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Remote Portfolio Performance Analyst Jobs in Tennessee

Sr. Actuarial Analyst - VSIC

Nashville, TN · On-site +1

$121K - $173K/yr

This role supports pricing, portfolio analytics, and business performance for VSIC's Commercial Excess & Surplus (E&S) portfolio, with a focus on MGA-produced business. The position combines ...

Senior Operations Finance Analyst

Johnson City, TN · On-site +1

$82K - $102K/yr

Monitor project and portfolio performance, assess trends, and proactively recommend actions to improve margins and mitigate risk. * Prepare and present financial insights, variance analysis, and ...

REGIONAL MANAGER

Nashville, TN · Remote

$75K - $101K/yr

Remote - Regional Travel Required | Full-Time | Exempt About the Role At Arlington Properties ... Full operational oversight of a multifamily portfolio -- performance, compliance, and team culture

REGIONAL MANAGER

Nashville, TN · Remote

$75K - $101K/yr

Remote - Regional Travel Required | Full-Time | Exempt About the Role At Arlington Properties ... Full operational oversight of a multifamily portfolio -- performance, compliance, and team culture

... Remote. The Relationship Manager is responsible for managing and expanding a portfolio of assigned ... Strong analytical skills, including the ability to interpret data, diagnose portfolio performance ...

... Remote. The Relationship Manager is responsible for managing and expanding a portfolio of assigned ... Strong analytical skills, including the ability to interpret data, diagnose portfolio performance ...

... Remote. The Relationship Manager is responsible for managing and expanding a portfolio of assigned ... Strong analytical skills, including the ability to interpret data, diagnose portfolio performance ...

$72K - $90K/yr

Monitor portfolio company performance, identify trends, calculate key ratios, and flag risks or ... This is a remote role; however, candidates must be based in Cote d'Ivoire. About Renew Capital: We ...

... enhance portfolio performance. Working closely with divisional leadership, this position ... Gather and analyze information, applying appropriate underwriting techniques, necessary to make an ...

... enhance portfolio performance. Working closely with divisional leadership, this position ... Gather and analyze information, applying appropriate underwriting techniques, necessary to make an ...

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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?

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

Sr. Actuarial Analyst - VSIC

FM

Nashville, TN • On-site, Remote

$121K - $173K/yr

Full-time

Medical, Retirement

Posted 5 days ago


Job description

Job Description:

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of policyholders and its policyholder-owners. Velocity Specialty Insurance Company is a new subsidiary of FM that is backed by the financial strength and legacy of FM.

This role supports pricing, portfolio analytics, and business performance for VSIC’s Commercial Excess & Surplus (E&S) portfolio, with a focus on MGA-produced business.

The position combines actuarial modeling, exposure analysis, and financial analytics to inform pricing adequacy, portfolio performance, and underwriting decisions. The role operates in a fast-paced environment with varied data sources and evolving exposure information, requiring strong actuarial judgment, analytical rigor, and business acumen.

The role partners closely with underwriting, finance, and business leadership to translate analysis into actionable insights, while contributing to portfolio monitoring and performance evaluation.

Duties & Responsibilities

1. Pricing, Risk Modeling & Actuarial Judgment (40%)

  • Develop and maintain pricing models for Excess & Surplus (E&S) risks utilizing exposure data, loss experience, and actuarial judgment.

  • Analyze damage curves, severity distributions, and loss trends to support pricing decisions.

  • Estimate expected loss costs and develop technical pricing indications.

2. Portfolio Analytics & Profitability (25%)

  • Evaluate portfolio profitability across multiple segments, including class of business, geography, broker relationships, and product lines.

  • Identify and analyze key drivers impacting loss ratios, rate changes, and overall margin performance.

  • Perform variance analyses to compare expected versus actual results and identify emerging trends.

  • Support portfolio management, underwriting strategy, and business planning initiatives.

3. Data Stratification & Exposure Analysis (25%)

  • Stratify risks based on location characteristics, industry classifications, catastrophe (CAT) exposure, and coverage structure.

  • Organize and transform data into meaningful formats for modeling, analysis, and reporting purposes.

  • Identify patterns, trends, and risk characteristics to support underwriting and portfolio decision-making.

4. Financial Reporting & Performance Tracking (10%)

  • Partner with the Finance team to analyze monthly financial results, including premium, loss ratio, and expense performance.

  • Develop, maintain, and enhance reporting dashboards and management exhibits.

  • Monitor, track, and explain business performance trends to support strategic decision-making.

Skills & Experience
  • Strong foundation in actuarial modeling, pricing, and risk analysis within property/casualty insurance

  • Experience analyzing portfolio performance, profitability, and business drivers

  • Ability to work with incomplete or evolving datasets and translate findings into clear insights

  • Strong analytical and problem-solving skills with the ability to apply actuarial judgment in complex situations

  • Ability to translate technical analysis into business recommendations for underwriting and leadership audiences

  • Experience working with data tools and programming languages (e.g., Excel, SQL, Python, R, or similar)

  • Strong collaboration skills with experience partnering across underwriting, finance, and actuarial functions

  • Strong communication skills, including the ability to explain complex concepts clearly and concisely

  • Ability to manage multiple priorities in a fast-paced, dynamic environment

Qualifications:
  • 7+ of actuarial, pricing, or analytical experience within insurance or reinsurance

  • Experience in property, E&S, or specialty lines strongly preferred

  • Exposure to MGA / delegated underwriting environments a plus

  • Progress toward CAS credential (ACAS/FCAS) or equivalent actuarial qualification preferred

  • Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance, or related field required

The final salary offer will vary based on geographic location, individual education, skills, and experience. The position is eligible to participate in FM’s comprehensive Total Rewards program that includes an incentive plan, generous health, and well-being programs, a 401(k), career development opportunities, tuition reimbursement, flexible work, time off allowances, and much more!  

FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce. 


FM logo

About FM

Sourced by ZipRecruiter

Industry

Plastics product manufacturing

Company size

51 - 200 Employees

Headquarters location

Rogers, AR, US

Year founded

1980

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