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Remote Portfolio Performance Analyst Jobs in Washington

We are hiring a Business Data Analyst for an exciting remote opportunity. and Responsibilities ... portfolio performance. The position requires excellent customer service skills and technical ...

Project Portfolio Lead

Mclean, VA · On-site +1

$130K - $170K/yr

... and remote operations all rely on Iridium to stay connected. We take our responsibility for ... In this role, you will lead the planning, prioritization, governance, and performance management of ...

Project Portfolio Lead

Leesburg, VA · On-site +1

$130K - $170K/yr

... and remote operations all rely on Iridium to stay connected. We take our responsibility for ... In this role, you will lead the planning, prioritization, governance, and performance management of ...

This role supports the Government in assessing, managing, and communicating portfolio performance ... Financial and investment analysis; applying extensive knowledge of CBP OIT financial management ...

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

Data Management Analyst

Booz Allen Hamilton

Washington, DC • On-site, Remote

Full-time

Medical, Life, Retirement, PTO

Posted 25 days ago


Booz Allen Hamilton rating

8.8

Company rating: 8.8 out of 10

Based on 47 frontline employees who took The Breakroom Quiz

9th of 58 rated business consultants


Job description

Data Management Analyst

The Opportunity:

To achieve an organization's mission, leaders need strong team members who can develop innovative solutions, evaluate the latest technologies and strategic initiatives, and manage projects, programs, and portfolios. We are looking for a Data and Program Analyst to support with data analysis, metrics, outcomes, tracking and analysis, data visualization, and portfolio coordination. The role will focus on optimizing business practices, developing performance metrics, and delivering actionable insights through dashboards and reporting tools, promoting a data-driven culture by establishing best practices and improving knowledge sharing. The ideal candidate is a technically sophisticated and mission-driven professional who thrives at the intersection of science, strategy, and program execution.

As part of our team, you'll work with world-class scientists, technical experts, and public health professionals to support enabling technologies. Your attention to detail, flexibility, communication skills, understanding of the client's mission, and problem-solving will enable the mission's success. Our client supports the advanced research and development (R&D) of medical countermeasures (MCMs) to protect Americans and respond to 21st-century national health security threats. They employ a comprehensive portfolio approach to address the public health consequences of CBRN events, pandemic influenza, and emerging infectious diseases.

What You'll Work On:

  • Develop, maintain, and optimize dashboards and data visualization tools to support program performance and decision-making.

  • Define, track, and report key metrics for R&D programs, including outcomes and portfolio performance.

  • Analyze portfolio and program data to generate insights and support leadership briefings.

  • Streamline and automate data collection, validation, and reporting processes using Microsoft 365 tools.

  • Maintain accurate and accessible program documentation, including reports, trackers, and meeting materials.

  • Track program milestones, budgets, and deliverables.

  • Conduct deep landscape analyses including literature, market, and stakeholder engagement to identify emerging technologies, gaps, opportunities and potential players.

  • Translate insights into actionable program strategies and funding priorities.

  • Develop high-quality briefings, reports, and strategic communications for senior leadership.

  • Additional duties related to programmatic or analytic support as needs emerge.

Join us. The world can't wait.

You Have:

  • 5+ years of experience in early-stage biomedical product development

  • Experience in Microsoft 365 tools, including Teams, SharePoint, Lists, Forms, and Power BI

  • Experience with data visualization and developing and maintaining dashboards and data systems such as Tableau or Power BI

  • Ability to obtain and maintain a Public Trust or Suitability/Fitness determination based on client requirements

  • Bachelor's degree in a Biology, Chemistry, Life Science such as Immunology, Molecular Biology, Biochemistry, or Microbiology, or Physical Science field such as Engineering, Physics, or Computer Science

Nice If You Have:

  • Experience in program or project management in a scientific, engineering, or biomedical field coordinating with cross-functional teams

  • Experience supporting or developing programs involving digital health technologies such as remote monitoring, digital diagnostics, real-world data, or AI/ML applications

  • Ability to operate independently within a fast-paced environment and maintain diligent adherence to deadlines and deliverables

  • Ability to synthesize complex information into clear, compelling narratives including development of program materials, briefings, and stakeholder engagement

  • Ability to manage multiple priorities, operate under tight timelines, and pivot quickly in a dynamic collaborative environment

  • Possession of excellent written and verbal communication skills

  • Master's degree in a Biology, Chemistry, Life Science such as Immunology, Molecular Biology, Biochemistry, or Microbiology, or Physical Science field such as Engineering, Physics, or Computer Science

Vetting:

Applicants selected will be subject to a government investigation and may need to meet eligibility requirements of the U.S. government client.

Compensation

At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen's benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.

Salary at Booz Allen is determined by various factors, including but not limited to location, the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements. The projected compensation range for this position is $77,600.00 to $176,000.00 (annualized USD). The estimate displayed represents the typical salary range for this position and is just one component of Booz Allen's total compensation package for employees. This posting will close within 90 days from the Posting Date.

Identity Statement

As part of the hiring process, we will ask you to complete an identity verification process that leverages advanced biometrics and artificial intelligence to ensure authenticity and protect against identity fraud. You are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.

Candidate AI Usage Policy

AI is a part of our daily work at Booz Allen, and we are committed to the responsible and ethical use of AI tools. However, we want to ensure a fair candidate process based on your own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) or other tools to assist with responses during interviews (whether in-person or virtual) is prohibited unless permission is explicitly provided.

Work Model
Our people-first culture prioritizes the benefits of collaboration, whether it occurs in person or virtually. To support engagement and effective communication, employees working virtually are generally expected to have their cameras on during meetings.

  • Remote: If this position is listed as remote, there may still be occasions when you are required to work in person at a Booz Allen or customer facility.

  • Hybrid: If this position is listed as hybrid, you will be expected to work from a Booz Allen facility frequently, in alignment with leadership expectations and the needs of the role. You may also be required to work from or visit a customer facility.

  • Onsite: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role.

Commitment to Non-Discrimination

All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local, or international law.


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About Booz Allen Hamilton

Sourced by ZipRecruiter

Booz Allen Hamilton is a leading provider of management and technology consulting services to the US government in defense, intelligence, and civil markets. Headquartered in McLean, Virginia, the firm also serves major corporations, institutions, and not-for-profit organizations. Founded in 1914 by Edwin G. Booz, the company has a long-standing tradition of helping clients achieve success by delivering a wide range of consulting services that include strategic planning, human capital and learning, communication, systems development, and others. The company's mission is to empower people to change the world, and it has a reputation for maintaining the highest standards of integrity and-excellence.

Industry

It services

Company size

10,000+ Employees

Headquarters location

McLean, VA, US

Year founded

1914