Portfolio Analyst III
Chattanooga, TN · On-site
... Senior Portfolio Analyst, collaborate with the financial organization to quantify project benefits in a way that enables objective evaluation of projects against company objectives and supports ...
Portfolio Analyst III
Chattanooga, TN · On-site
... Senior Portfolio Analyst, collaborate with the financial organization to quantify project benefits in a way that enables objective evaluation of projects against company objectives and supports ...
Sr. Portfolio Analyst
$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.
Quick apply
Sr. Portfolio Analyst
$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.
Sr. Portfolio Analyst
$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.
Sr. Portfolio Analyst
$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.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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.
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.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Senior Portfolio Analyst
Spring, TX · On-site
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 ...
Quick apply
Senior Portfolio Analyst
Spring, TX · On-site
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 ...
Role Summary The Senior Portfolio Analyst (PA) serves as a subject matter resource for their assigned T. Rowe Price investment strategy(s) and a representative of those investment portfolios across ...
Role Summary The Senior Portfolio Analyst (PA) serves as a subject matter resource for their assigned T. Rowe Price investment strategy(s) and a representative of those investment portfolios across ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing ...
The Senior Portfolio Analyst will assist the Relationship Manager in gathering the required information necessary to make appropriate credit decisions, and analyze credit and servicing requests from ...
The Senior Portfolio Analyst will assist the Relationship Manager in gathering the required information necessary to make appropriate credit decisions, and analyze credit and servicing requests from ...
The Senior Portfolio Analyst will assist the Relationship Manager in gathering the required information necessary to make appropriate credit decisions, and analyze credit and servicing requests from ...
The Senior Portfolio Analyst will assist the Relationship Manager in gathering the required information necessary to make appropriate credit decisions, and analyze credit and servicing requests from ...
Role Summary The Senior Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategy(s) and represents those investment portfolios across the firm. The ...
Role Summary The Senior Portfolio Analyst (PA) serves as a subject matter resource for assigned T. Rowe Price investment strategy(s) and represents those investment portfolios across the firm. The ...
Senior Portfolio Analyst information
See salary details
$85.5K - $89.7K
6% of jobs
$89.7K - $94K
6% of jobs
$95.7K is the 25th percentile. Wages below this are outliers.
$94K - $98.2K
31% of jobs
The median wage is $101.6K / yr.
$98.2K - $102.4K
8% of jobs
$102.4K - $106.6K
9% of jobs
$106.6K - $110.9K
9% of jobs
$112.4K is the 75th percentile. Wages above this are outliers.
$110.9K - $115.1K
13% of jobs
$115.1K - $119.3K
7% of jobs
$119.3K - $123.5K
4% of jobs
$123.5K - $127.8K
2% of jobs
$127.8K - $132K
3% of jobs
$85.5K
$106K
$132K
How much do senior portfolio analyst jobs pay per year?
As of Aug 25, 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?
| Aspect | Senior Portfolio Analyst | Portfolio Manager |
|---|---|---|
| Credentials | Bachelor's degree, CFA Level I or II often preferred | Bachelor's degree, CFA Charter or equivalent often required |
| Work Environment | Analytical teams within investment firms, supporting decision-making | Oversees entire investment portfolios, client interactions |
| Employer & Industry Usage | Asset management firms, investment banks, financial services | Asset 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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Job description
Job Summary:
LanceSoft, Inc. is seeking a Portfolio Analyst III for a contract role in Chattanooga, TN. The main purpose of the role is to collaborate with the financial organization to evaluate project benefits and ensure data accuracy for decision-making while monitoring project milestones and commitments.
Responsibilities:
• Utilize best practices, techniques, and tools for project planning, execution, project management, ongoing milestone and deliverable tracking, communication, and key performance metrics.
• 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 objectives and supports project approval decision-making.
• Also under the guidance of a Senior Portfolio Analyst, work with functional managers and project managers to ensure all required data for decision-making is complete, accurate, and readily 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 developing applicable financial and field evaluations and providing final recommendations to the manager of the respective organization.
• Responsible for representing Administration and Information Services on agency-wide projects (typically less complex than those handled by a Senior Analyst) and/or supporting various committees (often including multiple corporate officers) established to resolve key business issues.
