Portfolio Management Analyst Jobs
Portfolio Management Analyst jobs are open across asset management, banking, insurance, and corporate finance, from entry-level to senior analyst, with specializations in equity analysis, fixed income, and risk-adjusted portfolio strategy. Find a role that fits from the openings below and apply directly.
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Showing 5 of 252+ Portfolio Management Analyst jobs
Location
San Francisco
Employment Type
Full time
Department
Data
Compensation
- $300K – $400K • Offers Equity • Offers Bonus
Senior Director, Portfolio Risk Management
WHO WE ARE
At Trustly, we're building a smarter, faster, and more secure financial future by revolutionizing the world of payments. As a global leader in Open Banking Payments, we are establishing Pay by Bank as the new standard at checkout, providing unparalleled freedom, speed, and ease to millions of consumers and merchants worldwide.
Our Ambition: To build the world’s most disruptive payment network and redefine what the payment experience should feel like.
Trustly is a global team of innovators, collaborators, and doers. If you are driven by a strong sense of purpose and thrive in a dynamic, entrepreneurial, and high-growth environment, join us and be part of a team that’s transforming the way the world pays.
About the team
The Data team at Trustly is the backbone of our decision-making and product innovation. We are a global, multidisciplinary collective of Software Engineers, Data Engineers, Machine Learning Specialists, Scientists, and Analysts who believe that data is more than just rows and columns - it is the fuel for a more transparent financial ecosystem.
We operate at the intersection of high-scale engineering and deep financial intelligence. Our team processes millions of transactions in real time, turning complex Open Banking signals into seamless payment experiences. We pride ourselves on a culture of intellectual curiosity, technical excellence, and extreme ownership.
About the role
Trustly guarantees payments in North America. Every approval decision drives revenue for Trustly and for our customers, and every one of them also carries risk and loss. We are looking for a portfolio risk leader to own that balance across our business domains and to turn risk management into a growth driver, in partnership with our commercial and customer service teams. This function owns segment risk management, the customer-facing risk solutions consulting team, and risk operations and compliance.
You will partner closely with Risk Data Science, Risk Product and Risk Engineering, who own the risk models and the engine your decisions will run on, and you will be the senior risk voice with our executive team and our largest customers.
What You’ll Do
OWN THE LOSS AND APPROVAL OUTCOME
Own consumer transaction loss, merchant credit exposure and approval rates across customer segments.
Decide where to tighten and where to loosen, grounded in loss attribution, and balance approval rate against loss.
Own change control on the decision set: rules, thresholds, score cutoffs and non-standard deal terms carry a quantified loss and approval impact before launch. Define guarantee tier eligibility and the economics behind each tier.
Monitor return performance against network rules and internal limits, across unauthorized, administrative and funding-related return reasons.
SET THE RULES AND UNDERWRITING STANDARDS
Own rules and thresholds across segments, including the per-merchant risk settings in the risk engine.
Set and document merchant underwriting criteria: onboarding, KYB standards, merchant risk tiering, monitoring triggers and offboarding.
Establish the merchant approval authority framework in partnership with Finance and Commercial.
Direct incident response for major risk events, including the escalation path into Legal, Commercial and our banking partners.
LEAD RISK DISCUSSIONS WITH CUSTOMERS
Set risk appetite and pre-authorization requirements early in a deal so they shape the terms.
Present the risk position and the trade-off on the largest and most complex deals: approval rate and expected loss.
Own the risk inputs into pricing: expected loss by customer, guarantee tier recommendation, and the exposure and collateral terms on non-standard deals.
Partner with Customer Success to bring the risk view into customer meetings and quarterly business reviews. Provide regular risk reporting and propose remediation where return performance drifts.
Be accountable for customer risk relationships at executive level.
LEAD THE FUNCTION AND PARTNER ACROSS TRUSTLY
Build and develop the team across segment risk management, customer-facing risk solutions consulting, and risk operations and compliance.
Run risk execution end to end: merchant underwriting operations, the alert and manual decision queues to SLA, representment, recovery and collections, and first-line compliance execution with controls testing.
Set the agenda for the Risk Committee, and present loss performance, emerging risk and the case for any change to senior and executive stakeholders.
Partner with Risk Data Science on how model scores are used in the rules, and with Risk Product and Risk Engineering on what the engine needs to support next.
What We’re Looking For
12+ years in payments, lending or banking risk, including at least 5 years leading teams across more than one function.
Ownership of a loss budget and an approval rate target at the same time, with a track record of improving approval rate while holding loss within budget.
