Occupation
Portfolio Analyst
A Portfolio Analyst supports investment decision-making by building financial models and evaluating the performance and risk of a fund or client portfolio, often using performance reporting tools like Bloomberg or FactSet. This role typically sits within an asset management firm, hedge fund, or institutional investor and requires proficiency with portfolio management software alongside strong asset allocation and risk analysis skills. Analysts usually hold a finance or economics degree and may be working toward a CFA designation while supporting portfolio managers with data-driven recommendations.
Career ladder
Often comes from
Often leads to
Similar roles
Open Portfolio Analyst roles (4)
Portfolio Analyst
RaceTrac Petroleum, Inc.
Atlanta, GA
Listed on RaceTrac Petroleum, Inc.’s careers site · Apply there ↗
Portfolio Analyst
Fortress Investment Group
Dallas, TX
Listed on Fortress Investment Group’s careers site · Apply there ↗
Portfolio Management - Valuations & Analytics, AVP
Blackstone Group
Miami, FL · $135,000 – $200,000
This role supports Blackstone's infrastructure and hedge fund investment strategies by preparing and analyzing portfolio valuations, managing valuation models, and presenting results to senior leadership and investors. It suits experienced financial professionals with valuation expertise who can lead process improvements and mentor junior team members.
Listed on Blackstone Group’s careers site · Apply there ↗
Portfolio Analyst
Plug n Play
Valencia
A portfolio analyst role supporting venture capital investment operations at Plug and Play, a global innovation platform connecting startups with major corporations. This suits someone analytical who enjoys working with investment data, building reports, and collaborating across teams.
Listed on Plug n Play’s careers site · Apply there ↗
Likely next role (5)
Where Portfolio Analysts commonly go next: Portfolio Manager, Securities Trader.
Insurance Portfolio Manager - Cigna Investment Management - Hybrid
Cigna
Full-time · Bloomfield, CT · $115,000 – $191,600
This role oversees insurance and pension investment portfolios at a major asset manager, involving strategy development, risk management, and the evaluation of external fund managers across multiple asset classes. It suits experienced investment professionals with insurance or institutional portfolio management background who want to combine analytical depth with stakeholder partnership in a hybrid environment.
Listed on Cigna’s careers site · Apply there ↗
Principal, Portfolio Management
Apollo Management
New York, NY · $300,000
A senior portfolio management role managing a diversified credit investment platform with emphasis on direct lending strategies. This position suits experienced finance professionals with 8-12 years in investment banking, capital markets, or buy-side roles who want to drive portfolio analytics, risk assessment, and investment decision-making at an established alternative asset manager.
Listed on Apollo Management’s careers site · Apply there ↗
Fixed Income Associate Portfolio Manager
AllianceBernstein
Nashville, TN
This role implements fixed income portfolio decisions by managing cash balances, monitoring positions against client guidelines, and generating rebalancing trades across global markets. It suits someone with financial markets experience who wants broad exposure to asset management operations and the chance to automate processes alongside portfolio managers and trading teams.
Listed on AllianceBernstein’s careers site · Apply there ↗
Blackstone Credit & Insurance– Liquid Credit Strategies, CLO Portfolio Management, Senior Associate
Blackstone Group
New York, NY · $160,000 – $200,000
Blackstone's Liquid Credit Strategies team is hiring a Senior Associate to manage and optimize collateralized loan obligation portfolios worth over $100B. This role suits someone with CLO or leveraged finance experience who enjoys analytical work, modeling, and translating complex portfolio data into trading decisions.
Listed on Blackstone Group’s careers site · Apply there ↗
Portfolio Management Analyst/Associate
Apollo Management
Full-time · El Segundo, CA · $150,000 – $175,000
This role supports Apollo's $28 billion alternatives fund by building AI-powered analytical tools and conducting portfolio-level quantitative analysis. It suits candidates who combine investment thinking with technical fluency in modern AI tools and want hands-on exposure to senior leadership and deal work from day one.
Listed on Apollo Management’s careers site · Apply there ↗
Roles similar to Portfolio Analyst (180)
From Commodities Trader, Credit Analyst, Financial Analyst, Financial Trader, Investment Analyst, Research Analyst, Risk Analyst, Securities Trader.
Financial Analyst
Samsung Semiconductor
Austin, TX
Listed on Samsung Semiconductor’s careers site · Apply there ↗
Financial Analyst
Hearst Communications
New York, NY
Listed on Hearst Communications’s careers site · Apply there ↗
Financial Analyst
Rocket Software
San Jose, CA
Listed on Rocket Software’s careers site · Apply there ↗
Financial Analyst
Clarion Partners
New York, NY
Listed on Clarion Partners’s careers site · Apply there ↗
Financial Analyst
Varian Medical Systems
PEK CJ
Listed on Varian Medical Systems’s careers site · Apply there ↗
Financial Analyst, FP&A
Hims and Hers
Full-time · US Remote · $100,000 – $125,000
This Financial Analyst role supports Hims & Hers' FP&A team by building financial models, managing forecast cycles, and preparing executive-facing reports for senior leadership and the board. The position suits someone with 2+ years of analytical finance experience who wants to grow their modeling and analysis skills while contributing to a public healthcare company's strategic planning.
Listed on Hims and Hers’s careers site · Apply there ↗
Financial Analyst
FLIR Systems
Camarillo, CA
Listed on FLIR Systems’s careers site · Apply there ↗
Financial Analyst
iHeartMedia
Dallas, TX
Listed on iHeartMedia’s careers site · Apply there ↗
Financial Analyst
Veritiv
USA - GA - Sandy Springs
Listed on Veritiv’s careers site · Apply there ↗
Research Analyst
Russell Investments
Seattle, WA
Listed on Russell Investments’s careers site · Apply there ↗
People with this title (0)
No one holds this exact title here yet.