How to Become a Portfolio-Analyst?

Are you thinking of becoming a Portfolio-Analyst or already started your career and planning the next step? Learn how to become a Portfolio-Analyst, what skills you need to succeed, how to advance your career and get promoted, and what levels of pay to expect at each step on your career path. Explore new Portfolio-Analyst job openings and options for career transitions into related roles.
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Steps to Become a Portfolio Analyst

If 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 Degree

To 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
  • Dashboarding
  • PPT
  • SharePoint
  • Critical Thinking
  • Written Communication
Based on resume data from Glassdoor users who reported working as a Portfolio Analyst in the United States.

Choose a Specialty in Your Field

As 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 Analyst

Once 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 Career

Following 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 Path

Not 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

2 - 4Years of Experience
$65K - $106K /yrMost Likely Range
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Portfolio Analyst II

2 - 4Years of Experience
$81K - $127K /yrMost Likely Range
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Portfolio Analyst Lead

5 - 7Years of Experience
$81K - $125K /yrMost Likely Range
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Total Pay Trajectory

Portfolio-Analyst Career Path

Junior Portfolio Analyst
Portfolio Analyst
Portfolio Analyst II
Portfolio Analyst Lead
Senior Portfolio Analyst
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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.

Portfolio Manager
13% skills overlap
47% transitioned to Portfolio Manager