Direct experience setting rules and thresholds in a real-time decisioning environment where model scores drive the decision.
Merchant underwriting depth: KYB, beneficial ownership, financial statement review, exposure modeling and industry risk.
Experience overseeing risk operations at scale: decision queues to service levels and first-line controls.
Presenting and defending a risk position with customer executives and with your own executive team, including risk terms inside a commercial deal.
Experience standing up or rebuilding a risk function, including hiring the team.
PREFERRED
Bachelor's degree in economics, statistics, mathematics, engineering, finance or a related field. MBA or a graduate degree in a quantitative discipline is a plus.
ACH or EFT domain expertise. Depth in one or more of gaming, telco, utilities, insurance or financial services.
Collections, recovery and representment run as loss mitigation, with measured recovery rates.
Familiarity with model risk governance and independent validation in financial services.
Experience working with ODFIs or payment processors on risk matters.
Applications for this role are accepted on an ongoing basis.
LOCATION & WORKPLACE
This is a hybrid role based out of our San Francisco or New York hubs. We look for team members to be in the office Tuesday through Thursday. Please note we
SALARY RANGES IN US-BASED ROLE POSTING
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Recruiters can share more information with applicants about the specific salary range for preferred locations during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include other perks and benefits.
WHAT WE OFFER
At Trustly, you will have the chance to solve meaningful challenges alongside some of the brightest minds in FinTech. Together, we are shaping the future of payments in an environment that celebrates curiosity, collaboration, and innovation. You will be challenged and empowered to grow, making a real impact every step of the way.
Our team is as diverse as the global footprint we serve, with colleagues across Silicon Valley, the U.S., Canada, Brazil, Europe, and beyond. At Trustly, we foster a workplace where everyone feels they belong—a place where teamwork thrives, ideas flourish, and we never forget to have fun along the way.
We offer innovative perks and benefits packages that include:
- Flexible paid time off & generous PTO accrual plans
- Comprehensive medical, dental, vision, and other insurances
- FSA & HSA plans for medical and dependent care
- Home office set-up allowance
- Internet stipend
- Retirement plan match for 401k and RRSP
- Gender-neutral paid parental leave, and more!
(The benefits and total compensation packages outlined above are for full-time employees; some exclusions apply for temporary positions.)
At Trustly, we embrace and celebrate diversity of all forms and the value it brings to our employees and customers. We are proud and committed to being an Equal Opportunity Employer and believe an open and inclusive environment enables people to do their best work. All decisions regarding hiring, advancement, and any other aspects of employment are made solely on the basis of qualifications, merit, and business need.
Compensation Range: $300K - $400KLocation
San Francisco
Employment Type
Full time
Department
Data
Compensation
- $300K – $400K • Offers Equity • Offers Bonus
Senior Director, Portfolio Risk Management
WHO WE ARE
At Trustly, we're building a smarter, faster, and more secure financial future by revolutionizing the world of payments. As a global leader in Open Banking Payments, we are establishing Pay by Bank as the new standard at checkout, providing unparalleled freedom, speed, and ease to millions of consumers and merchants worldwide.
Our Ambition: To build the world’s most disruptive payment network and redefine what the payment experience should feel like.
Trustly is a global team of innovators, collaborators, and doers. If you are driven by a strong sense of purpose and thrive in a dynamic, entrepreneurial, and high-growth environment, join us and be part of a team that’s transforming the way the world pays.
About the team
The Data team at Trustly is the backbone of our decision-making and product innovation. We are a global, multidisciplinary collective of Software Engineers, Data Engineers, Machine Learning Specialists, Scientists, and Analysts who believe that data is more than just rows and columns - it is the fuel for a more transparent financial ecosystem.
We operate at the intersection of high-scale engineering and deep financial intelligence. Our team processes millions of transactions in real time, turning complex Open Banking signals into seamless payment experiences. We pride ourselves on a culture of intellectual curiosity, technical excellence, and extreme ownership.
About the role
Trustly guarantees payments in North America. Every approval decision drives revenue for Trustly and for our customers, and every one of them also carries risk and loss. We are looking for a portfolio risk leader to own that balance across our business domains and to turn risk management into a growth driver, in partnership with our commercial and customer service teams. This function owns segment risk management, the customer-facing risk solutions consulting team, and risk operations and compliance.
You will partner closely with Risk Data Science, Risk Product and Risk Engineering, who own the risk models and the engine your decisions will run on, and you will be the senior risk voice with our executive team and our largest customers.
