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Remote Investment Portfolio Analyst Jobs (NOW HIRING)

Connexus Credit Union

Portfolio Analyst

We are a remote first employer with the majority of our employees residing in the upper Midwest. As ... The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at ...

StepStone Group

Position Overview The Portfolio Specialist supports the growth and servicing of StepStone Private ... investment topics to financial advisors and investors. * Strong analytical, writing, and ...

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Remote Investment Portfolio Analyst information

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$38K

$93.2K

$148K

How much do remote investment portfolio analyst jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote investment portfolio analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.

What is the difference between Remote Investment Portfolio Analyst vs Remote Financial Advisor?

AspectRemote Investment Portfolio AnalystRemote Financial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentAnalyzes investment data, manages portfolios, works with financial dataProvides personalized financial planning, advises clients on investments
Employer & IndustryFinancial firms, asset management companies, banksFinancial advisory firms, independent advisors, banks
Search & Comparison IntentUnderstanding roles, skills, and requirements for investment analysisComparing financial planning and client advisory roles

The Remote Investment Portfolio Analyst primarily focuses on analyzing investment data and managing portfolios within financial firms, often requiring certifications like CFA. In contrast, a Remote Financial Advisor provides personalized financial planning and investment advice directly to clients. While both roles require similar credentials and operate within the financial industry, their core responsibilities differ—analytical versus client-facing advisory work.

What does a remote investment portfolio analyst do?

A Remote Investment Portfolio Analyst evaluates and manages investment portfolios for clients or organizations while working from a remote location. They analyze financial data, monitor market trends, and make recommendations to maximize returns and minimize risks. Their responsibilities often include preparing detailed reports, assisting with investment decisions, and maintaining ongoing communication with clients and team members. Remote analysts use digital tools to collaborate and access financial information securely, ensuring effective portfolio management from anywhere.

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

To excel as a Remote Investment Portfolio Analyst, you need a solid background in finance, quantitative analysis, and portfolio management, usually supported by a relevant degree such as finance, economics, or accounting. Familiarity with financial modeling tools, Bloomberg Terminal, Excel, and certifications like CFA or FRM is often required. Strong analytical thinking, attention to detail, and effective communication are crucial soft skills for interpreting data and presenting insights. These competencies enable analysts to make informed investment recommendations and collaborate efficiently with remote teams in a fast-paced, data-driven environment.

What are some common challenges faced by remote investment portfolio analysts and how can they be addressed?

Remote Investment Portfolio Analysts often face challenges related to communication and collaboration, as much of their work is done independently and virtually. Staying aligned with portfolio managers and other team members requires proactive use of digital collaboration tools and regular check-ins. Additionally, remote analysts need to be disciplined in managing their time to meet deadlines and adapt quickly to changing market conditions. Building strong relationships with colleagues via virtual meetings and maintaining clear documentation of analyses can help overcome these challenges and ensure successful portfolio management.
More about Remote Investment Portfolio Analyst jobs
What cities are hiring for Remote Investment Portfolio Analyst jobs? Cities with the most Remote Investment Portfolio Analyst job openings:
What are the most commonly searched types of Investment Portfolio Analyst jobs? The most popular types of Investment Portfolio Analyst jobs are:
What states have the most Remote Investment Portfolio Analyst jobs? States with the most job openings for Remote Investment Portfolio Analyst jobs include:
What job categories do people searching Remote Investment Portfolio Analyst jobs look for? The top searched job categories for Remote Investment Portfolio Analyst jobs are:
Remote Investment Portfolio Analyst jobs near you
Infographic showing various Remote Investment Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Analyst

Connexus Credit Union

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Connexus Credit Union rating

6.0

Company rating: 6.0 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Connexus Credit Union - Who We Are:
Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.
As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.
Connexus offers an Amazing Benefits package:
  • 25 days of paid time off and 10 paid holidays
  • 16 hours of paid Volunteer Time Off
  • 401K Retirement with up to 6% employer match
  • Excellent Health, Dental, Vision insurance, including multiple plan options
  • Health Savings Account with generous employer contributions
  • Employer paid Life insurance, Short-Term and Long-Term Disability
  • Tuition Reimbursement from $4,000 - $7,000 per calendar year
  • Robust Learning and Development program that includes an annual professional development stipend

