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Sr 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

$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 ...

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 ...

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 ...

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 ...

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Showing results 41-60

All JobsSr Portfolio Analyst Jobs

Sr Portfolio Analyst information

See salary details

$85.5K

$106K

$132K

How much do sr portfolio analyst jobs pay per year?

As of Aug 15, 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?

AspectSr Portfolio AnalystPortfolio Analyst
Required CredentialsBachelor's degree, often a master's, certifications like CFABachelor's degree, some certifications preferred
Work EnvironmentFinancial firms, investment companies, asset managementFinancial institutions, investment firms, corporate finance
Employer & Industry UsageUsed in asset management, private equity, hedge fundsCommon 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.

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Sr Portfolio Analyst jobs near you
Infographic showing various Sr 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 9 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

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