Portfolio Management Analyst Jobs in Florida
Portfolio Management Analyst jobs in Florida are in strong demand, concentrated in wealth management firms, regional banks, insurance companies, and investment management boutiques, with openings at every level from entry-level analyst through senior portfolio manager. Miami, Tampa, and Orlando anchor the most active hiring markets, where established employers such as Raymond James, Northern Trust, and Fidelity Investments maintain significant Florida operations. Fixed income analysis, equity research support, and risk-adjusted performance reporting are the most consistently sought specialties across the state. Find a role that fits below and apply directly.
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Job Description Summary
At Raymond James Investment Management (RJIM), Reams Asset Management (Reams) is a leading fixed income investment manager focused on delivering differentiated investment outcomes. We are seeking a highly experienced and strategic investment professional to serve as Managing Director, Senior Portfolio Strategist.Job Description
- Serve as a senior strategic voice communicating investment philosophy and market perspectives.
- Drive international expansion across UK and European markets.
- Lead design and launch of investment products.
- Author thought leadership and investment communications.
- Support strategic client relationships and distribution enablement.
Knowledge Of:
- Fixed income markets
- Institutional distribution
- Product development
Skills In:
- Strategic leadership
- Client engagement
- Investment writing
- Cross-functional collaboration
Educational / Previous Experience Requirements
- Bachelor degree in Finance, Economics, Business or related field.
- 15+ years of investment industry experience.
- Track record of AUM growth, product launches and strategic initiatives.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - More than 15 yearsCertifications
Travel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
At Raymond James Investment Management (RJIM), Reams Asset Management (Reams) is a leading fixed income investment manager focused on delivering differentiated investment outcomes. We are seeking a highly experienced and strategic investment professional to serve as Managing Director, Senior Portfolio Strategist.Job Description
- Serve as a senior strategic voice communicating investment philosophy and market perspectives.
- Drive international expansion across UK and European markets.
- Lead design and launch of investment products.
- Author thought leadership and investment communications.
- Support strategic client relationships and distribution enablement.
Knowledge Of:
- Fixed income markets
- Institutional distribution
- Product development
Skills In:
- Strategic leadership
- Client engagement
- Investment writing
- Cross-functional collaboration
Educational / Previous Experience Requirements
- Bachelor degree in Finance, Economics, Business or related field.
- 15+ years of investment industry experience.
- Track record of AUM growth, product launches and strategic initiatives.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - More than 15 yearsCertifications
Travel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See All 8 Portfolio Management Analyst Jobs in Florida
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Find JobsPortfolio Management Analyst Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Portfolio Management Analyst Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Staffing & Recruiting
- Banking & Financial Services
What Florida Employers Look For
The qualifications that appear most often in portfolio management analyst jobs across Florida.
- CFA designation or active progress toward CFA charterholder status preferred by most Florida employers
- Bachelor's degree in finance, economics, or a related quantitative field required
- Proficiency in Bloomberg Terminal and portfolio analytics platforms such as Morningstar Direct
- Two or more years of experience in investment analysis, asset management, or a related role
- Strong Excel and financial modeling skills with experience building attribution and risk reports
- Familiarity with GIPS compliance standards and SEC-registered investment adviser requirements
Portfolio Management Analyst Jobs in Florida: Frequently Asked Questions
How do you become a portfolio management analyst in Florida?
A bachelor's degree in finance, economics, or accounting is the standard starting point for portfolio management analyst roles in Florida. There is no state-issued license required for the analyst role itself, but most Florida employers expect candidates to hold or be actively pursuing the CFA designation. Securities-related responsibilities may require FINRA Series 65 or Series 66 registration, which is administered through the Florida Office of Financial Regulation.
How much do portfolio management analysts make in Florida?
Portfolio management analysts in Florida earn a median of about $94,490 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $60,620 for the lowest 10% to over $155,470 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio management analysts in Florida?
Employers hiring portfolio management analysts in Florida right now include Raymond James, City National Bank of Florida, and Citi, based on current listings on Migrate Mate as of August 2026. Florida's large concentration of wealth management firms, insurance companies, and bank trust departments generates consistent demand for this role across multiple metro areas.
Which Florida cities have the most portfolio management analyst jobs?
Miami, Saint Petersburg, and Orlando have the most portfolio management analyst openings in Florida. Miami leads because of its dense cluster of private wealth management firms, international asset managers, and bank trust departments, while Tampa and St. Petersburg benefit from Raymond James's headquarters and a growing concentration of regional financial services employers.
Are there remote portfolio management analyst jobs in Florida?
Yes, and more than most finance roles, because portfolio management analysis is largely desk-based and data-driven work that translates well to remote environments. About 50% of portfolio management analyst openings tied to Florida are remote or hybrid as of August 2026, reflecting broader trends in financial services. Performance reporting, model rebalancing, and research tasks are the functions most commonly performed remotely.
How can I get hired as a portfolio management analyst in Florida with little or no experience?
The most realistic entry path is a junior or associate analyst role inside a Florida-based registered investment adviser or bank trust department, where new graduates without direct portfolio experience are regularly brought on to support senior analysts. Large Florida employers including Raymond James and Northern Trust run structured new-graduate programs and rotational associate tracks that do not require prior portfolio management experience. Candidates who hold or are pursuing the CFA, have passed the Series 65 exam through the Florida Office of Financial Regulation, or can demonstrate Excel-based financial modeling skills stand out against other applicants without experience.
Where can I find and apply to portfolio management analyst jobs in Florida?
You can find and apply to portfolio management analyst jobs in Florida on Migrate Mate, which lists current Florida openings from employers actively hiring. Find the roles that fit your background and apply directly to the ones that match.
See All 8 Portfolio Management Analyst Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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