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Remote Portfolio Performance Analyst Jobs in New York

Mercor

Financial Analyst - Valuation Expert

New York, NY · Remote

$70 - $110/hr

Remote Duration: 4-6 weeks Commitment: 20+ hours/week Role Responsibilities * Evaluate AI-generated ... Review financial analysis scenarios involving company valuation, capital structure, and portfolio ...

Quorum

Senior Financial Analyst - REMOTE

Dobbs Ferry, NY · On-site +1

$89K - $111K/yr

As a remote organization, we thrive on collaboration and recognize outstanding performance. We are ... investment portfolio. Assist in interest rate risk modeling and financial scenario analysis.

De Circle

Rengo AI - AI Engineer

New York, NY · On-site +1

$125K - $150K/yr

... analyst workflows. Rengo replaces this with an AI-native monitoring layer that continuously interprets portfolio activity, risk, exposure, and performance across assets and strategies . The Role As a ...

System One

Pricing Data Analyst

Bridgewater, NJ · Remote

$30/hr

Bridgewater, NJ Work Model : Hybrid - 3 days on-site, 2 days remote Hours : M-F 8am-5pm ... Contribute to portfolio complexity, profitability, and performance transparency by preparing ...

LEO&Co

Part Time Data Analyst (Remote)

New York, NY · Remote

A real estate services firm in New York City has a great Remote opportunity awaiting a new Data ... performance * Develop ad-hoc analytics and reporting based on analysis of existing data sources ...

Tucker's Farm

Be Seen First

Private Equity Analyst

New York, NY · Remote

$100K/yr

Fully remote Start Date: Immediately BACKGROUND We are a low-profile, value-oriented holding ... Track portfolio company performance and internal KPIs; build and maintain dashboards and reporting

Solar Landscape

Funding Analyst

Asbury Park, NJ · On-site +1

If you're looking to do meaningful work in a high-performance environment -- and be part of the ... Manage project-level and portfolio-level financial reporting for budget against actuals, cash ...

Solar Landscape

Funding Analyst

Asbury Park, NJ · On-site +1

$60K - $70K/yr

If you're looking to do meaningful work in a high-performance environment - and be part of the team ... Manage project-level and portfolio-level financial reporting for budget against actuals, cash ...

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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 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:

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 97% Full Time, and 3% Contract. Highlights an 100% Remote job distribution.

Financial Analyst - Valuation Expert

Mercor

New York, NY • Remote

$70 - $110/hr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Financial and Investment Analysts
Type: Contract
Compensation: $70–$110/hour
Location: Remote
Duration: 4–6 weeks
Commitment: 20+ hours/week

Role Responsibilities

  • Evaluate AI-generated valuation models, investment recommendations, and industry analyses for quality and accuracy.
  • Compare AI-generated responses based on analytical rigor, valuation soundness, and investment-recommendation quality.
  • Review financial analysis scenarios involving company valuation, capital structure, and portfolio decisions. Provide expert feedback.
  • Collaborate with AI research teams to improve training data quality and downstream performance.
  • Work independently and asynchronously to meet deadlines while improving AI model performance.

Qualifications

Must-Have

  • 4+ years of experience as a Financial Analyst, Investment Analyst, Equity Research Analyst, Portfolio Manager, Securities Analyst, or similar role.
  • Experience conducting quantitative analyses, company valuations, or investment recommendations.
  • Ability to commit 20+ hours per week.
  • Strong written English communication skills.

Start Date

  • Immediate

Compensation & Legal

  • Task-based payment upon first task approval. Qualified experts will be paid hourly for the remainder of the project.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.