What You’ll Do
OWN THE LOSS AND APPROVAL OUTCOME
Own consumer transaction loss, merchant credit exposure and approval rates across customer segments.
Decide where to tighten and where to loosen, grounded in loss attribution, and balance approval rate against loss.
Own change control on the decision set: rules, thresholds, score cutoffs and non-standard deal terms carry a quantified loss and approval impact before launch. Define guarantee tier eligibility and the economics behind each tier.
Monitor return performance against network rules and internal limits, across unauthorized, administrative and funding-related return reasons.
SET THE RULES AND UNDERWRITING STANDARDS
Own rules and thresholds across segments, including the per-merchant risk settings in the risk engine.
Set and document merchant underwriting criteria: onboarding, KYB standards, merchant risk tiering, monitoring triggers and offboarding.
Establish the merchant approval authority framework in partnership with Finance and Commercial.
Direct incident response for major risk events, including the escalation path into Legal, Commercial and our banking partners.
LEAD RISK DISCUSSIONS WITH CUSTOMERS
Set risk appetite and pre-authorization requirements early in a deal so they shape the terms.
Present the risk position and the trade-off on the largest and most complex deals: approval rate and expected loss.
Own the risk inputs into pricing: expected loss by customer, guarantee tier recommendation, and the exposure and collateral terms on non-standard deals.
Partner with Customer Success to bring the risk view into customer meetings and quarterly business reviews. Provide regular risk reporting and propose remediation where return performance drifts.
Be accountable for customer risk relationships at executive level.
LEAD THE FUNCTION AND PARTNER ACROSS TRUSTLY
Build and develop the team across segment risk management, customer-facing risk solutions consulting, and risk operations and compliance.
Run risk execution end to end: merchant underwriting operations, the alert and manual decision queues to SLA, representment, recovery and collections, and first-line compliance execution with controls testing.
Set the agenda for the Risk Committee, and present loss performance, emerging risk and the case for any change to senior and executive stakeholders.
Partner with Risk Data Science on how model scores are used in the rules, and with Risk Product and Risk Engineering on what the engine needs to support next.
What We’re Looking For
12+ years in payments, lending or banking risk, including at least 5 years leading teams across more than one function.
Ownership of a loss budget and an approval rate target at the same time, with a track record of improving approval rate while holding loss within budget.
Direct experience setting rules and thresholds in a real-time decisioning environment where model scores drive the decision.
Merchant underwriting depth: KYB, beneficial ownership, financial statement review, exposure modeling and industry risk.
Experience overseeing risk operations at scale: decision queues to service levels and first-line controls.
Presenting and defending a risk position with customer executives and with your own executive team, including risk terms inside a commercial deal.
Experience standing up or rebuilding a risk function, including hiring the team.
PREFERRED
Bachelor's degree in economics, statistics, mathematics, engineering, finance or a related field. MBA or a graduate degree in a quantitative discipline is a plus.
ACH or EFT domain expertise. Depth in one or more of gaming, telco, utilities, insurance or financial services.
Collections, recovery and representment run as loss mitigation, with measured recovery rates.
Familiarity with model risk governance and independent validation in financial services.
Experience working with ODFIs or payment processors on risk matters.
Applications for this role are accepted on an ongoing basis.
LOCATION & WORKPLACE
This is a hybrid role based out of our San Francisco or New York hubs. We look for team members to be in the office Tuesday through Thursday. Please note we
SALARY RANGES IN US-BASED ROLE POSTING
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Recruiters can share more information with applicants about the specific salary range for preferred locations during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include other perks and benefits.
WHAT WE OFFER
At Trustly, you will have the chance to solve meaningful challenges alongside some of the brightest minds in FinTech. Together, we are shaping the future of payments in an environment that celebrates curiosity, collaboration, and innovation. You will be challenged and empowered to grow, making a real impact every step of the way.
Our team is as diverse as the global footprint we serve, with colleagues across Silicon Valley, the U.S., Canada, Brazil, Europe, and beyond. At Trustly, we foster a workplace where everyone feels they belong—a place where teamwork thrives, ideas flourish, and we never forget to have fun along the way.
We offer innovative perks and benefits packages that include:
- Flexible paid time off & generous PTO accrual plans
- Comprehensive medical, dental, vision, and other insurances
- FSA & HSA plans for medical and dependent care
- Home office set-up allowance
- Internet stipend
- Retirement plan match for 401k and RRSP
- Gender-neutral paid parental leave, and more!
