Portfolio Analyst Jobs in New York
Portfolio Analyst jobs in New York sit at the center of one of the world's most active investment management markets, with demand concentrated in asset management, hedge funds, private equity, and institutional investing at levels from entry-level associates through senior portfolio managers. Most openings are in Manhattan, with additional hiring in Midford Park and Stamford-adjacent commuter markets, and major employers with lasting New York presences include BlackRock, JPMorgan Asset Management, and Vanguard's institutional operations. The most in-demand specialties right now are fixed income analysis, equity research support, and multi-asset risk reporting. Find a role that fits below and apply directly.
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Showing 5 of 25+ Portfolio Analyst jobs
Location
New York, New YorkShift:
Day (United States of America)Description:
Portfolio Analyst
NYP is one of the largest and most comprehensive healthcare institutions in the world. Our talented development professionals help ensure that we will have the philanthropic resources to deliver the finest, most advanced patient care well into the future. We have launched a $2B comprehensive campaign for key priorities that will maintain the Hospital’s excellence in patient care, education, and translation research.
The Portfolio Analyst is responsible for a wide range of prospect management tasks including pipeline development, portfolio optimization, prospect assignment strategy, and ensuring portfolios align with organizational policy and fundraising objectives. This role will help maintain the integrity and effective use of prospect and portfolio data while supporting a data-driven fundraising program. The Portfolio Analyst will manage the distribution of prospects and donors to gift officer portfolios and serve as a strategic partner to frontline fundraisers by facilitating portfolio consultations, presenting data-informed recommendations, and identifying opportunities to advance prospects through the fundraising pipeline. The Analyst will work closely with gift officers to prioritize their top prospects, strengthen portfolios, and accelerate revenue outcomes. Working in partnership with the Data Analytics and Information Technology teams, the Analyst will leverage the CRM system, dashboards, and reporting tools to transform portfolio data into actionable fundraising insights. The Analyst will also identify opportunities to leverage emerging technologies, including AI-enabled tools, to improve portfolio analysis, reporting, operational efficiency, and fundraising effectiveness. To be successful, this individual must be highly analytical, collaborative, and relationship-oriented, with the ability to communicate effectively across teams, manage multiple priorities, and thrive in a fast-paced environment.
This is a hybrid position with an in office requirement.
Required Criteria
- Bachelor's degree
- Minimum three (3) years of related experience in prospect research, fundraising database management, donor strategy, portfolio management, or a related field
- Experience analyzing and interpreting data to develop recommendations and support decision-making.
- Ability to follow ethical standards and exercise discretion when handling sensitive and confidential information.
Preferred Criteria
- Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint, or Access and other web-based applications.
- Experience with fundraising databases (Salesforce preferred)
- Effective communication and relationship-building skills with the ability to present insights and recommendations to diverse stakeholders.
- Project management interest or experience, including developing project plans and timelines, managing competing priorities, coordinating deliverables, and tracking progress.
- Strong analytical skills, with experience leveraging CRM systems, dashboards, and business intelligence tools to transform data into actionable insights.
- Ability to manage multiple tasks and meet stringent deadlines.
- Exceptional writing skills and rigorous attention to detail
- Excellent organizational, planning and time management skills
- Interest in identifying opportunities to improve processes, streamline workflows, and enhance operational efficiency through technology and automation.
Join a healthcare system where employee engagement is at an all-time high. Here we foster a culture of respect, belonging, and inclusion. Enjoy comprehensive and competitive benefits that support you and your family in every aspect of life. Start your life-changing journey today.
Please note that all roles require on-site presence (variable by role). Therefore, all employees should live within a commutable distance to NYP.
NYP will not reimburse for travel expenses.
__________________
2026 Best Companies in Healthcare, Biotech & Pharma – Glassdoor
2026 Best Place to Work – Glassdoor
2026 America’s Best Large Employers – Forbes
2026 America’s Best-In-State Employers – Forbes
2026 America’s Dream Employers – Forbes
2026 America’s Greatest Workplaces for Culture, Belonging & Community – Newsweek
2026 Best Places to Work in IT - Computerworld
2025 Great Place to Work Certified
2025 Best Employers for Women – Forbes
2025 Companies that Care – People
2025 America’s Greatest Workplaces for Mental Well-Being - Newsweek
NewYork-Presbyterian Hospital is an equal opportunity employer.
Salary Range:
$83,500-$100,200/Annual
It all begins with you. Our amazing compensation packages start with competitive base pay and include recognition for your experience, education, and licensure. Then we add our amazing benefits, countless opportunities for personal and professional growth and a dynamic environment that embraces every person. Join our team and discover where amazing works.
Location
New York, New YorkShift:
Day (United States of America)Description:
Portfolio Analyst
NYP is one of the largest and most comprehensive healthcare institutions in the world. Our talented development professionals help ensure that we will have the philanthropic resources to deliver the finest, most advanced patient care well into the future. We have launched a $2B comprehensive campaign for key priorities that will maintain the Hospital’s excellence in patient care, education, and translation research.
The Portfolio Analyst is responsible for a wide range of prospect management tasks including pipeline development, portfolio optimization, prospect assignment strategy, and ensuring portfolios align with organizational policy and fundraising objectives. This role will help maintain the integrity and effective use of prospect and portfolio data while supporting a data-driven fundraising program. The Portfolio Analyst will manage the distribution of prospects and donors to gift officer portfolios and serve as a strategic partner to frontline fundraisers by facilitating portfolio consultations, presenting data-informed recommendations, and identifying opportunities to advance prospects through the fundraising pipeline. The Analyst will work closely with gift officers to prioritize their top prospects, strengthen portfolios, and accelerate revenue outcomes. Working in partnership with the Data Analytics and Information Technology teams, the Analyst will leverage the CRM system, dashboards, and reporting tools to transform portfolio data into actionable fundraising insights. The Analyst will also identify opportunities to leverage emerging technologies, including AI-enabled tools, to improve portfolio analysis, reporting, operational efficiency, and fundraising effectiveness. To be successful, this individual must be highly analytical, collaborative, and relationship-oriented, with the ability to communicate effectively across teams, manage multiple priorities, and thrive in a fast-paced environment.
