What am I worth?
Get a free salary report »
What should I pay?
Pay the right way »

Portfolio Analyst Salary

Median pay for Portfolio Analysts in the United States lies in the neighborhood of $56K per year. 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 $40K to $90K depending on individual performance. Residence and experience level each impact pay for this group, with the former having the largest influence. Almost all report receiving medical coverage from their employers and a fair number collect dental insurance. Male Portfolio Analysts are far more common among survey respondents than their female counterparts, who typically comprise less than one-third of the field. Work is enjoyable for Portfolio Analysts, who typically claim high levels of job satisfaction. The information for this rundown comes from respondents who completed PayScale's salary questionnaire.

$40,337 - $81,653
(Median)
$40K
$56K
$82K
MEDIAN: $55,913
10%
50%
90%

Add this chart to your site: 640px    300px

$14.72 - $33.45
(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
$40,337 - $81,653  
   
Bonus
$510 - $15,091  
Profit Sharing
$700 - $10,033  
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).
)
$40,374 - $89,556  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 370
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
$14.72 - $33.45  
   
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
$510 - $15,091  
   
Profit Sharing
$700 - $10,033  
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).
)
$40,374 - $89,556  
Country: United States | Currency: USD | Updated: 2 May 2015 | Individuals Reporting: 27

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.

Common Career Paths for Portfolio Analyst


Add this chart to your site:   640px 640px    300px 300px


Portfolio Analysts often transition into Portfolio Manager positions, for which compensation tends to be much higher. On average, Portfolio Managers earn $90K per year.

Portfolio Analyst Job Listings

Search for more jobs:

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 seem to negatively impact pay include Financial Modeling. It is often found that people who know Financial Analysis are 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.


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 $70K. Portfolio Analysts with one to two decades of relevant experience report an average salary of approximately $84K. Survey participants with more than two decades under their belts actually report earning less than people with less experience; the former take home only $69K on average.

Pay Difference by Location


For Portfolio Analysts, working in the bustling city of Boston has its advantages, including an above-average pay rate. Portfolio Analysts will also find cushy salaries in New York (+29 percent), San Francisco (+24 percent), Chicago (+18 percent), and Houston (+17 percent). Falling short of the national average by 19 percent, the area with the worst salaries is Atlanta. Employers also pay below the national average in Dallas (15 percent lower) and San Diego (13 percent lower).

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
0%

Data Analysis
0%

National Average
$60,000

Financial Modeling
up arrow 16%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 81 votes.

Gender

Female
26 %
Male
74 %

Years of Experience

Less than 1 year
10%
1-4 years
58%
5-9 years
20%
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