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Help us gather more data! Is Portfolio Analyst your job title? Find out what you're worth.

The average pay for a Portfolio Analyst with Data Analysis skills is $21.43 per hour.

The average pay for a Portfolio Analyst with Data Analysis skills is $44,713 per year.

MEDIAN $21.43
MEDIAN $44,713
$34,590 - $52,000
MEDIAN: $44,713

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Salary $44,713
Bonus $1,500
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).
$33,535 - $55,270
  • Country: United States
  • Currency: USD
  • Updated: 12 Dec 2018
  • Individuals Reporting: 7

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.


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.

Portfolio Analyst Job Listings

U.S. Bank Reviews

Q: What is it like working in Irvine, California?

Portfolio Analyst in Irvine, California:
Pros: Lots of parks, sun, recreation
Cons: Traffic

Key Stats for Portfolio Analyst

Less than 1 year
1-4 years

Common Health Benefits

medical benefits
Medical: 80%
dental benefits
Dental: 70%
vision benefits
Vision: 70%
no benefits
None: 20%