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Senior Portfolio Analyst Jobs in Indiana (NOW HIRING)

IPL (Indiana)

Sr Analyst, FP&A

Indianapolis, IN

$83K - $99K/yr

The Senior Analyst will own the financial reporting cycle end-to-end for an assigned portfolio of assets, serve as a key point of contact for internal stakeholders, and collaborate with project ...

New

JLL

Portfolio Project Manager

Indianapolis, IN · On-site

Conduct regular portfolio reviews with senior leadership and project sponsors. Resource Optimization Analyze resource capacity and allocation across projects to maximize efficiency and prevent ...

Grote Industries, Inc.

Senior Product Manager

Madison, IN · On-site

$110 - $160/hr

Senior Product Manager Reports to: Global Vice President of Engineering Position Summary The Senior ... Conduct ongoing portfolio analysis -- identifying products to accelerate, rationalize, or retire ...

Interra Credit Union

Senior Financial Analyst- ALM

Goshen, IN · On-site

$76K - $95K/yr

WHAT YOU WILL DO EVERYDAY As a Senior Financial Analyst, you will be responsible for providing in ... funding portfolio activities, execute the annual budget process, provide analysis to executive ...

Grote Industries

Senior Product Manager

Madison, IN · On-site

$116K - $153K/yr

Senior Product Manager Reports to: Global Vice President of Engineering Leadership Scope ... Conduct ongoing portfolio analysis - identifying products to accelerate, rationalize, or retire ...

groteindustries

Senior Product Manager

Madison, IN · On-site

$116K - $153K/yr

Senior Product Manager Reports to: Global Vice President of Engineering Leadership Scope ... Conduct ongoing portfolio analysis -- identifying products to accelerate, rationalize, or retire ...

Topo Advisors

Senior Financial Analyst

Indianapolis, IN · On-site +1

$81K - $101K/yr

We are looking for a Senior Financial Analyst to provide world-class accounting and finance support ... Own and update portfolio company financial models and budgets * Work with CEOs to determine key ...

dormakaba

Senior Financial Analyst

Indianapolis, IN · On-site

$90K - $115K/yr

The Senior Financial Analyst is responsible for contributing to the North Americas Finance team ... Our high-quality portfolio provides security in hotels, shops, schools, sports facilities, airports ...

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All JobsPortfolio Analyst JobsSenior Portfolio Analyst JobsSenior Portfolio Analyst Jobs in Indiana

Senior Portfolio Analyst information

See Indiana salary details

$81.4K

$100.9K

$125.6K

How much do senior portfolio analyst jobs pay per year?

As of Sep 3, 2026, the average yearly pay for senior portfolio analyst in Indiana is $100,907.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,800.00 and $108,500.00 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.

What are the most commonly searched types of Portfolio Analyst jobs in Indiana?

The most popular types of Portfolio Analyst jobs in Indiana are:

What are popular job titles related to Senior Portfolio Analyst jobs in Indiana?

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

What job categories do people searching Senior Portfolio Analyst jobs in Indiana look for?

The top searched job categories for Senior Portfolio Analyst jobs in Indiana are:

What cities in Indiana are hiring for Senior Portfolio Analyst jobs?

Cities in Indiana with the most Senior Portfolio Analyst job openings:

What are popular job titles related to Senior Portfolio Analyst jobs in IN?

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

Senior Portfolio Analyst jobs near you
Infographic showing various Senior Portfolio Analyst job openings in Indiana as of August 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution, with an average salary of $100,907 per year, or $48.5 per hour.

