Portfolio Analyst Jobs

As a Portfolio Analyst, you play a crucial role in managing investment portfolios to achieve optimal returns for clients. You will be responsible for analyzing and monitoring the performance of various financial assets, conducting risk assessments, and implementing investment strategies. The job market for Portfolio Analysts is competitive but offers great opportunities for growth and development. The yearly salary range for Portfolio Analysts typically falls between $60,000 to $100,000, depending on experience and location. To excel in this role, proficiency in financial modeling, data analysis, and asset allocation techniques is essential. Understanding market trends, risk management, and investment valuation are also key skills. Portfolio Analysts enjoy a good work-life balance, with a focus on delivering value to clients while also growing professionally. Explore the exciting world of investment management and start your career as a Portfolio Analyst today!

About this role

About Us

Kardigan is a heart health company working to make cardiovascular disease preventable, curable and no longer the leading cause of death in the world.

It is Kardigan’s mission to develop multiple targeted treatments in parallel that bring people with cardiovascular diseases to the cures they deserve.

Led by Tassos Gianakakos, Jay Edelberg, M.D., Ph.D., and Bob McDowell, Ph.D., Kardigan’s co-founders have reunited after leading MyoKardia to discover and develop mavacamten, the first cardiac myosin inhibitor, resulting in an acquisition by Bristol Myers Squibb in 2020.

We have a cutting-edge discovery and translational research platform, a pipeline of late-stage candidates, and an industry-leading team that is driven to improve the lives of patients.

At Kardigan, we are motivated by our values which guide how we work, interact, and achieve our goals. Driven by patients and their families, we are deeply committed to improving the lives of patients and prioritizing their needs above all else. We believe in being authentic—leading with truth to bring out the best in others by creating an environment where every person knows they will be fully accepted. With an eagerness to learn, we encourage the highest levels of curiosity and are open to changing our minds. We are committed to winning as a team with urgency, excellence, and intention, and support each other no matter what role we play or where we sit. Lastly, we strive to enable the impossible because patients are counting on us. We are not afraid to take risks to unlock innovation and advance scientific discoveries.

These values are the foundation of our work, empowering us to make a real difference, every day.

Position Title: Portfolio Strategy Senior Analyst

Department: Portfolio Strategy

Reports To: Director, Portfolio Strategy

Location: Evanston, IL – On-site 4 days per week (Mon to Thurs)

Job Overview

The Portfolio Strategy Senior Analyst will support both Kardigan’s portfolio strategy and business development activities, contributing to the evaluation, prioritization, and optimization of internal R&D investments as well as the evaluation of external opportunities. This role will contribute to strategic decision-making through financial and deal modeling, portfolio analytics, and cross-functional business insights that inform investment decisions and enterprise priorities.

The Senior Analyst will work closely with leaders across Portfolio Strategy, Finance, R&D, Corporate Strategy, and Business Development to assess portfolio opportunities, model scenarios, and develop data-driven recommendations. The ideal candidate combines strong analytical and financial capabilities with intellectual curiosity and a passion for learning in a fast-paced biotechnology environment.

This role requires attention to detail and the ability to communicate complex analyses clearly to stakeholders and senior leadership. Demonstrated curiosity about agentic AI tools (e.g., Claude) and emerging AI-enabled approaches to portfolio analytics and decision-making, along with comfort operating in a fast-changing, AI-driven culture, is highly valued.

Essential Duties and Responsibilities

Support enterprise portfolio strategy and prioritization efforts across discovery, clinical-stage, and lifecycle programs
Build and maintain financial and deal models to evaluate portfolio investments and external opportunities, including risk-adjusted NPV analyses, deal valuation, and scenario modeling
Support business development evaluations, including deal modeling, valuation of external opportunities (in-licensing, partnerships, M&A), and due diligence support
Contribute to corporate strategy and long-range planning initiatives as needed
Develop portfolio analytics, dashboards, and presentations to support executive decision-making and governance discussions
Partner cross-functionally with Finance, R&D, Clinical, Commercial, and Corporate Strategy teams to evaluate trade-offs, risks, and resource allocation decisions
Conduct market, competitive, and landscape assessments to support strategic recommendations
Prepare high-quality PowerPoint presentations and materials for leadership reviews, portfolio committees, and strategic planning discussions
Analyze complex data sets and synthesize findings into clear, actionable insights for senior stakeholders
Identify opportunities to improve analytical workflows, reporting, and decision-support capabilities by leveraging agentic AI tools (e.g., Claude) and emerging AI-enabled portfolio management capabilities as the team’s tools evolve
Contribute to special strategic projects and cross-functional initiatives as needed in a dynamic, high-growth environment

Qualifications and Preferred Skills

Bachelor’s degree in business, finance, economics, life sciences, biotechnology, or related field
3-5 years of experience in portfolio strategy, corporate strategy, investment banking, corporate finance, consulting, biotechnology, pharmaceuticals, or related analytical roles
Experience with financial and deal modeling, including NPV, deal valuation, and scenario-based analyses required
Strong analytical, quantitative, and problem-solving capabilities with high attention to detail
Advanced proficiency in Excel and PowerPoint required
Ability to synthesize complex information into clear strategic insights and executive-level communications
Experience in biotechnology, pharmaceuticals, healthcare, or life sciences strongly preferred
Hands-on experience or demonstrated curiosity about agentic AI tools (e.g., Claude) and AI-enabled analytical workflows; comfort operating in a fast-changing, AI-driven culture
Strong interpersonal and cross-functional collaboration skills
Ability to manage multiple priorities and work effectively in a fast-paced, evolving environment
High degree of intellectual curiosity, ownership, and professional maturity

Exact Compensation may vary based on skills, experience and location.

Pay range

$114,000—$149,000 USD

About Kardigan

Bangladesh's Best Online Shopping Store with 17+ Million Products at Resounding Discounts in Dhaka & All Across Bangladesh with Cash on Delivery (COD).

Team

Ehsan Saya

Kabin Pandey

James DONG

Ben (Qian) Yi