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Portfolio Analyst Salary

Portfolio Analysts in the United States can expect wages of $56K per year on average. Total cash compensation to Portfolio Analysts bottoms out near $40K and approaches $89K on the high end; the biggest paychecks include approximately $15K from bonuses and almost $10K from profit sharing. Geographic location and years of experience each impact pay for this group, with the former having the largest influence. Generally, women make up less than a third of all Portfolio Analysts who answered the questionnnaire. Job satisfaction is reported as high by the vast majority of workers. Almost all report receiving medical coverage from their employers and a fair number collect dental insurance. The data for this synopsis comes from respondents who took the PayScale salary survey.
$39,938 - $79,925
(Median)
40K
56K
66K
80K
MEDIAN: $55,737
10%
50%
75%
90%

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$14.66 - $32.33
(Median)
15
18
22
30
32
MEDIAN: $21.00
10%
25%
50%
75%
90%

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National Salary Data

 (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$30K$60K$90K
Salary
$39,938 - $79,925  
   
Bonus
$504 - $14,824  
Profit Sharing
$720 - $10,256  
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).
)
$39,961 - $89,200  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 337
National Hourly Rate Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$16$32$48
Hourly Rate
$14.66 - $32.33  
   
Overtime
$21.36 - $46.01  
National Annualized Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$32K$64K$96K
Bonus
$504 - $14,824  
   
Profit Sharing
$720 - $10,256  
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).
)
$39,961 - $89,200  
Country: United States | Currency: USD | Updated: 11 Dec 2014 | Individuals Reporting: 22
United States (change)

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

  • Facilitate account result and funds investment.
  • Research investment solution suite, and make recommendations for enhanced investment solutions.
  • 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.

Common Career Paths for Portfolio Analyst


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Portfolio Analysts might see a strong upturn in salary transition into upper-level roles like Portfolio Manager. Median pay for a Portfolio Manager is $90K per year.

Portfolio Analyst Job Listings

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Popular Skills for Portfolio Analyst


Portfolio Analysts report using a pretty varied skill set on the job. Most notably, skills in Portfolio Management, Investment Management, Microsoft Excel, and Financial Analysis are correlated to pay that is above average. Skills that pay less than market rate include Financial Modeling and Data Analysis. The majority of those who know Financial Analysis also know Portfolio Management.

Pay by Experience Level for Portfolio Analyst

Median of all compensation (including tips, bonus, and overtime) by years of experience.


Workers in their first five years can expect to earn $56K, but people who have been around for five to 10 years earn a noticeably bigger sum of $70K. After working for 10 to 20 years, Portfolio Analysts make a median salary of $83K. Survey respondents who have worked for more than 20 years actually report somewhat lower incomes of $69K.

Pay Difference by Location


With a pay rate for Portfolio Analysts that is 44 percent greater than the national average, Boston offers a comfortable salary for those in this profession. Portfolio Analysts will also find cushy salaries in New York (+31 percent), San Francisco (+24 percent), Chicago (+13 percent), and Los Angeles (+10 percent). Atlanta is the lowest-paying area, 17 percent south of the national average. Not at the bottom but still paying below the median are employers in Dallas and San Diego (15 percent less).

Related Job Salaries

Experience Affects Portfolio Analyst Salaries



Late-Career
up arrow 16%

National Average
$60,000


Skills That Affect Portfolio Analyst Salaries


Investment Management
up arrow 3%

Microsoft Excel
up arrow 1%

Financial Analysis
up arrow 1%

National Average
$60,000

Data Analysis
up arrow 8%

Financial Modeling
up arrow 16%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 81 votes.

Gender

Female
24 %
Male
76 %

Years of Experience

Less than 1 year
10%
1-4 years
57%
5-9 years
22%
10-19 years
9%
20 years or more
2%

Common Health Benefits

medical benefits Medical: 91% dental benefits Dental: 79%
vision benefits Vision: 68% employee benefits None: 8%