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Remote Portfolio Manager Jobs (NOW HIRING)

Vestmark, Inc.

Portfolio Manager

OR · Remote

This position can be based out of Wakefield, MA or Remote. Key Responsibilities: * Be a key ... Provide day-to-day portfolio management of direct index portfolios including portfolio construction ...

Vestmark, Inc.

Portfolio Manager

$140K - $160K/yr

This position can be based out of Wakefield, MA or Remote. Key Responsibilities: * Be a key ... Provide day-to-day portfolio management of direct index portfolios including portfolio construction ...

Mercor

Portfolio Manager

San Francisco, CA · Remote

$150/hr

Portfolio Manager (Buy-Side) Type: Contract Compensation: $150/hour Location ... Remote Role Responsibilities * Provide high-level input on portfolio construction and asset ...

washingtontrust

Portfolio Manager

Westerly, RI · On-site +1

$125K - $175K/yr

The Portfolio Manager will be responsible for delivering the highest level of customer service for ... This position is located in Providence or Westerly, and may be remote or hybrid within MA, RI and ...

washingtontrust

Portfolio Manager

Westerly, RI · On-site +1

$125K - $175K/yr

The Portfolio Manager will be responsible for delivering the highest level of customer service for ... This position is located in Providence or Westerly, and may be remote or hybrid within MA, RI and ...

DataAnnotation

Portfolio Manager

Edmond, OK · Remote

$50 - $60/hr

Join to apply for the Portfolio Manager role at DataAnnotation. We are looking for a Portfolio ... This is a full-time or part-time REMOTE position * You'll be able to choose which projects you want ...

Mercor

Global Portfolio Manager

New York, NY · Remote

$150/hr

Portfolio Manager (Buy-Side) Type: Contract Compensation: $150/hour Location ... Remote Role Responsibilities * Provide high-level input on portfolio construction and asset ...

Mercor

Associate Portfolio Manager

New York, NY · Remote

$150/hr

Portfolio Manager (Buy-Side) Type: Contract Compensation: $150/hour Location ... Remote Role Responsibilities * Provide high-level input on portfolio construction and asset ...

DataAnnotation

Portfolio Manager

California, MO · Remote

$50 - $60/hr

We are looking for a Portfolio Manager to join our team to train AI models. You will measure the ... Benefits This is a full-time or part-time remote position You'll be able to choose which projects ...

DataAnnotation

Portfolio Manager

Manhattan, NY · Remote

$50 - $60/hr

We are looking for a Portfolio Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is ...

Convergint

Portfolio Manager

$53.73 - $85.97/hr

As a Portfolio Manager, you are a part of a dynamic team that allows you to grow as Convergint ... If the position is posted in multiple locations or is a remote position, the salary range may vary.

DataAnnotation

Portfolio Manager

Charleston, WV · Remote

$50 - $60/hr

We are looking for a Portfolio Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is ...

DataAnnotation

Portfolio Manager

Alamogordo, NM · Remote

$50 - $60/hr

We are looking for a Portfolio Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is ...

DataAnnotation

Portfolio Manager

Santa Fe, NM · Remote

$50 - $60/hr

We are looking for a Portfolio Manager to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is ...

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All JobsRemote Portfolio Manager Jobs

Remote Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do remote portfolio manager jobs pay per year?

As of Jun 5, 2026, the average yearly pay for remote portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Portfolio Manager, and why are they important?

To thrive as a Remote Portfolio Manager, you need expertise in financial analysis, investment strategy, and risk management, often supported by a finance degree or CFA certification. Familiarity with portfolio management software, financial modeling tools, and remote collaboration platforms is typically required. Strong communication, decision-making, and self-motivation are crucial soft skills for building client trust and effectively managing investments from a distance. These skills ensure sound investment decisions, client satisfaction, and effective performance in a remote work environment.

What is a remote portfolio manager?

A remote portfolio manager is a finance professional who oversees investment portfolios—such as stocks, bonds, and other assets—for clients or organizations while working from a remote location rather than a traditional office. They analyze market trends, develop investment strategies, and make decisions to help clients achieve their financial goals. Remote portfolio managers use digital tools and communication platforms to interact with clients, monitor performance, and adjust portfolios as needed. This flexible work arrangement allows them to manage investments effectively from anywhere with internet access.

What is the difference between Remote Portfolio Manager vs Remote Investment Analyst?

AspectRemote Portfolio ManagerRemote Investment Analyst
Required CredentialsCFP, CFA, or similar certifications often preferredCFA or related finance certifications common
Work EnvironmentOversees entire investment portfolios, client interactionsAnalyzes market data, supports portfolio decisions
Employer & Industry UsageFinancial firms, asset management companiesInvestment firms, banks, financial advisory services
Search & Comparison IntentFocus on managing portfolios remotelyFocus on analyzing investments remotely

Remote Portfolio Managers typically oversee entire investment portfolios, requiring certifications like CFA or CFP, and work directly with clients or firms. Remote Investment Analysts focus on analyzing market data and supporting investment decisions, often holding CFA certifications. Both roles are common in financial services but differ in scope and responsibilities.

How does a remote portfolio manager typically collaborate with clients and team members?

Remote portfolio managers frequently use digital communication tools such as video conferencing, secure messaging, and portfolio management platforms to interact with clients and internal teams. Regular virtual meetings help ensure alignment on investment strategies, performance updates, and client objectives. Effective remote collaboration also involves timely reporting, sharing market insights, and coordinating with analysts, traders, and compliance staff. Building strong relationships remotely requires excellent communication skills and proactive engagement to maintain trust and transparency.
What cities are hiring for Remote Portfolio Manager jobs? Cities with the most Remote Portfolio Manager job openings:
What states have the most Remote Portfolio Manager jobs? States with the most job openings for Remote Portfolio Manager jobs include:
Infographic showing various Remote Portfolio Manager job openings in the United States as of May 2026, with employment types broken down into 80% Full Time, and 20% Temporary. Highlights an 100% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.
Portfolio Manager

Portfolio Manager

Vestmark, Inc.

OR • Remote

Other

Posted 22 days ago

Job description

Vestmark has been supporting clients' direct indexing solutions for more than a decade.  As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team.  This person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio management and rebalance, ESG customizations and tax optimization.  In addition, this person will work in a fast paced, dynamic environment with a growth mindset to support future expansions of new products and asset classes.  This position can be based out of Wakefield, MA or Remote.

Key Responsibilities: 

  • Be a key contributor in the development and implementation of direct indexing solutions
  • Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review
  • Provide tax transitioning and tax loss harvesting to maximize tax efficiency
  • Provide portfolio analysis, reporting and monitoring of direct index strategies and ad-hoc analysis
  • Work closely with trading, client service, operations to improve portfolio management efficiency, maximize investment outcome and ensure client success
  • Collaborate with internal stakeholders to improve investment processes, and enhance investment management tools and systems

Qualifications:

  • Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly preferred
  • 5-7+ years of hands-on investment management experience
  • Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience managing direct index portfolios strongly preferred
  • Experience in tax loss harvesting and generate tax alpha
  • Strong understanding of direct indexing, customizations, ESG and sustainability investing, and tax optimization
  • Strong operational experience running, analyzing, and improving processes and systems
  • Working knowledge and experience using equity risk models and portfolio optimizers
  • Excellent communication and collaboration skills, team-player
  • Strong quantitative and analytical skills
  • Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1  #LI-Remote

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