Portfolio Analyst Jobs in Florida
Portfolio Analyst jobs in Florida are in strong demand, with active hiring concentrated in investment management, banking, real estate finance, and insurance across the state and seniority levels from entry-level associates through senior analysts. Miami, Tampa, and Jacksonville anchor the market, where firms like Raymond James, Fidelity Investments, and BlackRock maintain significant Florida operations. The most sought-after specialties include fixed income analysis, equity portfolio management, and risk-adjusted performance reporting. Find a role that fits below and apply directly.
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Showing 5 of 12+ Portfolio Analyst jobs
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The SCIB Portfolio Management Analyst is an entry to early-career individual contributor role within US SCIB COO Lending Solutions responsible for supporting credit spreading, portfolio monitoring, covenant tracking, collateral monitoring, annual and quarterly review preparation and portfolio reporting across SCIB lending portfolios. The role supports multiple products and business lines, including Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures. Objectives are to 1) provide accurate analytical and administrative support for portfolio monitoring, 2) maintain disciplined tracking of financial reporting, covenants, collateral and review deliverables, and 3) develop foundational expertise in CIB lending lifecycle management.
Key Responsibilities:
1. Credit Spreading and Analysis Support
- Perform financial spreading and basic credit analysis for assigned borrowers using financial statements, internal systems and portfolio management templates.
- Support quarterly and annual review preparation by gathering financials, covenant certificates, collateral data, borrower updates, rating inputs and prior review materials.
- Prepare initial variance analysis, ratio outputs, covenant calculations and portfolio data summaries for review by Associates and Vice Presidents.
2. Monitoring and Tracking
- Maintain trackers for financial statement delivery, covenant certificates, borrowing base certificates, collateral deliverables, insurance requirements, annual reviews, quarterly reviews and other monitoring obligations.
- Identify missing or late deliverables, data inconsistencies and potential exceptions for escalation.
- Update portfolio monitoring tools and shared records accurately and on schedule.
3. Lifecycle and Documentation Support
- Assist with amendment, waiver and lifecycle event tracking by collecting data, maintaining logs and supporting evidence files.
- Coordinate with Transaction Management, Agency, Operations and Portfolio Management colleagues to confirm post-close and ongoing monitoring requirements.
- Support document organization and retrieval for audits, credit reviews, regulatory requests and management reporting.
4. Reporting and Process Support
- Prepare recurring status reports, covenant dashboards, exception trackers and portfolio data extracts under supervision.
- Support data quality reviews, procedure updates, training materials and process improvement initiatives.
- Help maintain organized records for portfolio monitoring and control evidence.
5. Development and Collaboration
- Build knowledge of Infrastructure Finance, Structured Finance, Leveraged Finance, IG and GTB credit products, documentation and monitoring requirements.
- Collaborate with Front Office, Credit, Risk, Agency, Operations, Transaction Management and Finance stakeholders as directed.
- Demonstrate ownership, responsiveness and willingness to learn in a fast-paced CIB lending environment.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications:
Bachelor degree or equivalent work experience. Foundational knowledge of financial statements, credit analysis, Excel and corporate finance. Exposure to banking, credit, lending, infrastructure finance, structured finance, leveraged finance, IG corporate lending or GTB helpful.
Skills:
- Strong Excel, analytical, organizational and written communication skills.
- Ability to perform accurate data entry, financial spreading and basic variance analysis.
- Attention to detail and comfort working with recurring deadlines and trackers.
- Willingness to learn credit systems, covenant tools, loan systems and portfolio reporting processes.
Key Competencies:
- High degree of accuracy and follow-through.
- Curiosity and interest in CIB lending and credit risk.
- Ability to ask good questions and escalate potential issues promptly.
- Collaborative and service-oriented approach.
Education:
Bachelor Degree or equivalent work experience
Work Experience:
1+ years of relevant experience in credit analysis, finance, accounting, banking, lending operations, portfolio monitoring, agency, risk management or related roles.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$67,500.00 USDMaximum:
We Value Your Impact:
Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The SCIB Portfolio Management Analyst is an entry to early-career individual contributor role within US SCIB COO Lending Solutions responsible for supporting credit spreading, portfolio monitoring, covenant tracking, collateral monitoring, annual and quarterly review preparation and portfolio reporting across SCIB lending portfolios. The role supports multiple products and business lines, including Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures. Objectives are to 1) provide accurate analytical and administrative support for portfolio monitoring, 2) maintain disciplined tracking of financial reporting, covenants, collateral and review deliverables, and 3) develop foundational expertise in CIB lending lifecycle management.
Key Responsibilities:
1. Credit Spreading and Analysis Support
- Perform financial spreading and basic credit analysis for assigned borrowers using financial statements, internal systems and portfolio management templates.
- Support quarterly and annual review preparation by gathering financials, covenant certificates, collateral data, borrower updates, rating inputs and prior review materials.
- Prepare initial variance analysis, ratio outputs, covenant calculations and portfolio data summaries for review by Associates and Vice Presidents.
2. Monitoring and Tracking
- Maintain trackers for financial statement delivery, covenant certificates, borrowing base certificates, collateral deliverables, insurance requirements, annual reviews, quarterly reviews and other monitoring obligations.
- Identify missing or late deliverables, data inconsistencies and potential exceptions for escalation.
