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Portfolio Research Jobs (NOW HIRING)

FM

Investment Analyst - Portfolio Construction

Boston, MA · On-site

$106K/yr

Research and implement relevant ideas from academic literature and practitioner research to improve ... portfolio outcomes. * Perform additional duties and ad-hoc analysis as needed. Qualifications ...

Northern Trust

Senior Portfolio Advisor

Lake Forest, IL

$135K - $135K/yr

SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R151095 Position manages a set of fee-producing ... research and investment methodologies through regular contact and engagement with the National ...

Northern Trust

Portfolio Advisor

Dallas, TX

Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and ...

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How much do portfolio research jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for portfolio research in the United States is $26.35, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $28.37 per hour, depending on experience, location, and employer.

How does a Portfolio Research professional typically collaborate with portfolio managers and analysts?

Portfolio Research professionals work closely with portfolio managers and analysts to provide in-depth data analysis, generate investment ideas, and support decision-making processes. They gather and interpret market data, create research reports, and present findings during team meetings or investment committees. This role often requires strong communication skills to translate complex research into actionable strategies and to ensure alignment with the broader portfolio objectives. Regular collaboration helps maintain a dynamic, informed investment process and supports the team's overall performance.

How to become a portfolio specialist?

To become a portfolio specialist, candidates typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical skills and experience with investment strategies. Professional certifications such as the Chartered Financial Analyst (CFA) designation can enhance prospects. Familiarity with portfolio management software and a solid understanding of financial markets are also important.

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

To thrive as a Portfolio Research Analyst, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with data analysis tools like Excel, Bloomberg Terminal, and financial modeling software, as well as certifications such as CFA, are commonly required. Strong attention to detail, critical thinking, and effective communication are vital soft skills for producing insightful research and presenting findings. These skills are crucial for making informed investment recommendations and supporting successful portfolio management.

What is portfolio research?

Portfolio research involves the analysis and evaluation of investment portfolios to optimize returns and manage risk. Professionals in this field study various asset classes, market trends, and economic conditions to provide recommendations on asset allocation and investment strategies. They often use quantitative and qualitative methods to assess performance and ensure the portfolio aligns with the client's financial goals. Portfolio research is essential for institutional investors, fund managers, and individuals seeking to make informed investment decisions.

What is a portfolio research analyst?

A portfolio research analyst evaluates investment portfolios by analyzing financial data, market trends, and asset performance to support investment decisions. They often use tools like Excel, financial modeling, and data analysis software, and may hold certifications such as CFA or CPA. Their work helps optimize portfolio returns and manage risk within investment firms or financial institutions.

What is the difference between Portfolio Research vs Investment Analyst?

AspectPortfolio ResearchInvestment Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are commonBachelor's or master's in finance, economics, or related; CFA often preferred
Work EnvironmentFinancial firms, asset management companies, investment firmsBanking institutions, asset management firms, investment banks
Employer & Industry UsageUsed to analyze and optimize investment portfoliosUsed to evaluate securities and provide investment recommendations

While both roles involve analyzing financial data, Portfolio Research focuses on assessing and optimizing existing investment portfolios, whereas Investment Analysts evaluate individual securities to inform investment decisions. Portfolio Researchers often work closely with portfolio managers, while Investment Analysts may work across various financial products. Understanding these distinctions helps clarify career paths and employer expectations in the finance industry.

Do portfolio analysts make a lot of money?

Portfolio analysts typically earn a competitive salary that varies based on experience, location, and industry. Entry-level analysts may start with lower pay, while experienced professionals with certifications like CFA can earn higher salaries, often supplemented by bonuses and benefits. Overall, the role offers the potential for strong compensation within the finance sector.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and can enhance credibility and job prospects in the field. Many employers prefer or require candidates to have relevant certifications, along with strong analytical skills and experience in investment management. Licensing requirements may vary depending on the specific role and regulatory environment.
More about Portfolio Research jobs
What job categories do people searching Portfolio Research jobs look for? The top searched job categories for Portfolio Research jobs are:
Portfolio Research jobs near you
Portfolio Research & Analytics, Vice President

Portfolio Research & Analytics, Vice President

JPMorgan Chase & Co.

