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Remote Portfolio Performance Analyst Jobs in Texas

Remote / Hybrid Candidates must be legally authorized to work in the United States without ... portfolio performance across a large multifamily platform. This role offers a blend of analytics ...

Remote / Hybrid Candidates must be legally authorized to work in the United States without ... portfolio performance across a large multifamily platform. This role offers a blend of analytics ...

Business Analyst III

Richardson, TX · Remote

$85K - $145K/yr

Analyze insurance portfolio performance including policy growth, adoption trends, churn, and ... Prepare clear and actionable reports for leadership #LI-Remote #LI-JW1 Qualifications * Bachelor ...

Asset Management Analyst

Dallas, TX · On-site +1

$115K - $120K/yr

... remote opportunities. Our growth includes recent acquisitions of Stessa (financial and asset ... Review portfolio performance to identify trends, diagnose root causes, and recommend strategies ...

New

... performance, portfolio management, and risk outcomes. You will be responsible for performing complex analyses to inform datadriven decisions, identifying trends, evaluating performance, and ...

... for remote work when appropriate. Specific Responsibilities * Manage a small portfolio of ... on business performance, paid parental leave and adoption assistance, education assistance ...

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Remote Portfolio Performance Analyst information

What is a portfolio performance analyst?

A portfolio performance analyst is a professional who evaluates the performance of investment portfolios by analyzing financial data, returns, and risk metrics. They use tools like Excel and specialized software to monitor asset allocation, identify trends, and provide insights to optimize investment strategies. Strong analytical skills and knowledge of financial markets are essential for this role.

How much do portfolio analysts make?

Portfolio analysts typically earn a median annual salary of around $70,000 to $90,000, depending on experience, location, and the size of the firm. Entry-level analysts may start at lower salaries, while those with advanced skills or certifications like CFA can earn higher compensation, often supplemented with bonuses and performance incentives.

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.

How much does a performance analyst get paid?

A remote portfolio performance analyst typically earns between $60,000 and $100,000 annually, depending on experience, certifications, and the employer. Entry-level roles may start lower, while experienced analysts with specialized skills can earn higher salaries, often supplemented with bonuses or incentives.

Is AI replacing financial analysts?

AI is transforming the role of a Remote Portfolio Performance Analyst by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools can handle large datasets efficiently, human expertise remains essential for interpreting complex market trends and making nuanced judgments. The role increasingly involves skills in data analysis, programming, and understanding AI applications in finance.

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

Retail Power Portfolio Analyst III

OmniForce

Houston, TX • Remote

Other

Re-posted 16 days ago


Job description

Job Description Our client is a forward-thinking, growth-driven energy company building the future of low-carbon energy and reliable baseload power. Headquartered in Denver, Colorado, we are the largest natural gas producer by gross operated volume in the Barnett Shale - and we're just getting started. They don't just operate assets - they build integrated solutions.

Their end-to-end, closed-loop energy platform spans upstream production, midstream infrastructure, natural gas-fired power generation, and carbon capture, utilization, and storage (CCUS). This differentiated model allows them to solve our customers' toughest energy challenges while meeting growing power demand and advancing a carbon-neutral future. But what truly sets them apart is their people.

They are a fast-paced, high-performance team of go-getters who thrive on challenge and think beyond convention. They push the envelope on innovation, continuously optimizing and scaling their platform to drive sustainable growth and long-term, risk-adjusted shareholder value. If you're energized by big goals, bold ideas, and the opportunity to build something transformational, you'll feel right at home here.

Job Summary The Retail Power Portfolio Analyst III supports the companies Go-To-Market (GTM) organization by developing, maintaining, and enhancing analytical tools that inform pricing, acquisition, retention, and risk management decisions for Residential and Small Commercial customers. This role is responsible for delivering timely and accurate retail Cost of Goods Sold (COGS) insights, portfolio performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates complex data into actionable insights.

The role also contributes analytical support for emerging opportunities, including mergers and acquisitions, as needed. This position operates under close supervision, requires strong analytical judgment, and emphasizes accuracy, accountability, and collaboration while upholding the company values and culture. Demonstrates integrity, accountability and transparency; upholds company standards, values and culture.

Responsibilities Support recurring daily, weekly, and monthly operational and analytical deliverables, including retail COGS reporting for Residential and Non-Commercial segments, daily cash-month P&L estimates, and weekly risk management reports. Support day-ahead (DART) bidding strategy in coordination with the Trading function, applying ERCOT market fluency, including post-RTC+B market design, to inform short-term positioning. Contribute to the ongoing development and refinement of the team's short-term (ST) decision support tooling used for pricing and risk positioning decisions.

Manage, validate, and analyze large and complex datasets from multiple internal and external sources to produce accurate, timely, and actionable insights. Develop, enhance, and maintain analytical models and tools to support portfolio performance monitoring, pricing decisions, and short-term risk mitigation. Actively reconcile expected versus actual costs and volumes, identify drivers of variances, and communicate findings to relevant stakeholders.

Analyze weather, demand, supply, and regulatory or policy conditions to support seasonal hedging strategies and portfolio recommendations. Partner with internal BKV teams to translate complex quantitative analysis into clear business insights and recommendations. Prepare and deliver clear, concise presentations and reporting materials tailored to a variety of stakeholder audiences.

Ensure data accuracy, documentation, and process discipline while continuously identifying opportunities to improve efficiency and analytical rigor. Provide analytical support for special projects and emerging initiatives, including but not limited to new products, customer growth strategies, and potential M&A activity. Required Skills Understanding of Power industry standards, market trends, emerging issues and regulatory requirements.

Working knowledge of ERCOT market design and rules, including changes introduced under RTC+B. Proven proficiency using Excel, Power BI, Python, and/or SQL. Excellent analytical and quantitative skills.

Effective communication skills to collaborate with various internal teams and stakeholders. Ability to thrive in a dynamic fast-paced environment. Ability to work independently and as part of a team.

Demonstrated attention to detail, organization, and prioritization skills. Demonstrated cognitive and problem-solving skills. Growth mindset with a demonstrated ability to innovate, embrace change and have grit.

Education & Experience Required Bachelor's degree in economics, finance, mathematics, statistics, data science or related fields. 3+ years of relevant experience within the wholesale or deregulated electricity industry. Preferred Experience fetching, analyzing, and providing actionable insights from ISO data; ERCOT experience preferred.

Experience contributing to or improving short-term decision support tools or bidding workflows. Physical Demands and Working Conditions Location This position is based out of the Houston, TX office. This role may work a hybrid schedule (3 days in office/2 days remote).