Portfolio Analyst
Similar Professions

Alternative Careers and Similar Jobs to a Portfolio Analyst

As a Portfolio Analyst, you have transferrable skills that would make you a good fit for other similar jobs. Here's a list of related jobs, possible career transitions and alternative careers, based on skills you likely have.

Jump to a section on this page
Similar Job Titles
  • Portfolio Manager
  • Portfolio Associate
  • Unlock all suggestions
    Alternative Careers
  • Financial Analyst
  • Investment Analyst
  • Credit Analyst
  • Wealth Manager
  • Operations Analyst
  • Unlock all suggestions

    Similar Job Titles to a Portfolio Analyst

    These job titles are similar to the Portfolio Analyst role, and are often used interchangeably by companies. For example, some employers may refer to a Portfolio Analyst as either a Portfolio Manager or a Portfolio Associate.

    Portfolio Manager
     Very Similar Skills
    ★  Very Popular

    Skill Similarity

    88%

    A Portfolio Manager shares 88% of core skills with a Portfolio Analyst.

    Skills to develop to transition to this role

    Real Estate
    Commercial Real Estate
    Business Development
    Strategy
    Investment Properties
    Management
    Team Leadership
    Sales

    Load more skills
    Explore this career profile See all Portfolio Manager skills
    Portfolio Associate
     Fairly Similar Skills
     Growing

    Skill Similarity

    74%

    A Portfolio Associate shares 74% of core skills with a Portfolio Analyst.

    Skills to develop to transition to this role

    Mutual Funds
    Securities
    Wealth Management
    Uniform Combined State Law
    Securities Regulation
    FINRA
    Alternative Investments

    Load more skills
    See all Portfolio Associate skills
    Want to transform your career?
    Get the free career mentorship email that 1.2m professionals use to get ahead.
    ★  Get the free email
     Click to Learn More

    Alternative Careers and Related Jobs For a Portfolio Analyst

    Here is a list of possible career transitions and similar professions a typical Portfolio Analyst often moves into, within or outside their industry.

    Financial Analyst
     Fairly Similar Skills
    ★  Very Popular

    Skill Similarity

    54%

    A Financial Analyst shares 54% of core skills with a Portfolio Analyst.

    Skills to develop to transition to this role

    Financial Reporting
    Financial Accounting
    Accounting
    Internal Controls
    Analytical Skills
    Forecasting
    Variance Analysis
    Management Accounting

    Load more skills
    Explore this career profile See all Financial Analyst skills
    Investment Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    77%

    An Investment Analyst shares 77% of core skills with a Portfolio Analyst.

    Skills to develop to transition to this role

    Corporate Finance
    Private Equity
    Mergers & Acquisitions (M&A)
    Investment Banking
    Due Diligence
    Real Estate
    Project Finance
    Venture Capital

    Load more skills
    See all Investment Analyst skills
    Thinking about changing careers or jobs?
    Get this essential checklist to guide you through each step of it. It's free.
    ★  Get the free resource
     Available for a limited time
    Credit Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    54%

    A Credit Analyst shares 54% of core skills with a Portfolio Analyst.

    Skills to develop to transition to this role

    Credit Analysis
    Credit Risk
    Loans
    Data Analysis
    Retail Banking
    Financial Risk
    Commercial Banking
    Analytical Skills

    Load more skills
    Explore this career profile See all Credit Analyst skills
    Wealth Manager
     Fairly Similar Skills
     Growing

    Skill Similarity

    60%

    A Wealth Manager shares 60% of core skills with a Portfolio Analyst.

    Skills to develop to transition to this role

    Wealth Management
    Financial Planning
    Retirement Planning
    Financial Advisory
    Wealth Management Services
    Inheritance Tax Planning
    Pension Funds
    Investment Advisory

    Load more skills
    Explore this career profile See all Wealth Manager skills
    Operations Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    53%

    An Operations Analyst shares 53% of core skills with a Portfolio Analyst.

    Skills to develop to transition to this role

    Data Analysis
    Business Analysis
    Analytical Skills
    SQL
    Microsoft Access
    Derivatives
    Visual Basic for Applications (VBA)
    Teamwork

    Load more skills
    Explore this career profile See all Operations Analyst skills

    High Value Skills to Build as a Portfolio Analyst

    If you're a Portfolio Analyst and are planning to move into a similar profession or alternative career, it's important to build the right skill sets to position you for your next career.

    We analyzed thousands of career transitions in your industry and identified the highest value skills to build as a Portfolio Analyst. Building these skills will set you up for the most number of the above careers.

    • Real Estate
    • Commercial Real Estate
    • Business Development
    • Strategy
    • Investment Properties
    • Management
    • Team Leadership
    • Sales
    • Financial Reporting
    • Financial Accounting
    • Accounting
    • Internal Controls
    • Analytical Skills
    • Forecasting
    • Variance Analysis
    • Management Accounting
    • Corporate Finance
    • Private Equity
    • Mergers & Acquisitions (M&A)
    • Investment Banking

    Word Cloud of Skills to Build as a Portfolio Analyst

    Here is a word cloud of the skills above. Use this as inspiration for the kinds of transferrable skills you need to build to move into a similar profession or alternative career.

    Frequently Asked Questions

    What skills do I need to develop to become a Financial Analyst?

    To become a Financial Analyst from a Portfolio Analyst, you should develop skills like Financial Reporting, Financial Accounting, Accounting, Internal Controls, Analytical Skills, Forecasting, Variance Analysis and Management Accounting.

    What skills do you need to be a Credit Analyst?

    If you want to become a Credit Analyst, you need to develop skills like Credit Analysis, Credit Risk, Loans, Data Analysis, Retail Banking, Financial Risk, Commercial Banking and Analytical Skills.

    What are similar professions to a Portfolio Analyst?

    Here is a list of jobs a former a Portfolio Analyst could consider moving to:

    • Financial Analyst
    • Wealth Manager
    • Credit Analyst
    • Operations Analyst
    • Investment Analyst

    What are good jobs for a former Portfolio Analyst?

    Here is a list of jobs a former a Portfolio Analyst could consider moving to:

    • Credit Analyst
    • Investment Analyst
    • Financial Analyst
    • Wealth Manager
    • Operations Analyst

    What are job titles that can be used to describe a Portfolio Analyst?

    Job titles that are often used interchangeably with a Portfolio Analyst are:

    • Portfolio Associate
    • Portfolio Manager
    © 2024 Resume Worded. All rights reserved.
    Get expert insights from hiring managers
    ×