Portfolio Analyst Salary

Portfolio Analysts in the United States can expect wages of $58K per year on average. Total cash compensation for Portfolio Analysts runs from $42K to $92K depending on bonuses that can occasionally exceed $16K and profit sharing that can reach almost $10K. Residence and experience level 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. The majority of workers are highly satisfied with their job. Almost all enjoy medical while a fair number get dental coverage. Vision coverage is also available to a majority.

$41,931 - $82,605
(Median)
$42K
$58K
$83K
MEDIAN: $58,490
10%
50%
90%

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$15.01 - $31.97
(Median)
$15
$22
$32
MEDIAN: $21.00
10%
50%
90%

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National Salary Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$31K$62K$93K
Salary
$41,931 - $82,605  
   
Bonus
$1,186 - $16,155  
Profit Sharing
$705 - $10,174  
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).
)
$41,709 - $92,056  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 429
National Hourly Rate Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$16$32$48
Hourly Rate
$15.01 - $31.97  
   
Overtime
$22.35 - $46.22  
National Annualized Data (?
XAll compensation data shown are gross 10th to 90th percentile ranges. Take the PayScale Survey to find out how location influences pay for this job.
)
$0$32K$64K$96K
Bonus
$1,186 - $16,155  
   
Profit Sharing
$705 - $10,174  
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).
)
$41,709 - $92,056  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 34
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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

  • 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 who move on to become Portfolio Managers may enjoy significant pay raises, as Portfolio Managers get paid an average of $90K per year.

Portfolio Analyst Job Listings

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Popular Skills for Portfolio Analyst


Survey results imply that Portfolio Analysts put a diverse skill set to use. Most notably, skills in Investment Management, Portfolio Management, Microsoft Excel, and Financial Analysis are correlated to pay that is above average. At the other end of the pay range are skills like Financial Modeling and Data Analysis. Those proficient in Financial Analysis are, more often than not, also skilled in Portfolio Management.

Pay by Experience Level for Portfolio Analyst

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


Those who have worked for fewer than five years take home a median salary of $59K, and workers with five to 10 years of experience earn a higher $70K on average. On average, Portfolio Analysts make $87K following one to two decades on the job. Survey participants with more than twenty years of experience only make around $69K on average, though; this group reports a lower median than the one claimed by mid-career individuals.

Pay Difference by Location

National Average: $61,625

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

With a pay rate for Portfolio Analysts that is 35 percent greater than the national average, New York offers a comfortable salary for those in this profession. Portfolio Analysts will also find cushy salaries in Boston (+31 percent), San Francisco (+22 percent), Chicago (+13 percent), and Houston (+13 percent). The lowest-paying market is St. Louis, which sits 19 percent below the national average. Employers also pay below the national average in Durham (19 percent lower) and Dallas (18 percent lower).

Related Job Salaries

United States (change)

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Experience Affects Portfolio Analyst Salaries



Late-Career
up arrow 12%

National Average
$62,000


Skills That Affect Portfolio Analyst Salaries

Investment Management
up arrow 12%


Microsoft Excel
up arrow 1%

National Average
$62,000

Financial Analysis
up arrow 1%

SAS
up arrow 1%

Financial Reporting
up arrow 3%

Data Analysis
up arrow 6%

Financial Modeling
up arrow 19%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 91 votes.

Gender

Female
28 %
Male
72 %

Years of Experience

Less than 1 year
9%
1-4 years
58%
5-9 years
22%
10-19 years
10%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 90%
dental benefits
Dental: 76%
medical benefits
Vision: 64%
dental benefits
None: 8%
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