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Remote Investment Performance Analyst Jobs in Florida

Aureate

EB-5 Account Executive

Tampa, FL · Remote

$30K/yr

Analytical Skills and Financial Modeling capabilities to assess project feasibility and investment ... performance. * Excellent written and verbal communication, presentation, and interpersonal skills.

Aureate

EB-5 Account Executive

Tampa, FL · On-site +1

$30K/yr

Analytical Skills and Financial Modeling capabilities to assess project feasibility and investment ... performance. * Excellent written and verbal communication, presentation, and interpersonal skills.

Berkadia

Senior Financial Analyst- Remote

Miami, FL · Remote

$81K - $101K/yr

... performance? Berkadia's investment sales platform offers the highest-quality deal marketing ... The Senior Financial Analyst is responsible for conducting comprehensive financial analyses to ...

New

Berkadia

Senior Financial Analyst- Remote

Miami, FL · On-site +1

$81K - $101K/yr

... performance? Berkadia's investment sales platform offers the highest-quality deal marketing ... The Senior Financial Analyst is responsible for conducting comprehensive financial analyses to ...

YO AI Labs

AI Finance Expert - Remote

Miami, FL · Remote

$100 - $200/hr

Develop, refine, and evaluate prompts related to financial analysis, valuation, and investment ... Provide detailed feedback to improve AI model performance and financial reasoning. Required Skills

YO AI Labs

AI Consulting Expert - Remote

Miami, FL · Remote

$100 - $200/hr

No prior AI experience is required--your consulting expertise, analytical thinking, and ... Provide actionable feedback and recommendations to improve AI model performance. * Collaborate ...

INTEGRO

Risk Manager / Senior Risk Analyst

Tallahassee, FL · On-site +1

$120K - $150K/yr

Remote flexibility available for the right candidate Division : Dealer General Warranty About CV ... Pursue external data sources and incorporate into analysis of sales and loss performance. * Analyze ...

micro1 AI

Investment Management Counsel - Remote

Davie, FL · Remote

$90 - $150/hr

Create objective evaluation frameworks and grading criteria to assess AI performance on contract ... Strong analytical capabilities and ability to translate legal expertise into actionable feedback ...

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Remote Investment Performance Analyst information

What is the difference between Remote Investment Performance Analyst vs Remote Investment Analyst?

AspectRemote Investment Performance AnalystRemote Investment Analyst
CertificationsChartered Financial Analyst (CFA), CFA Level I/II/IIIChartered Financial Analyst (CFA), CFA Level I/II/III
Work EnvironmentRemote, financial firms, asset management companiesRemote, financial firms, asset management companies
Primary FocusAnalyzing investment performance metrics, reportingResearching investments, portfolio analysis
Common UsagePerformance measurement, reporting rolesInvestment research, asset analysis roles

The main difference is that the Remote Investment Performance Analyst specializes in evaluating and reporting on investment performance metrics, while the Remote Investment Analyst focuses more broadly on researching and analyzing investment opportunities. Both roles often require similar certifications and work in similar environments, but their core responsibilities differ in focus and daily tasks.

What are the most commonly searched types of Investment Performance Analyst jobs in Florida?

The most popular types of Investment Performance Analyst jobs in Florida are:

What are popular job titles related to Remote Investment Performance Analyst jobs in Florida?

For Remote Investment Performance Analyst jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Remote Investment Performance Analyst jobs in Florida look for?

The top searched job categories for Remote Investment Performance Analyst jobs in Florida are:

What cities in Florida are hiring for Remote Investment Performance Analyst jobs?

Cities in Florida with the most Remote Investment Performance Analyst job openings:

Remote Investment Performance Analyst jobs near you
Infographic showing various Remote Investment Performance Analyst job openings in Florida as of July 2026, with employment types broken down into 89% Full Time, 7% Part Time, and 4% Contract. Highlights an 100% Remote job distribution.

EB-5 Account Executive

Aureate

Tampa, FL • Remote

$30K/yr

Full-time

Retirement

Posted 27 days ago

Job description

EB-5 Account Executive

Company Description EB-5 USA empowers global investors to obtain U.S. permanent residency through structured EB-5 investments of $800,000. The company has a strong track record, with 100% I-829 petition success and over $500 million in funded projects. EB-5 USA specializes in guiding investors through the complex immigration and investment process with transparency and professionalism. The organization focuses on high-quality projects and rigorous due diligence to help investors achieve both immigration and financial goals.

Role Description The EB-5 Account Executive role is a full-time, remote position. The individual in this role will manage relationships with prospective EB-5 investors, respond to inquiries, and provide clear updates on project status and immigration milestones. Day-to-day responsibilities include preparing investor communications, marketing our services and coordinating documentation for investments, while liaising with internal teams and external partners such as immigration attorneys and project sponsors. The role also involves addressing investor concerns promptly and maintaining accurate records in CRM and reporting systems.

Requirements

Qualifications:

Required:

  • Bachelor's degree
  • Familiarity with the EB-5 Program
  • Professionalism, positive attitude, perseverance, mental toughness, and initiative in the face of challenges
  • Strong Investor Relations skills, including relationship management and investor communication.

Preferred:

  • Solid Finance and Investments knowledge, with the ability to explain EB-5 structures and project economics.
  • Extensive knowledge of the EB-5 space, including regional center compliance, targeted economic areas (TEAs), and I-526E/I-829 filings. 
  • Bilingual in either Hindi, Chinese, or Vietnamese
  • Series 7/63/65 licensing
  • Analytical Skills and Financial Modeling capabilities to assess project feasibility and investment performance.
  • Excellent written and verbal communication, presentation, and interpersonal skills.
  • Bachelor's degree in Finance, Business, Economics, or a related field; advanced degree or relevant certifications are a plus.
  • Experience in immigration-related investments, private equity, or real estate development is beneficial.

Benefits

Compensation Range: EB-5 USA offers employees a competitive and valuable range of total rewards, monetary and non-monetary, designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. For this role, the base compensation is $30,000 with uncapped bonuses (yr 1 target ~100,000).

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