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Remote Investment Portfolio Analyst Jobs (NOW HIRING)

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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:
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.

Wealth and Investment Portfolio Manager II

Huntington

Beachwood, OH • On-site, Remote

Full-time

Re-posted 8 days ago


Job description

Description

Summary:
The Wealth and Investment Portfolio Manager II manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective.

Duties and Responsibilities:

  • Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
  • Responsible for ongoing customer service and relationships with internal colleagues.
  • Must keep current on related market trends.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree
  • 5 years of related 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.