About the Role: The Portfolio Analyst supports the Asset Recovery, Collections, and Charge-Off departments at Connexus Credit Union. This role is responsible for aggregating and analyzing portfolio performance data to identify trends, improve operational efficiency, reduce losses, and support strategic decision-making across lending and recovery functions. The analyst partners closely with department leadership to develop and maintain recurring reports, dashboards, and performance metrics related to delinquency, repossession activity, recoveries, bankruptcy, charge-offs, legal recovery, and collection effectiveness.
Responsibilities:
Portfolio Analytics & Monitoring
  • Analyze delinquency, charge-offs, roll rates, cure rates, recoveries, loss trends and concentration across lending portfolios including detailed review based on collateral type, geography, product, and borrower characteristics.
  • Monitor portfolio performance against risk appetite, forecasts, and budget.
  • Identify and escalate emerging risk trends/signals and behavioral shifts in delinquency, charge-offs, concentrations, underwriting standards, policy exceptions and overall loan portfolio performance to ensure the health of Connexus lending portfolios.
  • Within the Enterprise Risk role, conducts quantitative and qualitative analysis to support risk-related decision-making processes including new lending programs.

Reporting & Executive Insights
  • Develop and maintain wholistic risk dashboards, heatmaps, early warning indicator (EWI) metrics and reoccurring performance reports that provide clear, timely, and actionable insights across all Connexus lending portfolios.
  • Translate data into clear, actionable insights including recommendations for action to Enterprise Risk or Credit Risk leadership.
  • Support business unit partners and management with ad hoc reports as needed.
  • Support executive and board level reporting requests on recoveries, risk exposure and trends as needed.

Forecasting & Scenario Analysis
  • With the Credit Risk role, support loss forecasting, recovery projections, and stress scenarios.
  • Within the Enterprise Risk role, develop proactive analysis and modeling including stress tests, static pool analysis, scenario analysis and drill down reporting to identify emerging risks within Connexus loan portfolios.
  • Model impact of strategy changes, policy shifts, or economic conditions on Connexus loan portfolios.
  • Partner with Finance on budget planning and variance analysis.

Governance, Compliance & Data Integrity
  • Ensure reporting accuracy and data integrity across systems.
  • Support audits, exams, and model validation requests as needed.
  • Maintain documentation for assumptions, methodologies, and metrics.
  • Within the Enterprise Risk role, manage and maintain the loan analytics platform (nCino), including data integrity and system optimization.
  • Ensure compliance with company policies, procedures, and regulatory requirements related to risk management.
  • Assist in maintaining and updating risk management and lending policies, ensuring alignment with industry best practices and organizational objectives.
  • Own and facilitate the Enterprise/Credit Risk Committee meetings, including agenda preparation, reporting, and documentation.

Cross-Functional Collaboration
  • Partner with first line of defense business partners including Collections/Recovery, Institutional, Direct and Indirect Lending, Loan Operations, Vendor Management, Compliance, Finance, Data, and IT to ensure continuity and accuracy of reporting and analysis.
  • Support evaluation, maintenance and development of third-party vendor relationships.
  • Contribute to test-and-learn initiatives and continuous improvement efforts.

Collections Strategy & Optimization
  • Evaluate effectiveness of collections strategies, treatments, and channels.
  • Support segmentation models (risk, balance, behavior, hardship indicators).
  • Measure strategy lift, marginal ROI, and cost-to-collect by segment.
  • Provide insights to improve early-stage intervention and late-stage recovery.

Position Requirements:
  • This position is Remote.
  • Bachelor's Degree, or commensurate experience is Required.
  • 3+ years of experience in credit risk, collections analytics, portfolio risk, or financial services analytics is Required.
  • Experience with SQL, Tableau, Power BI, nCino or similar BI tools.
  • Knowledge of collections platforms (e.g., AKUVO, Fiserv).
  • Proficient in Microsoft Office Suite with advanced Excel and PowerPoint skills.
  • Advanced Excel proficiency including use of formulas, pivot tables, macros, charts, queries etc.
  • Strong analytical mindset with ability to understand and interpret large data sets, draw meaningful conclusions and translate into both recommendations or alternative solutions regarding specific actions to take and by providing executive-ready insights.
  • Demonstrated ability to build strong relationships with internal and external stakeholders to promote risk awareness and accountability.

Connexus Credit Union's Employer Recognitions:
  • 2026 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35

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