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Senior Portfolio Analyst Jobs in Boca Raton, FL (NOW HIRING)

Bmo

Senior Portfolio Banker

West Palm Beach, FL ยท On-site

Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio ... Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth ...

Northern Trust

Senior Portfolio Advisor II

Palm Beach, FL ยท On-site

$132K - $132K/yr

At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment ... Analyze and plan overall investment strategy with continuous revision as client goals and ...

Northern Trust

Senior Portfolio Advisor II

Palm Beach, FL ยท On-site

$132K - $132K/yr

At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment ... Analyze and plan overall investment strategy with continuous revision as client goals and ...

Northern Trust

Senior Portfolio Advisor II

Palm Beach, FL

$132K - $132K/yr

At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment ... Analyze and plan overall investment strategy with continuous revision as client goals and ...

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All JobsPortfolio Analyst JobsSenior Portfolio Analyst JobsSenior Portfolio Analyst Jobs in Boca Raton, FL

Senior Portfolio Analyst information

See Boca Raton, FL salary details

$81.1K

$100.6K

$125.3K

How much do senior portfolio analyst jobs pay per year?

As of Aug 30, 2026, the average yearly pay for senior portfolio analyst in Boca Raton, FL is $100,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,600.00 and $108,200.00 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 Boca Raton, FL?

The most popular types of Portfolio Analyst jobs in Boca Raton, FL are:

What are popular job titles related to Senior Portfolio Analyst jobs in Boca Raton, FL?

For Senior Portfolio Analyst jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Senior Portfolio Analyst jobs in Boca Raton, FL look for?

The top searched job categories for Senior Portfolio Analyst jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Senior Portfolio Analyst jobs?

Cities near Boca Raton, FL with the most Senior Portfolio Analyst job openings:

Senior Portfolio Analyst jobs near you
Infographic showing various Senior Portfolio Analyst job openings in Boca Raton, FL as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $100,631 per year, or $48.4 per hour.

Sr. Analyst, Portfolio & Asset Management

Vacatia

Fort Lauderdale, FL โ€ข On-site

Full-time

Posted 13 days ago

Job description

Join Vacatia and Help Drive the Performance of Our Resort Portfolio
Location: Fort Lauderdale, FL (On-Site/Hybrid)
About Vacatia
Vacatia is an innovative hospitality company reinventing the vacation ownership and resort experience across discovery, booking, and stay. As we continue to grow through acquisition and organic expansion, we're focused on maximizing the performance and long-term value of our growing resort portfolio.
We're looking for a Senior Analyst, Portfolio & Asset Management to join our team and serve as a key analytical and operational partner to Asset Management leadership and resort General Managers.
This is more than a reporting role. You'll take ownership of a portfolio of properties, evaluate performance, identify opportunities, and help turn data into actionable decisions that improve operations, profitability, and asset value.
Why You'll Love Working at Vacatia
Own Real Assets
Take meaningful ownership of a portfolio of resorts and develop a deep understanding of their performance and business plans.
Work Directly With Leadership
Partner closely with senior Asset Management leaders, General Managers, and the President to influence property-level decisions.
Turn Data Into Action
Go beyond financial reporting to identify trends, challenge results, and recommend actions that improve performance.
Build Your Hospitality Expertise
Gain exposure to hotel operations, revenue strategy, capital planning, acquisitions, repositioning, and portfolio performance.
Make a Visible Impact
Your analysis and recommendations will directly influence how Vacatia operates and invests in its growing resort portfolio.
Your Impact
  • Own a sub-portfolio of Vacatia properties and serve as a primary internal asset management contact
  • Review property-level P&Ls, occupancy, ADR, RevPAR, guest satisfaction, and other key hospitality metrics
  • Identify performance trends and variances and partner with Asset Management leaders and GMs to drive action
  • Support the annual business planning process, including revenue strategy, cost initiatives, and capital priorities
  • Own and continuously improve the GM Weekly Report, translating operational and guest feedback into clear portfolio insights
  • Benchmark property performance against industry peers and relevant market data
  • Develop recommendations related to repositioning, renovations, revenue opportunities, cost initiatives, and operational improvements
  • Support acquisition, development, and repositioning evaluations
  • Partner with Corporate FP&A on portfolio forecasting and financial analysis
  • Periodically travel to assigned properties to conduct performance reviews with GMs and operations leadership

What You Bring
  • 2๏ฟฝ4 years of experience in institutional hotel asset management, hospitality investment/private equity, or hotel operations finance
  • Experience taking ownership of property or portfolio performance rather than focusing solely on financial modeling
  • Strong understanding of hospitality KPIs including RevPAR, ADR, occupancy, GOP flow-through, and guest satisfaction
  • Advanced Excel skills and strong analytical capabilities
  • Ability to communicate confidently with property leaders and senior stakeholders
  • Strong business judgment with the ability to turn data into clear recommendations
  • High attention to detail, ownership, and curiosity about how hospitality businesses operate
  • Willingness to travel periodically to assigned properties
Nice to Have
  • Experience with institutional hospitality investment managers or hotel asset management platforms
  • Experience with Blackstone Real Estate, Noble Investment Group, Host Hotels, Ashford, Watermark, or similar organizations
  • Experience with Power BI, Tableau, or comparable reporting tools
  • Background in hospitality, hotel operations, vacation ownership, or resort management

Join Us
Join Vacatia and help shape the performance of a growing portfolio of resorts. As our Senior Analyst, Portfolio & Asset Management, you'll have the opportunity to work directly with senior leadership, develop deep hospitality expertise, and see your analysis translate into real decisions across the portfolio.
If you're ready to move beyond traditional financial analysis and take ownership of real assets and business outcomes, we'd love to hear from you.

Apply