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Senior Portfolio Analyst Jobs (NOW HIRING)

Initio Capital

Senior Portfolio Analyst

Manhattan, NY · Hybrid

$145K - $185K/yr

Job Summary Senior Portfolio Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Senior Portfolio Analyst - Initio Capital ...

Ullico Inc.

Sr. Portfolio Analyst

Chicago, IL

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 Inc.

Sr. Portfolio Analyst

Chicago, IL · On-site

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.

Signorelli Company

The Senior Portfolio Analyst reports on the enterprise as an investment company that owns and oversees a portfolio of operating divisions in the real estate development business. Each division has ...

Ullico Inc.

Sr. Portfolio Analyst

Chicago, IL

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.

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.

Equitable

Senior Portfolio Analyst (HYBRID)

New York, NY · On-site

$100K - $150K/yr

Equitable Investment Management Group is seeking a Senior Portfolio Analyst to join the Portfolio Analytics team. This role plays a critical part in investment manager oversight, portfolio analytics ...

Equitable

Senior Portfolio Analyst (HYBRID)

New York, NY · On-site

$100K - $150K/yr

Equitable Investment Management Group is seeking a Senior Portfolio Analyst to join the Portfolio Analytics team. This role plays a critical part in investment manager oversight, portfolio analytics ...

Equitable

Senior Portfolio Analyst (HYBRID)

New York, NY · On-site

$100K - $150K/yr

Equitable Investment Management Group is seeking a Senior Portfolio Analyst to join the Portfolio Analytics team. This role plays a critical part in investment manager oversight, portfolio analytics ...

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

... portfolio analyses to support business planning, risk management, investment decision-making, and executive reporting. * Lead special projects and strategic initiatives as assigned by senior ...

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

... portfolio analyses to support business planning, risk management, investment decision-making, and executive reporting. * Lead special projects and strategic initiatives as assigned by senior ...

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Senior Portfolio Analyst information

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$85.5K

$106K

$132K

How much do senior portfolio analyst jobs pay per year?

As of Sep 15, 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 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.

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.

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 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.

Do senior portfolio analysts make good money?

Senior portfolio analysts typically earn a competitive salary that reflects their experience and expertise in financial analysis, investment strategies, and portfolio management. Salaries can vary based on industry, location, and company size but generally range from $80,000 to over $120,000 annually, often with bonuses and benefits. Advanced skills in data analysis, financial modeling, and certifications like CFA can enhance earning potential.
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The most popular types of Portfolio Analyst jobs are:

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For Senior Portfolio Analyst jobs, the most frequently searched job titles are:

Infographic showing various Senior Portfolio Analyst job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 91% Full Time, 6% Part Time, and 2% Contract. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $106,043 per year, or $51 per hour.

Senior Portfolio Analyst

Manhattan, NY • Hybrid

Initio Capital
See more jobs at Initio Capitalexternal

$145K - $185K/yr

Other

Posted 8 days ago

Job description

Job Summary

Senior Portfolio Analyst

Initio Capital

Full-time, Part-time, Contract, Temporary, Internship, Casual

Hybrid | New York, NY, United States


Senior Portfolio Analyst – Initio Capital

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Senior Portfolio Analyst position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with mid-senior level portfolio management roles. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network, visit:
https://initiocapital.com/assessment