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Portfolio Research Jobs (NOW HIRING)

Northern Trust

Portfolio Advisor

Dallas, TX · On-site

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

Portfolio Advisor

Phoenix, AZ · On-site

Consistently demonstrates mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National ...

Northern Trust

Portfolio Advisor

Chicago, IL · On-site

$114K - $194K/yr

This will include research, in which consistent long term investment performance has met objectives. * Knowledge of investment and portfolio management theory, accounting and financial principles ...

Northern Trust

Portfolio Advisor

Phoenix, AZ · On-site

Consistently demonstrates mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National ...

Northern Trust

Senior Portfolio Advisor

Fort Worth, TX · On-site

$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 ...

Northern Trust

Senior Portfolio Advisor

Fort Worth, TX · On-site

$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 ...

Northern Trust

Senior Portfolio Advisor

Fort Worth, TX · On-site

$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 ...

Northern Trust

Portfolio Advisor

Chicago, IL · On-site

$114K - $194K/yr

This will include research, in which consistent long term investment performance has met objectives. * Knowledge of investment and portfolio management theory, accounting and financial principles ...

Northern Trust

Portfolio Advisor

Dallas, TX · 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 II, WM

Winnetka, IL · On-site

$143K - $143K/yr

SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R154798 Position manages a set of fee-producing ... research and investment methodologies through regular contact and engagement with the National ...

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Portfolio Research information

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How much do portfolio research jobs pay per hour?

As of Aug 16, 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.

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What job categories do people searching Portfolio Research jobs look for?

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Portfolio Research jobs near you
Infographic showing various Portfolio Research job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 1% As Needed, 87% Full Time, 9% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.

Equity Quant Portfolio Researcher

Verition Group LLC

New York, NY • On-site

Full-time

Re-posted 8 days ago

Job description

Firm Overview

Verition Fund Management LLC ("Verition") is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies.

Role Overview

Our Risk team is expanding and seeking an experienced Equity Quant Portfolio Researcher. This role is pivotal in developing and implementing custom factors, reviewing factor exposures across various levels, and creating tools to aid Portfolio Managers (PMs) in managing factor risk. Additionally, the position may involve providing equity advisory from a risk perspective.

Responsibilities

  • Develop and implement custom factors for equity portfolios.
  • Review and analyze factor exposures at the portfolio manager (PM), strategy, and firm levels.
  • Create and maintain tools to support PMs in managing factor risk.
  • Provide equity advisory services from a risk perspective.
  • Integrate and customize the Barra model to enhance factor analysis and risk management.
  • Collaborate closely with PMs to understand their needs and deliver actionable insights.

Qualifications

  • Minimum of 7 years of relevant experience in quantitative finance or risk management.
  • Bachelors degree in a STEM field
  • Demonstrated experience with the implementation and customization of the Barra model.
  • Strong programming skills, including the ability to integrate and create custom factors and perform in-depth analysis using the Barra model.
  • Proven track record of proactively taking on hands-on roles and responsibilities.
  • Advanced analytical and problem-solving skills.
  • Strong communication skills and ability to work collaboratively with portfolio managers and other stakeholders.
  • Detail-oriented with a focus on accuracy and precision in factor analysis and risk management.
  • Excellent written and verbal communication skills.
  • High level of intellectual curiosity, strong work ethic, and a keen attention to detail.
  • Ability to work effectively in a team-oriented, fast-paced, and dynamic environment.

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