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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Contexte et environnement
A fast‑paced trading environment requires the jobholder to work both autonomously and collaboratively to deliver quick, high‑quality results. The role operates within a rapidly evolving energy market shaped by environmental and regulatory changes, demanding adaptability and strong analytical judgment. Because many systems are developed in‑house, the position requires close coordination with other departments and IT teams to implement updates and improvements. Clear and concise communication with internal and external stakeholders is essential, particularly when conveying market data and its implications for contractual obligations.
Activités
The Energy Data Management (EDM) team serves as the centralized control function for portfolio data integrity across power and natural gas markets. The team consolidates, validates, and operationalizes volumetric, contractual, and market data across renewable generation (solar and battery storage), large commercial and industrial portfolios, retail activity, and shale netback operations.
EDM ensures accurate and controlled representation of physical activity within the ETRM system and related data platforms. This oversight protects financial accuracy and maintains operational transparency ahead of settlement and invoicing cycles.
The team operates in a multi‑system environment and supports asset onboarding into balancing perimeters, ongoing ISO data reconciliation, and continuous validation of interval‑level and contractual data across multiple markets. EDM also enables scalable data governance, automation‑driven workflows, and structured reporting frameworks used by Front Office, Middle Office, Back Office, Finance, Trading Systems, and external stakeholders.
Key Responsibilities:
- Manage the timely ingestion, validation, reconciliation, and booking of allocation, settlement, meter, price, billing determinant, and contract data across ERCOT, CAISO, PJM, and physical gas portfolios. Ensure accurate and controlled representation of all activity within the ETRM system and related data platforms.
- Perform end‑to‑end actualization of physical and financial transactions, including ISO settlements, producer/gatherer/pipeline statements, group‑affiliated contracts, renewable volumes, and retail activity prior to financial settlement.
- Support shale netback processes by completing monthly settlements, prior‑period adjustments, accrual analysis, cost validation, and contract structure maintenance. Ensure alignment between commercial agreements and operational models.
- Translate ISO market constructs—such as imbalance mechanisms, ancillary services, congestion, RUC, resettlements, DAM/RT adjustments, and three‑part offers—into structured workflows, data logic, and settlement models.
- Investigate and resolve data discrepancies, quantity mismatches, and pricing variances across ISO statements, counterparty invoices, and internal reports. Coordinate with ISOs, producers, gatherers, pipelines, and internal Front, Middle, and Back Office teams.
- Develop and maintain automated workflows using SQL, Alteryx, Python, and Power Automate to streamline data ingestion, reconciliation, booking, and control validation.
- Build and support centralized data repositories and Power BI reporting solutions to deliver imbalance analytics, performance monitoring, and commercial transparency.
- Support system onboarding and integration efforts, including testing, validation, workflow design, and operational readiness assessments.
- Support QSE reporting and settlement processes for utility‑scale solar and battery storage assets, including interval‑level data validation, imbalance tracking, ancillary services analysis, and multi‑cycle settlement reconciliation.
- Manage increasing renewable portfolio complexity by ensuring accurate operational and financial representation of generation, charging and discharging activity, and ISO settlement constructs within ETRM and reporting systems.
- Analyze DAM versus Real‑Time exposure, imbalance drivers, and performance impacts for renewable and thermal assets. Contribute to commercial transparency and contract back‑testing.
- Ensure data integrity across expanding portfolios, including new asset onboarding, scalable settlement processes, and evolving ISO battery integration rules.
- Monitor ISO rule changes, market design updates, and contractual developments. Assess operational and system impacts to maintain compliance and scalability.
- Support retail billing automation and scalable settlement architecture using SQL, automation frameworks, and AI‑enabled validation tools.
- Produce operational, commercial, regulatory, and counterparty reporting to support transparency and informed decision‑making.
- Contribute to continuous improvement of control frameworks, documentation standards, and data governance practices across energy data workflows.
Accountabilities:
The Energy Data Portfolio Analyst is responsible for ensuring the accuracy, completeness, and integrity of settlement, volumetric, and financial data across assigned portfolios. The role ensures that physical and financial positions are correctly represented within trading and reporting systems, and that reconciliations are completed in a timely and controlled manner. The Analyst identifies, investigates, and resolves discrepancies that may affect P&L, invoicing, or operational transparency, while maintaining close coordination with Front Office, Middle Office, Back Office, Finance, and Trading Systems. The position also includes responsibility for implementing structured controls, improving data processes, and supporting system alignment to maintain reliable and scalable data governance.
