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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