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.

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Average Years of Experience

0 - 1
29%
2 - 4
48%
5 - 7
6%
8+
17%

Common Skill Sets

Excellent Communication
Operating Systems
Microsoft Office Suite
Dashboarding
PPT
SharePoint
Critical Thinking
Written Communication

Portfolio Analyst Seniority Levels

Portfolio Manager
50% made the transition
Investment Banking Analyst
32% made the transition
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Portfolio Analyst Salaries

Average Base Pay

$72,879 /yr
Same as national average
Not including cash compensation
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$49K
Median: $73K
$109K
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Glassdoor Estimated Salary

Portfolio Analyst Jobs