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Remote Investment Manager Jobs in Washington (NOW HIRING)

Investment Analyst, Equity

Washington, DC ยท On-site +1

$73K - $110K/yr

Support Equity Fund Managers by compiling portfolio, benchmark, performance, and market information for routine reviews and reporting. * Maintain investment, manager, and market data used in ...

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial ...

Licensed Investment Representative

Suitland, MD ยท On-site +1

$60K - $75K/yr

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial ...

AI Finance Expert - Remote

Washington, DC ยท Remote

$100 - $200/hr

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... investment management, or strategic finance. * Experience preparing investment memos, valuation ...

Business Manager-Remote

VA ยท On-site +1

General information Job Posting Title Business Manager-Remote Date Thursday, August 13, 2026 City ... Invest in Your Growth - Tuition Reimbursement and professional development opportunities. Employee ...

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Remote Investment Manager information

What is a remote investment manager?

A Remote Investment Manager is a financial professional who oversees and manages investment portfolios for clients or organizations while working outside of a traditional office environment. Using digital tools and communication platforms, they research investment opportunities, analyze market trends, and make recommendations to help clients grow their assets. Their role may include asset allocation, risk assessment, and ongoing portfolio monitoring, all conducted remotely. This position allows for flexibility in location, making it an attractive option for both employers and professionals in the finance sector.

What are the key skills and qualifications needed to thrive as a remote investment manager?

To thrive as a Remote Investment Manager, you need strong analytical abilities, financial modeling expertise, and a solid background in finance or economics, often supported by a CFA or similar qualification. Familiarity with portfolio management software, market analysis platforms (like Bloomberg Terminal), and secure communication tools is essential. Excellent communication, decision-making, and self-motivation are critical soft skills for remote collaboration and client engagement. These competencies ensure effective investment strategies, client trust, and successful remote team integration in a dynamic financial environment.

How does a remote investment manager effectively collaborate with team members and clients across different time zones?

As a Remote Investment Manager, you'll often work with colleagues and clients who are based in various locations, which requires excellent communication and coordination skills. To ensure effective collaboration, it's important to leverage digital tools like video conferencing, project management platforms, and secure file-sharing systems. Establishing clear communication protocols, setting regular check-in meetings, and being mindful of time zone differences help maintain strong relationships and ensure timely decision-making. This approach not only fosters teamwork but also supports seamless portfolio management and client service.

What is the difference between Remote Investment Manager vs Remote Financial Advisor?

AspectRemote Investment ManagerRemote Financial Advisor
CertificationsChartered Financial Analyst (CFA), Series 7/63Certified Financial Planner (CFP), Series 7/66
Work EnvironmentManages investment portfolios, analyzes markets, collaborates with clients remotelyProvides personalized financial planning, investment advice, and client support remotely
Employer & IndustryAsset management firms, hedge funds, financial institutionsFinancial planning firms, banks, independent advisory practices

Remote Investment Managers focus on managing investment portfolios and analyzing markets, often working with institutional or high-net-worth clients. Remote Financial Advisors provide comprehensive financial planning and personalized investment advice. While both roles require similar certifications and often operate in the same industry, their primary responsibilities differ, with Investment Managers concentrating on portfolio management and Financial Advisors on holistic financial planning.

What are the most commonly searched types of Remote Investment jobs in Washington?

The most popular types of Remote Investment jobs in Washington are:

What are popular job titles related to Remote Investment Manager jobs in Washington?

For Remote Investment Manager jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Remote Investment Manager jobs in Washington look for?

The top searched job categories for Remote Investment Manager jobs in Washington are:

What cities in Washington are hiring for Remote Investment Manager jobs?

Cities in Washington with the most Remote Investment Manager job openings:

Infographic showing various Remote Investment Manager job openings in Washington as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution.

Investment Analyst, Equity

Icmarc

Washington, DC โ€ข On-site, Remote

$73K - $110K/yr

Full-time

Medical, Retirement

Posted 14 days ago


Job description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

$73,810.00 - $110,720.00

The Investment Analyst, Equity provides analytical, operational, and administrative support to Equity Fund Managers and Investment Department leadership. This role supports portfolio oversight activities, investment reporting, due diligence processes, and the preparation of investment-related communications and marketing materials. The position serves as a key resource across investment management, reporting, portfolio monitoring, manager research, and stakeholder communications to ensure accurate, timely, and consistent investment information for internal and external audiences.

***MissionSquarecannotsponsor or hire candidates withH1B,STEMorOPTvisasforthisrole.***

Essential Functions for this role include:

  • Support Equity Fund Managers by compiling portfolio, benchmark, performance, and market information for routine reviews and reporting.
  • Maintain investment, manager, and market data used in portfolio monitoring and reporting activities.
  • Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios.
  • Assist in preparing performance attribution, benchmarking, and risk analysis for existing and prospective investments.
  • Stay informed on financial markets, economic trends, and equity securities relevant to portfolio holdings.
  • Support due diligence activities for current and prospective investment managers and strategies by coordinating information requests, reviewing documentation, and preparing summary materials.
  • Participate in meetings and calls with asset management firms; compile notes and follow-up items.
  • Track portfolio performance, cash flows, and compliance with investment guidelines.
  • Support the execution of investment reporting, operational, and process management activities.
  • Assist with the preparation, validation, and distribution of investment-related reports, data, and materials for internal and external stakeholders, including presentations, RFPs, questionnaires, factsheets, and marketing content.
  • Assist Fund Managers in implementing portfolio changes and rebalancing activities.
  • Coordinate with internal teams including Finance, Legal, and Compliance on investment-related matters.
  • Performs other duties as assigned

If you have the following skills, we encourage you to apply:

  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
  • Zero to one year of investment industry experience; experience in investment data collection and analysis, presentation development, and investment communications preferred.
  • General knowledge of statistics and investment data.
  • Strong analytical and problem-solving skills.
  • Proficiency with Microsoft Excel, PowerPoint, and spreadsheet analysis.
  • Familiarity with investment research and analytics platforms such as eVestment, FactSet, and Morningstar Direct preferred.
  • Knowledge of investment management and mutual fund industries.
  • Applied investment and economic analysis skills.
  • Strong written and verbal communication skills.
  • High attention to detail and organizational skills.
  • Familiarity with data management and reporting tools such as Python, Power BI, and SQL preferred.
  • Ability to work effectively in a team environment and manage multiple priorities.
  • Progress toward the CFA designation preferred.

To benefit your career and support your wellbeing, we offer:

  • Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions

  • Flexible and hybrid work schedules to support work-life balance

  • Tuition reimbursement to support continued education

  • Professional and career development opportunities, including courses and certifications

  • Comprehensive wellness programs promoting physical, mental, and emotional health

  • Volunteerism initiatives to encourage community engagement

Click here to learn more about MissionSquare's benefits.

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.


This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.