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Remote Portfolio Performance Analyst Jobs in New York

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Analyze volumetric exposure, pricing risk, and portfolio performance metrics Risk & Optimization Support * Support scenario analysis and risk modeling activities * Assist in identifying portfolio ...

iCapital

Portfolio Manager - Vice President

New York, NY · On-site +1

$160K - $220K/yr

Monitor portfolio performance and manage external partnerships with underlying general partners ... Strong qualitative and quantitative analytical capabilities * Excellent verbal and written ...

iCapital

Portfolio Manager - Vice President

Greenwich, CT · On-site +1

$160K - $220K/yr

Monitor portfolio performance and manage external partnerships with underlying general partners ... Strong qualitative and quantitative analytical capabilities * Excellent verbal and written ...

ontrac

Real Estate Contract Portfolio Analyst

Atlanta, GA · Remote

$54K - $81K/yr

Location: Remote - This position may be performed remotely in states where the company is ... Analyze portfolio financial performance: Review rent, OPEX, CAM, utilities, maintenance, and other ...

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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 the most commonly searched types of Portfolio Performance Analyst jobs in New York? The most popular types of Portfolio Performance Analyst jobs in New York are:
What are popular job titles related to Remote Portfolio Performance Analyst jobs in New York? For Remote Portfolio Performance Analyst jobs in New York, the most frequently searched job titles are:
What job categories do people searching Remote Portfolio Performance Analyst jobs in New York look for? The top searched job categories for Remote Portfolio Performance Analyst jobs in New York are:
What cities in New York are hiring for Remote Portfolio Performance Analyst jobs? Cities in New York 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 New York as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.

Energy Portfolio Analyst (Remote)

Kimmel & Associates

New York, NY • Remote

$90K - $110K/yr

Full-time

Re-posted yesterday

Job description

About the Company

The company is a leading retail energy and distributed generation provider focused on delivering cleaner, lower-cost energy solutions to commercial and industrial customers. The company combines traditional energy supply services with distributed energy infrastructure solutions such as solar and battery storage.

About the Position

The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast markets. This position will play a critical role in market analysis, portfolio management, risk assessment, and process optimization.

The ideal candidate will have experience working within energy markets and possess strong quantitative, analytical, and technical skills. This is an excellent opportunity for an emerging energy professional to join a fast-growing organization operating at the forefront of renewable energy and sustainable infrastructure.

Key Responsibilities

Market Analysis & Reporting

  • Monitor and analyze electricity, natural gas, and REC markets
  • Produce market insights, reporting, and analytics to support trading and risk management strategies
  • Track market trends, pricing movements, and regulatory developments impacting portfolio performance

Portfolio Analytics

  • Maintain and improve pricing, forecasting, and hedging tools
  • Ensure accuracy and integrity of portfolio data and reporting systems
  • Analyze volumetric exposure, pricing risk, and portfolio performance metrics

Risk & Optimization Support

  • Support scenario analysis and risk modeling activities
  • Assist in identifying portfolio optimization and supply opportunities
  • Contribute to strategic decision-making related to energy procurement and asset management

Automation & Innovation

  • Improve workflows through automation and advanced analytics tools
  • Support the implementation of AI and data-driven solutions for forecasting and reporting
  • Enhance operational efficiency across portfolio management functions

Cross-Functional Collaboration

  • Partner with internal teams to resolve data and operational issues
  • Support broader commercial initiatives across trading, operations, and origination teams
  • Contribute to a collaborative, fast-paced, and solutions-oriented culture

Requirements

  • Bachelor's degree or higher in Finance, Mathematics, Economics, Business, or a related quantitative field
  • 24 years of experience in energy markets, portfolio analytics, risk management, trading support, or related functions
  • Experience working with power, renewable energy certificates (RECs), and/or natural gas markets preferred
  • Strong analytical and quantitative problem-solving abilities
  • Advanced proficiency in Microsoft Excel and data analysis tools
  • Experience with forecasting, pricing, hedging, or risk analytics preferred
  • Familiarity with automation tools, scripting languages, AI applications, or business intelligence platforms is a plus
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
  • Excellent communication and collaboration skills

Benefits

  • Competitive compensation package with a salary range of $90,000$110,000, commensurate with experience
  • Opportunity to work remotely within a high-growth renewable energy organization
  • Exposure to innovative clean energy and distributed infrastructure projects
  • Collaborative and entrepreneurial team environment
  • Professional growth opportunities within a rapidly evolving energy platform
Kimmel & Associates logo

About Kimmel & Associates

Sourced by ZipRecruiter

Kimmel & Associates, based in Asheville, NC, US, is recognized as the premier leader in the executive search and recruitment industry. The company, in operation since 1981, serves numerous industries including construction, supply chain, waste, and recycling, specialty contractors, and private equity. Utilizing their exceptional knowledge and robust industry connections, they assist clients by filling crucial executive and managerial roles that directly impact business performance and growth. The company is guided by a strong corporate philosophy centered on respect, listening, humility, and continuous improvement. Their mission is to foster enduring relationships and to help industries thrive by connecting the brightest talent with superior companies.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Asheville, NC, US

Year founded

1981

Social media

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