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Remote Portfolio Performance Analyst Jobs in Florida

Senior Financial Analyst

Orlando, FL · On-site +1

$79K - $99K/yr

... performance analysis and daily support of management decision making ... This role is hybrid in office Monday, Tuesday and Wednesday and remote Thursday and Friday. How You ...

New

Director, Inland Marine

Sarasota, FL · On-site +1

$141K - $217K/yr

This position will be in an FCCI regional office or remote. The selected candidate will: * Manage portfolio performance, including profitability, rate adequacy, retention, and new business growth.

Asset Manager

Bonita Springs, FL · On-site +1

$150K - $165K/yr

Develops and manages use of metrics and analytics with frequent interaction with our investors. * Identify underperforming assets across the portfolio and lead structured performance improvement ...

Our high-performance culture is what allows us to drive sustained growth. Stronger together, we ... Energy Procurement Analyst Location: Remote (U.S.) About World Fuel At World Fuel, we help ...

Performance Video Editor

Miami, FL · Remote

$1.5K - $5.0K/mo

VIDEO EDITOR (PAID MEDIA) at IncubatorLab Remote - Worldwide Incubator Lab is looking for a ... Must present a portfolio showcasing high-performing paid social ad creatives and conversion-focused ...

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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 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:

Performance Marketing Specialist (Remote - USA)

4M Building Solutions LLC

Winter Haven, FL • Remote

$75K - $90K/yr

Full-time

Posted 22 days ago


4M Building Solutions rating

5.5

Company rating: 5.5 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

211th of 250 rated facilities management


Job description

Position Title:
Performance Marketing Specialist (Remote - USA)
Reporting To:
Senior Vice President of Marketing
Role Summary:
The Performance Marketing Specialist is responsible for planning, building, launching, and optimizing multi-channel marketing campaigns that drive awareness, engagement, lead generation, and pipeline growth. This role combines campaign execution, content creation, marketing automation, analytics, and project management to ensure marketing initiatives deliver measurable business impact.
The ideal candidate is equally comfortable writing email copy, launching HubSpot campaigns, analyzing performance data, coordinating stakeholders, and supporting demand generation initiatives. Success is measured through campaign performance, lead generation results, marketing engagement, and contribution to pipeline creation.
KEY RESPONSIBILITIES:
Demand Generation amp; Campaign Execution
  • Build and launch email, social, digital, and event-based campaigns.
  • Support lead generation initiatives across target industries and regions.
  • Create and manage campaign workflows, landing pages, forms, and automation within HubSpot.
  • Coordinate campaign execution from planning through reporting.
Content Development amp; Copywriting
  • Write marketing emails, landing pages, social media posts, webinar promotions, and campaign assets.
  • Collaborate with subject matter experts to create compelling content.
  • Ensure messaging aligns with brand standards and business objectives.
  • Support content repurposing across channels.
Performance Marketing Support
  • Assist in managing paid search, paid social, and retargeting campaigns.
  • Monitor campaign performance and recommend optimizations.
  • Support A/B testing of email messaging, calls-to-action, and landing pages.
  • Analyze campaign data to improve engagement and conversion rates.
Marketing Analytics amp; Reporting
  • Track KPIs across campaigns and channels.
  • Build reports and dashboards in HubSpot and Google Analytics.
  • Monitor lead generation, conversion rates, and campaign effectiveness.
  • Identify opportunities for performance improvement.
Marketing Operations amp; Coordination
  • Maintain campaign calendars and project plans.
  • Coordinate vendors, creative assets, and production timelines.
  • Manage marketing databases and ensure CRM accuracy.
  • Support webinar and event execution.
Key Performance Indicators (KPIs):
  • MQLs Generated
  • Marketing-Sourced Pipeline
  • Email Open amp; Click Rates
  • Landing Page Conversion Rates
  • Campaign ROI
  • Cost per Lead
  • Webinar/Event Registrations amp; Attendance
  • Paid Campaign Performance
  • Marketing Database Growth
  • Marketing Project Delivery
IDEAL CANDIDATE PROFILE:
Experience
  • 3–5 years of B2B marketing experience.
  • Experience executing integrated marketing campaigns.
  • Hands-on experience with email marketing, marketing automation, and content creation.
  • Experience writing marketing copy and managing digital campaigns.
Skills
  • HubSpot (strongly preferred)
  • Google Analytics
  • LinkedIn Campaign Manager
  • Google Ads (preferred)
  • Adobe Creative Suite or Canva
  • Copywriting and content development
  • Marketing reporting and analytics
  • Project management
Traits
  • Data-driven and creative.
  • Strong writer and communicator.
  • Action-oriented self-starter.
  • Curious and analytical.
  • Highly organized but equally comfortable experimenting and optimizing.
WHY JOIN OUR TEAM?
  • Fully remote work environment.
  • Opportunity to help build and shape a growing marketing organization.
  • High visibility and direct collaboration with marketing leadership.
  • Exposure to strategic initiatives across demand generation, brand, content, digital marketing, and sales enablement.
  • Opportunity for professional growth in a fast-paced, results-driven organization.

What 4M Building Solutions employees say

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Benefits

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