Entry Level Portfolio Management Analyst Jobs
New grad portfolio management analyst jobs welcome recent graduates and entry level candidates with zero to two years of experience, where strong internship work or a well-built portfolio can matter more than a long resume. Most openings mix on-site and remote settings across Investment & Asset Management, Education, and Insurance, with employers like Man, Amherst, and Palmetto hiring at this level now.
Find JobsOverview
Open roles10
Top stateTexas
Top employerMan
Top cityAustin, TX
Work type83% On-site
Top industryInvestment
Showing 5 of 10+ Entry Level Portfolio Management Analyst jobs
Portfolio Management Analytics Analyst (San Antonio, TX)
We won't show you this job again
Added 2w ago
Affinius Capital
Portfolio Management Analytics Analyst (San Antonio, TX)
San Antonio, Texas
Added 2w ago
Client Portfolio Advisor - Wealth Management
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Added 1mo ago
Northwestern Mutual - Waukesha
Client Portfolio Advisor - Wealth Management
Waukesha, Wisconsin
Added 1mo ago
Project Portfolio Management Administrator
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Added 1mo ago
System One
Project Portfolio Management Administrator
Melbourne, Florida
Added 1mo ago
Portfolio Management Analyst
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Added 1mo ago
Palmetto
Portfolio Management Analyst
Charlotte, North Carolina
Added 1mo ago
Vice President, Portfolio Management
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Added 2mo ago
Atlanticus Services Corporation
Vice President, Portfolio Management
Atlanta, Georgia
Added 2mo ago
Added 2w ago
Portfolio Management Analytics Analyst (San Antonio, TX)
Affinius Capital·San Antonio, Texas
Job functions:
1+ yr exp.
Master's degree in finance
Full Time
Job Description
Company Overview:
Based in San Antonio, Texas, the Analyst will play a key role in supporting quarterly forecasting processes, enterprise-wide reporting initiatives, and the continued evolution of Affinius Capital's analytical infrastructure. The ideal candidate combines exceptional financial and quantitative skills with advanced Excel proficiency, intellectual curiosity, process improvement capabilities, and a passion for leveraging emerging technologies, including Artificial Intelligence, to enhance business performance.
This is a highly visible position that provides direct exposure to senior leadership, including Portfolio Managers, Department Heads, and Executive Leadership. The role supports traditional property types, including multifamily, office, industrial, and retail, as well as alternative sectors such as data centers, senior housing, self-storage, and other emerging asset classes.
Affinius Capital manages a broad range of investment strategies spanning the risk spectrum from opportunistic development and value-add equity investments to core lending. This position reports to the PMA San Antonio Lead and works closely with investment professionals, asset managers, developers, capital markets professionals, and finance teams across multiple regions.
Essential Duties:
At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.
Job Description:
The Portfolio Management Analytics (PMA) Analyst is responsible for developing, maintaining, and enhancing analytical solutions that support Affinius Capital's global real estate debt and equity investment platform. This role serves as a critical partner to Portfolio Management, Asset Management, Development, Capital Markets, and Corporate Finance by providing forecasting, portfolio analytics, scenario modeling, and decision-support tools across a diverse portfolio of investments.
Based in San Antonio, Texas, the Analyst will play a key role in supporting quarterly forecasting processes, enterprise-wide reporting initiatives, and the continued evolution of Affinius Capital's analytical infrastructure. The ideal candidate combines exceptional financial and quantitative skills with advanced Excel proficiency, intellectual curiosity, process improvement capabilities, and a passion for leveraging emerging technologies, including Artificial Intelligence, to enhance business performance.
This is a highly visible position that provides direct exposure to senior leadership, including Portfolio Managers, Department Heads, and Executive Leadership. The role supports traditional property types, including multifamily, office, industrial, and retail, as well as alternative sectors such as data centers, senior housing, self-storage, and other emerging asset classes.
