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Remote Portfolio Performance Analyst Jobs in Oregon

Care Access

Senior Enterprise Performance Analyst

OR · Remote

$70K - $90K/yr

How This Role Makes A Difference As a Senior Enterprise Performance Analyst, you will be the ... Remote within the United States. This role requires 100% of work to be performed in a remote office ...

Impact Advisors

Revenue Cycle Performance Analyst

OR · On-site +1

The performance analyst requires expertise in revenue cycle end to end, with specialization in ... with remote coaching * Ability to travel 1x per quarterto near-shore location For salaried ...

Vestmark, Inc.

Portfolio Manager

OR · Remote

This position can be based out of Wakefield, MA or Remote. Key Responsibilities: * Be a key ... Provide portfolio analysis, reporting and monitoring of direct index strategies and ad-hoc analysis

Care Access

Enterprise Performance Analytics Engineer

OR · Remote

$80K - $110K/yr

How This Role Makes a Difference The Enterprise Performance Analytics Engineer will support the ... analyst, data engineering intern, analytics engineer) How We Work Together * Location : Remote ...

Alkami Technology

Sr. Product Portfolio Analyst

OR · Remote

$110K - $130K/yr

As a remote-first company, most of our positions can be remote in the US, except for key roles ... Improve product and process performance by identifying bottlenecks and recommending optimization ...

Upstart

Operations Manager, Auto Collections

OR · Remote

Partner cross-functionally with Compliance, Analytics, Workforce Management, Training, and Product ... using portfolio and performance data * Foster a collaborative and engaging remote team culture ...

Credit Acceptance

Senior Strategy Analyst

OR · On-site +1

... portfolio performance, channel effectiveness, and growth opportunities. * Partner with cross ... Remote #zip INDCSLP Benefits * Excellent benefits package that includes 401(K) match, adoption ...

Nationwide

Product Manager - Nationwide Pet (REMOTE)

OR · Remote

Analyze product and portfolio performance to identify meaningful trends, distinguish anomalies from emerging issues, and determine when action is needed. * Evaluate product opportunities that support ...

Enovis

Senior Marketing Product Manager, Biologics

OR · Remote

$120K - $158K/yr

Analyze sales and market data to assess product performance and identify opportunities to ... portfolio * Provide responsive sales support * Communicate frequently with top sellers to ...

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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 popular job titles related to Remote Portfolio Performance Analyst jobs in Oregon? For Remote Portfolio Performance Analyst jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Portfolio Performance Analyst jobs in Oregon look for? The top searched job categories for Remote Portfolio Performance Analyst jobs in Oregon are:
What cities in Oregon are hiring for Remote Portfolio Performance Analyst jobs? Cities in Oregon with the most Remote Portfolio Performance Analyst job openings:
Remote Portfolio Performance Analyst jobs near you
Senior Enterprise Performance Analyst

Senior Enterprise Performance Analyst

Care Access

OR • Remote

$70K - $90K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

How This Role Makes A Difference 

As a Senior Enterprise Performance Analyst, you will be the architectural link between raw data and strategic action.  By synthesizing insights from across the organization, you'll empower leaders with the visibility needed to optimize site operations and steer high-level decision-making. 

How You'll Make An Impact
  • Design and deploy interactive dashboards and analytical reports to proactively track and monitor quality metrics, providing the visibility needed for teams to meet performance standards
  • Decode and analyze complex performance datasets to pinpoint the exact levers that optimize patient service levels and accelerate clinical trial delivery
  • Lead both high-frequency reporting and deep-dive ad hoc analytics to keep business initiatives on track and aligned with organizational goals
  • Partner with departmental leaders across the entire value chain to gather necessary information, ensuring accurate tracking performance with the goal of cross-functional improvements
  • Architect key indicators across departments, leading team efforts to produce data that sheds light on execution performance, strengths, and hidden opportunities
  • Serve as a business consultant to the operations team and a technical point of contact for strategic customers when required.
  • Act as a force multiplier by mentoring junior analysts and championing data literacy through systems training across the organization
The Expertise You'll Bring 
  • Advanced proficiency in SQL, Excel, and Power BI is essential for pulling together disparate data sets
  • A conceptual thinker who thrives in ambiguity; you can translate vague business problems into structured analytical projects and pivot as priorities change
  • A deep-seated curiosity to uncover the "why" behind the numbers, with the ability to create and support a narrative based on quantitative findings
  • Excellent verbal and written communication skills, with the ability to present findings to site-level staff and organizational leaders alike
  • Highly organized with a track record of meeting deadlines in fast-paced environments
Certifications/Licenses, Education, and Experience
  • 2+ years of relevant experience in data analytics, enterprise performance, or a similar strategic role.  Experience in healthcare or clinical trials is highly preferred
  • A bachelor's degree in computer science, Engineering, Business, or a related technical field is required
How We Work Together  
  • Location: Remote within the United States. This role requires 100% of work to be performed in a remote office environment.
  • Travel: This is a remote position with less than 10% travel requirements. Occasional planned travel may be required as part of the role.
  • Physical demands associated with this position Include: The ability to use keyboards and other computer equipment.

The expected salary range for this role is $70,000 - $90,000 USD per year for full time team members.

Benefits & Perks (US Full Time Employees)
  • Paid Time Off (PTO) and Company Paid Holidays
  • 100% Employer paid medical, dental, and vision insurance plan options
  • Health Savings Account and Flexible Spending Accounts
  • Bi-weekly HSA employer contribution
  • Company paid Short-Term Disability and Long-Term Disability
  • 401(k) Retirement Plan, with Company Match 

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