Portfolio Management Analyst

Impact: Wealth preservation and growth

Analyze financial markets, evaluate investment opportunities, and construct diversified portfolios to meet client objectives.

What the day looks like

People interaction
Moderate
Team vs solo
60% Team / 40% Solo
Client facing
Sometimes
Impact visibility
High
Travel
Minimal
Schedule flexibility
Moderate
Remote work
Hybrid
Typical work hours
45-55 hours/week
Stress level
High

At a glance

Median salary
$110,000
Entry-level
$70,000 - $90,000
Senior
$150,000+
Growth by 2033
7% (average)
Demand
Growing
Freelance potential
Low
Salary growth potential
High to 70-100% growth from entry to senior
Typical student debt
$30,000 - $60,000

Skills you'll use

Hard skills

  • Financial Modeling
  • Investment Analysis
  • Portfolio Optimization
  • Risk Management
  • Bloomberg Terminal
  • Excel

Soft skills

  • Analytical Thinking
  • Communication
  • Decision-making
  • Problem-solving
  • Attention to Detail

Technical complexity: High

How to get there

Minimum education
Bachelor's Degree
Licensing
Yes
Years to mid-career
4-6 years
Years to senior
8-12 years
Career switching
Hard

Where this career leads

How people arrive here

    Where you can go from here

      Typical progression

      1. Analyst
      2. Associate Portfolio Manager
      3. Portfolio Manager
      4. Senior Portfolio Manager

      Future outlook

      Automation probability
      20% to some tasks can be automated, but judgment remains key
      AI disruption risk
      Moderate
      Demand trend
      Growing

      How people feel about it

      Overall satisfaction
      3.8/10
      Meaning
      3.5/10
      Work-life balance
      3/10
      Prestige
      8.5/10
      Social perception
      High

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