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Remote Portfolio Performance Analyst Jobs in Florida

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, NC, or SC) Salary: $80,000-$100,000 | Full-time Why This FP&A ... Gain exposure to multi-entity healthcare operations, forecasting, and performance analytics

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, NC, or SC) Salary: $80,000-$100,000 | Full-time Why This FP&A ... Gain exposure to multi-entity healthcare operations, forecasting, and performance analytics

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, SC, NC, OH, MI, PA) Salary: $80,000-$100,000 | Full-time Why This ... Gain exposure to multi-entity healthcare operations, forecasting, and performance analytics

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, NC, or SC) Salary: $80,000-$100,000 | Full-time Why This FP&A ... forecasting and performance analytics * Thrive in a collaborative environment with strong ...

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, SC, NC, OH, MI, PA) Salary: $80,000-$100,000 | Full-time Why This ... Gain exposure to multi-entity healthcare operations, forecasting, and performance analytics

CFS

FP&A Analyst

Tampa, FL · Remote

$80K - $100K/yr

Remote (Must reside in FL, GA, NC, or SC) Salary: $80,000-$100,000 | Full-time Why This FP&A ... forecasting and performance analytics * Thrive in a collaborative environment with strong ...

Arbol

Actuary

Sarasota, FL · On-site +1

$160K - $190K/yr

Portfolio Management & Performance Monitoring * Build recurring dashboards to monitor portfolio ... Support scenario analyses, including catastrophe load, trend, rate change, and mix sensitivities.

Humana

Lead, Tech Portfolio Management

Tampa, FL · On-site +1

This is a primarily remote (work-from-home) position. However, candidates must be based in or near ... Assess vendor performance and impacts to delivery milestones and portfolio outcomes. * Communicate ...

Humana

Lead, Tech Portfolio Management

Tampa, FL · On-site +1

This is a primarily remote (work-from-home) position. However, candidates must be based in or near ... Assess vendor performance and impacts to delivery milestones and portfolio outcomes. * Communicate ...

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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 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
Global Service Analyst (Remote)

Global Service Analyst (Remote)

Johnson Controls

Boca Raton, FL • On-site, Remote

Full-time

Posted 29 days ago

Johnson Controls rating

8.0

Company rating: 8.0 out of 10

Based on 401 frontline employees who took The Breakroom Quiz

131st of 528 rated manufacturers

Job description

What you will do
The Global Service Analyst serves as the enterprise data steward for all upstream processes that directly impact On-Site Service delivery and Service Maintenance Agreement (SMA) performance. This role holds primary accountability for data accuracy, compliance, and process integrity across Sensormatic's cloud-based platforms, including ServiceMax (Field Service Management) and Oracle Subscription Management Cloud.
Through proactive data analysis, issue identification, and cross-functional collaboration, the Global Service Analyst ensures system accuracy and process adherence that enable reliable service performance reporting and informed decision-making. The role plays a key part in minimizing operational and financial risk by coordinating corrective actions with global process owners and driving sustainable improvements.
In support of timely and accurate SMA negotiations, this position manages the end-to-end lifecycle of a global portfolio of Service Maintenance Agreements-from financial and performance analysis through contract creation and ongoing maintenance in Oracle Subscription Management Cloud.
The Global Service Analyst partners closely with Sales, Service Operations, Order Management, Back Office Support, Billing, IT, and Data Governance teams, translating complex system and operational data into actionable insights, standardized processes, and measurable business outcomes that support continuous improvement.
How you will do it
System Stewardship & Data Governance
  • Serve as a steward of enterprise service and maintenance data, ensuring adherence to documented processes, standards, and system requirements.
  • Monitor compliance across responsible teams and implement remediation plans in partnership with process owners as needed.
  • Proactively identify, analyze, and escalate data integrity issues related to customer accounts, service sites, inventory, and entitlements.

