Portfolio Analyst

A Portfolio Analyst analyzes investment portfolios, assesses risk and return metrics, and provides insights to optimize portfolio performance and align with client goals.
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Portfolio Analyst

National (USA)
Base Salary
$84,916 / year
Additional Benefits
Master's Degree

The average salary for Portfolio Analyst is $84,916 / year according to Indeed.com

There are no updated reports for Portfolio Analyst salaries. You can check potential lateral job opportunities in this information stack to find related salary information.

Portfolio Analyst role may have an alternate title depending on the company. To find more information, you can check Indeed.com.

Career Information

As a Portfolio Analyst, you will be responsible for analyzing and managing investment portfolios for clients. You will need a strong understanding of financial markets and investment strategies, as well as experience with data analysis and financial modeling. Strong problem-solving and analytical skills are essential, as you will be responsible for making informed investment decisions and providing recommendations to clients.

The average salary for Portfolio Analyst is $84,916 / year according to Indeed.com
AI Disclaimer
The following text about the Job role of Portfolio Analyst has been generated by an AI model developed by OpenAI. While efforts have been made to ensure the accuracy and coherence of the content, there is a possibility that the model may produce hallucinated or incorrect information. Therefore, we strongly recommend independently verifying any information provided in this text before making any decisions or taking any actions based on it.

The job role of a Portfolio Analyst is a crucial one in the world of finance and investment. This role involves analyzing and managing investment portfolios to ensure optimal performance and risk management. A Portfolio Analyst is responsible for evaluating the performance of various investment products, conducting research on market trends, and making recommendations to clients or senior management.

One of the most important skills for a Portfolio Analyst is strong analytical abilities. They must be able to analyze large amounts of financial data, identify trends, and make informed decisions based on their findings. This requires a deep understanding of financial markets, investment strategies, and risk management techniques. Additionally, a Portfolio Analyst must have excellent attention to detail to ensure accuracy in their analysis.

Another crucial skill for a Portfolio Analyst is effective communication. They must be able to clearly communicate their analysis and recommendations to clients or senior management. This includes presenting complex financial information in a concise and understandable manner. Strong communication skills are also important when collaborating with other team members or stakeholders.

In addition to these skills, a Portfolio Analyst must be proficient in using various financial software and tools. They should have a solid understanding of spreadsheet programs, financial modeling software, and data analysis tools. This allows them to efficiently analyze and manage investment portfolios, as well as generate reports and presentations.

The tasks of a Portfolio Analyst can vary depending on the organization and industry. However, some common tasks include conducting investment research, monitoring portfolio performance, and rebalancing portfolios to align with investment objectives. They may also be responsible for conducting risk assessments, developing investment strategies, and evaluating the performance of investment managers.

Overall, the role of a Portfolio Analyst is a challenging and dynamic one. It requires a combination of strong analytical skills, effective communication abilities, and proficiency in financial software. A successful Portfolio Analyst is able to navigate the complexities of financial markets, make informed investment decisions, and effectively communicate their analysis and recommendations to clients or senior management.

Potential Lateral Jobs
Explore the wide range of potential lateral job opportunities and career paths that are available in this role.

High-ROI Programs

Most roles require at least a bachelor's degree. To remain competitive, job seekers should consider specialization or skill-specific programs such as specialization, bootcamps or certifications.
Certification Programs
Consider pursuing specialized certifications or vendor-specific programs to enhance your qualifications and stand out in the job market.
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If you want to improve your skills and knowledge in a particular field, you should think about enrolling in a Nanodegree or specialization program. This can greatly improve your chances of finding a job and make you more competitive in the job market.

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Investment Management

Executive Program

Oxford Executive Finance Programme

Executive Program

Introduction to Excel


Math for Finance


Accounting and Financial Statement Analysis


Building a 3-Statement Model in Excel


Fundamentals of Financial Reporting


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Professional Certificate in Portfolio Management


Professional Certificate in Mortgage Backed Securities (MBS)


Resource Stacks

We are soon crowdsourcing these resource stacks to collate the best resources, such as publications, community groups, job boards, etc., that are practically suitable for every contextual stack.
Discover the wide array of publications that professionals in this role actively engage with, expanding their knowledge and staying informed about the latest industry trends and developments.
Communities updating
Discover the thriving communities where professionals in this role come together to exchange knowledge, foster collaboration, and stay at the forefront of industry trends.
Research updating
We are currently in the process of updating contextual resources and we will be adding the new ones to the list shortly.
AI Disclosure: We are testing AI technologies to ensure the accuracy and coherence of recommendations. However, it is important to note that there is a possibility that the model may create hallucinated or incorrect inferences. Therefore, we highly recommend independently verifying any information provided in these stacks before making any decisions or taking any actions based on it.

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