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Remote Portfolio Performance Analyst Jobs in Ohio

Huntington

Portfolio/Risk Specialist

Columbus, OH · On-site +1

$95K/yr

Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Portfolio/Risk Specialist

Cincinnati, OH · On-site +1

$94K/yr

Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Portfolio/Risk Specialist

Cleveland, OH · On-site +1

$95K/yr

Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Portfolio/Risk Specialist

Cleveland, OH · On-site +1

$95K/yr

Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Portfolio/Risk Specialist

Columbus, OH · On-site +1

$92K/yr

Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Portfolio/Risk Specialist

Cincinnati, OH · On-site +1

$94K/yr

Evaluates and reports on the portfolio performance and forecasts future performance trends ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Portfolio/Risk Specialist

Cleveland, OH · On-site +1

$95K/yr

Evaluates and reports on the portfolio performance and forecasts future performance trends. Informs ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

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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, and why are they important?

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 Ohio? The most popular types of Portfolio Performance Analyst jobs in Ohio are:
What are popular job titles related to Remote Portfolio Performance Analyst jobs in Ohio? For Remote Portfolio Performance Analyst jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Portfolio Performance Analyst jobs in Ohio look for? The top searched job categories for Remote Portfolio Performance Analyst jobs in Ohio are:
What cities in Ohio are hiring for Remote Portfolio Performance Analyst jobs? Cities in Ohio 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 Ohio as of May 2026, with employment types broken down into 79% Full Time, 16% Part Time, and 5% Contract. Highlights an 100% Remote job distribution.
Business Performance Analyst - Research

Business Performance Analyst - Research

One Source Technology LLC

Cleveland, OH • On-site, Remote

$45K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Asurint has redefined screening by blending advanced technology with human insights, creating a smarter, more effective way to screen. Our compliant, data-driven, tech-enabled solutions deliver faster, more reliable results to empower confident decisions. At Asurint, each member of our team plays and integral part as we work together to drive informed decisions through advanced screening solutions for fair and safe workplaces and communities.
Summary
The Business Performance Analyst - Research is responsible for research metrics, reporting, and process review, as well as assisting management with staff resource assessment and allocation.
Responsibilities
  • Assists Research Analysts with problem-solving and internal/external customer issues through roadblocks by providing enhanced reporting as necessary.
  • Coordinates and documents analysis processes to ensure the highest level of performance.
  • Evaluates department processes and requirements, evaluates alignment with organizational goals to optimize strategies, uncovers areas for improvement using quality trends, tracks trends, reports key findings to Research Management.
  • Works directly with Research Management to create and maintain a centralized repository of all Research reporting resources.
  • Monitors daily volume and collaborates with Research Management to ensure optimal efficiency and quality metrics are achieved and performance standards are met.
  • Prepares reports, statistics, agendas, and activities related to research and clients, including the calculation and reporting of daily efficiency for all team members.
  • Maintains a working knowledge of latest organizational processes and IT advancements to automate and/or modernize internal systems.
  • Handles confidential information responsibly and with good judgment; communicates with internal and external clients in a friendly but professional manner.
  • Manages competing resources and priorities.
  • Completes special projects as assigned.
  • Other duties as required.

Requirements
  • Experience leading at the functional level is preferred.
  • Experience using reporting tools and data sets to analyze and report data is required.
  • Experience presenting to internal and external clients on information relevant to client is required.
  • Experience with the legal/court system is preferred.
  • Experience with background screening is preferred.
  • Proficiency in MS Office (Outlook, Excel, Word) or similar software is required. Relevant business management systems such as general ledger, HRIS, CRM, etc. is preferred.
  • Education: High school diploma is required. Bachelor's degree is preferred.
  • Certifications or licensure: If you do any work-related driving while at Asurint, a driver's license and ability to maintain a driving record that is satisfactory to the company's liability insurance carrier is required.
  • Years of relevant experience: 1 to 3 is preferred.
  • Years of experience supervising: None.

Working Conditions
  • The work environment involves everyday risks or discomforts that require normal safety precautions typical of offices, including the need for general safe workplace practices with office equipment and computers, avoidance of trips and falls, and observance of fire regulations.
  • This position is performed remotely within the United States or in an office setting in the Cleveland, Ohio headquarters, although off-site meetings in various settings may occur.
  • Inside Asurint's office environment, the noise level is usually quiet to moderate.
  • In a remote setting, the employee is responsible for maintaining a safe and secure work environment, for arranging the off-site workspace in an ergonomically sound manner, and for maintaining standard Internet speeds in order to work effectively.
  • In a remote setting, the employee is required to ensure that all equipment and records that are the property of Asurint but have been relocated to the off-site workplace, are maintained in a safe and secure manner and are used only for business purposes.
  • The schedule is generally normal Eastern Time Zone business hours (unless otherwise communicated based on position or working location), although the employee may be required to perform work, attend meetings and events before or after normal workings hours, and occasionally on weekends and evenings.
  • Some travel by personal automobile and a valid driver's license may be required. Occasional overnight travel may be required.
  • Ability to lift light objects (less than 20 pounds) and carry them short distances (20 feet or less) is required.
  • The work environment involves everyday risks or discomforts that require normal safety precautions typical of offices, including the need for general safe workplace practices with office equipment and computers, avoidance of trips and falls, and observance of fire regulations.

Benefits
In exchange for your unique abilities, perspectives and teamwork, Asurint offers a competitive salary and an excellent benefit package - with options you can select according to your needs - which includes:
  • Medical, dental and vision effective first day of employment
  • 401(k) with employer match
  • Paid time off
  • 10 company-paid holidays
  • Employee Assistance Program
  • Wellness Program
  • Paid Bereavement
  • Pet Bereavement
  • Pet Insurance
  • Volunteer time off
  • Telecommuting Stipend
  • Professional development programs
  • Short-term disability
  • Company-paid long-term disability
  • Company-paid life insurance
  • Flexible spending/health savings accounts
  • Employee referral bonus

*Asurint is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Please note, the pay range represents a good faith estimate for the role at the time of posting. Final compensation will be within this range and determined based on factors such as experience, skills, qualifications and any unique requirements, or specialized skill sets relevant to the role. We are committed to maintaining equitable pay across employees in similar roles to ensure fair and consistent compensation practices.
Salary Description
$45,000-$65,000

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