Entry Level Portfolio Analyst Jobs
New grad portfolio analyst jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong portfolio or internship record can matter more than a long resume. Most openings reflect a mix of on-site, remote, and hybrid work across Investment & Asset Management, Technology & Software, and Construction & Real Estate, with employers like Man, Citi, and Amherst hiring at this level now.
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Showing 5 of 23+ Entry Level Portfolio Analyst jobs
Job Title: Portfolio Analyst
Type: Permanent/Direct-Hire
Location: Atlanta Metropolitan Area
Summary
Our client is excited to expand their team with a Portfolio Analyst. This individual will join the team locally in the Greater Atlanta area and work closely with dynamic trading and portfolio management teams, both onsite and remotely. The company is a specialized exposure and solutions provider, partnering with clients to help them explore new opportunities and bring their investment ideas to life. Founded in 2013, the firm boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. It traditionally partners with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.
What You’ll Do:
The Portfolio Analyst is responsible for managing and supporting tax-managed solutions. This role supports all investment-related aspects of SMA products, including product research, implementation, portfolio construction, trade review, risk management, and performance monitoring. The successful candidate will be well-versed in factor risk models and quantitative portfolio management. This position demands strong attention to detail, intellectual curiosity, and a desire to understand and clarify client goals. The role requires close collaboration and teamwork within a small team setting and across the organization.
Responsibilities:
- Support the management of client portfolios, including account setup, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and trading
- Enhance and support product trade workflows and portfolio monitoring functions
- Monitor index changes and curate buy lists for corporate actions
- Support client requests, including proposal generation and client reporting
- Perform regular internal and client-facing reporting
- Handle quarterly billing and AUM reporting
- Communicate proactively with clients regarding bond maturities, cash flows, quarterly performance reports for equity portfolios, and other reporting needs
- Coordinate with custodians to address client inquiries and support internal reporting
- Assist sales and marketing teams by developing client/advisor materials and new collateral
- Participate in presentations, conference calls, and industry events
- Perform other duties and responsibilities as assigned
Who You Are:
- Bachelor’s degree in Finance or a related field
- 2+ years of experience in the investment management industry
- CFA Charterholder or actively pursuing CFA / Series 65 preferred
- Hard-working, eager to learn, and thrive in a fast-paced, innovative environment
- Motivated by new technology and financial techniques
- Committed to intellectual integrity, transparency, and openness
- Able to prioritize and manage workload amid changing demands
- Strong problem-solving, communication, and analytical skills
- Expert-level Excel user with strong Microsoft Office proficiency
- Experience with Bloomberg PORT and/or Orion preferred
- Independent thinker with the ability to clearly communicate complex data analysis
- Solid understanding of equity markets, portfolio construction, tax optimization, and portfolio risk analytics
- Experience with portfolio optimizers and factor risk models
- Team player with strong quantitative, analytical, communication, and organizational skills
- Aligned with our core values: Inspired Collaboration, Honor & Authenticity, Inclusion & Humility, Exceptional Performance, and Intellectual Curiosity
What our client offers:
- PTO plus 10 paid holidays
- Flexible Working Benefits
- Daily Paid Lunch for Onsite Employees
- Onsite Gym Discount
- Medical, Dental, Vision
- EAP and Telehealth with Mental Health Support
- Short- and Long-Term Disability
- SIMPLE IRA with up to 3% Match
Job Title: Portfolio Analyst
Type: Permanent/Direct-Hire
Location: Atlanta Metropolitan Area
Summary
Our client is excited to expand their team with a Portfolio Analyst. This individual will join the team locally in the Greater Atlanta area and work closely with dynamic trading and portfolio management teams, both onsite and remotely. The company is a specialized exposure and solutions provider, partnering with clients to help them explore new opportunities and bring their investment ideas to life. Founded in 2013, the firm boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. It traditionally partners with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.
What You’ll Do:
The Portfolio Analyst is responsible for managing and supporting tax-managed solutions. This role supports all investment-related aspects of SMA products, including product research, implementation, portfolio construction, trade review, risk management, and performance monitoring. The successful candidate will be well-versed in factor risk models and quantitative portfolio management. This position demands strong attention to detail, intellectual curiosity, and a desire to understand and clarify client goals. The role requires close collaboration and teamwork within a small team setting and across the organization.
