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Remote Portfolio Performance Analyst Jobs in Kentucky

Solid Rock Recruiting LLC

Senior Tax Advisor

Louisville, KY · On-site +1

$100K - $150K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... The Role As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of ...

DaVita

$41.50 - $55/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This role is responsible for the technical integrity and delivery of the automation portfolio ... Translate complex technical "breaks" into understandable Root Cause Analysis (RCA) summaries for ...

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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 the most commonly searched types of Portfolio Performance Analyst jobs in Kentucky?

The most popular types of Portfolio Performance Analyst jobs in Kentucky are:

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

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

What job categories do people searching Remote Portfolio Performance Analyst jobs in Kentucky look for?

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

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

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

Remote Portfolio Performance Analyst jobs near you
Infographic showing various Remote Portfolio Performance Analyst job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution.

Sr. Transaction Coordinator - Remote or Hybrid

Cushman & Wakefield

Erlanger, KY • On-site, Remote

$65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 12 days ago

Cushman & Wakefield rating

7.4

Company rating: 7.4 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

112th of 204 rated real estate companies

Job description

Job Title

Sr. Transaction Coordinator - Remote or Hybrid

Job Description Summary

Provides operational coordination to C&W transactions management professionals who are supporting a client's dispersed portfolio of real estate locations around the world.

Job Description

Responsibilities:

Provide exceptional client service at all levels, internally and externally

Track and report upcoming lease expirations and other critical dates

Manage smaller transactions and associated parties, i.e. Brokers

Provide support to the transactions team with any documentation required to be used during the transaction management process, including new leases, renewals, purchases, sales, subleases, options, etc.

Prepare negotiation summaries/RFP comparison matrixes

Gather data and real estate market information from research and brokers

Assist in the preparation of market and demographic information for use in presentations and meetings, speak to market information

Coordinate financial analysis

Draft and/or comment on RFP's and LOI's

Draft and process all requests for service or client Initiation documents

Draft and process all Co-Broker and agent engagement letters

Facilitate commission invoicing

Input commission information into C&W revenue reporting system

Assist with reporting functions:

Closing/Value-add reports

Negotiation summaries/RFP comparison matrixes

KPI tracking

Fusion/CoStar/REFLEX or other TM Technology updates and document uploads

Portfolio reporting (e.g. data manipulation, spreadsheet formatting) for both C&W and client

Other administrative client reporting duties that can better managed by C&W

Handle general administrative duties (e.g. copy/fax, light phone support, correspondence as needed, departmental support, etc.)

Process paperwork (e.g. blue-backed documents for signature, ensure proper distribution once documents are fully executed, act as a liaison between Real Estate, Lease Administration and Facility Management)

Review and understand broker market surveys and deliverables prior to client delivery

Complete Portfolio reporting (e.g. data manipulation, spreadsheet formatting) for client(s)

Coordinate client feedback questionnaires/surveys

Ensure and manage the quality and timeliness of transaction information entered into all databases

Prepare transaction communication tools and packages for management for internal approval process

REQUIREMENTS
Must obtain and hold state real estate salesperson license
Ability to read and understand commercial real estate transaction documents, such as a lease, purchase & sale agreement, sublease agreement, SNDA, estoppel, assignment agreement, etc.
2+ years real estate experience in transaction management or corporate real estate


Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 55,250.00 - $65,000.00Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or emailAccommodations@cushwake.com. Please refer to the job title and job location when you contact us.

INCO: "Cushman & Wakefield"

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