Portfolio Analyst Salary

Portfolio Analysts in the United States take home an average $56K per year. Overall cash earnings for Portfolio Analysts stretch from $41K on the lower end to $90K near the top, and the heftiest packages can encompass around $15K from bonuses and $10K from profit sharing. Location and career duration each impact pay for this group, with the former having the largest influence. Almost all enjoy medical while a fair number get dental coverage. Vision coverage is also available to the greater part. Job satisfaction is high and work is enjoyable for most Portfolio Analysts. Male Portfolio Analysts are far more common among survey respondents than their female counterparts, who typically comprise less than one-third of the field. The data in this summary comes from the PayScale salary survey.

$40,464 - $81,923
(Median)
$40K
$56K
$82K
MEDIAN: $56,198
10%
50%
90%

Add this chart to your site: 640px    300px

$14.74 - $33.22
(Median)
$15
$22
$33
MEDIAN: $21.00
10%
50%
90%

Add this chart to your site: 640px    300px

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
$40,464 - $81,923  
   
Bonus
$512 - $15,055  
Profit Sharing
$703 - $10,017  
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).
)
$40,662 - $89,820  
Country: United States | Currency: USD | Updated: 20 Jun 2015 | Individuals Reporting: 371
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
$19.57 - $49.32  
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
$512 - $15,055  
   
Profit Sharing
$703 - $10,017  
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).
)
$40,662 - $89,820  
Country: United States | Currency: USD | Updated: 20 Jun 2015 | Individuals Reporting: 28
United States (change)

Find Out Exactly What You Should Be Paid

United States (change)


Comp Managers: Start Here »

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.

Read More...

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.

Portfolio Analyst Job Listings

Search for more jobs:

Popular Skills for Portfolio Analyst


Survey results suggest that Portfolio Analysts use a fairly large toolkit of professional skills. Most notably, skills in Portfolio Management, Investment Management, SAS, and Microsoft Excel are correlated to pay that is above average. Skills that seem to negatively impact pay include Financial Modeling and Data Analysis. Most people 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.


Survey participants with less than five years' experience pocket $56K on average, but those with five to 10 years of experience enjoy a much bigger median of $69K. For Portfolio Analysts, 10 to 20 years of experience on the job amounts to an average salary of $85K. For some reason, Portfolio Analysts with more than two decades of experience report lower paychecks overall; the median sum in this group sits near $70K.

Pay Difference by Location


For those looking to make money, Portfolio Analysts in New York enjoy an exceptional pay rate, 37 percent above the national average. Portfolio Analysts will also find cushy salaries in Boston (+33 percent), San Francisco (+22 percent), Chicago (+18 percent), and Los Angeles (+12 percent). Portfolio Analysts in Atlanta make 20 percent less than the national average, proving that location is a major factor in pay. Employers also pay below the national average in Dallas (16 percent lower) and San Diego (13 percent lower).

Related Job Salaries

United States (change)

Find Out Exactly What You Should Be Paid

United States (change)


Comp Managers: Start Here »

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%

Microsoft Excel
up arrow 1%

SAS
up arrow 1%

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
11%
20 years or more
2%

Common Health Benefits

medical benefits Medical: 91% dental benefits Dental: 78%
vision benefits Vision: 67% employee benefits None: 8%
ADVERTISEMENT