Qualifications:
Required:
• Utilize best practices, techniques, and tools for project planning, execution, project management, ongoing milestone and deliverable tracking, communication, and key performance metrics.
• 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 objectives and supports project approval decision-making.
• Also under the guidance of a Senior Portfolio Analyst, work with functional managers and project managers to ensure all required data for decision-making is complete, accurate, and readily 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 developing applicable financial and field evaluations and providing final recommendations to the manager of the respective organization.
• Responsible for representing Administration and Information Services on agency-wide projects (typically less complex than those handled by a Senior Analyst) and/or supporting various committees (often including multiple corporate officers) established to resolve key business issues.
Company:
Established in 2000, LanceSoft is a pioneer in delivering top-notch Global Workforce Solutions and IT Services to a diverse clientele. Founded in 2000, the company is headquartered in Herndon, USA, with a team of 5001-10000 employees. The company is currently Late Stage.
LanceSoft, Inc. is seeking a Portfolio Analyst III for a contract role in Chattanooga, TN. The main purpose of the role is to collaborate with the financial organization to evaluate project benefits and ensure data accuracy for decision-making while monitoring project milestones and commitments.
Responsibilities:
• Utilize best practices, techniques, and tools for project planning, execution, project management, ongoing milestone and deliverable tracking, communication, and key performance metrics.
• 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 objectives and supports project approval decision-making.
• Also under the guidance of a Senior Portfolio Analyst, work with functional managers and project managers to ensure all required data for decision-making is complete, accurate, and readily 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 developing applicable financial and field evaluations and providing final recommendations to the manager of the respective organization.
• Responsible for representing Administration and Information Services on agency-wide projects (typically less complex than those handled by a Senior Analyst) and/or supporting various committees (often including multiple corporate officers) established to resolve key business issues.
Qualifications:
Required:
• Utilize best practices, techniques, and tools for project planning, execution, project management, ongoing milestone and deliverable tracking, communication, and key performance metrics.
• 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 objectives and supports project approval decision-making.
• Also under the guidance of a Senior Portfolio Analyst, work with functional managers and project managers to ensure all required data for decision-making is complete, accurate, and readily 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 developing applicable financial and field evaluations and providing final recommendations to the manager of the respective organization.
• Responsible for representing Administration and Information Services on agency-wide projects (typically less complex than those handled by a Senior Analyst) and/or supporting various committees (often including multiple corporate officers) established to resolve key business issues.
Company:
Established in 2000, LanceSoft is a pioneer in delivering top-notch Global Workforce Solutions and IT Services to a diverse clientele. Founded in 2000, the company is headquartered in Herndon, USA, with a team of 5001-10000 employees. The company is currently Late Stage.
About LanceSoft
Sourced by ZipRecruiter
Established in 2000, LanceSoft is a Certified MBE and Woman-Owned organization. Lancesoft Inc. is one of the highest rated companies in the industry. We have been recognized as one of the Largest Staffing firms and ranked in the top 50 fastest Growing Healthcare Staffing firms in 2022. Lancesoft offers short- and long-term contracts, permanent placements, and travel opportunities to credentialed and experienced professionals throughout the United States. We pride ourselves on having industry leading benefits. We understand the importance of partnering with an expert who values your needs, which is why we're 100% committed to finding you an assignment that best matches your career and lifestyle goals. Our team of experienced career specialists takes the time to understand your needs and match you with the right job Lancesoft has been chosen by Staffing Industry Analysts as one of the Best Staffing Firms to Work for.LanceSoft specializes in providing Registered Nurses, Nurse Practitioners, LPNs/LVNs, Social Workers, Medical Assistants, and Certified Nursing Assistants to work in Acute Care Centers, Skilled Nursing Facilities, Long-Term Care centers, Rehab Facilities, Behavioral Health Centers, Drug & Alcohol Facilities, Home Health & Community Health, Urgent Care Clinics, and many other provider-based facilities.
Industry
Recruiting and staffing services
Company size
1,001 - 5,000 Employees
Headquarters location
Herndon, VA, US
Year founded
2000