Portfolio Analysts in the United States can expect to earn an average of $59K per year. Cash earnings for Portfolio Analysts — including $19K in bonuses and $6K in profit sharing proceeds near the top of the pay scale — generally stretch from $43K to $92K depending on individual performance. This group's pay is mainly influenced by residence, followed by years of experience and the particular employer. A large number report receiving medical coverage from their employers and a fair number collect dental insurance. Most Portfolio Analysts report high levels of job satisfaction. This report is based on answers to PayScale's salary questionnaire.

$42,248 - $83,974
$42K
$59K
$84K
MEDIAN: $59,307
10%
50%
90%

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$14.85 - $37.38
$15
$21
$37
MEDIAN: $20.53
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
$42,248 - $83,974  
   
Bonus
$1,958 - $19,000  
Profit Sharing
$496.65 - $6,443  
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).
)
$42,752 - $92,453  
Country: United States | Currency: USD | Updated: 18 Jan 2017 | Individuals Reporting: 301
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$20$40$60
Hourly Rate
$14.85 - $37.38  
   
Overtime
$25.53 - $58.72  
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$50K$100K$150K
Bonus
$1,958 - $19,000  
   
Profit Sharing
$496.65 - $6,443  
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).
)
$42,752 - $92,453  
Country: United States | Currency: USD | Updated: 18 Jan 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


Portfolio Analysts report using a diverse set of skills on the job. Most notably, skills in Investment Management, Performance Analysis, Microsoft Excel, and Portfolio Management are correlated to pay that is above average, with boosts between 6 percent and 11 percent. At the other end of the pay range are skills like Financial Modeling. The majority of those 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.


Workers with less than five years' experience earn around $60K on average, and those who have five to 10 years under their belts see a higher median salary of $68K. The average pay reported by folks with 10 to 20 years of experience is around $83K. Folks who claim more than 20 years of relevant experience actually report a comparatively lower median income of $67K.

Pay Difference by Location

National Average: $61,838

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

New York is home to an above-average pay rate for Portfolio Analysts, 38 percent higher than the national average. Portfolio Analysts will also find cushy salaries in Los Angeles (+28 percent), San Francisco (+21 percent), Boston (+17 percent), and Princeton (+10 percent). The lowest-paying market is St. Louis, which sits 19 percent below the national average. Workers in Dallas and Durham earn salaries that trail the national average for those in this profession (18 percent less).

Related Job Salaries

Key Stats for Portfolio Analyst

Gender

Female
30 %
Male
70 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 57 votes.
060
Less than 1 year
11%
1-4 years
61%
5-9 years
19%
10-19 years
8%
20 years or more
2%
Location:
Years in Fields/Career:
United States (change)

Experience Affects Portfolio Analyst Salaries



Late-Career
up arrow 8%

National Average
$62,000


Skills That Affect Portfolio Analyst Salaries

Investment Management
up arrow 11%

Performance Analysis
up arrow 10%



Financial Analysis
0%

Data Analysis
0%

SAS
0%

National Average
$62,000

Financial Reporting
up arrow 1%

Financial Modeling
up arrow 19%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 57 votes.

Gender

Female
30 %
Male
70 %

Years of Experience

Less than 1 year
11%
1-4 years
61%
5-9 years
19%
10-19 years
8%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 89%
dental benefits
Dental: 75%
vision benefits
Vision: 64%
dental benefits
None: 10%
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