Profil du candidat
- Undergraduate degree (or equivalent) in Engineering, Mathematics, Finance, or Energy.
- 2–3 years of experience in North American power and/or gas markets, with demonstrated exposure to ISO settlements, contract actualization, and financial reconciliation processes.
- Strong understanding of ISO market constructs—including imbalance mechanisms, ancillary services, congestion, RUC, and resettlements—and their financial implications.
- Experience working with ETRM systems and settlement data platforms in a trading or energy‑portfolio environment.
- Strong analytical and modeling skills, with hands‑on experience in Alteryx, Python, SQL, and Power BI or comparable tools.
- Ability to interpret contractual terms and translate them into operational and system requirements.
- Proven experience collaborating cross‑functionally with Front Office, Middle Office, Back Office, Finance, and IT teams.
- Strong problem‑solving and root‑cause analysis capabilities, particularly in financial reconciliation and P&L investigations.
- Ability to operate independently in a fast‑paced, multi‑market trading environment while maintaining strong attention to detail and organizational discipline.
- A collaborative team player who works effectively with internal teams, partners, and external stakeholders.
- Ability to work autonomously while staying well‑organized.
Rejoindre TotalEnergies, c’est s’engager pour la transition énergétique et fournir au plus grand nombre une énergie plus abordable, plus disponible et plus durable. Vous évoluez au sein d’une compagnie multi-énergies internationale où chaque talent compte. Vous contribuez à des projets ambitieux et apportez des solutions concrètes aux défis énergétiques.
Tout au long de votre carrière, vous bénéficiez de missions variées et de formations sur mesure. Vous développez pleinement votre potentiel dans un environnement qui encourage l’innovation et l’excellence. Intégrez des équipes engagées et solidaires, où la réussite se construit ensemble.
Nous plaçons le respect et le bien-être de nos collaborateurs au cœur de notre performance. C’est pourquoi TotalEnergies valorise la diversité et veille à l’égalité des chances pour tous.
Contexte et environnement
A fast‑paced trading environment requires the jobholder to work both autonomously and collaboratively to deliver quick, high‑quality results. The role operates within a rapidly evolving energy market shaped by environmental and regulatory changes, demanding adaptability and strong analytical judgment. Because many systems are developed in‑house, the position requires close coordination with other departments and IT teams to implement updates and improvements. Clear and concise communication with internal and external stakeholders is essential, particularly when conveying market data and its implications for contractual obligations.
Activités
The Energy Data Management (EDM) team serves as the centralized control function for portfolio data integrity across power and natural gas markets. The team consolidates, validates, and operationalizes volumetric, contractual, and market data across renewable generation (solar and battery storage), large commercial and industrial portfolios, retail activity, and shale netback operations.
EDM ensures accurate and controlled representation of physical activity within the ETRM system and related data platforms. This oversight protects financial accuracy and maintains operational transparency ahead of settlement and invoicing cycles.
The team operates in a multi‑system environment and supports asset onboarding into balancing perimeters, ongoing ISO data reconciliation, and continuous validation of interval‑level and contractual data across multiple markets. EDM also enables scalable data governance, automation‑driven workflows, and structured reporting frameworks used by Front Office, Middle Office, Back Office, Finance, Trading Systems, and external stakeholders.
Key Responsibilities:
- Manage the timely ingestion, validation, reconciliation, and booking of allocation, settlement, meter, price, billing determinant, and contract data across ERCOT, CAISO, PJM, and physical gas portfolios. Ensure accurate and controlled representation of all activity within the ETRM system and related data platforms.
- Perform end‑to‑end actualization of physical and financial transactions, including ISO settlements, producer/gatherer/pipeline statements, group‑affiliated contracts, renewable volumes, and retail activity prior to financial settlement.
- Support shale netback processes by completing monthly settlements, prior‑period adjustments, accrual analysis, cost validation, and contract structure maintenance. Ensure alignment between commercial agreements and operational models.
- Translate ISO market constructs—such as imbalance mechanisms, ancillary services, congestion, RUC, resettlements, DAM/RT adjustments, and three‑part offers—into structured workflows, data logic, and settlement models.
- Investigate and resolve data discrepancies, quantity mismatches, and pricing variances across ISO statements, counterparty invoices, and internal reports. Coordinate with ISOs, producers, gatherers, pipelines, and internal Front, Middle, and Back Office teams.
- Develop and maintain automated workflows using SQL, Alteryx, Python, and Power Automate to streamline data ingestion, reconciliation, booking, and control validation.
