Portfolio Analyst Salary

Pay for Portfolio Analysts in the United States sits in the ballpark of $56K annually. Including potential for bonuses and profit sharing — peaking near $15K and $10K, respectively — total cash payment to Portfolio Analysts can bottom out near $41K or peak near $90K depending on individual performance. Geography is the biggest factor affecting pay for this group, followed by career duration. Medical benefits are awarded to nearly all, and a strong majority earn dental coverage. Making up 74 percent of those who took the survey, male Portfolio Analysts greatly outnumber their female counterparts. Most workers in this position report high levels of job satisfaction. This report is based on answers to PayScale's salary questionnaire.

$40,551 - $82,247

Add this chart to your site: 640px    300px

$14.72 - $33.45

Add this chart to your site: 640px    300px

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$30K$60K$90K
Salary
$40,551 - $82,247  
   
Bonus
$514 - $15,075  
Profit Sharing
$707 - $9,983  
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).
)
$40,792 - $89,862  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 378
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$17$34$51
Hourly Rate
$14.72 - $33.45  
   
Overtime
$19.72 - $48.94  
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
$514 - $15,075  
   
Profit Sharing
$707 - $9,983  
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).
)
$40,792 - $89,862  
Country: United States | Currency: USD | Updated: 18 Jul 2015 | Individuals Reporting: 27
United States (change)

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 who move on to become Portfolio Managers may enjoy significant pay raises, as Portfolio Managers get paid an average of $90K per year.

Portfolio Analyst Job Listings

Search for more jobs:

Popular Skills for Portfolio Analyst


Survey results imply that Portfolio Analysts put a diverse skill set to use. Most notably, skills in Portfolio Management, Investment Management, SAS, and Microsoft Excel are correlated to pay that is above average. Skills that pay less than market rate include Financial Modeling and Data Analysis. Most people experienced in 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.


The average inexperienced worker earns $57K, and someone who has worked for five to 10 years can expect a bigger median salary of $70K. On average, Portfolio Analysts make $86K following one to two decades on the job. Survey participants with more than two decades under their belts actually report earning less than people with less experience; the former take home only $70K on average.

Pay Difference by Location


New York is home to an above-average pay rate for Portfolio Analysts, 37 percent higher than the national average. Portfolio Analysts can also look forward to large paychecks in cities like Boston (+33 percent), San Francisco (+24 percent), Chicago (+17 percent), and Los Angeles (+12 percent). The lowest-paying market is Atlanta, which sits 19 percent below the national average. Dallas and San Diego are a couple other places where companies are known to pay below the median — salaries are 16 percent lower and 14 percent lower, respectively.

Related Job Salaries

United States (change)

Find Out Exactly What You Should Be Paid

United States (change)


Comp Managers: Start Here »

Experience Affects Portfolio Analyst Salaries


Late-Career
up arrow 17%


National Average
$60,000


Skills That Affect Portfolio Analyst Salaries


Investment Management
up arrow 3%

SAS
up arrow 1%

Microsoft Excel
0%

Financial Analysis
0%

National Average
$60,000

Data Analysis
up arrow 3%

Financial Modeling
up arrow 17%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 77 votes.

Gender

Female
26 %
Male
74 %

Years of Experience

Less than 1 year
9%
1-4 years
59%
5-9 years
19%
10-19 years
10%
20 years or more
2%

Common Health Benefits

medical benefits Medical: 90% dental benefits Dental: 77%
vision benefits Vision: 66% employee benefits None: 8%
ADVERTISEMENT