2

Remote Portfolio Performance Analyst Jobs in Oregon

Areas of Focus * Ownership of ~$5M+ ARR portfolio performance * Renewal excellence and risk ... Strong data-centric mindset, using analytics and performance signals to guide prioritization and ...

This role supports enterprise AI activities focused on research portfolio analysis, operational ... This is a full-time (40 hours/week), 100% remote position. It is currently funded through September ...

Remote (U.S.) Clearance: Ability to obtain a Public Trust LTS is seeking a Business Analyst ... The VA Health Portfolio is focused on development and execution of quality IT projects that address ...

Senior Business Analyst

Portland, OR · Remote

$98K - $126K/yr

Remote, must reside in Washington, Oregon, Idaho, or Utah Schedule: Pacific Time hours Employment ... portfolio, budget, and operational performance. Support testing and acceptance testing activities ...

Senior Business Analyst

Portland, OR · Remote

$98K - $126K/yr

Remote, must reside in Washington, Oregon, Idaho, or Utah Schedule: Pacific Time hours Employment ... portfolio, budget, and operational performance. Support testing and acceptance testing activities ...

To view our portfolio of companies, visit HCEsquared.com WHY JOIN HCESQUARED? At HCEsquared, our ... Flexibility With Accountability Remote work creates the flexibility you need while maintaining the ...

VP of Production

OR · On-site +1

Remote Reports To: President, Atari About the Role: Atari's VP of Production will lead production ... portfolio performance (e.g. predictability, throughput, quality and budget adherence). * Drive ...

next page

Showing results 1-20

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 cities in Oregon are hiring for Remote Portfolio Performance Analyst jobs? Cities in Oregon with the most Remote Portfolio Performance Analyst job openings:

Salesforce Client Portfolio Manager

Global Career Website

OR • On-site, Remote

Other

Medical, PTO

Posted 17 days ago


Job description

About Astound Digital

At Astound Digital, we are pioneers in the digital landscape, dedicated to transforming how the world interacts with technology, data, and creativity. Our role as trusted advisors in the digital landscape empowers the world's most innovative brands with frictionless, end-to-end customer experiences. We are known for our comprehensive solutions, proven expertise, and collaborative, nimble approach that instills confidence in our clients. We embrace the power of Artificial Intelligence (AI) to drive innovation, efficiency, and better outcomes for our clients and employees. Join us to navigate and lead in the ever-changing digital world, where your impact will extend beyond the ordinary.

Job Purpose

As a Salesforce Client Portfolio Manager, you will serve as a high-level trusted advisor and commercial driver, orchestrating complex Salesforce delivery streams to ensure the long-term success of our global clients. You are responsible for the holistic health and revenue growth of your Salesforce portfolio, balancing rigorous program management with strategic relationship building. By leading cross-functional teams and identifying untapped opportunities within the Salesforce ecosystem (Sales, Service, Marketing, Commerce, and Data Cloud), you will ensure clients maximize their platform ROI while meeting portfolio profitability and expansion targets.

Key Responsibilities
  • Partner with Client Partners to identify, qualify, and close upsell and cross-sell opportunities, developing tailored Salesforce roadmaps that leverage new clouds, features, and AI capabilities to drive long-term revenue.
  • Oversee the delivery of complex Salesforce implementations-budget, scope, and schedule-ensuring that technical excellence serves as the foundation for account expansion.
  • Participate in the development of SOWs and pitches, translating complex Salesforce technical architecture into compelling business value and "big picture" digital transformation stores for C-suite stakeholders.
  • Lead and mentor cross-functional delivery teams (PMs, Scrum Masters, Product Owners), ensuring they follow Salesforce SDLC best practices and are trained to identify client "pain points" that signal new business opportunities.
  • Facilitate steering meetings and QBRs (Quarterly Business Reviews) to showcase platform health and ROI, proactively mitigate risks, and secure buy-in for future phases of work.
  • Manage portfolio P&L, including margin health, resource utilization, and contract renewals, ensuring a frictionless transition from sales to delivery.
  • Act as the "voice of the client" internally while maintaining a firm grasp on Astound's commercial interests to ensure win-win outcomes.
Qualifications and Skills
  • 5+ years of experience in project management or account relationship management, with at least 1+ year focused on Salesforce-centric digital transformations. 
  • Proven track record of growing Salesforce accounts through consultative selling and strategic account planning. 
  • Deep understanding of the Salesforce product suite.
  • Significant experience using Atlassian tools (JIRA/Confluence) and CRM software, specifically Salesforce.
  • Strong financial acumen with experience managing program budgets, resource calendars, and profitability metrics.
  • Exceptional negotiation and interpersonal skills, with a background in navigating complex client environments and steering committees.
  • Bachelor's degree required; a Master's degree or relevant professional certifications are highly preferred.
What we offer in return
  • Global Collaboration: The opportunity to work daily with diverse and talented professionals across the globe.
  • Off-the-Charts Career Growth: lear career path and a performance review system, career coaching, training and certifications, mentoring and knowledge sharing.
  • Well-being Is Top Priority: Parental leave, paid time off, comprehensive health and medical plans.
  • Real Work-Life Balance: Dependent on location, we offer remote, in-office, or hybrid working modes; flexible hours; work-life balance support on every stage and level.
Why work for Astound Digital?

Whether you're working directly with our world-renowned clients or with your Astound colleagues from around the globe, you will shape the future of digital commerce, using emerging technologies and innovative approaches.

Grow your career with Astound Digital, and discover exciting opportunities while doing the work you love!