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Summer Portfolio Performance Analyst Jobs (NOW HIRING)

Portfolio Performance & Growth Analytics * Analyze consumer credit card portfolio performance across the customer lifecycle, including acquisition, activation, engagement, retention, and reactivation ...

Portfolio Performance & Growth Analytics * Analyze consumer credit card portfolio performance across the customer lifecycle, including acquisition, activation, engagement, retention, and reactivation ...

Portfolio Performance & Growth Analytics * Analyze consumer credit card portfolio performance across the customer lifecycle, including acquisition, activation, engagement, retention, and reactivation ...

As an employer we foster collaboration and high performance to achieve excellence. We holistically ... The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at ...

Portfolio Analyst

Lake Oswego, OR ยท On-site

$65K - $85K/yr

We are seeking a motivated individual to join us as a Portfolio Manager to oversee the performance ... Strong financial statement analysis skills * Proficiency in Excel and financial modeling tools

As an employer we foster collaboration and high performance to achieve excellence. We holistically ... This Portfolio Analyst role sits at the intersection of Credit Risk and Enterprise Risk, driving ...

They are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond ... Job Summary The Retail Power Portfolio Analyst supports our clients Energy's Go-To-Market (GTM ...

They are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond ... Job Summary The Retail Power Portfolio Analyst supports our clients Energy's Go-To-Market (GTM ...

Energy Portfolio Analyst

New York, NY ยท On-site +1

$90K - $110K/yr

Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...

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Portfolio Analyst

San Diego, CA ยท On-site

$90K - $120K/yr

Analyzing portfolio performance trends at both the asset and portfolio level * Leading monthly rent roll variance reviews and resolving discrepancies * Reviewing lease transactions and related ...

... portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and ... The Solar Performance Analyst will serve as a primary data and performance analytics resource ...

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Summer Portfolio Performance Analyst information

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$27.5K

$75.2K

$128.5K

How much do summer portfolio performance analyst jobs pay per year?

As of Jul 13, 2026, the average yearly pay for summer portfolio performance analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

What are some typical projects a Summer Portfolio Performance Analyst might work on during their internship?

As a Summer Portfolio Performance Analyst, you can expect to work on projects such as analyzing portfolio returns, assisting in the preparation of performance attribution reports, and conducting benchmarking studies. You may also help automate data collection and reporting processes, evaluate risk metrics, and support senior analysts with ad hoc analysis. These projects will give you hands-on experience with investment data, exposure to portfolio management tools, and opportunities to collaborate with investment teams, risk analysts, and client service professionals.

What is the difference between Summer Portfolio Performance Analyst vs Summer Investment Analyst?

AspectSummer Portfolio Performance AnalystSummer Investment Analyst
Primary FocusAnalyzing portfolio performance metrics and reportingConducting investment research and supporting asset allocation
Required SkillsData analysis, performance measurement, financial modelingFinancial analysis, market research, valuation techniques
Work EnvironmentFinancial firms, asset management companiesInvestment banks, asset management firms
Common CertificationsNone mandatory, but CFA level I beneficialNone mandatory, CFA level I beneficial

The Summer Portfolio Performance Analyst primarily focuses on evaluating and reporting portfolio performance, while the Summer Investment Analyst concentrates on researching investments and supporting decision-making. Both roles require strong analytical skills and are common in asset management and investment firms, often sharing similar credentials and work environments.

What is a Summer Portfolio Performance Analyst?

A Summer Portfolio Performance Analyst is an intern or seasonal employee who assists investment or asset management firms in evaluating the performance of their investment portfolios during the summer months. Their responsibilities typically include analyzing financial data, generating performance reports, benchmarking portfolio returns against relevant indices, and supporting the investment team with research and data analysis. This role provides hands-on experience in investment performance measurement, exposure to portfolio management processes, and opportunities to develop analytical and financial modeling skills. It is ideal for students or recent graduates interested in finance, investments, or asset management.

What are the key skills and qualifications needed to thrive as a Summer Portfolio Performance Analyst, and why are they important?

To thrive as a Summer Portfolio Performance Analyst, you need strong quantitative analysis skills, attention to detail, and coursework in finance, economics, or a related field. Familiarity with financial modeling tools, Excel, Bloomberg Terminal, and possibly programming languages like Python or R is highly valued. Strong communication, problem-solving abilities, and a collaborative mindset help you stand out in this internship role. These skills are crucial for accurately evaluating portfolio performance, generating actionable insights, and effectively supporting investment teams during the internship.
What cities are hiring for Summer Portfolio Performance Analyst jobs? Cities with the most Summer Portfolio Performance Analyst job openings:
What are the most commonly searched types of Portfolio Performance Analyst jobs? The most popular types of Portfolio Performance Analyst jobs are:
What states have the most Summer Portfolio Performance Analyst jobs? States with the most job openings for Summer Portfolio Performance Analyst jobs include:
Cards Portfolio Analyst

Cards Portfolio Analyst

Blend360

Minneapolis, MN โ€ข On-site

Contractor

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago


Job description

Company Description

Blendย is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel bold visions, Blend tackles significant challenges by seamlessly aligning human expertise with artificial intelligence. The company is dedicated to unlocking value and fostering innovation for its clients by harnessing world-class people and data-driven strategy. We believe that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients.

