Portfolio Analyst

A Portfolio Analyst evaluates and monitors investment portfolios for individuals or organisations. You might work in a financial institution, investment firm, or other financial services company. Portfolio Analysts focus on analysing financial data, assessing investment performance, and providing recommendations for portfolio adjustments. You’ll prepare detailed reports to support investment decisions and ensure portfolios align with clients’ financial goals.

Portfolio Analysts play an important role in managing investments. You’ll need to be analytical and detail-oriented, with strong quantitative skills. You’ll liaise with financial advisors and clients to ensure investment strategies are implemented effectively and align with clients’ risk tolerance and objectives.

Future demand High
Average yearly income $78,000
Skill level Unknown

How do I become a portfolio analyst?

All skill levels Beginner Experienced

Bachelor of Commerce (Actuarial Studies)
On Campus
3 years
$0 - $43,500
  • There are no mandated entry requirements.
Additional requirements may apply.
Actuarial Consultant Portfolio Analyst Actuarial Analyst
Risk Analyst Investment Analyst Actuary
+ 3 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Actuarial Consultant Portfolio Analyst Actuarial Analyst Risk Analyst Investment Analyst Actuary + 3 more

Master of Applied Finance
On Campus, Online
18 - 24 months
$0 - $111,600
  • There are no mandated entry requirements.
Additional requirements may apply.
Finance Manager Financial Analyst Investment Consultant
Portfolio Analyst Chief Financial Officer (CFO) Hedge Fund Manager
+ 3 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Finance Manager Financial Analyst Investment Consultant Portfolio Analyst Chief Financial Officer (CFO) Hedge Fund Manager + 3 more

Master of Financial Analysis
On Campus
12 - 24 months
$0 - $64,000
  • There are no mandated entry requirements.
Additional requirements may apply.
Credit Risk Analyst Data Analyst Financial Analyst
Financial Risk Manager Quantitative Analyst Investment Banker Portfolio Analyst
+ 4 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Credit Risk Analyst Data Analyst Financial Analyst Financial Risk Manager Quantitative Analyst Investment Banker Portfolio Analyst + 4 more
*Showing course fees for all providers. Some providers may not be available in your area.

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