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Portfolio Analyst Salary

Portfolio Analysts in the United States can expect to earn an average of $56K per year. Overall cash earnings for Portfolio Analysts stretch from $40K on the lower end to $89K near the top, and the heftiest packages can encompass around $15K from bonuses and $10K from profit sharing. Geography and experience level each impact pay for this group, with the former having the largest influence. Medical benefits are awarded to almost all, and a fair number earn dental coverage. Making up 74 percent of those who took the survey, male Portfolio Analysts greatly outnumber their female counterparts. Work is enjoyable for Portfolio Analysts, who typically claim high levels of job satisfaction. This report is based on responses to the PayScale salary survey.

$40,089 - $81,064
(Median)
$40K
$56K
$81K
MEDIAN: $55,703
10%
50%
90%

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$14.75 - $33.70
(Median)
$15
$22
$34
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
$40,089 - $81,064  
   
Bonus
$511 - $15,073  
Profit Sharing
$700 - $10,213  
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).
)
$40,027 - $89,392  
Country: United States | Currency: USD | Updated: 31 Mar 2015 | Individuals Reporting: 366
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
$14.75 - $33.70  
   
Overtime
$21.60 - $49.66  
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
$511 - $15,073  
   
Profit Sharing
$700 - $10,213  
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).
)
$40,027 - $89,392  
Country: United States | Currency: USD | Updated: 31 Mar 2015 | Individuals Reporting: 26

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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


Survey results show that Portfolio Analysts use a fair number of skills. Most notably, skills in Portfolio Management, Investment Management, SAS, and Financial Analysis are correlated to pay that is above average. Skills that seem to negatively impact pay include Financial Modeling and Data Analysis. 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.


Respondents with less than five years' experience take home $56K on average. In contrast, those who have been around for five to 10 years earn a noticeably higher average of $69K. On average, Portfolio Analysts make $84K following one to two decades on the job. Portfolio Analysts who have racked up more than two decades of experience report lower incomes overall; the average sum for this crowd comes out to only $69K.

Pay Difference by Location


For those looking to make money, Portfolio Analysts in Boston enjoy an exceptional pay rate, 41 percent above the national average. Portfolio Analysts will also find cushy salaries in New York (+28 percent), San Francisco (+25 percent), Chicago (+18 percent), and Los Angeles (+11 percent). Atlanta is the lowest-paying area, 18 percent south of the national average. Not at the bottom but still paying below the median are employers in Dallas and Seattle (15 percent lower and 2 percent lower, respectively).

Related Job Salaries

United States (change)

Experience Affects Portfolio Analyst Salaries



Late-Career
up arrow 16%

National Average
$60,000


Skills That Affect Portfolio Analyst Salaries


Investment Management
up arrow 4%

SAS
up arrow 2%

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

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

Gender

Female
26 %
Male
74 %

Years of Experience

Less than 1 year
10%
1-4 years
57%
5-9 years
20%
10-19 years
10%
20 years or more
2%

Common Health Benefits

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