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Remote Investment Portfolio Analyst Jobs in Indiana

Northwest

Portfolio Manager II or III

Fishers, IN · On-site +1

$61K - $110K/yr

Analyses to include an independent credit quality assessment with well-supported risk rating ... optional remote day. The pay range for this position is generally $61,500 - $110,000 annually.

Northwest

CRE Portfolio Manager II or III

Fishers, IN · On-site +1

$61K - $110K/yr

Analyses to include an independent credit quality assessment with well-supported risk rating ... optional remote day. The pay range for this position is generally $61,500 - $110,000 annually.

Cayenta

At Cayenta, our Support Analysts play a critical role in helping customers resolve system issues ... Our success has been realized through investments in our proprietary software and market expertise.

OPENLANE

Portfolio Services Coordinator

Carmel, IN · On-site +1

$18/hr

Monitoring and analyzing portfolio performance, holdings, and transactions * Conducting ... Your work is performed as a Remote employee, depending on business needs and location. Must Have'

OPENLANE

Portfolio Services Coordinator

Carmel, IN · Remote

$18/hr

Monitoring and analyzing portfolio performance, holdings, and transactions * Conducting ... Your work is performed as a Remote employee, depending on business needs and location. Must Have'

Varsity Tutors

Series 65 Tutor

Fort Wayne, IN · Remote

$18 - $40/hr

Guides students through analyzing economic indicators, comparing investment products, constructing suitable portfolios, applying fiduciary standards, and understanding state and federal regulation of ...

Varsity Tutors

Series 65 Tutor

Indianapolis, IN · Remote

$18 - $40/hr

Guides students through analyzing economic indicators, comparing investment products, constructing suitable portfolios, applying fiduciary standards, and understanding state and federal regulation of ...

Varsity Tutors

Series 65 Tutor

Bloomington, IN · Remote

$18 - $40/hr

Guides students through analyzing economic indicators, comparing investment products, constructing suitable portfolios, applying fiduciary standards, and understanding state and federal regulation of ...

Varsity Tutors

Series 65 Tutor

West Lafayette, IN · Remote

$18 - $40/hr

Guides students through analyzing economic indicators, comparing investment products, constructing suitable portfolios, applying fiduciary standards, and understanding state and federal regulation of ...

Varsity Tutors

Series 65 Tutor

Valparaiso, IN · Remote

$18 - $40/hr

Guides students through analyzing economic indicators, comparing investment products, constructing suitable portfolios, applying fiduciary standards, and understanding state and federal regulation of ...

CSAA

Perform complex data analysis for Commercial Claims aligned to business and portfolio objectives ... Fulfills business needs, which may include investing extra time, helping other teams, etc Please ...

Danaher

Business Insights Analyst

Indianapolis, IN · On-site +1

... and investment decisions. * Competitive, Segment & Market Insights Analyst : Analyze market ... We recognize the benefits of flexible, remote working arrangements for eligible roles and are ...

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Remote Investment Portfolio Analyst information

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.

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 are popular job titles related to Remote Investment Portfolio Analyst jobs in Indiana?

For Remote Investment Portfolio Analyst jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Remote Investment Portfolio Analyst jobs in Indiana look for?

The top searched job categories for Remote Investment Portfolio Analyst jobs in Indiana are:

What cities in Indiana are hiring for Remote Investment Portfolio Analyst jobs?

Cities in Indiana with the most Remote Investment Portfolio Analyst job openings:

Remote Investment Portfolio Analyst jobs near you
Infographic showing various Remote Investment Portfolio Analyst job openings in Indiana as of August 2026, with employment types broken down into 1% Internship, 90% Full Time, 7% Part Time, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Wealth & Investment Portfolio Manager III

Huntington

Indianapolis, IN • On-site, Remote

Full-time

Re-posted 29 days ago

Huntington National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 171 frontline employees who took The Breakroom Quiz

51st of 172 rated banks

Job description

Description

Summary:

Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.
Duties & Responsibilities:

  • Manages medium/large and complex portfolios based on client and corporate investment objectives.
  • Works closely with the customer to monitor investment performance and recommend a strategy.
  • Responsible for ongoing customer service and joint sales calls with business development staff.
  • Must keep current on related market trends.
  • May have supervisory responsibility.
  • Performs other duties as assigned.


Basic Qualifications: 

  • Bachelors Degree
  • 5 or more years of Investments/Analyst experience 


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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