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Remote Investment Performance Analyst Jobs in Virginia

Maximus

Risk, Quality and Performance Analyst

VA · On-site +1

We invest in our workforce through training, education, and career development, empowering ... remote Minimum Requirements TCS015, P3, Band 6 #TSTECH EEO Statement Maximus is an equal ...

A1FED Inc

Proven Optics Capital Planning and Investment Control (CPIC) Application * Proven Optics Technology Business Management (TBM) Cost Modeling Application Key Responsibilities: As an Analyst:

McKesson

Finance Manager

Richmond, VA · On-site +1

Deliver monthly financial analysis and executive-level reporting on capital investment performance ... Work arrangement: Hybrid or remote work arrangements based on business needs and location ...

McKesson

Finance Manager

Richmond, VA · On-site +1

Deliver monthly financial analysis and executive-level reporting on capital investment performance ... Work arrangement: Hybrid or remote work arrangements based on business needs and location ...

Thriveworks

Senior Financial Analyst - Remote

Reston, VA · On-site +1

$89K - $111K/yr

You will work closely with cross-functional teams to analyze business performance, build models ... in investment banking, consulting or healthcare * Strong financial modeling skills and ...

System One Holdings, LLC

SAM - 100% Remote

Vienna, VA · On-site +1

$45 - $60/hr

Job Title: SAM PRO Analyst Location: 100 % Remote Type: Contract, Long term Compensation ... Develop and maintain dashboards and reports using ServiceNow Performance Analytics to provide ...

The Straits Network

Our clients include Fortune 500 companies, investment firms, professional services firms ... performance is linked to a single company) on any Personal Trading Account. * All future new ...

kgs

Data & Metrics Analyst (REMOTE)

Chantilly, VA · Remote

Develop and maintain performance metrics aligned with PWS requirements, capturing key indicators ... Conduct trend analysis and data modeling to identify patterns, bottlenecks, and risk areas within ...

Booz Allen Hamilton, Inc.

CMMI Analyst

Mclean, VA · On-site +1

$77K - $176K/yr

Remote Work: Yes Job Number: R0241639 Location: McLean,VA,US Share job via: Share Additional ... Experience with metrics interpretation, reporting, and performance analysis * Experience ...

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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.

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Remote Investment Performance Analyst jobs near you

Client Reporting & Accounting Associate

Amarina Search Partners LLC

Charlottesville, VA • On-site, Remote

$90K - $105K/yr

Full-time

Medical, Life, Retirement

Re-posted 11 days ago

Job description

Our client, an outsourced investment manager (OCIO) for nonprofit organizations, is seeking a Client Reporting and Accounting Associate to join their team.
The Client Reporting & Accounting Associate plays a key role in supporting nonprofit investment portfolios through performance reporting, financial analysis, and client service. This position is ideal for accounting or finance professionals who want to apply their technical accounting skills while developing expertise in investment reporting and portfolio analytics. The role provides exposure to a wide range of investment operations activities including portfolio performance analysis, private equity reporting, risk and liquidity monitoring, and investment-related audit and tax support.
This is a full-time position with a starting salary range of $90,000 - $105,000. Benefits include an annual bonus and a generous benefits package including group health insurance, short- and long-term disability insurance, life insurance, and employer retirement plan contribution. This position requires the candidate to spend a minimum of two days per week onsite in their Charlottesville office, with additional time in the office during the initial training period.
Core Responsibilities
Following training, the Associate will contribute across a range of reporting, analytical, and operational activities including:
Investment Reporting & Portfolio Analysis
  • Preparation of monthly and quarterly client portfolio reports
  • Calculation and review of investment performance returns and related metrics
  • Performance attribution analysis and reporting
  • Portfolio-level risk and exposure analysis
  • Portfolio liquidity monitoring and cash flow analysis
Investment Accounting & Data Management
  • Review of accounting and performance data provided by client custodians
  • Private equity investment account reconciliations and performance tracking
  • Maintenance of investment performance and analytical platforms
Client Service & Operational Support
  • Investment-related client audit and tax support
  • Investment transaction management and other portfolio administration functions
  • Collaboration with client service teams and external service providers
  • Special projects including analytical support for team members and ad hoc client analyses
Required Skills/Abilities
  • Strong accounting and analytical skills with the ability to interpret and organize large volumes of financial information
  • Exceptional attention to detail and ability to work with precision
  • Excellent client service mindset with an aptitude for working directly with clients and their service providers
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities and meet deadlines
  • Advanced skills in Excel, PowerPoint, and Word
  • Ability to work both independently and collaboratively in a team environment
Preferred Skills/Abilities
  • Understanding of nonprofit accounting and taxation
  • Experience or interest in the investment industry, portfolio reporting, or financial analysis
  • Experience with data analytics, data manipulation, or APIs
Experience & Education
  • Minimum of 2 years of professional experience
  • Bachelor's degree required (BA or BS) •CPA, CFA, or other technical certifications are helpful but not required
  • Candidates with experience in the following roles may be well suited for this position:
    • Investment Performance Analyst
    • Investment Operations Analyst
    • Fund Accountant
    • Public Accounting Associate interested in transitioning into investment reporting or analytics

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