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Senior Portfolio Analyst Jobs (NOW HIRING)

Lancesoft

Portfolio Analyst III

Chattanooga, TN · On-site

$55 - $70/hr

Under the guidance of a Senior Portfolio Analyst, collaborate with the financial organization to quantify project benefits in a way that enables objective evaluation of projects against company ...

Man Group

Senior Portfolio Analyst

Boston, MA

Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own critical parts of the ...

Acro Service Corp.

Portfolio Analyst

Chattanooga, TN

... senior portfolio analyst, work with the financial organization to quantify project benefits in a way that will enable objective evaluation of projects against company objectives and aid project ...

Ullico

Sr. Portfolio Analyst

Chicago, IL · On-site

$120K - $156K/yr

Ullico, Inc., one of the nation's largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion portfolio.

Ullico

Sr. Portfolio Analyst

Chicago, IL

$120K - $156K/yr

Ullico, Inc., one of the nation's largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion portfolio.

Ullico

Sr. Portfolio Analyst

Chicago, IL · On-site

$120K - $156K/yr

Ullico, Inc., one of the nation's largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion portfolio.

MLG Capital

Senior Portfolio Analyst

Brookfield, WI · On-site

Job Type Full-time Description The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role ...

MLG Capital

Senior Portfolio Analyst

Brookfield, WI · On-site

Description The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works closely with ...

Man Group plc

Senior Portfolio Analyst

Boston, MA

$90K - $115K/yr

Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own critical parts of the ...

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All JobsSenior Portfolio Analyst Jobs

Senior Portfolio Analyst information

See salary details

$85.5K

$106K

$132K

How much do senior portfolio analyst jobs pay per year?

As of Jun 14, 2026, the average yearly pay for senior portfolio analyst in the United States is $106,043.00, according to ZipRecruiter salary data. Most workers in this role earn between $96,500.00 and $114,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Senior Portfolio Analyst, you need advanced analytical abilities, deep knowledge of investment strategies, and typically a degree in finance, economics, or a related field, often supplemented by a CFA or similar certification. Mastery of portfolio management software, financial modeling tools, and data analysis platforms like Bloomberg, FactSet, or Excel is essential. Strong communication, critical thinking, and decision-making skills help you interpret complex data and present actionable insights to stakeholders. These capabilities ensure sound investment decisions, optimized portfolio performance, and effective collaboration within investment teams.

What is a Senior Portfolio Analyst?

A Senior Portfolio Analyst is a finance professional responsible for analyzing and monitoring investment portfolios to optimize returns and manage risk. They provide in-depth research, performance analysis, and support investment decision-making processes for individuals or institutions. Senior Portfolio Analysts often collaborate with portfolio managers, prepare detailed reports, and help develop investment strategies based on market trends and financial data. Their expertise is crucial in ensuring that portfolios align with clients' financial goals and risk tolerance.

What is the difference between Senior Portfolio Analyst vs Portfolio Manager?

AspectSenior Portfolio AnalystPortfolio Manager
CredentialsBachelor's degree, CFA Level I or II often preferredBachelor's degree, CFA Charter or equivalent often required
Work EnvironmentAnalytical teams within investment firms, supporting decision-makingOversees entire investment portfolios, client interactions
Employer & Industry UsageAsset management firms, investment banks, financial servicesAsset management firms, hedge funds, institutional investors

The main difference is that a Senior Portfolio Analyst primarily supports portfolio decisions through analysis, while a Portfolio Manager makes final investment decisions and manages client portfolios directly. Both roles require strong analytical skills and relevant certifications, but Portfolio Managers typically have greater responsibility and client-facing duties.

How does a Senior Portfolio Analyst typically collaborate with portfolio managers and other team members?

A Senior Portfolio Analyst works closely with portfolio managers to provide in-depth analysis, research, and recommendations on investment strategies. They often collaborate with junior analysts, risk management teams, and sometimes client relationship managers to ensure data accuracy and cohesive reporting. Regular meetings and data-sharing sessions are common, as the role involves synthesizing complex financial information for decision-making. Effective communication and teamwork are essential, as Senior Portfolio Analysts play a key role in supporting the overall performance of the investment portfolio.
More about Senior Portfolio Analyst jobs
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Senior Portfolio Analyst jobs near you
Infographic showing various Senior Portfolio Analyst job openings in the United States as of June 2026, with employment types broken down into 91% Full Time, 2% Part Time, 2% Temporary, and 5% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $106,043 per year, or $51 per hour.
Portfolio Analyst

Portfolio Analyst

Acro Service Corp

Chattanooga, TN

Other

Posted 9 days ago

Job description

Description:

  • Utilize best practices, techniques, and tools for project planning, execution, project management, ongoing milestone/deliverable tracking, communication, and key performance metrics.
  • Under the guidance of a Senior Portfolio Analyst, work with the financial organization to quantify project benefits in a way that will enable objective evaluation of projects against company objectives and aid project approval decision-making.
  • Under the guidance of a Senior Portfolio Analyst, work with functional managers and project managers, ensuring all required data for making decisions is complete and available.
  • Monitor and report status on milestone schedule commitments, resource commitments, and constraints.
  • Responsible for performing IT project portfolio analysis for the benefit of other organizations. This includes the development of applicable financial and field evaluations and the final recommendations to the manager of the applicable organization.
  • Responsible for representing Admin, Information Services, on agency-wide projects (that are less complex than those handled by a Senior Analyst) and/or providing support to various committees (which often include several officers of the corporation) that have been established to resolve key business issues.

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