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 ...
Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own critical parts of the ...
Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own critical parts of the ...
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 ...
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.
Sr. Portfolio Analyst
Raynham, MA · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Raynham, MA · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Cincinnati, OH · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Cincinnati, OH · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Raritan, NJ · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Raritan, NJ · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Raritan, NJ · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Raritan, NJ · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
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 ...
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.
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.
Quick apply
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
Raynham, MA · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Raynham, MA · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Senior Portfolio Analyst
Boston, MA · On-site
$90K - $115K/yr
Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own critical parts of the ...
Senior Portfolio Analyst
Boston, MA · On-site
$90K - $115K/yr
Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own critical parts of the ...
Sr. Portfolio Analyst
Cincinnati, OH · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
Sr. Portfolio Analyst
Cincinnati, OH · Hybrid
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... Senior Portfolio Analyst, R&D to join our MedTech Innovation Enablement team located at our New Brunswick, New Jersey site with alternate locations of our Raynham, NJ, Cincinnati, OH, Raritan, NJ ...
... analytics, project and/or portfolio management, business process development, corporate strategy, or related field. * Required to have experience presenting to various levels of senior leadership ...
... analytics, project and/or portfolio management, business process development, corporate strategy, or related field. * Required to have experience presenting to various levels of senior leadership ...
Senior Portfolio Analyst
Westborough, MA · On-site
... analytics, project and/or portfolio management, business process development, corporate strategy, or related field. * Required to have experience presenting to various levels of senior leadership ...
Senior Portfolio Analyst
Westborough, MA · On-site
... analytics, project and/or portfolio management, business process development, corporate strategy, or related field. * Required to have experience presenting to various levels of senior leadership ...
Sr 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 sr portfolio analyst jobs pay per year?
As of Jul 20, 2026, the average yearly pay for sr 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 Sr Portfolio Analyst, and why are they important?
To excel as a Sr Portfolio Analyst, you need strong analytical skills, a deep understanding of portfolio management, and a relevant degree in finance, economics, or a related field. Familiarity with financial modeling tools, advanced Excel, Bloomberg Terminal, and portfolio management software, along with CFA or similar certifications, is highly valued. Exceptional attention to detail, problem-solving abilities, and clear communication are soft skills that set top performers apart. These competencies are crucial for making informed investment decisions, optimizing portfolio performance, and effectively communicating insights to stakeholders.
What does a Sr Portfolio Analyst do?
A Sr Portfolio Analyst is responsible for monitoring, analyzing, and optimizing investment portfolios for individuals or institutions. They use financial data, market trends, and risk analysis to help guide investment decisions and improve portfolio performance. Senior portfolio analysts also collaborate with portfolio managers and other analysts to develop strategies, prepare reports, and ensure portfolios align with clients’ goals and risk tolerance. Their experience allows them to provide deeper insights and manage more complex or larger portfolios than junior analysts.
How does a Sr Portfolio Analyst typically collaborate with portfolio managers and other team members?
As a Sr Portfolio Analyst, you will work closely with portfolio managers, investment analysts, and risk teams to analyze portfolio performance, identify trends, and recommend investment strategies. Regular collaboration involves preparing detailed reports, participating in strategy meetings, and providing data-driven insights to support decision-making. Effective communication and teamwork are essential, as your analyses help guide the team’s investment actions and ensure alignment with client objectives and regulatory requirements.
What is the difference between Sr Portfolio Analyst vs Portfolio Analyst?
| Aspect | Sr Portfolio Analyst | Portfolio Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, often a master's, certifications like CFA | Bachelor's degree, some certifications preferred |
| Work Environment | Financial firms, investment companies, asset management | Financial institutions, investment firms, corporate finance |
| Employer & Industry Usage | Used in asset management, private equity, hedge funds | Common in banking, investment advisory, corporate finance |
The main difference is that a Sr Portfolio Analyst typically has more experience, advanced certifications, and handles more complex analysis and decision-making. They often oversee junior staff and contribute to strategic investment decisions, whereas a Portfolio Analyst focuses on supporting portfolio management through data analysis and reporting.
More about Sr Portfolio Analyst jobs
What cities are hiring for Sr Portfolio Analyst jobs? Cities with the most Sr Portfolio Analyst job openings:
What states have the most Sr Portfolio Analyst jobs? States with the most job openings for Sr Portfolio Analyst jobs include:
What job categories do people searching Sr Portfolio Analyst jobs look for? The top searched job categories for Sr Portfolio Analyst jobs are:
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