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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The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager – Vice President, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Your responsibilities will include:
- Daily portfolio management tax-aware separately managed account (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients.
- Ongoing oversight of portfolio and strategy level performance and attribution
- Translating research into actionable and investable systematic investment processes and portfolios
- Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms
Required qualifications, capabilities and skills:
- 6-8 years of full-time relevant work experience
- Strong data and analytical skills
- Experience with portfolio optimizers and risk models
- Detail oriented and process driven
- Strong communication skills
- Experience with long-short investing, UMA and/or tax managed optimizations
- Familiarity with separately managed accounts
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
Preferred qualifications, capabilities and skills:
- Familiarity with separately managed accounts
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager – Vice President, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Your responsibilities will include:
- Daily portfolio management tax-aware separately managed account (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients.
- Ongoing oversight of portfolio and strategy level performance and attribution
- Translating research into actionable and investable systematic investment processes and portfolios
- Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms
Required qualifications, capabilities and skills:
- 6-8 years of full-time relevant work experience
- Strong data and analytical skills
- Experience with portfolio optimizers and risk models
- Detail oriented and process driven
- Strong communication skills
- Experience with long-short investing, UMA and/or tax managed optimizations
- Familiarity with separately managed accounts
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
Preferred qualifications, capabilities and skills:
- Familiarity with separately managed accounts
- MBA, CFA and/or equivalent
- Python skills for analytics and process improvements
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Portfolio Management Analyst Jobs by Experience Level
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Find JobsPortfolio Management Analyst Job Market
Who's Hiring
- JPMorganChase16
- KeyBank6
- Western Alliance Bank6
- Citi5
- AbbVie5
Top Industries Hiring
- Banking & Financial Services29
- Investment & Asset Management16
- Biotechnology & Pharmaceuticals10
- Insurance8
- Fintech5
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, KeyBank, and Western Alliance Bank, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of August 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 61% of portfolio management analyst openings are fully remote or hybrid as of August 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 231+ Portfolio Management Analyst Jobs
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