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Remote Portfolio Performance Analyst Jobs in Iowa

Aegon

Lead Financial Analyst - Distribution

Cedar Rapids, IA · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Lead Financial Analyst closely partners with sales leaders and other key stakeholders to ... performance Working Conditions: * Fast-paced and deadline-driven environment * Non-commuting Remote ...

MCI Careers

Remote Call Center Representative

Iowa, IA · Remote

$14.50 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Meet or exceed performance metrics including call quality, response time, and customer satisfaction ... portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer ...

MCI Careers

Remote Call CenterSales Representative

Iowa, IA · Remote

$14.50 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... drive optimal performance. MCI assists companies with business process outsourcing, staff ... portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer ...

ADM

Account Manager - Remote based in Cedar Rapids, Iowa

Clinton, IA · Remote

$70K - $131K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... ADM's portfolio to benefit the producerExecute and support regional Regen Ag programs which may ... analytical abilities, problem-solving skills and a solution focused mindset are necessary to adapt ...

Principal Financial Group

Dental Claim Analyst 1

Des Moines, IA · On-site +1

$24.23 - $32.31/hr

  • Medical

  • Dental

  • PTO

... performance. Actual compensation for all roles will be based upon geographic location, work ... LinkedIn Remote Hashtag #LI-RemoteQualifications: * 2+years related work experience (i.e. financial ...

New

MCI Careers

Remote Call Center Representative

Iowa, IA · Remote

$14.50 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Meet or exceed performance metrics including call quality, response time, and customer satisfaction ... portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer ...

Resource Innovations

Energy Engineer

Des Moines, IA · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean ... Responsibilities may include remote data analysis, desktop engineering review, savings calculations ...

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All JobsPortfolio Performance Analyst JobsRemote Portfolio Performance Analyst JobsRemote Portfolio Performance Analyst Jobs in Iowa

Remote Portfolio Performance Analyst information

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 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.

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 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.

What are popular job titles related to Remote Portfolio Performance Analyst jobs in Iowa?

For Remote Portfolio Performance Analyst jobs in Iowa, the most frequently searched job titles are:

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:

Remote Portfolio Performance Analyst jobs near you

Finance Manager - Remote - Bonus Eligible

The Reserves Network Inc

Des Moines, IA • Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

Finance Manager | $120k- $130k | Remote | Direct Hire |Iowa or Pennsylvania
Lead Financial Strategy and Drive Business Performance
If you're a finance professional who enjoys turning data into decisions, this role offers the opportunity to lead key financial functions, influence pricing strategy, and partner directly with leadership. You'll combine financial analysis, team leadership, and business partnership to drive profitability, operational performance, and strategic growth across the organization.
Why You’ll Love This Role
  • Competitive Pay based on experience
  • Remote work environment - Prefer candidates from Iowa or Pennsylvania
  • Leadership role with high visibility across the organization
  • Direct Hire opportunity
What You’ll Do:
  • Lead pricing strategy and controls to optimize profitability and support business growth
  • Manage commission calculations, approvals, and reporting processes
  • Oversee and develop the Cash Application team, including performance metrics and employee development
  • Partner with treasury and leadership teams to support funding activities, forecasting, and financial planning
  • Develop dashboards, reporting, and business insights to support executive decision-making
Qualifications:
  • Bachelor's degree in Finance or Accounting
  • 5+ years of progressive finance experience with strong pricing and financial analysis expertise within commercial lending
  • Previous leadership experience with responsibility for developing and managing teams
  • Strong analytical skills with the ability to translate data into business decisions
  • Advanced Excel, reporting, dashboarding, and financial modeling capabilities
Benefits and Perks:
  • Competitive Pay
  • Medical, Vision & Dental Insurance, 401K
  • PTO & Holiday Pay
  • Growth & Development
Your New Organization:
This organization combines the resources and stability of a global enterprise with the agility and collaboration of a highly engaged business unit. Leaders are empowered to influence strategy, improve processes, and drive meaningful business results while working alongside talented professionals across multiple functions. It's an environment where initiative, innovation, and leadership are recognized and rewarded.

Your Career Partner:
The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.