How to Become a Portfolio-Analyst?
Steps to Become a Portfolio AnalystIf you're considering starting your Portfolio Analyst career path, it's important to note the skills, qualifications, and time it takes to become a professional Portfolio Analyst and how to advance your career path. Below are the steps generally required to begin and advance your Portfolio Analyst career.
Earn a DegreeTo begin your Portfolio Analyst career path, a Bachelor's Degree in Business or a related field is usually necessary in order to remain a competitive option for employers. Focus on industry-specific skill development during your education in order to be properly equipped when applying for entry-level positions and entering the job force. A Portfolio Analyst internship may be required to earn your Bachelor's Degree and acquire necessary on-the-job skills before entering the workforce.
What type of degree should you pursue to become a Portfolio Analyst?
54% of people working as a Portfolio Analyst earned a Bachelor's Degree
What skills do you need to be a Portfolio Analyst?
- Excellent Communication
- Operating Systems
- Microsoft Office Suite
- Critical Thinking
- Written Communication
Choose a Specialty in Your FieldAs an Portfolio Analyst, you may be required to choose a specialty within your field. Determine which part of the Portfolio Analyst field you feel strongest in, and continue taking active steps toward growing in your chosen Portfolio Analyst specialty.
Get an Entry-Level Position as a Portfolio AnalystOnce you've acquired a Bachelor's Degree in Business or a related field, you'll typically begin your career as an entry-level Portfolio Analyst. In general, you can become a Portfolio Analyst after completing your 4 year Bachelor's Degree in a related discipline. Depending on the type of Portfolio Analyst role you’re pursuing, you may want to explore certification in cisa.
Advance in Your Portfolio Analyst CareerFollowing entry-level, there are several Portfolio Analyst career path levels to advance into. It can take 2 years as an entry-level Portfolio Analyst to progress to the next seniority level position. Each advanced Portfolio Analyst position requires approximately 2 years of experience at each level to advance in your Portfolio Analyst career path. It may be necessary to receive additional education, an advanced degree such as a Master's Degree in a related field, or special certifications in order to advance your Portfolio Analyst career path.
Continued Education for Your Portfolio Analyst Career PathNot all industries and companies require continued education to advance your Portfolio Analyst career path. However, earning this degree may help you advance to higher-earning positions more quickly. Earning a Graduate Degree in Business can take 4 years to complete. People that have earned their Graduate Degree typically make $132,655 compared to $53,077 for those without that type of degree.
Portfolio-Analyst Career Path
Portfolio Analyst II
Portfolio Analyst Lead
Total Pay Trajectory
Portfolio-Analyst Career Path
Related Careers in the Finance & Accounting Industry
Interested in other Finance & Accounting careers? Below are occupations that have high affinity with Portfolio-Analyst skills. Discover some of the most common Portfolio-Analyst career transitions, along with skills overlap.