What does a Lead 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.
- 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.
- 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.
How much does a Lead Portfolio Analyst make near United States?
Lead Portfolio Analyst Career Path
Learn how to become a Lead Portfolio Analyst, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Years of Experience Distribution
Lead Portfolio Analyst Insights
“401k employer contribution is the best”
“Unclear career paths and below industry standard pay”
“I was able to negotiate my pay to a higher rate when I was originally hired.”
“Good money right out of college”
“work life balance was good”
“Good people to work with”
“great people to work with”
“nice people to work with”
Lead Portfolio Analyst Interviews
Frequently asked questions about the roles and responsibilities of a Lead Portfolio Analyst
- Portfolio Manager
- Investment Banking Analyst
- Equity Analyst
- Investment Analyst