- Build and support centralized data repositories and Power BI reporting solutions to deliver imbalance analytics, performance monitoring, and commercial transparency.
- Support system onboarding and integration efforts, including testing, validation, workflow design, and operational readiness assessments.
- Support QSE reporting and settlement processes for utility‑scale solar and battery storage assets, including interval‑level data validation, imbalance tracking, ancillary services analysis, and multi‑cycle settlement reconciliation.
- Manage increasing renewable portfolio complexity by ensuring accurate operational and financial representation of generation, charging and discharging activity, and ISO settlement constructs within ETRM and reporting systems.
- Analyze DAM versus Real‑Time exposure, imbalance drivers, and performance impacts for renewable and thermal assets. Contribute to commercial transparency and contract back‑testing.
- Ensure data integrity across expanding portfolios, including new asset onboarding, scalable settlement processes, and evolving ISO battery integration rules.
- Monitor ISO rule changes, market design updates, and contractual developments. Assess operational and system impacts to maintain compliance and scalability.
- Support retail billing automation and scalable settlement architecture using SQL, automation frameworks, and AI‑enabled validation tools.
- Produce operational, commercial, regulatory, and counterparty reporting to support transparency and informed decision‑making.
- Contribute to continuous improvement of control frameworks, documentation standards, and data governance practices across energy data workflows.
Accountabilities:
The Energy Data Portfolio Analyst is responsible for ensuring the accuracy, completeness, and integrity of settlement, volumetric, and financial data across assigned portfolios. The role ensures that physical and financial positions are correctly represented within trading and reporting systems, and that reconciliations are completed in a timely and controlled manner. The Analyst identifies, investigates, and resolves discrepancies that may affect P&L, invoicing, or operational transparency, while maintaining close coordination with Front Office, Middle Office, Back Office, Finance, and Trading Systems. The position also includes responsibility for implementing structured controls, improving data processes, and supporting system alignment to maintain reliable and scalable data governance.
Profil du candidat
- Undergraduate degree (or equivalent) in Engineering, Mathematics, Finance, or Energy.
- 2–3 years of experience in North American power and/or gas markets, with demonstrated exposure to ISO settlements, contract actualization, and financial reconciliation processes.
- Strong understanding of ISO market constructs—including imbalance mechanisms, ancillary services, congestion, RUC, and resettlements—and their financial implications.
- Experience working with ETRM systems and settlement data platforms in a trading or energy‑portfolio environment.
- Strong analytical and modeling skills, with hands‑on experience in Alteryx, Python, SQL, and Power BI or comparable tools.
- Ability to interpret contractual terms and translate them into operational and system requirements.
- Proven experience collaborating cross‑functionally with Front Office, Middle Office, Back Office, Finance, and IT teams.
- Strong problem‑solving and root‑cause analysis capabilities, particularly in financial reconciliation and P&L investigations.
- Ability to operate independently in a fast‑paced, multi‑market trading environment while maintaining strong attention to detail and organizational discipline.
- A collaborative team player who works effectively with internal teams, partners, and external stakeholders.
- Ability to work autonomously while staying well‑organized.
Rejoindre TotalEnergies, c’est s’engager pour la transition énergétique et fournir au plus grand nombre une énergie plus abordable, plus disponible et plus durable. Vous évoluez au sein d’une compagnie multi-énergies internationale où chaque talent compte. Vous contribuez à des projets ambitieux et apportez des solutions concrètes aux défis énergétiques.
Tout au long de votre carrière, vous bénéficiez de missions variées et de formations sur mesure. Vous développez pleinement votre potentiel dans un environnement qui encourage l’innovation et l’excellence. Intégrez des équipes engagées et solidaires, où la réussite se construit ensemble.
Nous plaçons le respect et le bien-être de nos collaborateurs au cœur de notre performance. C’est pourquoi TotalEnergies valorise la diversité et veille à l’égalité des chances pour tous.
Portfolio Analyst Jobs by Experience Level
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Who's Hiring
Top Industries Hiring
- Investment & Asset Management11
- Insurance2
- Technology & Software2
- Construction & Real Estate2
- Banking & Financial Services2
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 Meta, Huntington Bank, and Fisher Investments, with the largest share of openings in Texas, New York, and California, based on current listings on Migrate Mate as of November 2026. Demand is concentrated at asset managers, insurance companies, and large regional banks.
How many portfolio analyst jobs are remote?
About 80% of portfolio analyst openings are fully remote or hybrid as of November 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 211+ Portfolio Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find Portfolio Analyst Jobs