Strategic Financial Analyst

Buckingham Companies

Indianapolis, IN • On-site

Full-time

Re-posted 18 days ago

Job description

Overview
The Strategic Financial Analyst provides analytical and strategic support directly to the President & CEO and CFO of a multi-family real estate investment company. This role serves as a key resource across investments, capital markets, portfolio management, and executive reporting. The ideal candidate brings 2-3 years of experience from an accounting firm or financial services environment, combined with deep proficiency in financial modeling and a strong command of AI and technology tools that enhance speed and accuracy in analysis and reporting.
Qualifications
Education & Experience
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy a plus
  • 2-3 years of relevant experience at a public accounting firm, investment bank, financial services firm, or real estate investment company
  • Prior exposure to real estate, private equity, or multi-family investment structures strongly preferred
  • Must have a valid driver's license and annually provide proof of auto insurance
Technical Skills
  • Advanced Excel proficiency required: complex financial modeling, dynamic proformas, sensitivity tables, and scenario analysis
  • Demonstrated experience leveraging AI tools (e.g., ChatGPT, Copilot, or similar) to improve analytical workflows, automate reporting, and surface insights
  • Proficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus)
  • Experience with data visualization tools (Power BI, Tableau, or similar) preferred
  • Familiarity with CRM, data room management, and investor reporting platforms
Core Competencies
  • Exceptional analytical and financial modeling skills with a high degree of accuracy
  • Strong executive presence and communication skills - able to synthesize complex data into clear, concise narratives for C-suite audiences
  • Proactive self-starter who operates with urgency, ownership, and sound judgment
  • High learning agility and intellectual curiosity; stays current on market tends, AI tools, and real estate finance innovations
  • Comfortable working in a fast-paced, entrepreneurial environment with shifting priorities
  • Highly organized with exceptional attention to detail and ability to manage multiple deliverables simultaneously
  • High degree of professionalism, integrity and discretion when handling sensitive financial information
  • Collaborative team player who builds strong relationships across departments

Responsibilities
Executive & Strategic Support
  • Serve as a direct analytical resource to the President & CEO and CFO, preparing reports, models, and presentations that support strategic decision-making
  • Prepare and maintain executive dashboards, performance summaries, and board/investor reporting packages
  • Research macroeconomic trends, capital markets conditions, and multi-family real estate dynamics to inform leadership decisions
  • Anticipate information needs of senior leadership and proactively deliver analysis without being asked

Investment Analysis & Underwriting
  • Develop and maintain underwriting proformas for new acquisitions and development opportunities, including validation of assumptions with Property Management, Development, and Construction teams
  • Conduct market and demographic research for new developments, potential acquisitions, current assets, and projects under construction
  • Analyze and model capital stack optimization, financing structures, and return profiles
  • Research, analyze, and present recommendations on stabilized, value-add, and development assets
  • Track property-level metrics against business plan budgets, acquisition proformas, and renovation return-on-cost goals; identify trends and areas for improvement
  • Maintain asset tracking schedules for construction, lease-up, and value-add renovation projects

Portfolio Management & Capital Markets
  • Perform portfolio analytics and data management, monitoring performance across the full investment portfolio
  • Build and maintain portfolio models, reforecasts, hold/sell analyses, and IRR/equity multiple tracking
  • Prepare financing packages, investor reports, and fundraising materials for debt and equity transactions
  • Support debt management processes including closing coordination, ongoing compliance monitoring, and refinancing analysis
  • Assist with portfolio operations including compliance, valuations, reporting, and other tasks as needed
  • Coordinate with real estate tax consultants on tax assessment strategies and appeals
  • Maintain and update investor and lender CRM databases and data rooms

Technology & Process Innovation
  • Champion the use of AI and automation tools to streamline financial analysis, reporting, and data management workflows
  • Identify opportunities to leverage technology to reduce manual effort, improve reporting accuracy, and accelerate turnaround times
  • Assist in evaluating and implementing new financial software or platforms that enhance team capabilities
  • Develop and maintain underwriting proformas for new acquisitions and development opportunities, including validation of assumptions with Property Management, Development, and Construction teams

General
  • Build and maintain strong working relationships with Development, Acquisitions, Asset Management, Property Management, and Capital Markets teams
  • Deliver high-quality results across multiple concurrent projects under tight deadlines
  • Maintain a client-oriented perspective ensuring all data, metrics, and analyses are accurate and consistent across deliverables
  • Ensure adherence to company policies, procedures, and guidelines in all communications and work product
  • Travel as needed for market evaluations, due diligence, and portfolio site visits
  • Complete other duties and projects as assigned by supervisor

Apply