Affinius Capital manages a broad range of investment strategies spanning the risk spectrum from opportunistic development and value-add equity investments to core lending. This position reports to the PMA San Antonio Lead and works closely with investment professionals, asset managers, developers, capital markets professionals, and finance teams across multiple regions.
Essential Duties:
Portfolio Forecasting & Analytics
- Lead the quarterly reforecast process for sponsored investments, joint ventures, funds, and managed accounts utilizing proprietary forecasting and valuation models.
- Coordinate forecasting deliverables across multiple departments and regional offices, ensuring consistency, accuracy, and timely completion.
- Perform complex financial, operational, and portfolio-level analyses to support investment decisions, strategic planning, and investor communications.
- Produce ad hoc analyses, sensitivity studies, scenario modeling, and performance attribution analyses for senior management and investment professionals.
Financial Modeling & Analytical Solutions
- Serve as a subject matter expert for proprietary analytical models and enterprise forecasting tools utilized across the organization.
- Design, build, maintain, and enhance complex Excel-based financial models and analytical solutions supporting portfolio management activities.
- Develop scalable solutions capable of managing large volumes of investment, property, fund, and entity-level data.
- Support model governance initiatives, including documentation, testing, version control, and quality assurance practices.
Business Process Improvement & Technology Innovation
- Continuously evaluate existing analytical workflows and identify opportunities to improve efficiency, transparency, accuracy, and scalability.
- Partner with stakeholders to redesign and optimize business processes through automation and technology solutions.
- Assess emerging Artificial Intelligence technologies and identify practical use cases that improve forecasting, reporting, data management, and analytical production.
- Contribute to the design of future-state analytical infrastructure supporting enterprise-wide reporting and decision-making.
Reporting & Data Visualization
- Assist in the development and enhancement of management reporting solutions using Power BI and other business intelligence platforms.
- Translate complex analytical findings into clear, concise, and actionable insights for executive leadership and investment professionals.
- Design dashboards and reporting tools that support portfolio management, fund management, development, and executive decision-making.
Cross-Functional Collaboration
- Establish strong working relationships across Portfolio Management, Asset Management, Capital Markets, Development, Corporate Finance, Compliance, and Operations.
- Support investment teams in responding to investor inquiries, strategic initiatives, and special projects.
- Act as a trusted analytical resource and partner across the organization.
Additional Responsibilities
- Participate in departmental initiatives and strategic projects as assigned.
- Contribute to knowledge-sharing efforts and support the continued development of analytical best practices within the organization.
- Additional duties as assigned.
- Master’s degree from an accredited university, preferably in a quantitative discipline such as Finance, Mathematics, Data Science, Statistics, Economics, or a related field.
- 1-3 years of experience in private equity analytics, portfolio management, investment management, investment banking, or a similarly analytical financial environment.
- Advanced proficiency and proven experience in Excel (macros, VBA, advanced formulas, pivot tables, conditional formatting, data simulations) and Word.
- Proficiency in Power Query, data transformation techniques, large-scale dataset management, and structured data modeling.
- Excellent written and verbal communication skills, including the ability to clearly communicate analytical findings to diverse audiences.
- Strong organizational skills are required.
- Self-starter; capable of developing and meeting deadlines in a fast-paced environment.
- Willing to work extended hours, on-site.
- Qualifications may warrant placement in a different job title.
Key Competencies:
- Demonstrated ability to manage multiple priorities and consistently deliver high-quality work within competing deadlines.
- Strong analytical, quantitative, and critical thinking capabilities, with a proven ability to solve complex business problems.
- Working knowledge of Power BI, Data Analysis Expressions (DAX), and business intelligence reporting tools is preferred.
- Strong attention to detail, organizational skills, and commitment to accuracy.
- Ability to adapt to evolving business needs and proactively identify opportunities for process improvement, automation, and innovation.
Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the “CCPA”). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here.
At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Affinius Capital
Portfolio Management Analytics Analyst (San Antonio, TX)
San Antonio, Texas
Added 2w ago
Job functions:
1+ yr exp.
