Portfolio Analyst Salary

Pay for Portfolio Analysts in the United States sits in the ballpark of $58K annually. Total cash compensation for Portfolio Analysts runs from $42K to $92K depending on bonuses that can occasionally exceed $16K and profit sharing that can reach almost $10K. Residence is the biggest factor affecting pay for this group, followed by tenure. Medical benefits are awarded to nearly all, and a strong majority earn dental coverage. Most Portfolio Analysts survey respondents are men (72 percent). The majority of Portfolio Analysts claim high levels of job satisfaction.

$41,931 - $82,605
(Median)
$42K
$58K
$83K
MEDIAN: $58,490
10%
50%
90%

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$15.01 - $31.97
(Median)
$15
$22
$32
MEDIAN: $21.00
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
$41,931 - $82,605  
   
Bonus
$1,186 - $16,155  
Profit Sharing
$705 - $10,174  
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).
)
$41,709 - $92,056  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 429
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
$15.01 - $31.97  
   
Overtime
$22.35 - $46.22  
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
$1,186 - $16,155  
   
Profit Sharing
$705 - $10,174  
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).
)
$41,709 - $92,056  
Country: United States | Currency: USD | Updated: 12 Jan 2016 | Individuals Reporting: 34
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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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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

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Popular Skills for Portfolio Analyst


Portfolio Analysts report using a wide range of professional skills. Most notably, skills in Investment Management, Portfolio Management, Microsoft Excel, and Financial Analysis are correlated to pay that is above average. Skills that seem to negatively impact pay include Financial Modeling and Data Analysis. Those educated in Financial Analysis tend to be well versed in Portfolio Management.

Pay by Experience Level for Portfolio Analyst

Median of all compensation (including tips, bonus, and overtime) by years of experience.


Relatively untried employees who have less than five years' experience have a median salary of $59K. Those who have been around for five to 10 years can expect to take home more — $70K on average. After working for 10 to 20 years, Portfolio Analysts make a median salary of $87K. Survey participants with more than twenty years of experience only make around $69K on average, though; this group reports a lower median than the one claimed by mid-career individuals.

Pay Difference by Location

National Average: $61,625

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

New York is home to an above-average pay rate for Portfolio Analysts, 35 percent higher than the national average. Portfolio Analysts can also look forward to large paychecks in cities like Boston (+31 percent), San Francisco (+22 percent), Chicago (+13 percent), and Houston (+13 percent). Trailing the national average by 19 percent, St. Louis is the market with the smallest paychecks. Workers in Durham and Dallas earn salaries that trail the national average for those in this profession (19 percent less and 18 percent less, respectively).

Related Job Salaries

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Experience Affects Portfolio Analyst Salaries



Late-Career
up arrow 12%

National Average
$62,000


Skills That Affect Portfolio Analyst Salaries

Investment Management
up arrow 12%


Microsoft Excel
up arrow 1%

National Average
$62,000

Financial Analysis
up arrow 1%

SAS
up arrow 1%

Financial Reporting
up arrow 3%

Data Analysis
up arrow 6%

Financial Modeling
up arrow 19%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 91 votes.

Gender

Female
28 %
Male
72 %

Years of Experience

Less than 1 year
9%
1-4 years
58%
5-9 years
22%
10-19 years
10%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 90%
dental benefits
Dental: 76%
medical benefits
Vision: 64%
dental benefits
None: 8%
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