Portfolio Analyst Salary

An average Portfolio Analyst in the United States can expect to take home roughly $56K annually. Cash earnings for Portfolio Analysts — including $15K in bonuses and $10K in profit sharing proceeds near the top of the pay scale — generally stretch from $41K to $90K depending on individual performance. Geography is the biggest factor affecting pay for this group, followed by career duration. For the most part, Portfolio Analysts enjoy their work and report high levels of job satisfaction. Male Portfolio Analysts are far more common among survey respondents than their female counterparts, who typically comprise less than one-third of the field. Medical benefits are awarded to nearly all, and a strong majority earn dental coverage. This report is based on answers to PayScale's salary questionnaire.

$40,506 - $82,026
(Median)
$41K
$56K
$82K
MEDIAN: $56,198
10%
50%
90%

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$14.74 - $33.22
(Median)
$15
$22
$33
MEDIAN: $21.00
10%
50%
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
$40,506 - $82,026  
   
Bonus
$514 - $15,129  
Profit Sharing
$707 - $9,983  
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).
)
$40,749 - $89,759  
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 375
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$17$34$51
Hourly Rate
$14.74 - $33.22  
   
Overtime
$19.72 - $48.94  
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$50K$100K$150K
Bonus
$514 - $15,129  
   
Profit Sharing
$707 - $9,983  
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).
)
$40,749 - $89,759  
Country: United States | Currency: USD | Updated: 2 Jul 2015 | Individuals Reporting: 28
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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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Advancing into a Portfolio Manager role seems to be a popular career move for Portfolio Analysts, and folks who currently work in the latter position report a notably larger median income of $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, SAS, and Microsoft Excel are correlated to pay that is above average. Skills that are correlated to lower pay, on the other hand, include 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.


Relatively untried employees who have less than five years' experience make $56K, but folks with five to 10 years under their belts enjoy an appreciably larger median of $69K. For Portfolio Analysts, 10 to 20 years of experience on the job amounts to an average salary of $85K. Folks with more than two decades of experience actually report lower incomes overall; their average comes out to a mere $70K.

Pay Difference by Location


New York is home to an above-average pay rate for Portfolio Analysts, 37 percent higher than the national average. Portfolio Analysts can also look forward to large paychecks in cities like Boston (+33 percent), San Francisco (+22 percent), Chicago (+18 percent), and Los Angeles (+12 percent). Atlanta is home to the smallest salaries in the field, lagging the national average by 19 percent. Employers also pay below the national average in Dallas (16 percent lower) and San Diego (13 percent lower).

Related Job Salaries

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Experience Affects Portfolio Analyst Salaries


Late-Career
up arrow 17%


National Average
$60,000


Skills That Affect Portfolio Analyst Salaries


Investment Management
up arrow 3%

SAS
up arrow 1%

Microsoft Excel
0%

Financial Analysis
0%

National Average
$60,000

Data Analysis
up arrow 3%

Financial Modeling
up arrow 17%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 78 votes.

Gender

Female
26 %
Male
74 %

Years of Experience

Less than 1 year
9%
1-4 years
59%
5-9 years
19%
10-19 years
10%
20 years or more
2%

Common Health Benefits

medical benefits Medical: 91% dental benefits Dental: 78%
vision benefits Vision: 66% employee benefits None: 8%
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