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Remote Portfolio Performance Analyst Jobs in Washington

Track performance against plan and use results to refine portfolio strategy. * Contract ... While this position is open to remote candidates across the U.S., we will prioritize those who live ...

Track performance against plan and use results to refine portfolio strategy. * Contract ... While this position is open to remote candidates across the U.S., we will prioritize those who live ...

... portfolio performance, organizational project management maturity, and continuous improvement ... Remote work options are available after a brief acclimation period. Essential Duties and ...

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

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

Senior Financial Analyst - Remote

Reston, VA · On-site +1

$89K - $111K/yr

You will work closely with cross-functional teams to analyze business performance, build models ... LI-Remote #LI-JM2 Interested in joining Team Thriveworks? We're thrilled to meet you! With Job ...

... analytics, cybersecurity, and other modern technologies to help federal agencies solve complex ... The Senior Director will establish consistent portfolio governance, monitor performance across ...

Showing results 41-60

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:

Analyst/Associate, Investments & Portfolio Management

RCLCO

Bethesda, MD • On-site, Remote

$115K/yr

Full-time

Re-posted 22 days ago


Job description

RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients.

RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including:

  • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;
  • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;
  • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and
  • Providing strategic thinking regarding investment analyses, portfolio construction, and management through presentations, articles, and custom work for clients.

Position Summary:

RFA seeks qualified and experienced Analysts and Associates for our Investments & Portfolio Management team. The position will be based in Los Angeles, Denver, or Washington, D.C.

Key Job Responsibilities:

  • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;
  • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;
  • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;
  • Research and develop knowledge of industry trends and participants;
  • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and
  • Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients

Preferred Qualifications:

  • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;
  • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;
  • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;
  • Excellent written and verbal communication skills;
  • Demonstrated knowledge of commercial real estate underwriting and valuation, and
  • Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy
  • Years of experience - for Analysts: 1-3 years; Associates: 3-6 years

Our benefits package includes:

  • Hybrid schedule flexibility, with team members in the office three days per week and the option to work fully remote 4 weeks each year
  • 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense)
  • Competitive vacation and wellness/sick time provided annually
  • Family planning and fertility benefits
  • Employer-paid family leave after one year of employment
  • Employee stipend for continuing education and professional development
  • Commuting stipend for team members not driving to work
  • Cell phone stipend
  • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, walking pads, and healthy snacks supplied in each office location
  • Annual employer contribution to 401(k)
  • Option to participate in FSA or HSA
  • In-office lunches and social events on a regular basis

Please be sure to indicate your preferred office and report your grade point averages (GPAs) for all relevant academic programs.

Compensation: Depending on title/experience, estimated base salary range: $70-115K, plus annual bonus.

Equal Opportunity Employer - Drug-Free Workplace

RCLCO is committed to cultivating a working environment that respects and values individuals from a broad range of backgrounds and experiences.