocation discrepancies and ensure accurate reporting.
  • Communicate findings clearly and effectively with stakeholders.
Required Skills
  • Strong hands-on experience with Power BI (report creation, maintenance, troubleshooting).
  • Proficiency in SQL for data validation and issue identification.
  • Ability to handle high report volume and prioritize effectively.
  • Solid communication skills to explain technical findings in a clear, actionable manner.
  • Analytical mindset with a workhorse mentality - able to react quickly and provide IT with actionable insights.
Preferred Background
  • Prior experience in BI reporting roles with large report portfolios.
  • Demonstrated ability to troubleshoot and validate data issues using SQL.
  • Strong collaboration with IT and business teams in fast-paced environments

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