Master's degree in finance
Full Time
Job Description
Company Overview:
Based in San Antonio, Texas, the Analyst will play a key role in supporting quarterly forecasting processes, enterprise-wide reporting initiatives, and the continued evolution of Affinius Capital's analytical infrastructure. The ideal candidate combines exceptional financial and quantitative skills with advanced Excel proficiency, intellectual curiosity, process improvement capabilities, and a passion for leveraging emerging technologies, including Artificial Intelligence, to enhance business performance.
This is a highly visible position that provides direct exposure to senior leadership, including Portfolio Managers, Department Heads, and Executive Leadership. The role supports traditional property types, including multifamily, office, industrial, and retail, as well as alternative sectors such as data centers, senior housing, self-storage, and other emerging asset classes.
Affinius Capital manages a broad range of investment strategies spanning the risk spectrum from opportunistic development and value-add equity investments to core lending. This position reports to the PMA San Antonio Lead and works closely with investment professionals, asset managers, developers, capital markets professionals, and finance teams across multiple regions.
Essential Duties:
At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.
Job Description:
The Portfolio Management Analytics (PMA) Analyst is responsible for developing, maintaining, and enhancing analytical solutions that support Affinius Capital's global real estate debt and equity investment platform. This role serves as a critical partner to Portfolio Management, Asset Management, Development, Capital Markets, and Corporate Finance by providing forecasting, portfolio analytics, scenario modeling, and decision-support tools across a diverse portfolio of investments.
Based in San Antonio, Texas, the Analyst will play a key role in supporting quarterly forecasting processes, enterprise-wide reporting initiatives, and the continued evolution of Affinius Capital's analytical infrastructure. The ideal candidate combines exceptional financial and quantitative skills with advanced Excel proficiency, intellectual curiosity, process improvement capabilities, and a passion for leveraging emerging technologies, including Artificial Intelligence, to enhance business performance.
This is a highly visible position that provides direct exposure to senior leadership, including Portfolio Managers, Department Heads, and Executive Leadership. The role supports traditional property types, including multifamily, office, industrial, and retail, as well as alternative sectors such as data centers, senior housing, self-storage, and other emerging asset classes.
Affinius Capital manages a broad range of investment strategies spanning the risk spectrum from opportunistic development and value-add equity investments to core lending. This position reports to the PMA San Antonio Lead and works closely with investment professionals, asset managers, developers, capital markets professionals, and finance teams across multiple regions.
Essential Duties:
Portfolio Forecasting & Analytics
- Lead the quarterly reforecast process for sponsored investments, joint ventures, funds, and managed accounts utilizing proprietary forecasting and valuation models.
- Coordinate forecasting deliverables across multiple departments and regional offices, ensuring consistency, accuracy, and timely completion.
- Perform complex financial, operational, and portfolio-level analyses to support investment decisions, strategic planning, and investor communications.
- Produce ad hoc analyses, sensitivity studies, scenario modeling, and performance attribution analyses for senior management and investment professionals.
Financial Modeling & Analytical Solutions
- Serve as a subject matter expert for proprietary analytical models and enterprise forecasting tools utilized across the organization.
- Design, build, maintain, and enhance complex Excel-based financial models and analytical solutions supporting portfolio management activities.
- Develop scalable solutions capable of managing large volumes of investment, property, fund, and entity-level data.
- Support model governance initiatives, including documentation, testing, version control, and quality assurance practices.
Business Process Improvement & Technology Innovation
- Continuously evaluate existing analytical workflows and identify opportunities to improve efficiency, transparency, accuracy, and scalability.
- Partner with stakeholders to redesign and optimize business processes through automation and technology solutions.
- Assess emerging Artificial Intelligence technologies and identify practical use cases that improve forecasting, reporting, data management, and analytical production.
- Contribute to the design of future-state analytical infrastructure supporting enterprise-wide reporting and decision-making.
Reporting & Data Visualization
- Assist in the development and enhancement of management reporting solutions using Power BI and other business intelligence platforms.
