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Remote Portfolio Performance Analyst Jobs in California

IT Portfolio Manager

Los Angeles, CA · Remote

$61.74 - $101.87/hr

Job Summary and Responsibilities This is a remote position The Portfolio Manager is accountable for ... Implement staff develop to ensure top performance. Provide operational leadership for programs.

You may support market research, sourcing, analysis, outreach, business operations, growth strategy ... portfolio of hands-on business experience Initio Capital LLC Remote | Strategy. Research.

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Remote Portfolio Performance Analyst information

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.
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:
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Director, Portfolio Management (Sacramento)

NWN Carousel

Exeter, CA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago


Job description

Company Overview

NWN is the leading AI-powered technology solutions provider for North America's most innovative public and private organizations. For more than 30 years, NWN has helped over 5,000 CIOs deliver technology modernization programs with its Intelligent Workplace, Customer Experience (CX), Managed Devices, Cybersecurity and Public Safety, Connectivity, and Intelligent Cloud solutions. The company's proprietary Experience Management Platform ensures seamless service delivery, real-time observability and improved efficiency for its clients' most demanding technology needs. NWN is a high-performance, high-integrity team of 1,000+ experts committed to a customer-obsessed culture, earning a 75 Customer Net Promoter Score. The company has been recognized with hundreds of industry awards and is proud to be a 'Best Place to Work' with an 86 Employee Net Promoter Score. For more information, visit: NWN.ai.

Responsibilities

The NWN Portfolio Director is responsible for the end-to-end leadership of a portfolio of strategic accounts within a defined geographic region. This role owns Services P&L performance, account profitability, delivery excellence, and growth strategy across all programs and projects within the assigned portfolio. The Portfolio Director operates as the senior Services leader for assigned accounts, partnering with Sales, Delivery, and Customer stakeholders to drive business outcomes, ensure customer satisfaction, and expand services engagement.

  • Accountable for Services P&L performance across assigned portfolio of strategic accounts
  • Owns account-level forecasting (contracted and pipeline) and ensures accuracy of revenue and margin projections
  • Oversees portfolio-level delivery performance, ensuring alignment to scope, schedule, budget, and customer outcomes
  • Drives margin improvement through cost optimization, resource alignment, and proactive risk mitigation
  • Leads growth strategy, including upsell and cross-sell of NWN services within assigned accounts
  • Establishes and maintains executive-level client relationships and serves as primary escalation point
  • Partners closely with Sales Leadership, Account Executives, and Delivery Teams to align strategy and execution
  • Leads quarterly Services Account Reviews leveraging KPI dashboards and performance insights
  • Oversees program governance frameworks, including risk, issue, and dependency management across the portfolio
  • Collaborates with Sales, Legal, and Finance on proposals, pricing strategies, contract structures, and dispute resolution
  • Accountable for service improvement initiatives, delivery optimization, and customer experience enhancements
  • Acts as Executive Sponsor for Services within assigned accounts
  • Manage or oversee direct and indirect resources, including Program Managers and Project Managers
Qualifications
  • Bachelor's degree in business, information technology, engineering, or a related field preferred
  • 12+ years of experience in IT services, program management, or portfolio leadership
  • 5+ years in a leadership role managing programs, portfolios, or strategic accounts
  • Experience managing P&L ownership, forecasting, and margin optimization across a services portfolio
  • Demonstrated ability to lead multiple concurrent programs and complex account portfolios
  • Deep expertise in portfolio, program, and project management best practices (PMBOK-based
  • Strong financial acumen, including cost management, revenue forecasting, and margin analysis
  • Ability to translate business objectives into delivery strategies and execution plans
  • Strong risk management, negotiation, and problem-solving skills
  • Exceptional client-facing communication and executive presentation skills
  • Experience driving strategic account growth and client relationship management at the executive level
  • Leadership experience in cross-functional environments, including Sales, Delivery, Finance, and Legal teams
  • Experience mentoring and leading Program Managers or PMO teams
  • Experience in enterprise, commercial, or public sector environments preferred
  • PMP, PgMP, or equivalent project/program management certification preferred

Remote - 80%

Hybrid (Client location or Regional Corporate office) - 20%

Travel:  Yes, occasional

At NWN, we provide a comprehensive benefits package to support your well-being in and out of work. This includes medical, dental, and vision plans, Health Savings Account (HSA) and Flexible Spending Accounts (FSAs), income protection through disability and life insurance, and a 401(k) with company match. Enjoy unlimited PTO, paid company holidays, hybrid/remote work, paid bonding leave for eligible employees, employee discounts, and access to our Employee Assistance Program (EAP). Additional offerings include accident, critical illness, long-term care, and hospital indemnity coverages, legal and identity theft protection, pet insurance, supplemental life insurances, referral bonuses, charitable donation matching, and allowances for eligible roles. Join a team that values the health and wellbeing of all our employees!

All offers of employment at NWN are contingent upon the successful completion of a comprehensive background check. This process ensures a safe and secure work environment for all employees.

NWN is an Equal Opportunity Employer: NWN provides equal employment opportunity to all employees and applicants for employment free from unlawful discrimination based on race, color, religion, gender, age, national origin, disability, veteran status, marital status, sexual orientation or any other status or condition protected by local, state or federal law.

Employment Type: OTHER