Responsibilities:
- Support the management of client portfolios, including account setup, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and trading
- Enhance and support product trade workflows and portfolio monitoring functions
- Monitor index changes and curate buy lists for corporate actions
- Support client requests, including proposal generation and client reporting
- Perform regular internal and client-facing reporting
- Handle quarterly billing and AUM reporting
- Communicate proactively with clients regarding bond maturities, cash flows, quarterly performance reports for equity portfolios, and other reporting needs
- Coordinate with custodians to address client inquiries and support internal reporting
- Assist sales and marketing teams by developing client/advisor materials and new collateral
- Participate in presentations, conference calls, and industry events
- Perform other duties and responsibilities as assigned
Who You Are:
- Bachelor’s degree in Finance or a related field
- 2+ years of experience in the investment management industry
- CFA Charterholder or actively pursuing CFA / Series 65 preferred
- Hard-working, eager to learn, and thrive in a fast-paced, innovative environment
- Motivated by new technology and financial techniques
- Committed to intellectual integrity, transparency, and openness
- Able to prioritize and manage workload amid changing demands
- Strong problem-solving, communication, and analytical skills
- Expert-level Excel user with strong Microsoft Office proficiency
- Experience with Bloomberg PORT and/or Orion preferred
- Independent thinker with the ability to clearly communicate complex data analysis
- Solid understanding of equity markets, portfolio construction, tax optimization, and portfolio risk analytics
- Experience with portfolio optimizers and factor risk models
- Team player with strong quantitative, analytical, communication, and organizational skills
- Aligned with our core values: Inspired Collaboration, Honor & Authenticity, Inclusion & Humility, Exceptional Performance, and Intellectual Curiosity
What our client offers:
- PTO plus 10 paid holidays
- Flexible Working Benefits
- Daily Paid Lunch for Onsite Employees
- Onsite Gym Discount
- Medical, Dental, Vision
- EAP and Telehealth with Mental Health Support
- Short- and Long-Term Disability
- SIMPLE IRA with up to 3% Match
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Find JobsEntry Level Portfolio Analyst Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management12
- Technology & Software3
- Construction & Real Estate3
- Banking & Financial Services3
- Education2
Entry Level Portfolio Analyst Jobs: Frequently Asked Questions
How do I get an entry level portfolio analyst job?
Entry level portfolio analyst roles typically look for candidates who can demonstrate analytical thinking and attention to detail, even without years of professional experience. A strong academic background in finance, economics, or a related field helps, as does any internship work, a personal investment portfolio, or coursework in financial modeling. Familiarity with Excel and basic data tools gives candidates a clear edge at this stage.
Which companies hire entry level portfolio analysts?
Companies hiring entry level portfolio analysts right now include Man, Citi, and Amherst, based on current listings on Migrate Mate as of August 2026. Hiring at this level comes from a broad mix of employers, including asset management firms, banks, insurance companies, and fintech organizations that build out junior analyst teams on a regular basis.
Are there remote entry level portfolio analyst jobs?
Yes, though most entry level roles still have an in-person or hybrid component. About 33% of entry level portfolio analyst openings are remote or hybrid as of August 2026, so fully remote positions exist but are not the majority at this stage. Candidates open to hybrid arrangements will find a wider range of openings to consider.
Are these new grad portfolio analyst jobs?
Yes, these listings include new grad, recent graduate, and junior portfolio analyst roles. A posting is typically new grad friendly when it welcomes zero to two years of experience, accepts internship work as a substitute for full-time history, or explicitly invites candidates to submit a portfolio in place of an extensive resume. New grad candidates should look for those signals in each listing.
Which industries hire the most entry level portfolio analysts?
Entry Level portfolio analyst roles concentrate in Investment & Asset Management, Technology & Software, and Construction & Real Estate, based on current listings on Migrate Mate as of August 2026. Those sectors drive hiring at this level because they manage large pools of assets or client accounts, creating steady demand for junior analysts who can support research, reporting, and portfolio monitoring tasks.