(The benefits and total compensation packages outlined above are for full-time employees; some exclusions apply for temporary positions.)
At Trustly, we embrace and celebrate diversity of all forms and the value it brings to our employees and customers. We are proud and committed to being an Equal Opportunity Employer and believe an open and inclusive environment enables people to do their best work. All decisions regarding hiring, advancement, and any other aspects of employment are made solely on the basis of qualifications, merit, and business need.
Compensation Range: $300K - $400KPortfolio Management Analyst Jobs by Experience Level
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Find JobsPortfolio Management Analyst Job Market
Who's Hiring
- JPMorganChase16
- Goldman Sachs8
- MUFG6
- AbbVie5
- Humana4
Top Industries Hiring
- Banking & Financial Services15
- Investment & Asset Management8
- Biotechnology & Pharmaceuticals6
- Insurance4
- Fintech3
What Employers Look For
The qualifications that appear most often in portfolio management analyst jobs.
- Bachelor's degree in finance, economics, or a related quantitative field
- Proficiency in Excel-based financial modeling and portfolio analytics tools
- CFA candidacy or completion of at least CFA Level I
- Experience with Bloomberg Terminal or FactSet for market data and reporting
- Understanding of asset allocation, risk metrics, and performance attribution
- Strong written and verbal communication skills for stakeholder reporting
Tips for Your Portfolio Management Analyst Job Search
Quantify your attribution and performance data
Employers want to see what you actually moved. Replace vague resume bullets with specific outcomes: portfolio rebalancing frequency, variance reduction, or return attribution versus benchmark. Numbers tied to your analytical decisions stand out far more than general descriptions of your duties.
Tailor your model samples to the role
If a posting emphasizes fixed income or alternatives, lead your portfolio of work samples with models from those asset classes. Hiring managers in this field scan for technical fluency fast, so matching your sample set to their focus area signals you can contribute from day one.
Filter openings by required certifications first
Many portfolio management analyst roles specify CFA candidacy or a completed Level I as a minimum. Sorting openings by certification requirement saves time and ensures you focus on positions where your credentials are competitive rather than disqualifying.
Apply early to roles that fit
Migrate Mate lists portfolio management analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a risk framework answer for interviews
Interviewers frequently probe how you identify and communicate portfolio risk to stakeholders. Practice walking through a specific scenario where you flagged concentration risk or correlation shift, what data you used, and what action followed. Generic risk definitions will not land.
Negotiate total compensation, not just base salary
Performance bonuses, carried interest eligibility, and access to continuing education reimbursement vary significantly across firms in this role. Know which components matter most to you before any offer conversation so you can negotiate the full package with a clear priority order.
Portfolio Management Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most portfolio management analysts?
The companies hiring the most portfolio management analysts right now include JPMorganChase, Goldman Sachs, 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, large banks, and insurance firms with in-house investment operations.
How many portfolio management analyst jobs are remote?
About 73% of portfolio management analyst openings are fully remote or hybrid as of September 2026, reflecting the data-intensive but collaboration-heavy nature of the role. Sub-areas focused on quantitative modeling, reporting, and risk analytics tend to offer the most remote flexibility, while roles with direct client or trading desk interaction typically require more in-office presence.
How do you become a portfolio management analyst?
Start with a degree in finance, economics, or a quantitative field, then build proficiency in financial modeling and portfolio analytics tools such as Bloomberg or FactSet. Pursuing CFA candidacy signals commitment to the discipline and is expected at most firms. Internships in asset management, equity research, or corporate treasury provide the hands-on experience that bridges academic preparation and analyst-level responsibilities.
Can you get hired as a portfolio management analyst with little experience?
Yes, entry-level portfolio management analyst roles exist, particularly at firms that run structured analyst programs. The strongest candidates without direct experience come in with a completed financial modeling project, CFA Level I, and familiarity with a major data platform. Demonstrating you can read a fund's holdings report, explain duration risk, or build a simple attribution model signals readiness that a diploma alone does not.
What does the portfolio management analyst interview process look like?
The process typically starts with a recruiter screen focused on your background and tool proficiency, followed by a technical round where you may be asked to walk through a model, interpret a portfolio attribution report, or explain a risk concept. Final rounds often include a case study or investment thesis presentation to the hiring team, testing both your analytical output and your ability to communicate a recommendation clearly.
Where can I find and apply to portfolio management analyst jobs?
You can find and apply to portfolio management analyst jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background and apply directly to each listing without leaving the platform.
See All 252+ Portfolio Management Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
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