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Remote Portfolio Performance Analyst Jobs in Iowa

You will have significant autonomy to drive performance by creating new revenue initiatives ... Innately Analytical: Demonstrates analytical skills with the ability to collect, organize, and ...

Accounting Services Analyst I - Remote

Nevada, IA · Remote

$56K - $73K/yr

Job Title Accounting Services Analyst I - Remote Requisition Number R7864 Accounting Services ... Completes assigned work to meet or exceed established key performance measurements and service ...

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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 Iowa look for?

The top searched job categories for Remote Portfolio Performance Analyst jobs in Iowa are:

What cities in Iowa are hiring for Remote Portfolio Performance Analyst jobs?

Cities in Iowa with the most Remote Portfolio Performance Analyst job openings:

Portfolio Revenue Manager

Kasa

Des Moines, IA • On-site, Remote

Full-time

Posted 24 days ago


Job description

About Kasa

Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. We partner with owners of multifamily and boutique hospitality properties to deliver stylish, professionally managed accommodations to business and leisure travelers alike. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations.

Unlike traditional hotel operators, we prioritize automation, AI-driven pricing, and data-driven decision-making to optimize revenue and improve guest experiences. Behind the scenes, we build technology that combines with our innovative operations to grow a globally scalable offering that delivers high-quality stays to guests. Our guests enjoy seamless check-ins, caring service, and attractive amenities — and if anything comes up, our on-site and remote guest experience team is available throughout their stay, ensuring our hospitality is rarely seen but always felt.

Purpose of the Portfolio Revenue Manager position

In this remote Portfolio Revenue Manager role, your primary responsibility will be to maximize revenue and profitability across our diverse portfolios consisting of Hotels and Multifamily Buildings. You will have significant autonomy to drive performance by creating new revenue initiatives, developing cutting-edge pricing programs, and implementing targeted yield management strategies. This role lies within Kasa's Revenue Management team, which reports to the Head of Revenue and has significant interaction with the distribution, marketing, sales, financial strategy, and real estate teams. It involves regular interaction with Kasa's property partners and owners of the properties.

Unleash your career potential at Kasa

We're building a tech-enabled global hospitality brand that unleashes the potential of liveable space. Hospitality is at the core of who we are, and we are committed to providing our teams the same care we give our guests, neighbors, and partners.

Required Attributes

  • Profitability Driver: Drives revenue within hospitality organizations or airlines by maximizing revenue and optimizing pricing strategies

  • Market Expert: Analyzes market trends, competitor pricing, and demand patterns to determine the optimal yield strategy

  • Innately Analytical: Demonstrates analytical skills with the ability to collect, organize, and analyze large volumes of data for data-driven decision-making. Utilizes revenue management systems, property management systems, and other technology tools to gather relevant data to make informed, analytical decisions

  • Prolific Communicator: Prioritizes open communication, alignment, collaboration, and financial acumen to establish yourself as a valuable asset to internal and external stakeholders to drive the success of properties

  • Owner Mentality: Evaluates revenue strategies and decisions not only from a revenue management perspective but also with a holistic understanding of the property's overall business objectives

  • Strategy Implementer: Track record of success in formulating and implementing strategies that maximize revenue, optimize profitability, and exceed revenue goals of properties

  • Culture Cultivator: Possesses a genuine passion for being a part of a world-class team that not only succeeds individually, but positively influences team members to engage, grow, and exceed expectations for Kasa.

Expected Results

  • Understand the Market and Design Yield Strategies

    • Understand market and demand drivers well enough to forecast competitive set's Year-Over-Year RevPAR Change for the next 90-120 days.

    • Proactively design yield strategies that consistently result in positive monthly RevPAR Index Change.

  • Communicate and Pivot

    • Set goals and pivot strategies weekly in a manner that allows the majority of your portfolio to achieve positive RevPAR Index Change and financial forecasts.

    • Create and distribute weekly strategy notes detailing portfolio weekly pickup, the impact of current strategies, suggestions for new strategies, and risk/upside within the financial forecast.

  • Forecasts and The Bottom Line

    • Conduct forecast processes in a manner that consistently results in financial forecasts being within +/- 3% of actuals.

    • Drive Length-Of-Stay, Market Segment, and Source mix in a manner that helps drive Net Revenue and Operating Profit up Year-Over-Year.

Our Interview Process

We like to do things a little differently for this role. The first step for all candidates is a short Vervoe assessment, which takes about 45 minutes to complete. It's a great way to get a feel for the day-to-day work, and it also helps us see your skills in action beyond what's on your resume.

Curious about the Kasa experience? Save when you book on kasa.com!Benefits
  • Kasa Travel Credit: We love to travel! Kasa employees get an allowance of free stays with us in any of our locations, plus a discount on any night for friends and family.
  • The Pay: The starting base pay range for this role is between $105,000 and $115,000 and is set based on multiple considerations, including business needs, market demands, talent availability, experience, and unique skills and attributes. The base pay range is subject to change and may be modified. This role may also be eligible for equity, bonus, perks, benefits, and Kasa Travel Credits.
  • Generous Stock Option Plan: At Kasa, our compensation philosophy is to offer a total compensation package that over-indexes on equity to encourage our team to think like owners (by being owners) and benefit from the value growth that our collective hard work creates.
  • Flexible PTO: Full-time exempt Kasa employees are encouraged to take time off as they need and see fit, ensuring that it's not disruptive to their work.
  • 401(k) Plan: As you invest in yourself and your future, Kasa invests in you too.
  • Health Coverage: We've invested in comprehensive health insurance options to help when you need it most.
  • Other Perks: Qualifying full-time roles are eligible for a wi-fi stipend, cell-phone reimbursement, home office stipend, and more!

Kasa is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by law. All employment is decided based on qualifications, merit, and business need.

Kasa is an E-Verify participant. We will verify the identity and employment eligibility of all persons hired to work in the United States by matching information employees provide on the Form I-9 against records available to the Social Security Administration (SSA) and the Department of Homeland Security (DHS). You may find more information here and here.

Kasa does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or People & Talent team.

A Note on Recruiting & Job Scams

The Kasa Talent Acquisition team will only communicate from email addresses that use the URLs kasa.com and us.greenhouse-mail.io. We will not use apps such as Facebook Messenger, WhatsApp, or Google Hangouts for communicating with you. We will never ask you to send us money or technology to work for our company. If you believe you are a scam victim, please review your local government consumer protections guidance and reach out to them directly. US-based applicants may refer to this article from consumer.ftc.gov for more details.