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Remote Portfolio Performance Analyst Jobs in Florida

Incubator Lab

Performance Marketing Analyst

Miami, FL · Remote

$4.0K - $5.0K/mo

Incubator Lab is looking for a talented Performance Marketing Analyst to join our global remote team! Role Objective As a Performance Marketing Analyst at IncubatorLab.ai, you will be the daily eyes ...

Humana

Sr IT Portfolio Management Professional

Tampa, FL · On-site +1

Work assignments involve moderately complex to complex issues requiring deep analysis of business ... Experience producing portfoliolevel metrics, performance dashboards, forecasting views, and trend ...

Humana

Sr IT Portfolio Management Professional

Tampa, FL · On-site +1

Work assignments involve moderately complex to complex issues requiring deep analysis of business ... Experience producing portfoliolevel metrics, performance dashboards, forecasting views, and trend ...

USAA

Portfolio & Execution Intelligence Lead

Tampa, FL · On-site +1

USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with ... Develop performance metrics, dashboards, and management tools that clearly communicate portfolio ...

INTEGRO

Risk Manager / Senior Risk Analyst

Tallahassee, FL · On-site +1

$120K - $150K/yr

Remote flexibility available for the right candidate Division : Dealer General Warranty About CV ... sales and loss performance. * Analyze claims emergence and behavior across DGW portfolio to ...

Huntington

Commercial Portfolio Mgr II

Orlando, FL · On-site +1

Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

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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 popular job titles related to Remote Portfolio Performance Analyst jobs in Florida? For Remote Portfolio Performance Analyst jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Remote Portfolio Performance Analyst jobs in Florida look for? The top searched job categories for Remote Portfolio Performance Analyst jobs in Florida are:
What cities in Florida are hiring for Remote Portfolio Performance Analyst jobs? Cities in Florida with the most Remote Portfolio Performance Analyst job openings:
Remote Portfolio Performance Analyst jobs near you

Director of Analytics & Operations

National Recovery Associates Inc.

Jacksonville, FL • Remote

Full-time

Posted 20 days ago

Job description

Director of Analytics & Operations

Location: Jacksonville, FL | Newark, NJ | Remote Employment Type: Full-Time

Drive Performance. Deliver Results.

National Recovery Associates (NRA) is seeking an experienced Director of Analytics & Operations to lead the strategy, reporting, and operational performance of our collections organization. This role is ideal for a leader who understands both collections operations and analytics. You\'ll develop KPIs, analyze portfolio performance, identify operational opportunities, and provide executive leadership with the insights needed to improve recovery results and client performance.

What You\'ll Do
  • Develop and oversee operational KPIs, dashboards, and executive reporting.
  • Analyze portfolio performance and recommend strategies to improve recovery results.
  • Identify trends, opportunities, and operational risks through data analysis.
  • Partner with Operations to improve collector and team performance.
  • Present performance metrics and business insights to executive leadership and clients.
  • Support forecasting, capacity planning, and operational strategy.
  • Ensure data integrity and reporting accuracy across the organization.
  • Collaborate with Compliance, IT, Client Services, and Operations on strategic initiatives.
  • Ensure compliance with FDCPA, TCPA, FCRA, and company policies.
What We\'re Looking For

Required:

  • 8-10 years of experience in collections, accounts receivable management (ARM), financial services, or recovery operations.
  • Experience leading analytics, reporting, or operational performance initiatives.
  • Strong understanding of collections KPIs, portfolio performance, and operational metrics.
  • Experience developing executive dashboards and performance reporting.
  • Ability to turn complex data into actionable business recommendations.
  • Strong leadership, communication, and problem-solving skills.
  • Knowledge of FDCPA, TCPA, FCRA, and collections industry best practices.

Preferred:

  • Experience with debt buying, consumer collections, or legal collections.
  • Experience with Power BI, Tableau, SQL, Excel, or other business intelligence tools.
  • Experience presenting performance results to executive leadership and clients.
Why Join NRA?
  • Influence business strategy and operational performance.
  • Work directly with executive leadership.
  • Lead high-impact analytics and reporting initiatives.
  • Competitive compensation and benefits.
  • Opportunity to make a measurable impact in a growing organization.
Ideal Background
  • Director of Analytics
  • Director of Operations
  • Director of Business Intelligence
  • Director of Collections Analytics
  • Director of Portfolio Analytics
  • Business Intelligence Manager
  • Operations Analytics Manager
  • Senior Data Analytics Manager
  • Director of Performance Analytics
  • Collections Operations Manager

If you\'re passionate about using data to improve operations, optimize portfolio performance, and help drive strategic business decisions, we\'d love to hear from you.

Apply