This is a hybrid position with an in office requirement.
Required Criteria
- Bachelor's degree
- Minimum three (3) years of related experience in prospect research, fundraising database management, donor strategy, portfolio management, or a related field
- Experience analyzing and interpreting data to develop recommendations and support decision-making.
- Ability to follow ethical standards and exercise discretion when handling sensitive and confidential information.
Preferred Criteria
- Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint, or Access and other web-based applications.
- Experience with fundraising databases (Salesforce preferred)
- Effective communication and relationship-building skills with the ability to present insights and recommendations to diverse stakeholders.
- Project management interest or experience, including developing project plans and timelines, managing competing priorities, coordinating deliverables, and tracking progress.
- Strong analytical skills, with experience leveraging CRM systems, dashboards, and business intelligence tools to transform data into actionable insights.
- Ability to manage multiple tasks and meet stringent deadlines.
- Exceptional writing skills and rigorous attention to detail
- Excellent organizational, planning and time management skills
- Interest in identifying opportunities to improve processes, streamline workflows, and enhance operational efficiency through technology and automation.
Join a healthcare system where employee engagement is at an all-time high. Here we foster a culture of respect, belonging, and inclusion. Enjoy comprehensive and competitive benefits that support you and your family in every aspect of life. Start your life-changing journey today.
Please note that all roles require on-site presence (variable by role). Therefore, all employees should live within a commutable distance to NYP.
NYP will not reimburse for travel expenses.
__________________
2026 Best Companies in Healthcare, Biotech & Pharma – Glassdoor
2026 Best Place to Work – Glassdoor
2026 America’s Best Large Employers – Forbes
2026 America’s Best-In-State Employers – Forbes
2026 America’s Dream Employers – Forbes
2026 America’s Greatest Workplaces for Culture, Belonging & Community – Newsweek
2026 Best Places to Work in IT - Computerworld
2025 Great Place to Work Certified
2025 Best Employers for Women – Forbes
2025 Companies that Care – People
2025 America’s Greatest Workplaces for Mental Well-Being - Newsweek
NewYork-Presbyterian Hospital is an equal opportunity employer.
Salary Range:
$83,500-$100,200/Annual
It all begins with you. Our amazing compensation packages start with competitive base pay and include recognition for your experience, education, and licensure. Then we add our amazing benefits, countless opportunities for personal and professional growth and a dynamic environment that embraces every person. Join our team and discover where amazing works.
See All 25 Portfolio Analyst Jobs in New York
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Find Portfolio Analyst JobsPortfolio Analyst Jobs by City in New York
Where New York roles are concentrated, by current openings.
Portfolio Analyst Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
What New York Employers Look For
The qualifications that appear most often in portfolio analyst jobs across New York.
- 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 platforms such as Aladdin or Charles River
- Two or more years of experience in investment analysis, asset management, or related finance roles
- Strong modeling skills in Excel with experience building attribution and performance reports
- Knowledge of fixed income, equities, or multi-asset portfolio construction and risk metrics
Portfolio Analyst Jobs in New York: Frequently Asked Questions
How do you become a portfolio analyst in New York?
The most direct path is a bachelor's degree in finance, economics, or a quantitative discipline, followed by an entry-level role at an asset manager, bank, or institutional investor in New York. No state-issued license is required, but the CFA program is the credential New York employers expect you to be pursuing. Many candidates enter through financial analyst or operations associate roles at large New York-based firms before moving into dedicated portfolio analysis positions.
How much do portfolio analysts make in New York?
Portfolio analysts in New York earn a median of about $127,930 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $77,540 for the lowest 10% to over $225,380 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio analysts in New York?
Employers hiring portfolio analysts in New York right now include Citi, Equitable, and Man, based on current listings on Migrate Mate as of September 2026. New York's concentration of global asset managers, hedge funds, and investment banks makes it one of the deepest hiring markets for this role in the country.
Which New York cities have the most portfolio analyst jobs?
New York, New York, and Melville account for the most portfolio analyst openings in New York. Manhattan dominates because of its dense concentration of global asset managers, investment banks, and hedge funds headquartered there, while any additional hiring outside the city typically reflects back-office and risk teams at firms with suburban campuses or satellite offices in the wider metro area.
Are there remote portfolio analyst jobs in New York?
Yes, though less commonly than in purely software-focused fields, since portfolio analysts often need direct access to trading systems, compliance teams, and live market data. About 82% of portfolio analyst openings tied to New York are remote or hybrid as of September 2026. The tasks most likely to be performed remotely are performance reporting, data modeling, and client presentation prep rather than trading desk or front-office roles.
How can I get hired as a portfolio analyst in New York with little or no experience?
The most realistic entry point is a financial analyst or investment operations associate role at one of New York's large asset managers or custodian banks, where rotational programs at firms like State Street, BNY Mellon, and Fidelity Investments' institutional division move new graduates into portfolio support work. Passing CFA Level I before applying gives candidates a measurable edge, and internships at New York-based investment offices during college are the most direct bridge to full-time portfolio analyst openings.
Where can I find and apply to portfolio analyst jobs in New York?
You can find and apply to portfolio analyst jobs in New York on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings, find roles that match your background and target area, and apply directly to the ones that fit.
See All 25 Portfolio Analyst Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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