Portfolio Analyst Salary (United States)

A Portfolio Analyst earns an average salary of $55,807 per year. Most people move on to other jobs if they have more than 10 years' experience in this field. Pay for this job rises steadily for more experienced workers, but goes down noticeably for the few employees with more than 20 years' experience.
Portfolio Analyst Total Pay (?
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.
)
$39,487 - $80,880
(Median)
39K
56K
67K
81K
MEDIAN: $55,806
10%
50%
75%
90%
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Portfolio Analyst Total Pay (?
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.
)
$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$31K$62K$93K
Salary
$39,487 - $80,880  
   
Bonus
$502 - $15,205  
Profit Sharing
$715 - $10,304  
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).
)
$39,428 - $90,447  
PayScale
Country: United States | Currency: USD | Updated: 5 Aug 2014 | Individuals Reporting: 339
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
$502 - $15,205  
   
Profit Sharing
$715 - $10,304  
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).
)
$39,428 - $90,447  
PayScale
Country: United States | Currency: USD | Updated: 5 Aug 2014 | Individuals Reporting: 339
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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 Analyst Job Listings

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Popular Skills for Portfolio Analyst

Pay by Experience Level for Portfolio Analyst

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

Pay Difference By Location

up arrow 46%
up arrow 31%
San Francisco
up arrow 28%
Chicago
up arrow 18%
Los Angeles
up arrow 9%
National Average
$60,000
Seattle
up arrow 4%
up arrow 16%
San Diego
up arrow 18%
Larger circles over a city indicate a job is popular in that location.

Related Job Salaries

Experience Affects Portfolio Analyst Salaries

Late-Career
up arrow 15%
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

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Highly satisfied
Rated 4 out of 5 based on 84 votes.

Gender

Female
26%
female alumni
 
Male
74%
male alumni

Years of Experience

Less than 1 year
10%
1-4 years
56%
5-9 years
23%
10-19 years
9%
20 years or more
2%

Common Health Benefits

medical benefits Medical: 90% dental benefits Dental: 78%
vision benefits Vision: 68% employee benefits None: 9%
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