Service Maintenance Agreement Lifecycle Management
  • Manage global pipeline activities for new and renewing Service Maintenance Agreements, including milestone tracking, timeline compliance, DOA monitoring, and performance reporting.
  • Ensure accurate and timely entry of executed agreements into Oracle Subscription Management Cloud and ServiceMax using standardized templates, Service Contract Amendment notifications, and Oracle SMC FBDI files.
  • Investigate contract setup and creation errors, identify root causes, and implement preventive controls to eliminate recurrence.
  • Oversee ongoing contract maintenance activities, including location changes, covered product updates, pricing revisions, and entitlement modifications, in alignment with established SLAs and governance standards.

Operational Enablement & Business Partnership
  • Leverage data insights and performance metrics to recommend process and system improvements that drive efficiency, protect margin, and strengthen operational execution.
  • Support the Global Service Leader in the management and oversight of service margin reporting, pricing tools, and aging service activity dashboards within Power BI.
  • Act as a trusted cross-functional partner and subject matter expert, building strong working relationships across global teams.
  • Perform additional duties as required in support of global service strategy and operational objectives.

What we look for
Education
  • Associate or bachelor's degree preferred in Business or Analytics related field or comparable Military training/experience.

Experience
  • 3 - 5 years experience in collecting, analyzing, and reporting on large data sets.
  • Project/Program management experience preferred.

License / Certifications
  • PMP or CAPM preferred

Skills
  • Advanced personal computer skills: Power BI, Power Automate, Excel, SharePoint, Smartsheet, and familiarity of formulas and forms within the Microsoft Suite of applications.
  • Leadership skills including influence management, team building, conflict resolution, organizational change management, and emotional intelligence.
  • Ability to manage and direct multiple projects simultaneously to drive solutions that meet or surpass customer expectations on time and within budget.
  • Ability to communicate effectively with varying audience groups and levels.
  • Strategic agility: anticipating future consequences and trends accurately.
  • Analytical skills to support the evaluation and interpretation of large data sets.

Who we are
Johnson Controls is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, status as a qualified individual with a disability, or any other characteristic protected by law. For more information, please view EEO is the Law. If you are an individual with a disability and you require an accommodation during the application process, please visit www.johnsoncontrols.com/tomorrowneedsyou.
HIRING SALARY RANGE: $76,100 - 95,100 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This position includes a competitive benefits package. The posted salary range reflects the target compensation for this role. However, we recognize that exceptional candidates may bring unique skills and experiences that exceed the typical profile. If you believe your background warrants consideration beyond the stated range, we encourage you to apply. To support an efficient and fair hiring process, we may use technology assisted tools, including artificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions are ultimately made by human reviewers. For details, please visit the About Us tab on the
Johnson Controls Careers site at https://jobs.johnsoncontrols.com/about-us
Johnson Controls International plc. is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, genetic information, sexual orientation, gender identity, status as a qualified individual with a disability or any other characteristic protected by law. To view more information about your equal opportunity and non-discrimination rights as a candidate, visit EEO is the Law. If you are an individual with a disability and you require an accommodation during the application process, please visit here.

What Johnson Controls employees say

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Benefits

Hours and flexibility

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About Johnson Controls

Sourced by ZipRecruiter

Johnson Controls is a world leader in smart buildings, creating safe, healthy and sustainable spaces. For nearly 140 years, we’ve made buildings better and now we’re transforming them again with our award-winning digital technologies and services. We’re using artificial intelligence and data driven solutions to give you deeper insight into your building’s health, sustainability and performance. It’s changing the way we design, operate and maintain indoor environments and driving to a new era of autonomous buildings. We deliver the blueprint of the future for industries such as healthcare, schools, data centers, airports, stadiums, hotels, manufacturing and beyond through OpenBlue, our comprehensive suite of connected solutions. Johnson Controls offers the world’s largest portfolio of building technology, software and services. Supported by a team of more than 100,000 dedicated employees working across 150 countries, we’re helping customers achieve their sustainability goals and power their mission.

Industry

Machinery manufacturing, water transportation, public safety statistics centers and offices and manufacturing

Company size

10,000+ Employees

Headquarters location

Milwaukee, WI, US

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