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Portfolio Research Jobs (NOW HIRING)

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

Sr. Portfolio Advisor

Phoenix, AZ

$135K - $136K/yr

... research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset ...

Northern Trust

Sr Portfolio Advisor

Newport Beach, CA · On-site

$189K - $331K/yr

... portfolios typically larger in size and complexity within their market. 2. Develops, recommends ... Experience: • Minimum 8 to 12 years of investment experience, which may include research, in ...

Northern Trust

Sr. Portfolio Advisor

Phoenix, AZ

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

$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

Sr. 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

Sr Portfolio Advisor

Newport Beach, CA · On-site

$189K - $331K/yr

... portfolios typically larger in size and complexity within their market. 2. Develops, recommends ... Experience: • Minimum 8 to 12 years of investment experience, which may include research, in ...

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 ...

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 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.
Senior Portfolio Advisor

Senior Portfolio Advisor

Northern Trust

Fort Worth, TX • On-site

$130K - $131K/yr

Full-time

Posted 7 days ago

Northern Trust rating

8.0

Company rating: 8.0 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical expertise and versatility with a broad range of investment solutions. This role requires proficiency and continuous growth in the utilization and appropriate execution of the Goals-Driven client experience, emerging technology capabilities, investment methodologies, and the full suite of investment solutions, delivered in coordination and collaboration with the broader client service team.
What You'll Do
  • Manage investment activities for a full set of major fee revenue-producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within the market.
  • Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.
  • Analyze and plan overall investment strategy with continuous revision as client goals and objectives change, working closely and proactively with the broader client service team to identify and execute areas of opportunity aligned with client needs.
  • Maintain an integral and influential presence within the local client-facing team and with clients, co-trustees, consultants, the bank's legal area, and outside attorneys to ensure communication of client requirements and coordination of portfolio activity.
  • Demonstrate mastery with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through regular engagement with the National Investment and Goals-Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.
  • Participate in thought leadership publications, educational opportunities, and practice-hosted symposiums and events.
  • Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
  • Execute initiatives, new capability rollouts, and required training in support of business and investment practice objectives.
  • Provide continuous feedback to leadership on areas for improvement related to national initiatives, changes, and expectations.
  • Adhere to National Investment Guidelines, feedback from the REV peer review process, and sound risk management practices.
  • Serve on standing investment services committees and participate in special projects, as appropriate.
  • Lead others to solve complex problems and apply sophisticated analytical thought to exercise judgment and identify innovative solutions.
  • Impact the achievement of customer, operational, project, and service objectives.

What Will Make You Successful in the Role
  • Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and characteristics of various marketplaces, typically acquired through formal education and relevant work experience.
  • Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation and guide sensitive or complex situations through to resolution.
  • Specialized depth and/or breadth of expertise within the role, with the ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
  • Ability to communicate complex concepts and influence others to adopt a different point of view.
  • Minimum of 8-12 years of investment experience, which may include research, with consistent long-term investment performance meeting stated objectives.
  • Ability to lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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