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

Sixt

Senior Finance Operations Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

As a full-time Senior Finance Operations Analyst at SIXT, you will play a unique dual role, owning ... You maintain credit exposure dashboards, portfolio reporting, KPI metrics, financial analyses ...

Purpose Brands LLC

BI Analyst II

Boca Raton, FL · On-site

$90K - $115K/yr

Guidance on approach provided by senior analyst or BI Manager. * Develop simple deterministic ... portfolio analysis. These are product features that are supported and evolved over time as opposed ...

Purposebrands

BI Analyst II

Boca Raton, FL · On-site

$90K - $115K/yr

Guidance on approach provided by senior analyst or BI Manager. * Develop simple deterministic ... portfolio analysis. These are product features that are supported and evolved over time as opposed ...

Integrated Home

Sr. Business Program Analyst

Miramar, FL · On-site

$84K - $109K/yr

Own and manage a portfolio of reporting and analytics requests, driving prioritization, execution, and closure * Independently manage multiple concurrent initiatives with minimal direction

U.S. Bank

PWM Partner Portfolio Manager

Palm Beach, FL · On-site

$98K - $115K/yr

Partners with Senior Advisor to drive business development, client retention and engagement in PWM ... Well-developed analytical skills * Pursuit of professional credentials (CFP, CFA, etc.) a plus ...

US Bank

PWM Partner Portfolio Manager

Palm Beach, FL · Hybrid

$98K - $115K/yr

Partners with Senior Advisor to drive business development, client retention and engagement in PWM ... Well-developed analytical skills * Pursuit of professional credentials (CFP, CFA, etc.) a plus ...

Moss

FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

The company's diverse portfolio encompasses a wide range of sectors, including luxury high-rise ... POSITION SCOPE AND ORGANIZATIONAL IMPACT Moss' FP&A Analyst supports the Senior Manager, FP&A in ...

Moss

FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

The company's diverse portfolio encompasses a wide range of sectors, including luxury high-rise ... POSITION SCOPE AND ORGANIZATIONAL IMPACT Moss' FP&A Analyst supports the Senior Manager, FP&A in ...

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Showing results 21-40

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 9, 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 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.
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 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $100,631 per year, or $48.4 per hour.

Senior Accountant - Commercial Real Estate

Leeds Professional Resources

West Palm Beach, FL • On-site

$90K - $109K/yr

Full-time

Medical, Dental, Vision

Re-posted 10 days ago

Job description

About the Opportunity

A leading commercial real estate organization is seeking a Senior Accountant to support the accounting and financial reporting for a diverse commercial property portfolio.


This role offers exposure to office, retail, hospitality, and mixed-use assets while partnering closely with finance and operations teams on financial reporting, budgeting, forecasting, cash flow analysis, and portfolio performance. It's an excellent opportunity for an accounting professional looking to build a long-term career within a sophisticated real estate organization.


Responsibilities

  • Prepare monthly, quarterly, and year-end financial reporting.
  • Review general ledger activity and prepare journal entries and account reconciliations.
  • Perform bank reconciliations and cash management activities.
  • Analyze financial statements, budget variances, and portfolio performance.
  • Assist with cash flow forecasting and annual budgeting.
  • Support year-end audits and preparation of GAAP financial statements.
  • Develop and improve Excel-based reporting and financial analysis tools.
  • Collaborate with accounting, finance, and operations teams on ongoing reporting and special projects.
  • Ensure financial reporting is accurate, timely, and compliant with GAAP.


Qualifications

  • Bachelor's degree in Accounting.
  • 3+ years of accounting experience within commercial real estate.
  • Public accounting experience preferred.
  • Strong understanding of GAAP.
  • Experience preparing financial statements and account reconciliations.
  • Advanced Excel skills.
  • Strong analytical and organizational skills.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • JD Edwards experience is a plus.
  • CPA or CPA-track preferred.


If you're looking to build your accounting career within a respected commercial real estate organization and enjoy financial reporting, portfolio analysis, and working alongside experienced finance professionals, we'd love to hear from you. Apply today!