Job Description

Our client, a leading financial services institution, is seeking a Cards Portfolio Analyst to support the growth, performance, and optimization of its consumer credit card portfolio. This individual will leverage data, analytics, and portfolio management best practices to generate actionable insights that drive customer acquisition, engagement, retention, and overall portfolio profitability.

This role is ideal for an analytically driven professional with experience in credit cards, consumer lending, portfolio analytics, or financial services marketing. The successful candidate will combine strategic thinking with hands-on data analysis to help inform marketing strategies, improve customer experience, and support business growth initiatives.

The Details:

  • Location: Hybrid (Minneapolis, MN or Colorado Springs, CO)
  • Duration: Approximately a 6-month consulting role with the possibility of extension (must be able to work on Blend's W2 without sponsorship)
  • Benefits: We do offer benefits to our full-time consultants, including Health, Vision, Dental, 401K plan, Life Insurance, Pretax Commuter Benefits, and an incredibly supportive team cheering you on!

What you'll do:

Portfolio Performance & Growth Analytics

  • Analyze consumer credit card portfolio performance across the customer lifecycle, including acquisition, activation, engagement, retention, and reactivation initiatives.
  • Identify trends, customer behaviors, and portfolio opportunities that support growth, increased card usage, and improved customer engagement.
  • Monitor key portfolio metrics and provide actionable recommendations to improve business performance.

Marketing Analytics & Reporting

  • Partner with marketing teams to evaluate campaign effectiveness and measure the impact of customer acquisition and engagement initiatives.
  • Support A/B testing, segmentation analysis, and performance measurement efforts to optimize marketing investments.
  • Deliver insights that help guide marketing strategy, customer targeting, and portfolio growth initiatives.

Dashboard Development & Business Intelligence

  • Design, develop, and maintain executive dashboards and reporting solutions using tools such as Tableau, Power BI, SQL, and related business intelligence platforms.
  • Ensure data integrity, consistency, and accuracy across multiple enterprise data sources.
  • Create scalable reporting frameworks that improve visibility into portfolio performance and reduce manual reporting efforts.

Cross-Functional Partnership

  • Collaborate closely with Product Management, Marketing, Analytics, Operations, and Data teams to translate business questions into analytical solutions.
  • Support business case development, prioritization, and implementation of portfolio enhancement initiatives.
  • Present findings and recommendations to stakeholders, helping drive data-informed decision-making across the organization.

Portfolio Governance & Continuous Improvement

  • Establish repeatable reporting processes and governance standards that improve efficiency and scalability.
  • Conduct ongoing portfolio reviews and performance assessments against established goals and KPIs.
  • Monitor industry trends, competitive offerings, and customer behavior patterns to identify new opportunities for portfolio optimization.
Qualifications

Education & Experience

  • Bachelor's degree in Business, Finance, Analytics, Economics, Marketing, or a related field.
  • 5+ years of experience in financial services, consumer lending, credit cards, portfolio analytics, or related disciplines.
  • 3+ years of experience in data analysis, reporting, business intelligence, or portfolio management.
  • Experience using data and analytics to influence business decisions and marketing strategies.
  • Wealth management, banking, consumer lending, or credit card industry experience strongly preferred.

Technical Skills

  • Advanced analytical and problem-solving capabilities with the ability to transform complex data into meaningful business insights.
  • Strong SQL skills and experience querying large datasets.
  • Experience developing dashboards and reporting solutions using Tableau, Power BI, or similar visualization tools.
  • Experience defining, measuring, and reporting on KPIs and portfolio performance metrics.
  • Familiarity with enterprise data environments and multiple data source integrations.
  • Exposure to Databricks or similar modern data platforms is a plus.

Marketing & Business Acumen

  • Understanding of customer lifecycle management, campaign analytics, customer segmentation, and engagement strategies.
  • Experience supporting marketing performance measurement and optimization initiatives.
  • Knowledge of consumer credit card products, payments, lending, or related financial products preferred.

Soft Skills

  • Excellent communication and presentation skills, with the ability to explain analytical findings to both technical and non-technical audiences.
  • Strong organizational skills with the ability to manage multiple priorities simultaneously.
  • Collaborative mindset with experience working in cross-functional environments.
  • Self-starter who thrives in fast-paced, data-driven organizations.
Additional Information

The targeted pay range for this role is $45.00-50.00 per hour. ย Actual compensation within the range will be dependent on several factors including but not limited to relevant experience, skills, certifications, training, and location. It is not typical for an individual to be hired at or near the top of the range and determining factors for compensation are considered for each individual circumstance. BLEND360 also offers a competitive benefits program to meet the health and financial well-being of our team and their families. You can look forward to a range of benefits including medical, dental, vision, 401K, PTO, commuter benefits, spending accounts, life insurance, disability coverage, and EAPs.

A diverse workforce is a strong workforce
To deliver growth at BLEND360 and for our clients, we believe as a Talent Solutions Company, we have a responsibility and unique opportunity to positively impact the workforce. Diversity has played a critical role in our history, our growth, and continues to have a profound impact on our success.ย  We are determined to have equality in the workplace, within our team and as an extension of our clients' team.

BLEND360 is an equal opportunity employer.