Boston, MA • On-site

$170K - $285K/yr

Full-time

Medical, Retirement

Posted 16 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 486 frontline employees who took The Breakroom Quiz

54th of 144 rated banks

Job description


Vice President, Portfolio Research & Analysis
Overview
55ip's Quantitative Research & Development (R&D) team is seeking a Vice President to lead portfolio research, analysis, strategy validation, and operational enablement for systematic investment strategies. This role partners closely with Quant Researchers, Portfolio Managers, Product, and Technology to ensure portfolios and research outputs are scalable, robust, and aligned to investment objectives. The VP will drive rigorous investigation of investment outcomes, oversee simulation and testing frameworks, and strengthen governance, controls, and documentation supporting the portfolio management lifecycle.
The ideal candidate combines strong markets and portfolio expertise with hands-on analytical capability and the leadership needed to drive cross-functional execution in a fast-moving environment.
Key Responsibilities
Portfolio & Strategy Oversight
  • Serve as a senior analytics partner to Portfolio Managers and Quant Research, providing independent challenge and validation of portfolio positioning, risk, and performance relative to strategy objectives.
  • Lead analysis of trade recommendations, exposures, constraints, and risk metrics (e.g., factor/sector/country/style) to confirm alignment with the investment thesis and systematic process.
  • Conduct research and produce decision-driving findings around portfolio behavior and construction.
  • Diagnose and reconcile performance and attribution anomalies; drive root-cause analyses and ensure issues are addressed through durable process, data, or model improvements.

Research Enablement, Simulation & Testing Leadership
  • Own and evolve historical and forward-looking simulation practices (back-testing, scenario analysis, stress testing), setting standards for reproducibility, accuracy, and controls.
  • Partner with researchers and developers to enhance investment algorithms, improve data quality/coverage, and accelerate research-to-production workflows.
  • Define and prioritize platform enhancements for back-testing, simulation, and visualization capabilities; translate business needs into clear requirements and acceptance criteria.

Operational Excellence & Stakeholder Management
  • Act as a senior point of escalation for trade operations and investment teams on issues impacting execution, data integrity, and portfolio construction; drive timely resolution and post-incident prevention.
  • Establish and maintain operating rhythms across Product, PM, Research, and Technology to launch, refine, and monitor strategies and releases.
  • Lead governance routines to ensure methodologies, changes, and exceptions are reviewed, documented, and compliant with applicable standards and internal controls.

Reporting, Communication & Documentation
  • Produce executive-ready insights (dashboards, recurring reports, ad hoc deep dives) using tools such as Excel and Tableau to support investment decision-making and oversight.
  • Create and maintain high-quality documentation for operational procedures, workflows, controls, and key decision logs to ensure clarity, consistency, auditability, and scalability.

Delivery & Workflow Management
  • Manage and triage work intake using JIRA; assign, track, and report on work items across stakeholders, ensuring predictable delivery against timelines.
  • Drive forward group projects as a leader, ensuring alignment, momentum, and accountability across contributors.
  • Mentor junior analysts and contribute to team standards for analytical rigor, documentation quality, and stakeholder communication.

Required Qualifications
  • Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related discipline.
  • 8+ years of relevant experience in portfolio research, quantitative investing, asset management, risk/attribution, trading support, or systematic strategy operations.
  • Direct people management experience, including managing analytical or technical talent.
  • Experience managing analytical projects end-to-end, from planning and delegation through delivery.
  • Strong understanding of markets and the investment management process, including portfolio construction concepts, exposures, and risk frameworks.
  • Advanced Excel skills and strong quantitative/statistical foundation.
  • Hands-on ability to analyze and troubleshoot data and strategy outcomes using SQL and Python (or equivalent).
  • Proven ability to lead cross-functional initiatives, manage multiple priorities under tight deadlines, and operate effectively in ambiguous environments.
  • Excellent written and verbal communication skills, including the ability to produce executive-level summaries and recommendations.
  • Demonstrated integrity, sound judgment, and a high bar for analytical rigor and controls.

Preferred Qualifications
  • Master's degree in Finance or Mathematics.
  • CFA and/or FRM strongly preferred.
  • Experience with risk models and vendor platforms such as BarraOne, FactSet, and Bloomberg.
  • Experience building or improving back-testing/simulation pipelines and data visualization/reporting products (e.g., Tableau).
  • Experience leveraging Agentic AI / LLM tools (e.g., Copilot, Claude) to enhance research, analysis, or workflows.

Prior people leadership, mentoring, or formal project/workstream leadership experience
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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