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Remote Portfolio Performance Analyst Jobs in Florida

Fay Servicing

Special Loans Analyst I

Tampa, FL · On-site +1

$19 - $25/hr

... portfolio performance, and ensure an exceptional experience for both borrowers and investors ... Eligible for Hybrid Work Schedule with Remote Flex Days Compensation * The hiring range for this ...

Cordis

Director, Marketing (REMOTE)

Miami Lakes, FL · On-site +1

This role serves as a senior commercial leader accountable for the Americas Coronary business growth strategy, portfolio performance, commercialization excellence, and long-range franchise ...

Cordis

Director, Marketing (REMOTE)

Miami Lakes, FL · On-site +1

This role serves as a senior commercial leader accountable for the Americas Coronary business growth strategy, portfolio performance, commercialization excellence, and long-range franchise ...

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

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.

APCO Holdings

Dealer Performance Manager

Miami, FL · On-site +1

We are looking for a Dealer Performance Manager to support and grow a portfolio of dealership ... Analyze dealership performance data to identify opportunities and recommend solutions * Present ...

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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

VP; Factoring Business Development Officer

Ocean Bank

Miami, FL • On-site, Remote

Full-time

Re-posted 12 days ago

Job description

Overview
The VP; Factoring Business Development Officer is responsible for generating new factoring business, developing client and referral relationships, and supporting the growth of the Bank's profitability and portfolio expansion. This role focuses on identifying qualified prospects, understanding clients' working capital needs, structuring receivables-based financing solutions, and partnering with underwriting and internal teams to ensure transactions are properly evaluated, approved, and managed.
Responsibilities
  • Originate and develop new factoring opportunities through prospecting, market outreach, networking, and referral source relationships
  • Assess client financing needs and structure factoring solutions aligned with credit, profitability, and portfolio growth objectives.
  • Prepare and support factoring packages for underwriting and approval.
  • Negotiate business terms and present factoring products to prospective clients and referral partners.
  • Monitor portfolio performance, client exposure, and market trends.
  • Partner with internal stakeholders and the Factoring Operations Team to identify emerging risks, preserve credit quality, and support sound portfolio administration.
  • Manage and deepen client relationships' following onboarding by maintaining regular contact, supporting retention efforts, identifying additional factoring volume, and uncovering cross-sales where appropriate.

Qualifications
Education/Experience:
Requirements
  1. Associates Degree in Business Administration, Accounting or Finance.
  2. 4+ years of experience directly related to Factoring Sales and negotiations of factoring contracts.

Combination of education and experience will be considered.
Skills & Competencies
  1. Strong factoring sales experience and relationship management skills.
  2. Ability to develop a sustainable pipeline of profitable business opportunities.
  3. Must be able to travel and visit prospected new clients nationwide for potential sales meetings/client visits.
  4. Must possess a formal credit training background.
  5. Ability to creatively analyze receivables purchase.
  6. Strong reasoning, analytical, organizational, interpersonal, verbal and written communication skills.
  7. Strong understanding of underwriting/credit worthiness of potential clients.
  8. Must possess excellent organizational, interpersonal, time management, written and verbal communication skills.
  9. Computer proficiency in MS Software (e.g. Excel, Word, and Outlook).

Preferences
  • Existing book of factoring business along with New Broker Relationships a Huge Plus
  • Bachelor's Degree in Business Administration, Accounting or Finance, with
  • 2+ years of experience directly related to Factoring Sales and negotiations of factoring contracts.

Licenses/Certifications
  • None

Job Posting Locations
In this role you can work remote from Miami, Florida, United States

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