- Update portfolio monitoring tools and shared records accurately and on schedule.
3. Lifecycle and Documentation Support
- Assist with amendment, waiver and lifecycle event tracking by collecting data, maintaining logs and supporting evidence files.
- Coordinate with Transaction Management, Agency, Operations and Portfolio Management colleagues to confirm post-close and ongoing monitoring requirements.
- Support document organization and retrieval for audits, credit reviews, regulatory requests and management reporting.
4. Reporting and Process Support
- Prepare recurring status reports, covenant dashboards, exception trackers and portfolio data extracts under supervision.
- Support data quality reviews, procedure updates, training materials and process improvement initiatives.
- Help maintain organized records for portfolio monitoring and control evidence.
5. Development and Collaboration
- Build knowledge of Infrastructure Finance, Structured Finance, Leveraged Finance, IG and GTB credit products, documentation and monitoring requirements.
- Collaborate with Front Office, Credit, Risk, Agency, Operations, Transaction Management and Finance stakeholders as directed.
- Demonstrate ownership, responsiveness and willingness to learn in a fast-paced CIB lending environment.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications:
Bachelor degree or equivalent work experience. Foundational knowledge of financial statements, credit analysis, Excel and corporate finance. Exposure to banking, credit, lending, infrastructure finance, structured finance, leveraged finance, IG corporate lending or GTB helpful.
Skills:
- Strong Excel, analytical, organizational and written communication skills.
- Ability to perform accurate data entry, financial spreading and basic variance analysis.
- Attention to detail and comfort working with recurring deadlines and trackers.
- Willingness to learn credit systems, covenant tools, loan systems and portfolio reporting processes.
Key Competencies:
- High degree of accuracy and follow-through.
- Curiosity and interest in CIB lending and credit risk.
- Ability to ask good questions and escalate potential issues promptly.
- Collaborative and service-oriented approach.
Education:
Bachelor Degree or equivalent work experience
Work Experience:
1+ years of relevant experience in credit analysis, finance, accounting, banking, lending operations, portfolio monitoring, agency, risk management or related roles.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$67,500.00 USDMaximum:
We Value Your Impact:
Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.
See All 12 Portfolio Analyst Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Portfolio Analyst JobsPortfolio Analyst Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Portfolio Analyst Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
What Florida Employers Look For
The qualifications that appear most often in portfolio analyst jobs across Florida.
- Bachelor's degree in finance, economics, or a related quantitative field required
- CFA designation or active progress toward CFA charterholder status preferred
- Proficiency in Bloomberg Terminal, FactSet, or comparable portfolio management systems
- Experience with portfolio performance attribution and risk analytics reporting
- Strong modeling skills in Excel and familiarity with Python or SQL for data analysis
- Knowledge of SEC regulatory requirements and GIPS compliance standards
Portfolio Analyst Jobs in Florida: Frequently Asked Questions
How do you become a portfolio analyst in Florida?
Most portfolio analyst positions in Florida require a bachelor's degree in finance, economics, accounting, or a related field, and Florida does not impose a state-specific license for this role. Employers in Miami, Tampa, and Jacksonville consistently favor candidates pursuing or holding the CFA designation, which is administered by the CFA Institute. Many local asset managers and banks also value the FINRA Series 65 or Series 66 registration for roles that involve investment advisory functions.
How much do portfolio analysts make in Florida?
Portfolio analysts in Florida earn a median of about $94,490 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $60,620 for the lowest 10% to over $155,470 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio analysts in Florida?
Employers hiring portfolio analysts in Florida right now include Orlando Utilities Commission, BNY, and Vacatia, based on current listings on Migrate Mate as of September 2026. Florida's concentration of wealth management firms, regional banks, and insurance companies creates consistent demand for this role across multiple employer types.
Which Florida cities have the most portfolio analyst jobs?
Orlando, Tampa, and Niceville lead Florida for portfolio analyst openings. Miami's density of international banks, hedge funds, and asset managers drives the largest share of postings, while Tampa's growing financial services sector and Jacksonville's concentration of major regional banks and insurance carriers sustain strong hiring in those markets as well.
Are there remote portfolio analyst jobs in Florida?
Yes, and more than most fields, given that portfolio analysis is primarily a desk-based, data-driven role with limited physical on-site requirements. About 83% of portfolio analyst openings tied to Florida are remote or hybrid as of September 2026, reflecting how well the work translates to distributed teams. Client-facing advisory and trading-desk roles are the most likely to require in-office presence.
How can I get hired as a portfolio analyst in Florida with little or no experience?
The most realistic entry path is through a financial analyst or investment operations associate role at a Florida-based wealth management firm, regional bank, or insurance company, then moving laterally into portfolio analysis. Raymond James and Fidelity Investments both run structured new-graduate programs in Florida that rotate through portfolio and investment functions. Earning the CFA Level I or obtaining a FINRA Series 65 registration while in an operations or research support role significantly strengthens a candidacy for first analyst positions.
Where can I find and apply to portfolio analyst jobs in Florida?
You can find and apply to portfolio analyst jobs in Florida on Migrate Mate, which lists current openings from Florida employers. Find the roles that fit your background and apply directly to each one.
See All 12 Portfolio Analyst Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Portfolio Analyst Jobs