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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At CJ Schwan's, we don't just make food — we help create moments that matter. From kids devouring pizza after soccer practice, to students laughing over dumplings in a cafeteria, to families enjoying pie during the holidays, our team members play an important role in bringing those everyday moments to life. Our portfolio includes iconic pizzas, global flavors and timeless desserts from brands like Red Baron®, bibigo®, Tony's®, Big Daddy's®, Freschetta®, Pagoda®, Edwards® and Mrs. Smith's®. Enjoyed in homes, schools, restaurants and just about everywhere people shop and eat, our products reflect a commitment to quality, innovation and the power of food to bring people together.
At CJ Schwan's, we're fueled by innovation. As a Senior Portfolio Analyst, you'll play a critical role in driving visibility, governance, and performance across our new product innovation pipeline. Partnering with cross-functional teams and senior leadership, you'll transform portfolio data into actionable insights, strengthen our Stage-Gate process, and help bring great products to market faster and more effectively.
What You Will Do
- Lead management and reporting of the new product portfolio, providing insights, metrics, and recommendations that support strategic business decisions.
- Own portfolio systems and data, including Planview and portfolio databases, ensuring accurate project tracking, reporting, and process compliance.
- Develop KPI dashboards, executive reports, and ad hoc analyses that measure portfolio performance across brands, channels, and business units.
- Partner with stakeholders across R&D, Marketing, Finance, and Operations to provide portfolio updates and support business planning activities.
- Drive adoption and continuous improvement of the New Product Development and Stage-Gate processes through training, documentation, and best practices.
- Identify opportunities to improve portfolio management capabilities, reporting effectiveness, and innovation processes through internal and external benchmarking.
What We Look For
- Bachelor's degree and 7+ years of experience in portfolio management, project management, business analytics, product development, or a related field.
- Strong analytical and problem-solving skills with the ability to translate complex data into meaningful business insights and recommendations.
- Experience managing portfolio management, project management, or reporting systems, with advanced proficiency in Excel, Power BI, Access, and Microsoft Office applications.
- Knowledge of Stage-Gate, New Product Development, or similar project governance methodologies.
- Proven ability to manage multiple priorities, facilitate cross-functional collaboration, and influence stakeholders at all levels of the organization.
- Excellent communication and presentation skills, including experience delivering training and executive-level reporting.
What We Offer:
The base salary range for this position is $83,000 to $139,000 annually, with eligibility for a 10% annual incentive bonus based on organizational performance. The range reflects factors such as experience, skills, education, certifications, and location, and starting salary may fall anywhere within the stated range.
Beyond base salary, we offer a competitive Total Rewards package designed to support your overall well-being, including comprehensive health benefits, time off programs, and retirement and financial offerings.
CJ Schwan's and its subsidiaries are Equal Opportunity Employers. All qualified applicants will be considered without regard to race, color, religion, gender, age, disability, veteran status, national origin, or any other protected characteristic. We provide reasonable accommodations for individuals with disabilities or sincerely held religious beliefs. For accommodation requests or assistance with the application, please email career.search@schwans.com.
At CJ Schwan's, we don't just make food — we help create moments that matter. From kids devouring pizza after soccer practice, to students laughing over dumplings in a cafeteria, to families enjoying pie during the holidays, our team members play an important role in bringing those everyday moments to life. Our portfolio includes iconic pizzas, global flavors and timeless desserts from brands like Red Baron®, bibigo®, Tony's®, Big Daddy's®, Freschetta®, Pagoda®, Edwards® and Mrs. Smith's®. Enjoyed in homes, schools, restaurants and just about everywhere people shop and eat, our products reflect a commitment to quality, innovation and the power of food to bring people together.
At CJ Schwan's, we're fueled by innovation. As a Senior Portfolio Analyst, you'll play a critical role in driving visibility, governance, and performance across our new product innovation pipeline. Partnering with cross-functional teams and senior leadership, you'll transform portfolio data into actionable insights, strengthen our Stage-Gate process, and help bring great products to market faster and more effectively.
What You Will Do
- Lead management and reporting of the new product portfolio, providing insights, metrics, and recommendations that support strategic business decisions.
- Own portfolio systems and data, including Planview and portfolio databases, ensuring accurate project tracking, reporting, and process compliance.
- Develop KPI dashboards, executive reports, and ad hoc analyses that measure portfolio performance across brands, channels, and business units.
- Partner with stakeholders across R&D, Marketing, Finance, and Operations to provide portfolio updates and support business planning activities.
- Drive adoption and continuous improvement of the New Product Development and Stage-Gate processes through training, documentation, and best practices.
- Identify opportunities to improve portfolio management capabilities, reporting effectiveness, and innovation processes through internal and external benchmarking.
What We Look For
- Bachelor's degree and 7+ years of experience in portfolio management, project management, business analytics, product development, or a related field.
- Strong analytical and problem-solving skills with the ability to translate complex data into meaningful business insights and recommendations.
- Experience managing portfolio management, project management, or reporting systems, with advanced proficiency in Excel, Power BI, Access, and Microsoft Office applications.
- Knowledge of Stage-Gate, New Product Development, or similar project governance methodologies.
- Proven ability to manage multiple priorities, facilitate cross-functional collaboration, and influence stakeholders at all levels of the organization.
- Excellent communication and presentation skills, including experience delivering training and executive-level reporting.
What We Offer:
The base salary range for this position is $83,000 to $139,000 annually, with eligibility for a 10% annual incentive bonus based on organizational performance. The range reflects factors such as experience, skills, education, certifications, and location, and starting salary may fall anywhere within the stated range.
Beyond base salary, we offer a competitive Total Rewards package designed to support your overall well-being, including comprehensive health benefits, time off programs, and retirement and financial offerings.
CJ Schwan's and its subsidiaries are Equal Opportunity Employers. All qualified applicants will be considered without regard to race, color, religion, gender, age, disability, veteran status, national origin, or any other protected characteristic. We provide reasonable accommodations for individuals with disabilities or sincerely held religious beliefs. For accommodation requests or assistance with the application, please email career.search@schwans.com.
Portfolio Analyst Jobs by Experience Level
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Who's Hiring
Top Industries Hiring
- Investment & Asset Management13
- Banking & Financial Services6
- Technology & Software4
- Insurance2
- Construction & Real Estate2
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 BNY, Citi, and MUFG, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of September 2026. Demand is concentrated at asset managers, insurance companies, and large regional banks.
How many portfolio analyst jobs are remote?
About 74% of portfolio analyst openings are fully remote or hybrid as of September 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 191+ Portfolio Analyst Jobs
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