# Portfolio Analyst

Occupation

Canonical page: https://career.thegoodapps.co/occupations/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.

Top skills: [Financial Modeling](https://career.thegoodapps.co/skills/financial-modeling), [Risk Analysis](https://career.thegoodapps.co/skills/risk-analysis)

## Career ladder

- Often comes from: [Investment Analyst](https://career.thegoodapps.co/occupations/investment-analyst)
- Often leads to: [Portfolio Manager](https://career.thegoodapps.co/occupations/portfolio-manager), [Securities Trader](https://career.thegoodapps.co/occupations/securities-trader)

## Similar roles

[Commodities Trader](https://career.thegoodapps.co/occupations/commodities-trader), [Credit Analyst](https://career.thegoodapps.co/occupations/credit-analyst), [Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst), [Financial Trader](https://career.thegoodapps.co/occupations/financial-trader), [Investment Analyst](https://career.thegoodapps.co/occupations/investment-analyst), [Research Analyst](https://career.thegoodapps.co/occupations/research-analyst), [Risk Analyst](https://career.thegoodapps.co/occupations/risk-analyst), [Securities Trader](https://career.thegoodapps.co/occupations/securities-trader)

## Open Portfolio Analyst roles (4)

- [Portfolio Analyst](https://racetrac.wd5.myworkdayjobs.com/en-US/SSC/job/200-Galleria-Parkway-SE-Suite-900-Atlanta-GA-30339/Portfolio-Analyst_R10015693) at [RaceTrac Petroleum, Inc.](https://career.thegoodapps.co/organizations/racetrac-petroleum-inc) — Atlanta, GA (listed on RaceTrac Petroleum, Inc.'s own careers site)
- [Portfolio Analyst](https://fortress.wd503.myworkdayjobs.com/en-US/Careers/job/Dallas-Texas/Portfolio-Reporting-Analyst_0162) at [Fortress Investment Group](https://career.thegoodapps.co/organizations/fortress-investment-group) — Dallas, TX (listed on Fortress Investment Group's own careers site)
- [Portfolio Management - Valuations & Analytics, AVP](https://career.thegoodapps.co/jobs/7571b480-25e3-48c7-b33d-eb96807f41a7/portfolio-management-valuations-analytics-avp-at-blackstone-group) at [Blackstone Group](https://career.thegoodapps.co/organizations/blackstone-group) — Miami, FL, $135,000 – $200,000
- [Portfolio Analyst](https://career.thegoodapps.co/jobs/f25a2273-9e56-4461-a880-6ed0b566c650/portfolio-analyst-at-plug-n-play) at [Plug n Play](https://career.thegoodapps.co/organizations/plug-n-play) — Valencia

## Likely next role (5)

Where Portfolio Analysts commonly go next: [Portfolio Manager](https://career.thegoodapps.co/occupations/portfolio-manager), [Securities Trader](https://career.thegoodapps.co/occupations/securities-trader).

- [Insurance Portfolio Manager - Cigna Investment Management - Hybrid](https://career.thegoodapps.co/jobs/fd625b41-523b-46b5-ae7f-3a32c0a035ed/insurance-portfolio-manager-cigna-investment-management-hybrid-at-cigna) at [Cigna](https://career.thegoodapps.co/organizations/cigna) — Full-time, Bloomfield, CT, $115,000 – $191,600
- [Principal, Portfolio Management](https://career.thegoodapps.co/jobs/fc12dc32-6b50-4004-9565-94c263188b0e/principal-portfolio-management-at-apollo-management) at [Apollo Management](https://career.thegoodapps.co/organizations/apollo-management) — New York, NY, $300,000
- [Fixed Income Associate Portfolio Manager](https://career.thegoodapps.co/jobs/777792e4-b53a-437f-8031-8682237dd1fd/fixed-income-associate-portfolio-manager-at-alliancebernstein) at [AllianceBernstein](https://career.thegoodapps.co/organizations/alliancebernstein) — Nashville, TN
- [Blackstone Credit & Insurance– Liquid Credit Strategies, CLO Portfolio Management, Senior Associate](https://career.thegoodapps.co/jobs/edaee076-fdf4-43c2-ac79-30c1f40550f1/blackstone-credit-insurance-liquid-credit-strategies-clo-portfolio-management) at [Blackstone Group](https://career.thegoodapps.co/organizations/blackstone-group) — New York, NY, $160,000 – $200,000
- [Portfolio Management Analyst/Associate](https://career.thegoodapps.co/jobs/1276ef48-c494-4966-9ba2-ad7aae7c00f7/portfolio-management-analyst-associate-at-apollo-management) at [Apollo Management](https://career.thegoodapps.co/organizations/apollo-management) — Full-time, El Segundo, CA, $150,000 – $175,000

