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Remote Portfolio Performance Analyst Jobs in Washington

This role is remote. The Risk, Quality, and Performance Analyst serves as the Risk, Quality, and Performance Analyst supporting an enterprise IT services contract. This role is responsible for ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ... Assess portfolio performance for compliance with policies, procedures, and service level agreements ...

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

Production Performance Analyst

ProSidian Consulting, LLC

Washington, DC • Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 14 days ago


Job description

Job Description: Company Description ProSidian is a Management and Operations Consulting Services firm that delivers value to clients through tailored solutions grounded in industry-leading practices. ProSidian provides enterprise services/solutions for Risk Management, Compliance, Business Process, IT Effectiveness, Engineering, Environmental, Sustainability, and Human Capital. We help forward-thinking clients solve problems and improve operations. Launched by Management Consultants, our multidisciplinary teams bring together the talents of global professionals to complete a wide range of engagements for public and private, defense and civilian government, and non-profit organizations. Our solution-centric services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. Learn More About ProSidian Consulting at www.ProSidian.com.Job Description ProSidian Seeks a Production Performance Analyst | Oil and Gas Operations Monitoring & Lifecycle Performance Support [DOE0053053] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Remote (within USA - W/ On-Site Meetings Expected) in The CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) Area Clearance Designation(s): STD Background Chk Contract Contingent, generally located across the CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) Across The District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region supporting a a department within the US Department of Energy [The Loan Programs Office (LPO)] that provides attractive debt financing for high-impact, large-scale energy infrastructure projects in the United States. The Production Performance Analyst | Oil and Gas Operations Monitoring & Lifecycle Performance Support [DOE0053053] is aligned with GSA Labor Category: Junior Consultant. We seek Production Performance Analyst | Oil and Gas Operations Monitoring & Lifecycle Performance Support [DOE0053053] candidates with relevant Energy Industry (Oil, And Gas/Power, And Utilities) Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Energy Industry (Oil, And Gas/Power, And Utilities) Sector Clients such as DOE. JOB OVERVIEW Provide services and support as a Production Performance Analyst [Independent Engineering (IE) Advisory Services] aligned with the Oil and Gas Operations Monitoring & Lifecycle Performance Support Functional Area / Swim Lane / Category Discipline in the Energy Industry (Oil, And Gas/Power, And Utilities) Industry Sector focussing on RM | Risk Management Solutions for clients such as U.S. Department of Energy (DOE) | DOE Energy Dominance Financing (EDF) Program Generally Located In CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) and across the District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region (Of Country/World) Remote (within USA - W/ On-Site Meetings Expected). Serves as a Production Performance Analyst within the Oil and Gas Operations Monitoring & Lifecycle Performance Support swim lane, delivering bankable, technically defensible Independent Engineering advisory services by converting discipline-specific engineering, construction, compliance, operating, commercial, and risk findings into lender-ready due diligence, monitoring, certification, and decision-support outputs. Serve as a Production Performance Analyst - Oil and Gas Operations Monitoring & Lifecycle Performance Support Specialist (Labor Category: Junior Consultant II) to provide Oil and Gas Operations Monitoring & Lifecycle Performance Support Operations / Compliance as part of an as part of an Independent Engineering (IE) Advisory Services | Energy Dominance Financing (EDF) Advisory / Technical Due Diligence / Credit Evaluation / Lifecycle Monitoring Team that provides Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services. This includes activities that address and Production metrics monitoring: Analyzes production metrics, throughput, downtime, availability, yield, and performance trend data. RESPONSIBILITIES AND DUTIES - Production Performance Analyst | Oil and Gas Operations Monitoring & Lifecycle Performance Support [DOE0053053] Provides Independent Engineering advisory support for Energy Dominance Financing (EDF) Program technical due diligence, credit evaluation, lifecycle monitoring, and assurance activities, with emphasis on production assumptions, output forecasts, efficiency, yield, and operational performance. Reviews project documentation, evaluates technical and commercial interfaces, identifies risks and mitigations, validates assumptions, supports conditions precedent and disbursement readiness reviews where applicable, and prepares defensible work products including production datasets, trend analysis, variance explanations, forecast updates, and performance summaries. Coordinates with engineering, finance, legal, construction, operations, environmental, HSE, and project controls stakeholders to support timely lender and DOE decision-making. The role(s) are located in the District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region, at or near CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States). Initially identified Work Site Address (Remote (within USA - W/ On-Site Meetings Expected): 1000 Independence Avenue SW, Washington, DC 20585Qualifications Desired Qualifications For Production Performance Analyst | Oil and Gas Operations Monitoring & Lifecycle Performance Support [DOE0053053] Candidates: 3-7 years of relevant technical, analytical, project controls, configuration, finance, or energy infrastructure support experience; DOE/LPO or federal energy program exposure preferred. Education / Experience Requirements / Qualifications Bachelor's degree in engineering, environmental science, construction management, business, risk management, finance, or related field. Relevant certifications such as PMP, CQA, CIA, ISO Lead Auditor, CHMM, CSP, or PMI-RMP preferred. 