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Remote Portfolio Performance Analyst Jobs in Arizona

Project Portfolio Lead

Chandler, AZ · On-site +1

$130K - $170K/yr

... and remote operations all rely on Iridium to stay connected. We take our responsibility for ... In this role, you will lead the planning, prioritization, governance, and performance management of ...

Project Portfolio Lead

Chandler, AZ · On-site +1

$130K - $170K/yr

... and remote operations all rely on Iridium to stay connected. We take our responsibility for ... In this role, you will lead the planning, prioritization, governance, and performance management of ...

Project Portfolio Lead

Tempe, AZ · On-site +1

$130K - $170K/yr

... and remote operations all rely on Iridium to stay connected. We take our responsibility for ... In this role, you will lead the planning, prioritization, governance, and performance management of ...

The VP, Verizon Analytics Leader role is an hands on leader who will provide strategic insights and ... Implement and automate data visualization tools to measure and diagnose portfolio performance that ...

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Leverages analytics to research and identify Financial Management risks and recommends solutions to ...

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Remote Portfolio Performance Analyst information

What is a portfolio performance analyst?

A portfolio performance analyst is a professional who evaluates the performance of investment portfolios by analyzing financial data, returns, and risk metrics. They use tools like Excel and specialized software to monitor asset allocation, identify trends, and provide insights to optimize investment strategies. Strong analytical skills and knowledge of financial markets are essential for this role.

How much do portfolio analysts make?

Portfolio analysts typically earn a median annual salary of around $70,000 to $90,000, depending on experience, location, and the size of the firm. Entry-level analysts may start at lower salaries, while those with advanced skills or certifications like CFA can earn higher compensation, often supplemented with bonuses and performance incentives.

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

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.

How much does a performance analyst get paid?

A remote portfolio performance analyst typically earns between $60,000 and $100,000 annually, depending on experience, certifications, and the employer. Entry-level roles may start lower, while experienced analysts with specialized skills can earn higher salaries, often supplemented with bonuses or incentives.

Is AI replacing financial analysts?

AI is transforming the role of a Remote Portfolio Performance Analyst by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools can handle large datasets efficiently, human expertise remains essential for interpreting complex market trends and making nuanced judgments. The role increasingly involves skills in data analysis, programming, and understanding AI applications in finance.

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.
What are popular job titles related to Remote Portfolio Performance Analyst jobs in Arizona? For Remote Portfolio Performance Analyst jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Remote Portfolio Performance Analyst jobs in Arizona look for? The top searched job categories for Remote Portfolio Performance Analyst jobs in Arizona are:
What cities in Arizona are hiring for Remote Portfolio Performance Analyst jobs? Cities in Arizona with the most Remote Portfolio Performance Analyst job openings:
Infographic showing various Remote Portfolio Performance Analyst job openings in Arizona as of June 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 100% Remote job distribution.
Analyst Performance Analytics - Titos (open to remote)

Analyst Performance Analytics - Titos (open to remote)

Southern Glazer's Wine and Spirits

Phoenix, AZ • On-site, Remote

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Southern Glazer's Wine & Spirits rating

7.5

Company rating: 7.5 out of 10

Based on 161 frontline employees who took The Breakroom Quiz

153rd of 351 rated retail wholesalers


Job description

What You Need To Know

Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people - and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the preeminent wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933.

Southern Glazer's offers a competitive compensation package with expected first year total earnings of $58,000-80,000 / year including bonus. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately.

Southern Glazer's is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging.

As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

By joining Southern Glazer's, you would be part of a team that values excellence, innovation, and community. This is more than just a job - it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.

Overview

Supports a variety of activities including, but not limited to, incentives, SPP Objectives, and programs.  Acts as liaison between commercial, trade development, operations, or any other departments to ensure alignment of forecast and fulfillment.
Section Title: Primary Responsibilities

Primary Responsibilities

   Provide market level reporting for the Fifth Generation portfolio (Tito's and Lalo) in Washington State and Arizona 
   This role will directly support market leadership, Fifth Generation market level trade development resources and the SDM Dedicated Chain and Supplier Resources 
   Evalute chain programs to assess effectiveness

   Log incentive parameters by meeting with trade partners or suppliers to establish and document the specifics of incentive programs, including brands, target audience, performance metrics, and time periods
   Review and approve incentive parameters, ensuring any adjustments receive approval from leadership, trade partners, and/or suppliers before entry into the goaling tool
   Enter incentive goaling criteria into a goaling tool to set incentive goals
   Track ongoing incentive attainment by developing reporting (e.g., Exec Summary, Leaderboard, etc.)
   Track ongoing incentive attainment and monitor progress
   Create final recap of incentive results, including payout calculations
   Provide final incentive recap to leadership/supplier for payout approval
   Consolidate and send all approved incentive recaps to payroll
   Review all approved incentive recaps and chargeback supplier (if supplier funded)
   Send approved payout to payroll
   Serve as point of contact for questions regarding sales performance models
   Plan monthly SPP objectives by determining objectives for each RTM Goal Segment in line with Goal Strategy and ensure supplier contractual quotas are met
   Enter SPP objective criteria into goaling tool
   Track ongoing SPP objective attainment using existing SPP Dashboard and other tools (e.g., SPP Management Report, EOM Recap, etc.) and maintain secondary excel files for leadership
   Develop and track sales performance goals and attainment for national programs
   Point of contact for purchase order inquiries
   Investigate and resolve discrepancies in ETAs, past due ETAs, and back-order items
   Collaborate with supply chain, trade development, and sales to resolve supply constraints
   Review reports and logs to ensure back-order and out of stock are ordered and ETAs are updated on purchase orders
   Support commercial forecasting activities including adjustments due to supply constraints or other factors toimprove forecast accuracy and customer service levels
   Commercial support and communication point of contact for supplemental orders, item status, inventory allocation, and inventory performance reporting and updates

Additional Primary Responsibilities

   Role will be expected to work primarily during West Coast business hours as it will directly support the Fifth Generation business in both Washington State and Arizona

Minimum Qualifications

   Bachelor's degree in related field; or an equivalent combination of education and experience
   1 or more years of relevant analytical, and/or commercial work, consulting, project management experience is required
   Work experience in a data intensive position using Microsoft Excel
   Communicate clearly and effectively in writing and verbally
   Able to obtain and meet industry licensing requirements as needed
   Critical nature of this job may require extended hours, overtime, and weekends

Physical Demands
  • Physical demands with activity or condition for a considerable amount of time may include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or mobile device
  • Physical demands with activity or condition may include walking, bending, reaching, standing, squatting, and stooping
  • May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs
EEO Statement

Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.

If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at NationalTA@sgws.com


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