- Translate complex analytical findings into clear, concise, and actionable insights for executive leadership and investment professionals.
- Design dashboards and reporting tools that support portfolio management, fund management, development, and executive decision-making.
Cross-Functional Collaboration
- Establish strong working relationships across Portfolio Management, Asset Management, Capital Markets, Development, Corporate Finance, Compliance, and Operations.
- Support investment teams in responding to investor inquiries, strategic initiatives, and special projects.
- Act as a trusted analytical resource and partner across the organization.
Additional Responsibilities
- Participate in departmental initiatives and strategic projects as assigned.
- Contribute to knowledge-sharing efforts and support the continued development of analytical best practices within the organization.
- Additional duties as assigned.
- Master’s degree from an accredited university, preferably in a quantitative discipline such as Finance, Mathematics, Data Science, Statistics, Economics, or a related field.
- 1-3 years of experience in private equity analytics, portfolio management, investment management, investment banking, or a similarly analytical financial environment.
- Advanced proficiency and proven experience in Excel (macros, VBA, advanced formulas, pivot tables, conditional formatting, data simulations) and Word.
- Proficiency in Power Query, data transformation techniques, large-scale dataset management, and structured data modeling.
- Excellent written and verbal communication skills, including the ability to clearly communicate analytical findings to diverse audiences.
- Strong organizational skills are required.
- Self-starter; capable of developing and meeting deadlines in a fast-paced environment.
- Willing to work extended hours, on-site.
- Qualifications may warrant placement in a different job title.
Key Competencies:
- Demonstrated ability to manage multiple priorities and consistently deliver high-quality work within competing deadlines.
- Strong analytical, quantitative, and critical thinking capabilities, with a proven ability to solve complex business problems.
- Working knowledge of Power BI, Data Analysis Expressions (DAX), and business intelligence reporting tools is preferred.
- Strong attention to detail, organizational skills, and commitment to accuracy.
- Ability to adapt to evolving business needs and proactively identify opportunities for process improvement, automation, and innovation.
Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the “CCPA”). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here.
At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
See All 10 Entry Level Portfolio Management Analyst Jobs
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Find JobsEntry Level Portfolio Management Analyst Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Education
- Insurance
- Staffing & Recruiting
- Construction & Real Estate
Entry Level Portfolio Management Analyst Jobs: Frequently Asked Questions
How do I get an entry level portfolio management analyst job?
Employers hiring at this level look for foundational skills in Excel, financial modeling, and data analysis, often valuing hands-on internship experience or a personal investment portfolio over years of full-time work. A degree in finance, economics, or a related field helps, but demonstrating that you can analyze asset performance and communicate findings clearly is what moves a junior candidate from applicant to offer.
Which companies hire entry level portfolio management analysts?
Companies hiring entry level portfolio management analysts right now include Man, Amherst, and Palmetto, based on current listings on Migrate Mate as of August 2026. Asset managers, regional banks, insurance firms, and wealth management boutiques are among the most consistent employers of candidates at this stage.
Are there remote entry level portfolio management analyst jobs?
Yes, though the share of fully remote roles is smaller at the entry level than in more senior positions. About 17% of entry level portfolio management analyst openings are remote or hybrid as of August 2026, so candidates who want flexibility still have real options alongside the more common on-site roles.
Are these new grad portfolio management analyst jobs?
Yes, the listings on this page include new grad, recent graduate, and junior portfolio management analyst roles. A posting is new-grad friendly when it welcomes zero to two years of experience, counts internships or co-ops toward requirements, or accepts a demonstrated portfolio in place of extensive full-time history. Look for language like 'recent graduates encouraged' or 'entry level considered' in the job description.
Which industries hire the most entry level portfolio management analysts?
Entry Level portfolio management analyst roles concentrate in Investment & Asset Management, Education, and Insurance, based on current listings on Migrate Mate as of August 2026. Those sectors drive hiring at this level because they manage significant asset pools and regularly bring on junior analysts to support portfolio construction, performance reporting, and client research.