3-7 years of relevant technical, analytical, project controls, configuration, finance, or energy infrastructure support experience; DOE/LPO or federal energy program exposure preferred. Skills Required Primarily focused on Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services initiatives and aligned with Program Support activities Oil and Gas Operations Monitoring & Lifecycle Performance Support Functional Area Activities. Independent engineering review; U.S. Department of Energy (DOE) Loan Programs Office (LPO) - Style documentation discipline; technical due diligence; risk assessment; production assumptions, output forecasts, efficiency, yield, and operational performance; data room review; information request tracking; report writing; Excel-based analysis; stakeholder coordination; and clear presentation of findings for credit, construction, monitoring, and certification decisions. Competencies RequiredTechnical judgment; independence and objectivity; analytical rigor; attention to detail; defensible documentation; client service orientation; cross-functional collaboration; issue escalation; quality mindset; schedule discipline; and ability to translate technical evidence into actionable risk, compliance, and financing implications. Ancillary Details Of The RolesAncillary role detail: may participate in data room reviews, borrower/contractor interviews, site observations, monthly monitoring meetings, risk register updates, CP evidence reviews, draw package checks, issue closure tracking, and preparation of Independent Engineer reports for DOE, LPO, credit, and program governance stakeholders.The DOE Energy Dominance Financing (EDF) Program represents DOE/LPO-supported financing and lifecycle oversight activities for large-scale U.S. energy infrastructure projects, requiring independent engineering, technical due diligence, credit evaluation, construction monitoring, operational performance assessment, and risk management services to support financing decisions and protect government lending interests throughout the project lifecycle. DOE financing activities that support U.S. energy infrastructure, energy security, domestic production, and strategic energy investments. The financing authority itself would typically be administered through the DOE Loan Programs Office (LPO).The Loan Programs Office (LPO) is the financing arm of the U.S. Department of Energy, responsible for providing Direct loans, loan guarantees, credit assistance, and project finance support for large-scale energy and infrastructure projects in the United States. The LPO evaluates projects from Technical, Engineering, Financial, Commercial, Environmental, Regulatory, Construction, and Operational perspectives before financing decisions are made. Independent Engineering (IE) Advisory Services are needed for complex energy projects. DOE/LPO frequently requires independent technical reviews similar to those used by commercial lenders, export credit agencies, multilateral development banks, and institutional project finance investors. An EDF-style Independent Engineering engagement could include:- Upstream Oil & Gas (Exploration and production | Reservoir development | Drilling programs)- Midstream (Pipelines | Compression facilities | LNG infrastructure | Storage terminals)- Downstream (Refineries | Petrochemical facilities | Processing plants)- Power & Utilities (Generation facilities | Transmission infrastructure | Grid modernization | Energy storage) Other Details Role supports NAICS 541330 Engineering Services for Energy Dominance Financing (EDF) Program/Loan Programs Office (LPO) energy infrastructure financing, with work performed for high-impact oil and gas, power, utilities, and infrastructure projects. Outputs must be independent, traceable to source evidence, suitable for lender review, and aligned with technical due diligence, construction monitoring, EPC oversight, completion certification, operations monitoring, and long-term debt-service viability assessment needs. #TechnicalCrossCuttingJobs #Energy Industry (Oil, And Gas/Power, And Utilities) #Jugaad #Copitas #AskWhy #Zakat #PokaYoke #AskidaEmekAdditional Information As a condition of employment, all employees must meet the requirements of their roles: establish, manage, pursue, and achieve annual goals and objectives with Documented Goals for each of the firm's Eight ProSidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and support all business development and other efforts on behalf of ProSidian. Eight ProSidian Global CompetenciesPersonal Effectiveness – The ability to manage tasks, time, and relationships efficiently, achieving consistent, impactful results.Continuous Learning – Ongoing pursuit of knowledge, skills, and adaptability to remain relevant, competent, and professionally competitive.Leadership – Inspiring, guiding, and motivating others toward shared goals, fostering accountability, collaboration, and strategic organizational success.Client Service – Delivering responsive, high-quality solutions that address client needs, build trust, and strengthen long-term partnerships.Business Management – Coordinating people, processes, and resources to achieve strategic objectives, operational efficiency, and sustainable organizational performance.Business Development – Identifying, pursuing, and securing growth opportunities through strategic relationships, market insight, and innovative solutions.Technical Expertise – Applying specialized knowledge, analytical skills, and practical experience to solve complex problems with accuracy.Innovation & Knowledge Sharing (Thought Leadership) – Generating creative solutions, sharing insights, and influencing industry direction through expertise, collaboration, and continuous improvement. ------------ --------------- ------------ OTHER REQUIREMENTSBusiness Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word; proficient with Adobe Acrobat, data analytics tools, and Visio; and able to quickly learn other tools as needed.Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word; proficient with Adobe Acrobat, data analytics tools, and Visio; and able to quickly learn other tools as needed.Commitment - to work with intelligent, interesting people with diverse backgrounds to solve the most significant challenges across private, public, and social sectors.Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together.Humility – exhibits grace in success and failure while doing meaningful work where skills have an impact and make a difference.Willingness - to constantly learn, share, and grow, and to view the world as their classroom. ------------ --------------- ------------ BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights - Your health and well-being are vital to ProSidian. We invest in employees to support health and work-life balance. Our Employee Benefits Program promotes your health and well-being, including benefits for Full-Time Employees.Competitive Compensation: The pay range is competitive and includes health benefits, pre-tax employee benefits, and incentives. The company contributes a fixed dollar amount each month to the selected medical and dental plans, with the contributions deducted pre-tax.Group Medical / Dental / Vision Health Insurance Benefits: ProSidian partners with providers to offer eligible employees a range of medical and dental plans, including high-deductible health plans and PPOs, as well as plans for high and low vision.401(k) Retirement Savings Plan: The 401(k) Retirement Savings Plan lets eligible employees save for ret

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About ProSidian Consulting

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ProSidian is a management and operations consulting firm with a reputation for its strong national practice spanning six solution areas including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Talent Management. We help clients improve their operations. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to delivering value to customers. Visit www.ProSidian.com or follow the company on Twitter at www.twitter.com/ProSidianfor more information.

Industry

Business schools and computer and management training

Company size

11 - 50 Employees

Headquarters location

Charlotte, NC, US

Year founded

2004

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