## Roles similar to Portfolio Analyst (180)

From [Commodities Trader](https://career.thegoodapps.co/occupations/commodities-trader), [Credit Analyst](https://career.thegoodapps.co/occupations/credit-analyst), [Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst), [Financial Trader](https://career.thegoodapps.co/occupations/financial-trader), [Investment Analyst](https://career.thegoodapps.co/occupations/investment-analyst), [Research Analyst](https://career.thegoodapps.co/occupations/research-analyst), [Risk Analyst](https://career.thegoodapps.co/occupations/risk-analyst), [Securities Trader](https://career.thegoodapps.co/occupations/securities-trader).

- [Financial Analyst](https://sec.wd3.myworkdayjobs.com/en-US/Samsung_Careers/job/12100-Samsung-Blvd-Austin-TX-USA/Financial-Analyst_R120251) at [Samsung Semiconductor](https://career.thegoodapps.co/organizations/samsung-semiconductor) — Austin, TX (listed on Samsung Semiconductor's own careers site)
- [Financial Analyst](https://eevd.fa.us6.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/2027329/apply) at [Hearst Communications](https://career.thegoodapps.co/organizations/hearst-communications) — New York, NY (listed on Hearst Communications's own careers site)
- [Financial Analyst](https://rocket.wd5.myworkdayjobs.com/en-US/rocket_careers/job/AMC-San-Jose-CRI/Financial-Analyst_R2026-6685) at [Rocket Software](https://career.thegoodapps.co/organizations/rocket-software) — San Jose, CA (listed on Rocket Software's own careers site)
- [Financial Analyst](https://franklintempleton.wd5.myworkdayjobs.com/en-US/Jobs-Clarion/job/New-York-New-York-United-States-of-America/Financial-Analyst_869453-1) at [Clarion Partners](https://career.thegoodapps.co/organizations/clarion-partners) — New York, NY (listed on Clarion Partners's own careers site)
- [Financial Analyst](https://onehealthineers.wd3.myworkdayjobs.com/en-US/SHSJB/job/PEK-CJ/Financial-Analyst_R-30257) at [Varian Medical Systems](https://career.thegoodapps.co/organizations/varian-medical-systems) — PEK CJ (listed on Varian Medical Systems's own careers site)
- [Financial Analyst, FP&A](https://career.thegoodapps.co/jobs/370b53bc-f0b0-4153-81f6-f9efa1e8a20d/financial-analyst-fp-a-at-hims-and-hers) at [Hims and Hers](https://career.thegoodapps.co/organizations/hims-and-hers) — Full-time, US Remote, $100,000 – $125,000
- [Financial Analyst](https://flir.wd1.myworkdayjobs.com/en-US/flircareers/job/US---Camarillo-CA/Financial-Analyst_REQ36259) at [FLIR Systems](https://career.thegoodapps.co/organizations/flir-systems) — Camarillo, CA (listed on FLIR Systems's own careers site)
- [Financial Analyst](https://iheartmedia.wd5.myworkdayjobs.com/en-US/External_iHM/job/Dallas-TX-Dallas-Pkwy/Financial-Analyst_Req39098-2) at [iHeartMedia](https://career.thegoodapps.co/organizations/iheartmedia) — Dallas, TX (listed on iHeartMedia's own careers site)
- [Financial Analyst](https://veritiv.wd5.myworkdayjobs.com/en-US/VeritivCareers/job/USA---GA---Sandy-Springs/Financial-Analyst_R31757) at [Veritiv](https://career.thegoodapps.co/organizations/veritiv) — USA - GA - Sandy Springs (listed on Veritiv's own careers site)
- [Research Analyst](https://russell.wd5.myworkdayjobs.com/en-US/russellinvestments/job/Seattle/Research-Analyst_R-04106) at [Russell Investments](https://career.thegoodapps.co/organizations/russell-investments) — Seattle, WA (listed on Russell Investments's own careers site)

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