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Remote Portfolio Performance Analyst Jobs in Rhode Island

UNFI

Sr. Manager, Operational Finance - Remote

Providence, RI · On-site +1

$110K - $150K/yr

We need to ensure that our financial analysis and statements revolve around constant communication ... Reviews should focus on operational/financial performance metrics, historical results, budgets ...

Cayenta

(Remote) ERP Solutions Manager

Carolina, RI · Remote

... Analysts. * Work with the Sales team and partners in support of new customer opportunities ... our portfolio * Help define requirements, feature scoping, backlog management, and launch our ...

GEI Consultants

Senior Structural Engineer

Newport, RI · On-site +1

$100K - $160K/yr

... two days remote). Dams in our clients' portfolios are in some of the most spectacularly scenic ... performance under extreme loads. * Analyze and design other facilities as needed, including ...

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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?

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

Remote Sales & Engagement Associate

Stratford Davis

Providence, RI • Remote

$85K - $150K/yr

Full-time

Medical, Dental, Vision, Life, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Drive Success Through Digital Connections.

We are seeking an enthusiastic Remote Sales & Engagement Associate to join our fast-growing remote team. In this role, you will engage directly with clients through digital channels, uncover their long-term financial goals, and deliver customized solutions that protect what matters most to them.

Core Responsibilities
  • Prospect Engagement: Initiate conversations with prospective clients through active outreach, social channels, and networking.
  • Needs Analysis: Conduct virtual sessions to discover financial gaps and present tailored product options.
  • Relationship Retention: Maintain trusted, long-term advisor relationships to ensure high client satisfaction.
  • Professional Standards: Execute all business activities with total transparency, professionalism, and industry compliance.
Candidate Qualifications
  • High energy, positive attitude, and a strong drive to succeed in a performance-focused environment.
  • Comfortable holding video consultations and communicating clearly over digital channels.
  • Goal-oriented mindset paired with strong time-management discipline.
  • Prior experience in customer service or sales is a bonus, but comprehensive training will be provided.
Compensation & Benefits
  • Work-Life Alignment: Work fully from home with full control over your daily calendar.
  • Turnkey Training System: Comprehensive onboarding pipeline designed to take you from beginner to top producer.
  • Incentives & Recognition: Quarterly awards, financial bonuses, and company-sponsored vacation packages.
  • Benefits Options: Access to life insurance and healthcare exchange options (medical, dental, vision).
  • Commission-Driven Opportunity: Income for this position is entirely commission-based. By removing standard earning ceilings, your revenue potential directly aligns with your dedication, output, and client results.
Apply Today: Submit your resume to take the next step toward launching your remote sales career.