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Remote Portfolio Performance Analyst Jobs in California

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 ...

Portfolio Governance & Performance: Establish the "Golden Source" for all Merchant KPIs, owning the ... Act as the final arbiter for analytical resources, balancing immediate operational needs with ...

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Remote work may be considered for exceptional candidates who exceed the minimum requirements. Key ... Monitor portfolio performance and market adoption, driving actions to improve growth ...

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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 the most commonly searched types of Portfolio Performance Analyst jobs in California? The most popular types of Portfolio Performance Analyst jobs in California are:
What are popular job titles related to Remote Portfolio Performance Analyst jobs in California? For Remote Portfolio Performance Analyst jobs in California, the most frequently searched job titles are:
What cities in California are hiring for Remote Portfolio Performance Analyst jobs? Cities in California with the most Remote Portfolio Performance Analyst job openings:
VP, Verizon Analytics Leader

VP, Verizon Analytics Leader

Synchrony

On-site, Remote

Full-time

Re-posted yesterday


Job description

Role Summary/Purpose:

The VP, Verizon Analytics Leader role is an hands on leader who will provide strategic insights and a decision management framework to drive profitable growth for the Verizon portfolio. This role will partner cross functionally to deliver actionable insights around P&L performance, channel strategy, customer behavior, value prop measurement, segmentation, forecasting, lifecycle design and measurement, and portfolio diagnostics. The individual will provide thought leadership to accelerate new accounts and profitable purchase volume growth.

Essential Responsibilities:

  • Collaborate with cross functional teams to combine product, channel, and credit strategies into a unified roadmap to deliver a unique customer experience to grow acquisition and increase customer retention

  • Conduct analysis of product, value prop and channel performance to uncover insights that inform critical decision-making to drive profitable outcomes

  • Partner closely with broader marketing organization, Finance and GM to execute integrated marketing campaigns leveraging personalization and segmentation. Measure and incorporate learnings in future campaigns

  • Act as a trusted advisor to solve complex business problems and provide actionable recommendations based upon data driven insights

  • Establish a test and learn culture and provide guidance and leadership for the design, analysis and measurement phases of campaigns and large-scale projects.

  • Develop rigor around managing P&L performance to improve decision making and identifying profitable opportunities

  • Ongoing assessment and measurement of product, channel and targeting strategies

  • Implement and automate data visualization tools to measure and diagnose portfolio performance that allow stakeholders to understand trajectory of KPIs to enable better forecasting and management of the portfolio

  • Measure total and category spend to determine financial impact on rewards and loyalty costs and targeting strategies to drive cardholder engagement

  • Co-manage and mentor team of offshore analysts to ensure high quality execution and delivery of business insights to drive profitable growth

  • Evangelize the value of client sharing its data assets to drive acquisition, accountmanagementand portfolio strategies to improve portfolio performance.

  • Provide strategic thought leadership and influence the internal SYF client team and Verizon client team to implement profitable marketing and offer strategies rooted in analytics

  • Develop business case presentations and action plans to drive business strategy; including targeting recommendations, test design, cross-sell optimization, product opportunities and cost/benefit analysis to review with client and SYF cross-functional team

  • Own the analytics agenda and provide Innovative leadership to evolve the analytics strategy based upon the state of the business and potential opportunities

  • Use data to tell a story that is actionable, backed by data and considers financial and operational implications

  • Partner closely with client analytics teams to promote data share, collaborate on insights and deliver growth

  • Perform other duties and/or special projects as assigned

Qualifications/Requirements:

  • Bachelor's degree, or in lieu of degree a high school diploma and 9+ years of work experience establishing and managing marketing analytics in the financial services, credit card and/or payments industry

  • A minimum of 7+ years of functional work experience to include:

    • 5+ years using statistical analysis tools - SAS, SQL are required; Python is desirable.

    • 5+ years leading large-scale analytics projects

    • 3+ years of client facing experience, including influencing business decisions with stakeholders and business leaders (internal and client)

    • 3+ years of leadership/managerial experience including direct management

  • Ability and flexibility to travel for business as required

Desired Characteristics:

  • Bachelor's degree in Mathematics, Statistics, Database Marketing or Quantitative Analysis preferred.

  • Experience in consumer financial services, credit card payments, retail, fintech or consulting with a consumer data analytics focus.

  • Advanced degree in a quantitative field or MBA with Systems and Marketing specialization strongly preferred

  • 3+ years of leadership/managerial experience within the financial services or credit card payments

  • 3+ years of project management skills and experience

  • Demonstrated ability to manage remotely located teams in India and the US

  • Credit card marketing/analytics experience

  • Proven hands-on experience utilizing SAS or SQL data mining skills as well as open-source tools such as R and Python.

  • Advanced development of dashboards and data visualization tools such as Tableau or Birst

  • Strong understanding of targeting and segmentation, retail analytic tools and advanced skills using Excel and PowerPoint strongly preferred

  • Digital marketing analytics experience

  • Experience using open source software tools in a CRM setting

  • Demonstrated success leading a team with proven track record of delivering results

  • Ability to develop executable strategies, articulate a clear vision, and deliver results

  • Strong marketing, creative and analytical skills

  • Ability to influence senior corporate decision makers

  • Excellent communication skills both written and verbal

  • Ability to innovate and find creative solutions to meeting business goals

  • Proven ability to work independently yet as key member and contributor to a broader team

Grade/Level: 13

The salary range for this position is 155,000.00 - 260,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.

Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.

Salaries are adjusted according to market in CA, NY Metro and Seattle.

Our Way of Working:

We're proud to offer you flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices.You will be required to commute to your nearestHub (either virtual or physical) for in-person engagement activities such as regularbusiness or team meetings, training and culture events.

*Field Sales and some Commercial team roles may have varied location requirements based upon partner obligations or preferences.

Eligibility Requirements:

  • You must be 18 years or older

  • You must have a high school diploma or equivalent

  • You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process

  • You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.

  • New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).

Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Our Commitment:

When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.

This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.

Reasonable Accommodation Notice:

  • Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

  • If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at 1-866-301-5627. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time

Job Family Group:

Data Analytics