Portfolio Analyst Jobs in Massachusetts
Portfolio Analyst jobs in Massachusetts are in strong demand, concentrated in asset management, insurance, and institutional investing, with openings from entry-level analyst positions through senior portfolio management roles. Boston, Cambridge, and Worcester are the primary hiring centers, home to major employers such as Fidelity Investments, State Street, and Putnam Investments. The most sought-after specialties in the state are fixed income analysis, equity research support, and risk-focused portfolio analytics. Find a role that fits below and apply directly.
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We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in Boston, MA.
In this role, you’ll make an impact in the following ways:
- Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability.
- Calculate the impact of strategy changes on portfolios and analyze transaction suitability.
- Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence.
- Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests. Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience; MBA and/or CFA preferred.
- 3-5 years of prior financial or investment experience.
- Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports.
- Experience working collaboratively with portfolio managers and cross-functional teams.
- No direct people leadership responsibilities.
We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in Boston, MA.
In this role, you’ll make an impact in the following ways:
- Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability.
- Calculate the impact of strategy changes on portfolios and analyze transaction suitability.
- Prepare trades and monitor clearing compliance notifications to ensure regulatory adherence.
- Provide investment reporting and analytics for assigned investment teams, supporting marketing and client service teams with data requests. Interpret performance attribution and track error reports to generate detailed portfolio analytics for business decision-making.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience; MBA and/or CFA preferred.
- 3-5 years of prior financial or investment experience.
- Strong analytical skills with the ability to conduct detailed portfolio analysis and prepare impactful reports.
- Experience working collaboratively with portfolio managers and cross-functional teams.
- No direct people leadership responsibilities.
See All 9 Portfolio Analyst Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Portfolio Analyst JobsPortfolio Analyst Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Portfolio Analyst Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Construction & Real Estate
What Massachusetts Employers Look For
The qualifications that appear most often in portfolio analyst jobs across Massachusetts.
- 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 and portfolio management systems such as Charles River or Aladdin
- Experience with performance attribution, risk analytics, and investment reporting
- Strong skills in Excel, SQL, or Python for data analysis and portfolio modeling
- Familiarity with GIPS compliance standards and SEC-registered investment adviser reporting requirements
Portfolio Analyst Jobs in Massachusetts: Frequently Asked Questions
How do you become a portfolio analyst in Massachusetts?
Most portfolio analyst roles in Massachusetts require a bachelor's degree in finance, economics, accounting, or a related field as the starting point. Massachusetts does not impose a state-specific license for portfolio analysts, but employers across Boston's asset management corridor expect candidates to be pursuing or to have earned the CFA designation. Strong quantitative skills, familiarity with institutional investment systems, and internship experience at a Massachusetts-based fund or bank significantly strengthen your candidacy.
How much do portfolio analysts make in Massachusetts?
Portfolio analysts in Massachusetts earn a median of about $111,040 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $77,940 for the lowest 10% to over $205,320 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio analysts in Massachusetts?
Employers hiring portfolio analysts in Massachusetts right now include Man, BNY, and VRC, based on current listings on Migrate Mate as of September 2026. Massachusetts's deep concentration of mutual fund companies, insurance asset managers, and endowment offices means the hiring pool is broad and consistently active throughout the year.
Which Massachusetts cities have the most portfolio analyst jobs?
Boston and Woburn have the most portfolio analyst openings in Massachusetts. Boston dominates because it is home to one of the largest concentrations of asset managers and institutional investors in the country, while Cambridge and Worcester draw openings from university endowments, regional banks, and insurance carriers that maintain significant investment operations outside the city core.
Are there remote portfolio analyst jobs in Massachusetts?
Yes, and more than many finance roles. About 67% of portfolio analyst openings tied to Massachusetts are remote or hybrid as of September 2026, reflecting how much of the work centers on data analysis and reporting rather than in-person client contact. Research-heavy and performance-reporting functions tend to be the most remote-friendly, while client-facing or trading-adjacent roles typically require regular on-site presence.
How can I get hired as a portfolio analyst in Massachusetts with little or no experience?
The most realistic entry path is a rotational analyst program at one of Boston's large asset managers, such as those run by Fidelity Investments or State Street, which recruit directly from Massachusetts universities. Lateral moves from roles like fund accountant, investment operations associate, or financial reporting analyst are also common on-ramps. Earning the first level of the CFA examination and building a personal portfolio model or investment thesis write-up gives early-career candidates a concrete edge in a competitive applicant pool.
Where can I find and apply to portfolio analyst jobs in Massachusetts?
You can find and apply to portfolio analyst jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings from employers hiring now. Search the listings, find roles that match your experience and specialization, and apply directly to the ones that fit.
See All 9 Portfolio Analyst Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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