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Remote Portfolio Analyst Jobs in Florida (NOW HIRING)

Huntington

Commercial Portfolio Mgr II

Orlando, FL · On-site +1

Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Lee Health

ServiceNow Business Analyst

Fort Myers, FL · On-site +1

$37.72 - $49.03/hr

Remote - Florida Department: IS Information Technology Svcs Work Type: Full Time Shift: Shift 1/8 ... Service Portfolio Management (SPM) - Demand, Resource, Project & Portfolio * IT Operations ...

Lee Health

ServiceNow Business Analyst

Fort Myers, FL · Remote

$37.72 - $49.03/hr

Remote - Florida Department: IS Information Technology Svcs Work Type: Full Time Shift: Shift 1/8 ... Service Portfolio Management (SPM) - Demand, Resource, Project & Portfolio * IT Operations ...

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Remote Portfolio Analyst information

What does a remote portfolio analyst do?

A Remote Portfolio Analyst is responsible for monitoring and evaluating investment portfolios from a remote location. Their primary tasks include analyzing financial data, assessing investment performance, identifying trends, and making recommendations for portfolio adjustments. They often work with portfolio managers and clients to ensure investment goals are being met, using a variety of financial tools and software. The remote aspect allows them to perform these duties from anywhere with a reliable internet connection. Strong analytical skills and attention to detail are essential in this role.

How does a remote portfolio analyst typically collaborate with investment teams and stakeholders?

As a Remote Portfolio Analyst, you will frequently collaborate with portfolio managers, analysts, and other stakeholders through virtual meetings, shared data platforms, and regular reporting cycles. Effective communication is key to ensuring alignment on investment strategies and portfolio performance. You may participate in strategy sessions, provide data-driven insights, and help prepare presentations for clients or internal committees. Adopting collaborative technologies and maintaining proactive communication will help bridge the distance and ensure your analyses have a meaningful impact.

How much does a remote portfolio analyst make?

A remote portfolio analyst typically earns between $60,000 and $85,000 annually, depending on experience, location, and the size of the organization. Entry-level positions may start lower, while experienced analysts with certifications like CFA can earn higher salaries. Compensation often includes benefits such as bonuses and remote work allowances.

What are the key skills and qualifications needed to thrive as a remote portfolio analyst, and why are they important?

To thrive as a Remote Portfolio Analyst, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, economics, or business. Proficiency with tools like Microsoft Excel, Bloomberg Terminal, and portfolio management software is typically required, and certifications such as CFA can be advantageous. Excellent communication, attention to detail, and self-motivation are vital soft skills for collaborating virtually and delivering accurate insights. These skills ensure effective portfolio analysis, risk management, and reliable remote team contributions in a data-driven environment.
What are the most commonly searched types of Portfolio Analyst jobs in Florida? The most popular types of Portfolio Analyst jobs in Florida are:
What are popular job titles related to Remote Portfolio Analyst jobs in Florida? For Remote Portfolio Analyst jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Remote Portfolio Analyst jobs in Florida look for? The top searched job categories for Remote Portfolio Analyst jobs in Florida are:
What cities in Florida are hiring for Remote Portfolio Analyst jobs? Cities in Florida with the most Remote Portfolio Analyst job openings:
Remote Portfolio Analyst jobs near you
Infographic showing various Remote Portfolio Analyst job openings in Florida as of August 2026, with employment types broken down into 1% Internship, 89% Full Time, 5% Part Time, and 5% Contract. Highlights an 1% Hybrid, and 99% Remote job distribution.

Financial Analyst & Portfolio Manager

Strategic Staffing Solutions

Tampa, FL • Remote

$75/hr

Contractor

Posted 4 days ago

Job description

Job Description IT Portfolio & Financial Analyst Location: Tampa, FL (Remote in Tampa) Duration: 12 Month Contract Pay: $75/hr W2 ONLY, NO C2C Job Summary The IT Portfolio & Financial Analyst supports enterprise technology investment planning, portfolio governance, budget administration, and financial performance management across the Information Technology organization. This role provides analysis and reporting on the enterprise project portfolio and overall IT operating budget, delivering insights that support executive decision-making, financial stewardship, and strategic planning. The analyst partners with IT leadership, Finance, Procurement, and delivery teams to monitor spending, forecast financial performance, evaluate investments, and align technology resources with business priorities.

Key Responsibilities IT Financial Management & Budget Analysis - 35% Analyze IT operating budgets across labor, contractors, software, infrastructure, telecom, cloud, vendors, and projects. Support annual budgeting, forecasting, and long-range planning. Perform budget-to-actual and variance analysis; identify risks and optimization opportunities.

Partner with Finance on close processes, accruals, capitalization, allocations, and reporting. Provide financial recommendations to IT leadership. Technology Investment Portfolio Management - 25% Support portfolio governance, intake, prioritization, approvals, and investment planning.

Maintain project financials, funding status, business cases, and value metrics. Analyze budgets, demand, strategic alignment, benefits, risks, dependencies, and milestones. Executive Reporting & Analytics - 20% Develop dashboards and recurring reports.

Prepare executive reporting packages. Translate complex financial and project data into actionable insights. Resource & Vendor Financial Analysis - 10% Analyze contractor, consulting, software, licensing, and vendor spend.

Support renewals, contract reviews, procurement, and financial impact analysis. Governance & Continuous Improvement 10% Improve reporting processes, controls, and data quality. Enhance portfolio tools, dashboards, and reporting automation.

Maintain governance documentation and standards. Qualifications Education Bachelor's degree in Finance, Accounting, Business Administration, Information Technology, Computer Science, or related field. Experience 5+ years in IT financial management, FP&A, PMO, portfolio management, or related field.

Experience with CAPEX/OPEX budgeting, forecasting, variance analysis, and executive reporting. Large enterprise IT experience preferred. Certifications PMP, CAPM, SAFe, ITIL Foundation, Lean Portfolio Management, CFA Level I, or similar preferred.

Technical Skills Advanced Excel and PowerPoint. Power BI, portfolio management tools, financial systems, project tracking, and reporting automation preferred. Skills Advanced English required.

Portuguese or Spanish would be a large value add. Knowledge, Skills & Abilities Financial & Analytical Budgeting, forecasting, variance analysis, CAPEX/OPEX, financial modeling, trend analysis. Business Partnership Executive communication, stakeholder management, ability to translate technical and financial concepts.

Execution & Tools Advanced Excel, PowerPoint, dashboarding, organization, planning, attention to detail, multitasking. Success Measures Provide accurate and timely IT financial and portfolio reporting. Improve visibility into IT spend, forecasts, risks, and opportunities.

Support executive decision-making with reliable analysis. Align IT investments with strategic priorities. Strengthen governance and financial discipline.

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