ZipRecruiter

Log In

1

Senior Portfolio Analyst Jobs (NOW HIRING)

Trinity Logistics Group

Portfolio Analyst

Dallas, TX

Respond to ad hoc analytical requests from VPs and SVP leadership in support of business decisions ... portfolio What You'll Have: * Bachelor's degree in Data Analytics, Business Analytics, Finance ...

TrinityRail

Portfolio Analyst

Dallas, TX · On-site

Respond to ad hoc analytical requests from VPs and SVP leadership in support of business decisions ... portfolio Qualifications What You'll Have: * Bachelor's degree in Data Analytics, Business ...

WSFS Bank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... senior investment professionals. * Assist in monitoring portfolio implementation, investment ... Strong analytical, quantitative, and problem-solving skills. * Advanced proficiency in Microsoft ...

New

FAVARH

AVP, Insurance Portfolio Manager

Atlanta, GA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support senior portfolio managers in servicing insurance clients, including preparation of investment reviews, portfolio commentary, ad hoc analyses, and responses to client inquiries. * Participate ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing ... Movement within the organization is encouraged, senior leaders are accessible, and you can take ...

Dext Capital LLC

Portfolio Analyst

Lake Oswego, OR · On-site

$65K - $85K/yr

Prepare portfolio performance reports for senior leadership * Maintain documentation in accordance ... Strong financial statement analysis skills * Proficiency in Excel and financial modeling tools

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing ... Movement within the organization is encouraged, senior leaders are accessible, and you can take ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing ... Movement within the organization is encouraged, senior leaders are accessible, and you can take ...

Wsfsbank

Portfolio Analyst

Berwyn, PA

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... senior investment professionals. * Assist in monitoring portfolio implementation, investment ... Strong analytical, quantitative, and problem-solving skills. * Advanced proficiency in Microsoft ...

New

WSFS Bank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... senior investment professionals. * Assist in monitoring portfolio implementation, investment ... Strong analytical, quantitative, and problem-solving skills. * Advanced proficiency in Microsoft ...

Wsfsbank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... senior investment professionals. * Assist in monitoring portfolio implementation, investment ... Strong analytical, quantitative, and problem-solving skills. * Advanced proficiency in Microsoft ...

New

Trinity Industries

Portfolio Analyst

Dallas, TX · On-site

Respond to ad hoc analytical requests from VPs and SVP leadership in support of business decisions ... portfolio What You'll Have: * Bachelor's degree in Data Analytics, Business Analytics, Finance ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Portfolio Analyst Position type: Full-time Base Pay range: $70,000 - $100,000 Division: Venture ... senior relationship manager and/or banker * Take ownership of all aspects of the underwriting ...

Avidbank

Portfolio Analyst

San Jose, CA · On-site

$70K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Portfolio Analyst Position type: Full-time Base Pay range: $70,000 - $100,000 Division: Venture ... senior relationship manager and/or banker * Take ownership of all aspects of the underwriting ...

ICONIQ

Senior Analyst, Portfolio Operations

San Francisco, CA

$110K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

ICONIQ Venture & Growth is seeking a Senior Analyst to join its Portfolio Operations team, a highly strategic function focused on driving commercial and strategic value across our portfolio and ...

previous page

Showing results 41-60

All JobsPortfolio Analyst JobsSenior Portfolio Analyst Jobs

Senior Portfolio Analyst information

See salary details

$85.5K

$106K

$132K

How much do senior portfolio analyst jobs pay per year?

As of Aug 14, 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 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.
More about Senior Portfolio Analyst jobs

What cities are hiring for Senior Portfolio Analyst jobs?

Cities with the most Senior Portfolio Analyst job openings:

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

The most popular types of Portfolio Analyst jobs are:

Who are the top companies hiring for Senior Portfolio Analyst jobs?

The top employers for Senior Portfolio Analyst jobs are:

What states have the most Senior Portfolio Analyst jobs?

States with the most job openings for Senior Portfolio Analyst jobs include:

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

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

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

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

Senior Portfolio Analyst jobs near you
Infographic showing various Senior Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 89% Full Time, 7% Part Time, and 3% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $106,043 per year, or $51 per hour.

Portfolio Analyst

Trinity Logistics Group

Dallas, TX

Full-time

Re-posted 8 days ago

Job description

Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The Portfolio Analyst will help translate complex fleet, maintenance, financial, and operational data into clear insights that support better asset deployment, cost discipline, executive reporting, and long-term portfolio strategy. The ideal candidate brings strong analytical capability, business curiosity, and a continuous improvement mindset, with the ability to partner across Portfolio Management, Maintenance Operations, Structured Finance, IT, and Business Intelligence to strengthen decision-making and improve outcomes across the leasing platform.

What you'll do:

Fleet & Asset Performance

  • Develop and maintain dashboards tracking utilization, availability, and revenue-generating status across ~150,000 railcars
  • Monitor asset health trends and identify at-risk inventory requiring proactive intervention
  • Support lease-term, renewal, and remarketing analytics in partnership with Portfolio Management leadership
  • Partner with Structured Finance on blend and extend opportunities to replace old equipment with new optimal railcars

Maintenance Operations Analytics

  • Analyze termination and assignment expense and capital expenditure budget to actuals
    Identify cost variance drivers and support root-cause analysis for out-of-budget maintenance events

Reporting & Data Infrastructure

  • Own the design and delivery of recurring executive-level reports for portfolio performance review cycles (Shift to DataBricks)
  • Consolidate data from multiple source systems (ERP, AMS, SalesForce, etc.) into a unified reporting layer
  • Partner with IT and Business Intelligence teams to ensure data governance, accuracy, and scalability

Strategic & Ad Hoc Support

  • Respond to ad hoc analytical requests from VPs and SVP leadership in support of business decisions
  • Provide analytical support for initiative tracking, capital planning, and operational improvement programs
  • Assist in building the metrics framework necessary to evaluate economic profit contribution of the maintenance and leasing portfolio

What You'll Have:

  • Bachelor's degree in Data Analytics, Business Analytics, Finance, Engineering, Statistics, or a related field
  • 5+ years of experience in a data analyst or business intelligence role, preferably in an asset-intensive industry (rail, logistics, manufacturing, leasing, or fleet management)
  • Proficiency in SQL for querying and transforming large datasets
  • Advanced Microsoft Excel skills; experience with Power BI, Tableau, or equivalent BI platforms
  • Strong written and verbal communication skills with ability to translate complex data into executive-ready insights

  • Detail-oriented with demonstrated ability to manage multiple deliverables in a fast-paced environment

Preferred:

  • Experience with railcar, freight, or transportation industry data systems
  • Familiarity with Qlik, Databricks, or similar enterprise analytics environments

  • Experience supporting P&L analysis or cost-center reporting in an operations context
    Python or R experience for advanced data manipulation a plus

Apply