What does a Portfolio-Analyst do?

Portfolio analysts work with a collection of investments and advise individuals and companies about them. They study trends and impact investments and write reports about economic and business changes affecting investments’ value. Their work ensures a client's investments are secure and produce expected yield returns by evaluating the performance of a client's investments, including stocks and bonds, and making recommendations to help clients increase their assets. They analyze information including financial statements to help determine a client's value and assist them in their financial decisions.

Portfolio analysts stay apprised of trends that impact the performance of the different investment vehicles. They pay close attention to trends in the economy and business, including stock value or interest rates, because they positively and negatively affect an investment’s value. They generate reports covering investment values, performances, and trends, which they provide to a client regularly, often monthly or quarterly. They also ensure clients have an understanding of investment risk, product pricing, and rate changes. Portfolio analysts need Certified Financial Analyst certification and an undergraduate degree in finance, economics, or related fields.

What responsibilities are common for Portfolio-Analyst jobs?
  • Assist team with preparation of the monthly reports.
  • Track investors, investor meetings, and investor participation across capital structure for the program.
  • Enter the data from the completed and reviewed into the banks loan system.
  • Manage, track, report, and perform all tasks as assigned.
  • Conduct on-site inspections of collateral properties ascertaining overall condition, maintenance or any other matters.
  • Provide in-depth health and performance analysis as required.
  • Assist with financial modeling and evaluation of specific loan issuers.
  • Recommend improvements to enhance information system operational availability, reliability, performance of the customer base.
  • Maintain and administer enterprise services, security protection mechanisms, automation scripts or system maintenance/monitoring automation to improve uptime and reduce support.
  • Complete written financial reviews of commercial real estate loans and conduct property inspections of commercial real estate collateral.
  • Review the adequacy of the debt service coverage, loan to value and loan risk rating.
  • Review the positive and negative aspects of the location of the property.
  • Collaborate on and communicate about daily priorities across multiple departments and levels.
  • Clean and transform data using advanced text formulas, logic statements, pivot tables, and index/vlookups with the objective of being able to work and manipulate large volumes of data efficiently.
  • Work closely with broader research, editorial, and communications teams to help support and inform project outcomes.
What are the typical qualifications for Portfolio-Analyst jobs?
  • Bachelor's or Graduate's Degree in business, business administration, information systems, economics or finance, or equivalent experience.
  • Experience with software such as GIAC, OSD, or UNIX.
  • Prior experience as a consultant.
  • Fluent in derivatives, budget planning, and variance analysis.
  • A problem solver who can collaborate with team members and clients.
  • Comfortable using leadership for incident response and interfacing.
  • Demonstrated attention to detail and time management skills.
EducationBachelor's Degree
Work/Life Balance
3.8 ★
Total Pay--
Career Opportunity
3.5 ★
Avg. Experience2-4 years

How much does a Portfolio-Analyst make?

Confident
$85,679 /yr
Total Pay
$66,106
 /yr

Base Pay

+
$19,573
 /yr

Additional Pay

$85,679

 / yr
$44K$236K
Most Likely Range
Possible Range
See More Insights

Portfolio-Analyst Career Path

Learn how to become a Portfolio-Analyst, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

L2
Portfolio Analyst
$85,679/yr
L3
L2

Average Years of Experience

0 - 1
29%
2 - 4
48%
5 - 7
6%
8+
17%
Not including years spent in education and/or training
See Career Path

Portfolio-Analyst Insights

Read what Portfolio-Analyst professionals have to say about their job experiences and view top companies for this career.
SmoothwallSmoothwall
Digital Monitoring Analyst
Nov 27, 2020

“My job is great and the pay is fair for what it is we actually we do!”

Wells FargoWells Fargo
Investment Portfolio Analyst
Feb 1, 2022

“Most employees in IP are good people and great to work with.”

Albourne Partners LimitedAlbourne Partners Limited
Portfolio Analyst
Feb 15, 2022

“Unclear career paths and below industry standard pay”

State StreetState Street
Portfolio Analyst
Apr 8, 2021

“Salary and bonuses way below industry standards”

CIBCCIBC
Portfolio Analyst
Aug 24, 2020

“2) Asked for financing my career advancement to another department within CIBC (Request DENIED).”

Marks & SpencerMarks & Spencer
Portfolio Analyst
Jan 20, 2021

“Limited opportunity for progression and development outside of the day to day job responsibilities.”

Tata Consultancy ServicesTata Consultancy Services
Senior Portfolio Analyst
Feb 28, 2020

“There is no Growth prospectus no promotion no salary hike”

J.P. Morgan Asset ManagementJ.P. Morgan Asset Management
Portfolio Analyst
Aug 17, 2020

“Good people to work with”

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Portfolio-Analyst Interviews

Frequently asked questions about the roles and responsibilities of a Portfolio-Analyst

When working as a Portfolio-Analyst, the most common skills you will need to perform your job and for career success are Excellent Communication, Operating Systems, Microsoft Office Suite, Dashboarding, and PPT.

The most similar professions to Portfolio-Analyst are:
  • Portfolio Manager
  • Investment Banking Analyst
  • Equity Analyst
  • Investment Analyst

The most common qualifications to become a Portfolio-Analyst include a minimum of a Bachelor's Degree and an average of 0 - 1 years of experience not including years spent in education and/or training.

Related Careers

Portfolio Manager
$118,511
13% skills overlap
Investment Banking Analyst
$96,992
13% skills overlap
Equity Analyst
$92,006
13% skills overlap
Investment Analyst
$92,580
13% skills overlap

Portfolio-Analyst Jobs