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Remote Portfolio Performance Analyst Jobs in Arizona

Oaktree Funding

Loan Servicing Specialist

Chandler, AZ · On-site +1

Collections & Portfolio Performance * Monitor delinquent accounts and communicate with borrowers ... Strong analytical and problem-solving abilities. * Excellent written and verbal communication ...

YO AI Labs

AI Consulting Expert - Remote

Phoenix, AZ · Remote

$100 - $200/hr

No prior AI experience is required--your consulting expertise, analytical thinking, and ... Provide actionable feedback and recommendations to improve AI model performance. * Collaborate ...

YO AI Labs

Computer Systems Analyst - Remote

Phoenix, AZ · Remote

$60 - $120/hr

Remote (US-Based) Job Overview We are seeking experienced Graphic and UI/UX Designers to create ... Figma Preferred Qualifications * 5+ years of professional design experience with a strong portfolio.

New

Clinisys

Manager, Project Management

Tucson, AZ · On-site +1

Oversee portfolio performance, including revenue forecasting, utilization, resource planning, and ... Analytical & Problem-Solving Capabilities - Highly developed analytical skills, demonstrated ...

Danaher

Senior IT Portfolio & Governance Lead

Phoenix, AZ · On-site +1

$130K - $130K/yr

The successful candidate brings strong business acumen, analytical thinking, and communication ... Remote position located in the USA. At Cepheid, our vision is to be the leading provider of ...

New

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Remote Portfolio Performance Analyst information

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 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.

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 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.

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:

Remote Portfolio Performance Analyst jobs near you
Infographic showing various Remote Portfolio Performance Analyst job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, and 3% Contract. Highlights an 83% Physical, 3% Hybrid, and 14% Remote job distribution.

Loan Servicing Specialist

Truly Investor Capital

Chandler, AZ • On-site, Remote

Full-time

Re-posted 6 days ago

Job description

Job Title: Loan Servicing Specialist
Location: Chandler, AZ (Preferred) | Remote Considered for Highly Qualified Candidates
Job Type: Full-Time
Job Summary
Truly Investor Capital is a leading private lender specializing in Residential Transition Loans (RTL), Bridge, Ground-Up Construction, and DSCR financing. As we continue to grow our servicing platform, we are seeking an experienced and detail-oriented Loan Servicing Specialist to join our Operations team.
This role is responsible for servicing a portfolio of Residential Transition Loans (RTL), Bridge, Ground-Up Construction, DSCR, and other real estate loan products from funding through payoff. Responsibilities include loan servicing, collections, borrower support, loan boarding, loan transfers, investor reporting, and portfolio maintenance. The ideal candidate has experience servicing real estate loan products and understands the unique servicing considerations associated with RTL, Ground-Up Construction, Bridge, and DSCR loans, including loans with multiple funding advances and changing unpaid principal balances (UPB).
Key Responsibilities
Loan Servicing & Portfolio Management
  • Service a portfolio of Residential Transition Loans (RTL), Bridge, Ground-Up Construction, DSCR, and other real estate loan products.
  • Process and monitor borrower payments, payoffs, loan modifications, and servicing requests.
  • Maintain accurate loan records and servicing data throughout the life of each loan.
  • Ensure servicing activities are completed accurately, efficiently, and in accordance with company and investor guidelines.
  • Understand the servicing nuances associated with RTL, construction, bridge, and DSCR loan products, including loans with multiple funding advances and changing unpaid principal balances (UPB).

Collections & Portfolio Performance
  • Monitor delinquent accounts and communicate with borrowers regarding past-due payments.
  • Assist borrowers in resolving payment issues while maintaining a high level of customer service.
  • Negotiate payment arrangements in accordance with company policies.
  • Maintain thorough documentation of borrower communications and servicing activities.
  • Partner with leadership to help maintain the overall health and performance of the servicing portfolio.

Borrower Support
  • Serve as the primary servicing contact for borrowers following loan funding.
  • Respond to borrower inquiries regarding loan payments, balances, payoffs, servicing requests, and account maintenance.
  • Research and resolve servicing-related questions in a timely and professional manner.
  • Deliver exceptional customer service while building strong borrower relationships.

Loan Boarding & Transfers
  • Board newly funded loans into the servicing platform, ensuring complete and accurate loan data.
  • Process loan transfers, including data validation and reconciliation.
  • Coordinate with internal departments and servicing partners to ensure seamless loan onboarding and transfers.
  • Maintain accurate servicing records throughout the loan lifecycle.

Investor Reporting & Operational Support
  • Assist with investor reporting and servicing-related reconciliations.
  • Partner with accounting and operations teams to resolve servicing discrepancies.
  • Assist with audits, quality control initiatives, and special servicing projects.
  • Identify opportunities to improve servicing processes and operational efficiency.

Qualifications & Skills
Experience
  • 2-5 years of loan servicing experience, preferably servicing Residential Transition Loans (RTL), Bridge, Ground-Up Construction, DSCR, or other real estate lending products.
  • Experience with collections, borrower support, loan boarding, loan transfers, and investor reporting preferred.
  • Experience working in a private lending, hard money, or mortgage lending environment is strongly preferred.

Knowledge
  • Strong understanding of loan servicing operations and servicing best practices.
  • Familiarity with the servicing requirements associated with RTL, Bridge, Ground-Up Construction, and DSCR loans.
  • Understanding of servicing loans involving multiple funding advances and changing unpaid principal balances (UPB).
  • Working knowledge of investor servicing requirements and reporting processes.

Skills
  • Exceptional attention to detail and organizational skills.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple priorities in a fast-paced, team-oriented environment.

Technology
  • Proficiency with loan servicing systems and Microsoft Office Suite (Excel, Outlook, Word).

Education
  • High school diploma or equivalent required.
  • Associate's or Bachelor's degree preferred.

Why Join Truly Investor Capital?
  • Highly competitive compensation plus performance bonus.
  • Opportunity to join one of the nation's fastest-growing private real estate lenders.
  • Collaborative, entrepreneurial culture with direct access to leadership.
  • Modern technology and streamlined operational processes designed to support efficiency and success.
  • Opportunities for professional development and long-term career growth.

If you're an experienced loan servicing professional looking to build your career with an innovative and rapidly growing private lender, we'd love to hear from you.

Apply