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Remote Portfolio Performance Analyst Jobs in Washington

A1FED, Inc.

Be Seen First

Business Analyst, Tester and Virtual Trainer

Washington, DC · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

This is a remote (US only) position supporting an IT investment and portfolio management initiative ... exceptional performance to enable our clients achieve their goals. We provide the tools and ...

ESM

Business Data Analyst

Vienna, VA · Remote

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

SHRM

Director, Product Strategy & Portfolio

Alexandria, VA · Remote

$249K - $260K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Fully Remote Position: This position is fully remote and requires a reliable high-speed internet ... Analyze product performance, customer behavior, and market trends to inform strategy. * Leverage CR ...

Iridium Satellite, LLC

Project Portfolio Lead

Mclean, VA · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

Iridium Satellite, LLC

Project Portfolio Lead

Leesburg, VA · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

ATCC

Product Manager

Gaithersburg, MD · On-site +1

$115K - $130K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Portfolio Performance & Growth: Monitor portfolio performance and recommend actions to maximize ... Strong analytical, problem-solving, written, verbal, and presentation communication skills.

ATCC

Product Manager

Gaithersburg, MD · On-site +1

$115K - $130K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Portfolio Performance & Growth: Monitor portfolio performance and recommend actions to maximize ... Strong analytical, problem-solving, written, verbal, and presentation communication skills.

ATCC

Product Manager

Manassas, VA · On-site +1

$130K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Portfolio Performance & Growth: Monitor portfolio performance and recommend actions to maximize ... Strong analytical, problem-solving, written, verbal, and presentation communication skills.

ATCC

Product Manager

Gaithersburg, MD · Remote

$115K - $130K/yr

  • Medical

  • Life

  • Retirement

  • PTO

... portfolio performance, and drives growth initiatives by leveraging customer insights, competitive intelligence, and financial analysis. Seeking a Product Manager, ideally with a background in product ...

ATCC

Product Manager

Gaithersburg, MD · On-site +1

$115K - $130K/yr

  • Medical

  • Life

  • Retirement

  • PTO

... portfolio performance, and drives growth initiatives by leveraging customer insights, competitive intelligence, and financial analysis. Seeking a Product Manager, ideally with a background in product ...

ATCC

Product Manager

Manassas, VA · Remote

$130K/yr

  • Medical

  • Life

  • Retirement

  • PTO

... portfolio performance, and drives growth initiatives by leveraging customer insights, competitive intelligence, and financial analysis. Seeking a Product Manager, ideally with a background in product ...

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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 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:

Remote Portfolio Performance Analyst jobs near you

Business Analyst, Tester and Virtual Trainer

A1FED, Inc.

Washington, DC • Remote

Full-time

Medical, Dental, Vision, Life, PTO

Posted 15 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

We are seeking a highly motivated and versatile professional to join our team in a combined role of Analyst and Trainer.

The ideal candidate will play a key role across the project lifecycle—from requirements gathering and testing to end-user training and adoption support.

This is a remote (US only) position supporting an IT investment and portfolio management initiative.

This individual will support a high-impact project leveraging:

  • ServiceNow Strategic Portfolio Management (SPM)
  • Proven Optics Capital Planning and Investment Control (CPIC) Application
  • Proven Optics Technology Business Management (TBM) Cost Modeling Application

Key Responsibilities:

As an Analyst:

  • Collaborate with business stakeholders to gather and refine requirements
  • Develop process documentation, user stories, and business workflows
  • Support configuration decisions aligned with best practices in IT portfolio and financial management

As a Tester:

  • Develop and execute test plans and test case scenarios
  • Validate system functionality, reports, and dashboards
  • Identify and track defects, and support remediation efforts

As a Trainer:

  • Design and deliver training materials, including user guides, video walkthroughs, and SOPs
  • Facilitate virtual and live training sessions for end-users and stakeholders
  • Provide ongoing user support and promote platform adoption

Required Skills:

  • U.S. Citizenship OR Permanent Resident
  • Active Public Trust or higher clearance
  • 3+ years of experience as an Analyst, Tester, Trainer
  • Experience documenting functional and technical requirements into User Stories and Expected Results
  • Experience developing Test Plans, test cases, and tracking issues
  • Demonstrated ability to test systems against documented requirements
  • Design and deliver training materials, including user guides, video walkthroughs, and SOPs
  • Facilitate virtual training sessions for end-users and stakeholders
  • Extremely well-developed organizational, time management, and analytical skills
  • Strong attention to detail and documentation skills
  • Excellent communication skills with the ability to simplify complex technical information
  • This position allows you to work remotely from within the United States only.
  • Ability to work 8 AM to 5 PM EST
  • Ability to work independently in a remote team environment
  • Proficiency with Microsoft Office tools (Word, Excel, PowerPoint, Teams)
  • Ability to work effectively in a remote, collaborative environment

Highly Desired Skills:

  • Hands-on experience with ServiceNow Strategic Portfolio Management (SPM)
  • Familiarity with Proven Optics CPIC or TBM applications
  • Familiarity with Agile or SAFe delivery methodologies
  • Experience using ServiceNow Dev/QA/Test environments
  • ServiceNow certifications
  • Strong understanding of IT portfolio management, capital planning, or IT financial management

Benefits:

  • Competitive salary
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and federal holidays
  • Flexible remote work environment

Company Description

A1Fed is a fast growing small business supporting the federal government. As a Hire Vets Gold Medallion awardee, A1Fed offers exciting growth opportunities and excellent benefits to its employees. We’re passionate about the inspirational missions of our customers and we entrust our employees and teams to deliver exceptional performance to enable our clients achieve their goals. We provide the tools and resources to help you be successful, and our culture fosters an environment in which idea sharing and collaboration is essential.

A1FED is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity or expression, veteran status, disability, genetic information, or any other factor prohibited by applicable anti-discrimination laws. We participate in E-Verify+.