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Remote Portfolio Performance 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 ... This role is responsible for aggregating and analyzing portfolio performance data to identify ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...

Care Access

Senior Enterprise Performance Analyst

OR · Remote

$70K - $90K/yr

How This Role Makes A Difference As a Senior Enterprise Performance Analyst, you will be the ... Remote within the United States. This role requires 100% of work to be performed in a remote office ...

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Remote Portfolio Performance Analyst information

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$27.5K

$75.2K

$128.5K

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

As of Aug 5, 2026, the average yearly pay for remote portfolio performance analyst in the United States is $75,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $89,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Remote Portfolio Performance Analyst, you need a solid background in finance, quantitative analysis, and investment principles, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio management software, data analysis tools like Excel or Python, and certifications such as CFA or CIPM are highly valued. Strong attention to detail, communication, and self-motivation are soft skills that help you excel in a remote environment and convey complex findings clearly. These capabilities ensure accurate performance reporting, effective data-driven decision-making, and reliable remote collaboration with stakeholders.

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

AspectRemote Portfolio Performance AnalystRemote Investment Analyst
Primary FocusAnalyzing and reporting on portfolio performance metricsResearching and evaluating investment opportunities
Required SkillsData analysis, performance metrics, financial reportingFinancial modeling, market research, valuation techniques
Certifications CFA, CFP often preferred CFA, CFP often preferred
Work EnvironmentFinancial firms, asset management companiesInvestment firms, asset management, banks

The Remote Portfolio Performance Analyst primarily focuses on assessing and reporting the performance of investment portfolios, ensuring clients and firms understand returns and risks. In contrast, the Remote Investment Analyst concentrates on researching and evaluating potential investments to inform portfolio decisions. While both roles require financial analysis skills and certifications like CFA, their core responsibilities differ—performance analysis versus investment research.

How does a remote portfolio performance analyst typically collaborate with team members and stakeholders while working remotely?

As a Remote Portfolio Performance Analyst, you will regularly collaborate with investment managers, data analysts, and client relationship teams through virtual meetings, shared dashboards, and cloud-based reporting tools. Effective communication is essential, as you’ll be expected to present performance findings, discuss portfolio adjustments, and respond to ad hoc analysis requests in a timely manner. Many organizations use platforms like Microsoft Teams, Slack, and Zoom to facilitate seamless communication and document sharing. Building strong virtual relationships and proactively seeking feedback are key to success in this distributed work environment.

What is a remote portfolio performance analyst?

A Remote Portfolio Performance Analyst is a finance professional who evaluates and monitors the performance of investment portfolios while working from a remote location. Their main responsibilities include analyzing returns, risk metrics, and benchmarks to assess how portfolios are performing relative to goals and market conditions. They use financial software and reporting tools to generate performance reports, identify trends, and provide insights to portfolio managers or clients. Working remotely, they communicate findings and recommendations via digital channels and collaborate with investment teams to optimize portfolio outcomes.
More about Remote Portfolio Performance Analyst jobs
What cities are hiring for Remote Portfolio Performance Analyst jobs? Cities with the most Remote Portfolio Performance Analyst job openings:
What are the most commonly searched types of Portfolio Performance Analyst jobs? The most popular types of Portfolio Performance Analyst jobs are:
What states have the most Remote Portfolio Performance Analyst jobs? States with the most job openings for Remote Portfolio Performance Analyst jobs include:
What job categories do people searching Remote Portfolio Performance Analyst jobs look for? The top searched job categories for Remote Portfolio Performance Analyst jobs are:
Remote Portfolio Performance Analyst jobs near you
Infographic showing various Remote Portfolio Performance Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 88% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $75,189 per year, or $36.1 per hour.

Portfolio Analyst

Connexus Credit Union

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 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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