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Remote Portfolio Performance Analyst Jobs in Ohio

CRE Portfolio Manager II or III

Columbus, OH · On-site +1

$61K - $110K/yr

Monitor credit performance of individual commercial borrowers ensuring timely escalation or ... Analyses to include an independent credit quality assessment with well-supported risk rating ...

Analysis of existing portfolio to identify trends and opportunities. Maintain up-to-date knowledge ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Sr Financial Analyst I

Westerville, OH · On-site +1

$85K - $150K/yr

... portfolio of remote operating sites governed by unique commercial agreements and varying complex ... Analyze the financial performance of assigned sites and provide explanation of significant ...

This position is eligible for remote work within the United States; however, preference will be ... Serve as the Customer Services portfolio owner for the GH180 platform. * Analyze installed base and ...

... risk rating, performance tearsheets, compliance testing, and other portfolio monitoring ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

... performance dashboards; translate results into actionable insights used in portfolio reviews and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

... performance dashboards; translate results into actionable insights used in portfolio reviews and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

... performance dashboards; translate results into actionable insights used in portfolio reviews and ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

... risk rating, performance tearsheets, compliance testing, and other portfolio monitoring ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Showing results 41-60

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 Ohio?

The most popular types of Portfolio Performance Analyst jobs in Ohio 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:

Infographic showing various Remote Portfolio Performance Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 83% Physical, 3% Hybrid, and 14% Remote job distribution.

Regional Banking Portfolio Manager Sr.

Huntington

Columbus, OH • On-site, Remote

Full-time

Posted 12 days ago


Key responsibilities

  • Manage a portfolio of business customers in partnership with the relationship manager.

  • Service, deepen, and retain assigned profitable customer relationships by evaluating and mitigating business risks and opportunities.

  • Own responsibility for credit quality, portfolio monitoring, underwriting, and ongoing credit risk assessment of the assigned portfolio.


Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

67th of 175 rated banks


Job description

Description

Summary:

The Regional Banking Portfolio Manager Sr. is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions.This role will work with Bankers in both the Commercial and Regional Banking segments and be responsible for a book of business that is greater than $100,000,000 in aggregation and consists of over 20 relationships.

Duties & Responsibilities:

  • Manages a portfolio of business customers in partnership with the relationship manager.
  • Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account.
  • Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
  • Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue.
  • Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Will be responsible for ongoing updating of risk grades in assigned portfolio.
  • Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio.
  • Will work directly with the Team Leader, Relationship Managers, and Regional Credit Officers.
  • Conduct portfolio reviews with senior management
  • Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line. Participation in special projects is expected.
  • Prioritize work to meet customer expectations.
  • Analysis of existing portfolio to identify trends and opportunities.
  • Maintain up-to-date knowledge of market/industry trends.
  • Will serve as a mentor/coach to junior portfolio managers, credit analysts and relationship managers.
  • Will have the ability to successfully interact with senior leadership and clients a professional consultative basis.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree
  • Minimum of 5 years of relevant experience

Preferred Qualifications:

  • Formal credit training.
  • Proven and in-depth knowledge of credit products, risk assessment and debt structuring.


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.


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