Portfolio Analyst Salary

Pay for Portfolio Analysts in the United States sits in the ballpark of $60K annually. Total cash compensation to Portfolio Analysts approaches anywhere from $43K on the lower end to $94K on the higher end; in exceptional cases, this can include more than $20K from bonuses and upwards of $8K from profit sharing. While the specific employer and tenure impact pay for this group, geographic location is the most influential factor. Nearly all enjoy medical while a strong majority get dental coverage. Vision coverage is also available to more than half. Male Portfolio Analysts are far more common among survey respondents than their female counterparts, who typically comprise less than one-third of the field. Job satisfaction is reported as high by the vast majority of workers.

$42,781 - $85,024
$43K
$60K
$85K
MEDIAN: $59,948
10%
50%
90%

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$15.10 - $37.51
$15
$24
$38
MEDIAN: $23.75
10%
50%
90%

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$0$93K
Salary $42,781 - $85,024
Bonus $1,956 - $19,506
Profit Sharing $496.65 - $8,456
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$42,846 - $93,624
  • Country: United States
  • Currency: USD
  • Updated: 11 Jul 2017
  • Individuals Reporting: 309
Hourly Data $0$59
Hourly Rate $15.10 - $37.51
Overtime $30.13 - $59.60
Annual Data $0$93K
Bonus $1,956 - $19,506
Profit Sharing $496.65 - $8,456
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$42,846 - $93,624
  • Country: United States
  • Currency: USD
  • Updated: 11 Jul 2017
  • Individuals Reporting: 20

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United States (change)

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Job Description for Portfolio Analyst

A portfolio analyst holds an advanced position in finance. The duties of the portfolio analyst vary greatly according to the specific needs of their employer and industry, but these professionals are generally responsible for using appropriate investment tools to carefully prepare reports and detailed analysis on portfolios. They are in charge of conducting research on economic and business interests, as well as remaining up to date on all industry and legal changes or any other matters which may affect the portfolio. Individuals in this position also maintain records and databases, communicate with clients, and perform industry-specific duties. Portfolio analyst positions frequently require extensive use of investment software and systems specific to the company. The portfolio analyst often works as part of a team and may report to the portfolio manager.

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Portfolio Analyst Tasks

  • Create asset allocation studies, and test or confirm assumptions or constraints in the client profiling process.
  • Respond to customer request and coordinate meeting materials for client meetings.
  • Facilitate account result and funds investment.
  • Research investment solution suite, and make recommendations for enhanced investment solutions.

Common Career Paths for Portfolio Analyst


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Many Portfolio Analysts move into a Portfolio Manager role, and folks who currently hold that position report a much higher median income of $90K per year.

Portfolio Analyst Job Listings

Popular Employer Salaries for Portfolio Analyst


Popular Skills for Portfolio Analyst


Survey results suggest that Portfolio Analysts use a fairly large toolkit of professional skills. Most notably, skills in Performance Analysis, Investment Management, Microsoft Excel, and Portfolio Management are correlated to pay that is above average, with boosts between 3 percent and 13 percent. Those listing Financial Modeling as a skill should be prepared for drastically lower pay. Financial Reporting and SAS also typically command lower compensation. Most people skilled in Financial Analysis are similarly competent in Portfolio Management.

Pay by Experience Level for Portfolio Analyst

Pay by Experience for a Portfolio Analyst has a positive trend. An entry-level Portfolio Analyst with less than 5 years of experience can expect to earn an average total compensation of $61,000 based on 261 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Portfolio Analyst with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $70,000 based on 72 salaries. An experienced Portfolio Analyst which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $80,000 based on 22 salaries. A Portfolio Analyst with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $67,000 based on 5 salaries.

Pay Difference by Location

National Average: $64,174

Larger city markers indicate a job is popular in that location.

Portfolio Analysts will find that New York offers an impressive pay rate, one which exceeds the national average by 32 percent. Portfolio Analysts can also look forward to large paychecks in cities like San Francisco (+22 percent), Los Angeles (+20 percent), Boston (+15 percent), and Princeton (+6 percent). Location is a huge contributor to overall pay, with Portfolio Analysts in St. Louis earning a whopping 22 percent below the national average. A couple other locations with smaller-than-average paychecks include Dallas (21 percent lower) and Indianapolis (20 percent lower).

Related Job Salaries

Key Stats for Portfolio Analyst

Gender

Female
27 %
Male
73 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 61 votes.
Less than 1 year
12%
1-4 years
57%
5-9 years
23%
10-19 years
7%
20 years or more
1%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Portfolio Analyst Salaries

▲25%

▲9%

Late-Career
▲4%

National Average
$64,000

▼6%

Skills That Affect Portfolio Analyst Salaries

Performance Analysis
▲13%




National Average
$64,000



SAS
▼4%

Financial Reporting
▼4%

Financial Modeling
▼22%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 61 votes.

Gender

Female
27 %
Male
73 %

Years of Experience

Less than 1 year
12%
1-4 years
57%
5-9 years
23%
10-19 years
7%
20 years or more
1%

Common Health Benefits

medical benefits
Medical: 90%
dental benefits
Dental: 78%
vision benefits
Vision: 68%
no benefits
None: 9%
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