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Portfolio Research Jobs (NOW HIRING)

Northern Trust

Portfolio Advisor

Phoenix, AZ

Knowledge of investment and portfolio management theory, accounting and financial principles ... Minimum 6 to 8 years of investment experience, which may include research, in which consistent ...

Northern Trust

Portfolio Advisor

Phoenix, AZ · On-site

... portfolios typically mid- range in size and complexity within their market. 2. Assists in ... Experience : • Minimum 6 to 8 years of investment experience, which may include research, in ...

Northern Trust

Portfolio Advisor

Phoenix, AZ

... portfolios typically mid- range in size and complexity within their market. 2. Assists in ... Experience : • Minimum 6 to 8 years of investment experience, which may include research, in ...

Northern Trust

Portfolio Advisor

Vero Beach, FL

... portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management ...

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

Vero Beach, FL

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

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

Vero Beach, FL · On-site

... portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management ...

Northern Trust

Senior Portfolio Advisor

Lake Forest, IL · On-site

$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 ...

Bristol-Myers Squibb Company

Senior Research AI Scientist

$100K - $128K/yr

Partner with discovery, translational, clinical, computational, and portfolio scientists to identify high-value research opportunities for AI and translate them into AI-tractable specifications with ...

Northern Trust

Sr Portfolio Advisor

Newport Beach, CA

$189K - $331K/yr

Knowledge of investment and portfolio management theory, accounting and financial principles ... Minimum 8 to 12 years of investment experience, which may include research, in which consistent ...

Northern Trust

Senior Portfolio Advisor

Fort Worth, TX

$130K - $131K/yr

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

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How much do portfolio research jobs pay per hour?

As of Jun 8, 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.

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 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.

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
Infographic showing various Portfolio Research job openings in the United States as of May 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.
PGIM: Senior Director, Securitized Products Credit Research (Hybrid/Newark, NJ)

PGIM: Senior Director, Securitized Products Credit Research (Hybrid/Newark, NJ)

PGIM

Newark, NJ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Job Classification:
Investment Management - Portfolio Research
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
A research position within the Securitized Products group of PGIM Fixed Income focused on CLO credit strategies. The successful candidate will work closely with portfolio management teams to analyze CLO investments, monitor portfolio positions, and contribute to investment decision-making. Responsibilities include analyzing CLO collateral and structures, conducting surveillance on existing investments, assigning and maintaining internal credit ratings, and evaluating relative value opportunities. The role also involves assessing CLO collateral managers, integrating macroeconomic and sector trends, and contributing to investment strategy and portfolio positioning. The candidate will collaborate with internal teams and external market participants including investment banks, rating agencies, and trustees, to support due diligence, transaction execution, and ongoing market insight.
This position follows a hybrid work model, with working 3 days in the Newark, NJ office and 2 days remote.
What you can expect
  • Contribute to capital deployment strategies by identifying investment opportunities across CLO transactions.
  • Present and support investment research and relative value analysis to portfolio management teams, influencing portfolio positioning.
  • Analyze CLO collateral, structural features, and documentation.
  • Track portfolio positions to evaluate credit risk, rating stability, cash flow performance, and relative value opportunities.
  • Conduct sensitivity and scenario analysis on CLO investments and automate analytical processes where appropriate.
  • Assess collateral behavior by integrating bottom-up analysis with macroeconomic and market trends.
  • Develop, enhance, and maintain analytical tools, models, and data pipelines to support research and portfolio monitoring.
  • Organize and process data from multiple sources to facilitate surveillance of collateral managers and tranche performance.
  • Perform ongoing surveillance of CLO portfolios, including monitoring collateral quality, manager behavior, and structural triggers.
  • Support due diligence on CLO collateral managers, including evaluation of business models, underwriting processes, and performance.
  • Assist in negotiation and review of structural terms and transaction documentation for new issue CLO investments.
  • Engage with market participants including collateral managers, rating agencies, trustees, and other investors to develop market insight.
  • Monitor industry trends, regulatory developments, and macroeconomic conditions impacting CLO markets.
  • Explore and implement advanced analytical techniques, including automation and natural language processing, to improve research efficiency.
  • Develop client-facing materials and support presentations for prospective and existing clients.

What you will bring
  • BA/BS degree, preferably in a quantitative field
  • 8+ years experience in fixed income, banking, and/or capital markets
  • 5+ years credit research experience particularly with exposure to CLOs or leveraged loans preferred.
  • Strong analytical and quantitative skills.
  • Programming and data visualization skills (e.g., Python, Power BI, Tableau) are preferred.
  • Experience with Intex and structured finance modeling are required.
  • Experience developing analytical tools, automating workflows, or working with large datasets is preferred.
  • Knowledge of CLO structures and underlying leveraged loan collateral; familiarity with loan markets is a plus.
  • Strong attention to detail and ability to manage multiple assignments in a fast-paced environment.
  • Excellent communication and presentation skills, with the ability to articulate investment views clearly.
  • Ability to work independently and collaboratively across teams.
  • Intellectual curiosity and strong interest in CLOs and leveraged loan markets.

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The annual base salary range for this role is from $195,000 to $215,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. This role is also eligible for additional compensation and/or benefits including a competitive, discretionary annual cash bonus opportunity along with long term incentive awards. Eligibility to participate in the discretionary annual incentive programs are subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
What we offer you:
  • Market competitive base salaries, with a yearly bonus potential at every level.
  • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
  • 401(k) plan with company match (up to 4%).
  • Company-funded pension plan.
  • Wellness Programsincluding up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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