Portfolio Analyst Salary

Portfolio Analysts in the United States pull down an average of $60K per year. Final cash compensation to Portfolio Analysts varies from around $43K to approximately $92K; choice pay grades include potential for bonuses and profit sharing as high as $15K and $6K, respectively. Compensation for this group is mainly affected by geographic location, but the company and tenure are influential factors as well. Medical benefits are awarded to a large number, and a fair number earn dental coverage. 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. The information for this rundown comes from respondents who completed PayScale's salary questionnaire.

$42,240 - $82,989
$42K
$60K
$83K
MEDIAN: $59,765
10%
50%
90%

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$14.85 - $37.38
$15
$22
$37
MEDIAN: $22.00
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
$42,240 - $82,989  
   
Bonus
$1,958 - $15,383  
Profit Sharing
$493.16 - $6,488  
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).
)
$42,849 - $91,541  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 299
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
$14.85 - $37.38  
   
Overtime
$29.34 - $48.00  
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
$1,958 - $15,383  
   
Profit Sharing
$493.16 - $6,488  
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).
)
$42,849 - $91,541  
Country: United States | Currency: USD | Updated: 25 Mar 2017 | Individuals Reporting: 21

Find Out Exactly What You Should Be Paid

United States (change)

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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

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

Common Career Paths for Portfolio Analyst


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Portfolio Analysts might see a strong upturn in salary after transitioning into upper-level roles such as Portfolio Manager, a seemingly popular career choice. People currently working in the latter position report a noticeably higher median income of $90K per year.

Portfolio Analyst Job Listings

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Popular Employer Salaries for Portfolio Analyst


Popular Skills for Portfolio Analyst


Overall, survey participants reported applying a fair number of skills to their work. Most notably, skills in Performance Analysis, Investment Management, Microsoft Excel, and Portfolio Management are correlated to pay that is above average, with boosts between 6 percent and 16 percent. Financial Modeling, on the other hand, is typically associated with much lower pay. For most people, competency in Financial Analysis indicates knowledge of Portfolio Management.

Pay by Experience Level for Portfolio Analyst

Pay by Experience for a Portfolio Analyst has a positive trend. An entry-level Portfolio Analyst with less than 5 years of experience can expect to earn an average total compensation of $61,000 based on 261 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. A Portfolio Analyst with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $70,000 based on 72 salaries. An experienced Portfolio Analyst which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $80,000 based on 22 salaries. A Portfolio Analyst with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $67,000 based on 5 salaries.

Pay Difference by Location

National Average: $62,558

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

Portfolio Analysts will find that New York offers an impressive pay rate, one which exceeds the national average by 35 percent. Portfolio Analysts will also find cushy salaries in San Francisco (+25 percent), Los Angeles (+23 percent), Boston (+18 percent), and Princeton (+8 percent). Compared to the national average, St. Louis Portfolio Analysts have considerably lower salaries, 20 percent below the national average to be exact. Location appears to be a major driving force in pay for those in this profession. A couple other locations with smaller-than-average paychecks include Dallas (19 percent lower) and Indianapolis (18 percent lower).

Related Job Salaries

Key Stats for Portfolio Analyst

Gender

Female
29 %
Male
71 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 54 votes.
Less than 1 year
10%
1-4 years
62%
5-9 years
20%
10-19 years
6%
20 years or more
2%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Portfolio Analyst Salaries

▲28%

▲11%

Late-Career
▲6%

National Average
$63,000

▼3%

Skills That Affect Portfolio Analyst Salaries

Performance Analysis
▲16%




National Average
$63,000



SAS
▼2%

Financial Reporting
▼2%

Financial Modeling
▼20%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 54 votes.

Gender

Female
29 %
Male
71 %

Years of Experience

Less than 1 year
10%
1-4 years
62%
5-9 years
20%
10-19 years
6%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 89%
dental benefits
Dental: 76%
vision benefits
Vision: 66%
no benefits
None: 10%