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Salary guide

Portfolio Analyst

Average salary
£30,000 – £60,000
Working hours
37.5 hours/week
FinanceInvestment
  • Portfolio analysts help manage billions in UK assets

Other names this job is known by

  • Investment Analyst
  • Asset Analyst

Key responsibilities

  • Analyse investment portfolios for performance and risk
  • Prepare reports and recommendations
  • Monitor market trends
  • Liaise with fund managers and clients
  • Support investment decisions
  • Ensure compliance with regulations
  • Maintain portfolio records
  • Stay updated on financial products

Skills and qualifications required

  • Degree in finance, economics, or business
  • Experience in investment or research roles
  • Financial analysis and data skills
  • IT and communication

Promotional job opportunities from this role

  • Senior Analyst
  • Portfolio Manager
  • Investment Director
  • Consultant

How to get the job

  • Study finance, economics, or business
  • Gain experience in investment or research roles
  • Progress to analyst or management positions

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