Portfolio Analyst Jobs
Portfolio Analyst jobs are open across asset management, banking, insurance, and corporate finance, from entry-level to senior and lead, with specializations in equity research, fixed income, and risk analytics. Find a role that fits from the openings below and apply directly.
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Showing 5 of 222+ Portfolio Analyst jobs
Location:
200 Middle Street, Suite 301, Portland Maine
Job Summary
About the Job
Responsible for the design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams.
Responsibilities
- Prepare, review, and support reporting for client portfolios and internal strategies, ensuring accuracy, clarity, and alignment with investment policy requirements.
- Collaborate with internal teams to deliver timely and consistent portfolio reporting, analytics, and performance materials.
- Demonstrate strong project management skills across portfolio initiatives, reporting processes, reviews, and process enhancements.
- Construct, review, monitor, and adjust investment portfolios in accordance with approved investment objectives, policies, and investment guidelines.
- Ensure compliance with all internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
- Manage portfolios within a fiduciary framework, with an emphasis on risk management and adherence to portfolio guidelines.
- Utilize portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
- Provide guidance, mentorship, and technical support to less experienced peers; serve as a subject matter resource within the team.
- Lead or contribute to internal team discussions related to portfolio management, reporting, governance, or process improvement initiatives.
- Perform other duties as assigned; responsibilities may evolve based on business needs.
- Comply with all KeyBank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.
Education Qualifications
- Bachelor's Degree (required)
- Master's Degree (preferred)
Experience Qualifications
- A minimum of 3 years of related experience (required)
- A strong candidate with less experience can be considered for a junior Portfolio Analyst role.
Licenses and Certifications
- Chartered Financial Analyst (CFA) or other Professional designations (preferred)
Tactical Skills
- Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
- Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
- Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
- Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
- Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.
- Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
- Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
- Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn’t working.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/16/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Location:
200 Middle Street, Suite 301, Portland Maine
Job Summary
About the Job
Responsible for the design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams.
Responsibilities
- Prepare, review, and support reporting for client portfolios and internal strategies, ensuring accuracy, clarity, and alignment with investment policy requirements.
- Collaborate with internal teams to deliver timely and consistent portfolio reporting, analytics, and performance materials.
- Demonstrate strong project management skills across portfolio initiatives, reporting processes, reviews, and process enhancements.
- Construct, review, monitor, and adjust investment portfolios in accordance with approved investment objectives, policies, and investment guidelines.
- Ensure compliance with all internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
- Manage portfolios within a fiduciary framework, with an emphasis on risk management and adherence to portfolio guidelines.
- Utilize portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
- Provide guidance, mentorship, and technical support to less experienced peers; serve as a subject matter resource within the team.
- Lead or contribute to internal team discussions related to portfolio management, reporting, governance, or process improvement initiatives.
- Perform other duties as assigned; responsibilities may evolve based on business needs.
- Comply with all KeyBank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.
Education Qualifications
- Bachelor's Degree (required)
- Master's Degree (preferred)
Experience Qualifications
- A minimum of 3 years of related experience (required)
- A strong candidate with less experience can be considered for a junior Portfolio Analyst role.
Licenses and Certifications
- Chartered Financial Analyst (CFA) or other Professional designations (preferred)
Tactical Skills
- Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
- Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
- Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
- Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
- Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.
- Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
- Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
- Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn’t working.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/16/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
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Find Portfolio Analyst JobsPortfolio Analyst Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- WorldQuant19
- Citi8
- Goldman Sachs7
- AbbVie5
- Applied Materials5
Top Industries Hiring
- Investment & Asset Management74
- Banking & Financial Services45
- Technology & Software27
- Insurance23
- Biotechnology & Pharmaceuticals11
What Employers Look For
The qualifications that appear most often in portfolio analyst jobs.
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- Proficiency in Excel for financial modeling, portfolio attribution, and performance reporting
- Experience with Bloomberg Terminal or FactSet for data analysis and market research
- Knowledge of portfolio performance measurement methodologies including Sharpe ratio and alpha
- CFA designation or active progress toward CFA charterholder status
- Familiarity with risk management frameworks and investment compliance requirements
Tips for Your Portfolio Analyst Job Search
Quantify your attribution analysis results
Hiring managers expect portfolio analysts to show impact in numbers. Replace vague resume bullets with specific outcomes: the size of assets you analyzed, the accuracy of your performance reports, or the models you built that influenced allocation decisions.
Match your tools to the job posting
Portfolio analyst roles split sharply between Bloomberg and FactSet shops. Read each posting carefully and lead with the platform they name. Burying a skill they prioritize below a wall of unrelated software is one of the fastest ways to get filtered out.
Apply early to roles that fit
Migrate Mate lists portfolio analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by asset class focus
Filter your search by the asset class you want: equities, fixed income, alternatives, or multi-asset. Applying with a resume that mirrors the fund's focus signals fluency with their day-to-day work and raises your odds of a first-round call.
Prepare a concise performance attribution walk-through
Most technical screens for this role involve explaining how you decompose portfolio returns. Practice walking an interviewer through a real attribution analysis you ran, naming the methodology, the data source, and what the output drove in practice.
Negotiate using total compensation, not base alone
Offer letters in asset management often include a performance bonus that can be as meaningful as base pay. Ask for the bonus structure, vesting schedule, and any carried interest in writing before you accept, so you can compare offers on equal terms.
Portfolio Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most portfolio analysts?
The companies hiring the most portfolio analysts right now include WorldQuant, Citi, and Goldman Sachs, with the largest share of openings in California, New York, and Texas, based on current listings on Migrate Mate as of June 2026. Demand is concentrated at asset managers, insurance companies, and large regional banks.
How many portfolio analyst jobs are remote?
About 31% of portfolio analyst openings are fully remote or hybrid as of June 2026, with availability varying significantly by employer type. Sub-areas like performance reporting, data aggregation, and model maintenance tend to offer the most remote flexibility, while roles with direct client interaction or trading desk support are more likely to require in-office presence.
How do you become a portfolio analyst?
Start with a bachelor's degree in finance, economics, or a quantitative field, then build hands-on experience through internships in asset management, corporate treasury, or investment banking. Strengthen your candidacy by pursuing the CFA designation, becoming proficient in Bloomberg or FactSet, and learning to build performance attribution models. Entry-level roles in fund operations or financial reporting are common starting points that lead into portfolio analyst positions.
Can you get a portfolio analyst job with little or no experience?
Yes, entry-level portfolio analyst roles exist, and employers often fill them with candidates who have strong Excel and financial modeling skills built through coursework, internships, or self-directed projects. Building a sample attribution analysis using publicly available fund data and presenting it in interviews can substitute for formal work history. Roles at smaller RIAs, insurance companies, or corporate treasury departments tend to have more flexible experience requirements than large institutional asset managers.
What does the portfolio analyst interview process look like?
The process typically runs three to four stages. A recruiter screen confirms your background and salary expectations, followed by a hiring manager call focused on your experience with performance measurement and reporting tools. The technical round usually involves a case study or modeling exercise where you decompose portfolio returns or evaluate a hypothetical allocation. Final rounds often include a panel with senior analysts or portfolio managers who assess your understanding of risk and investment process.
Where can I find and apply to portfolio analyst jobs?
You can find and apply to portfolio analyst jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your background and apply directly to each one that fits.
See All 222+ Portfolio Analyst Jobs
Jump back to the full list of openings and apply to any portfolio analyst role that fits.
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