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Remote Portfolio Performance Analyst Jobs in Riverside, CA

Senior Functional Analyst (Remote)

Santa Ana, CA · Remote

$91K - $121K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Provide functional support for a portfolio of enterprise applications, including Oracle Financials ... Analyze and resolve application issues while coordinating with internal technical teams and ...

Business Operations Analyst

Anaheim, CA · On-site +1

$85K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

California (Remote/Hybrid) Employment Type: Full-time Salary: $85,000 - $100,000 per year ... evaluate risks, analyze performance trends, and implement solutions that improve operational ...

Business Operations Analyst

Orange, CA · On-site +1

$85K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

California (Remote/Hybrid) Employment Type: Full-time Salary: $85,000 - $100,000 per year ... evaluate risks, analyze performance trends, and implement solutions that improve operational ...

Be Seen First

You can work remote from home and would be expected to come on-site at office per the schedule ... The EHR Analyst evaluates system performance, implements enhancements, manages data reporting, and ...

Asset Manager

Lake Forest, CA · On-site +1

$80K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... portfolio performance. * Familiarity with financial analysis, discounted cash flow concepts, and Net Present Value (NPV) modeling. * Advancedproficiencyin Microsoft Excel, including the ability to ...

REMOTE - US Residents Only  We are looking for a thorough and analytical Data Analyst to ... Work with groups to create key performance indicators (KPIs) and to pinpoint critical metrics for ...

This is a remote role with periodic in-person team meetings in Pomona, CA . About the Role: We are ... performance analysis that solve complex business problems. * Develop intuitive dashboards and ...

This is a remote role with periodic in-person team meetings in Pomona, CA . About the Role: We are ... performance analysis that solve complex business problems. * Develop intuitive dashboards and ...

Price Analyst II

Irvine, CA · Remote

$73K - $113K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: * Develop and execute ... Conduct advanced statistical analysis of pricing performance and market trends * Design and analyze ...

Price Analyst II

Irvine, CA · Remote

$73K - $113K/yr

This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: * Develop and execute ... Conduct advanced statistical analysis of pricing performance and market trends * Design and analyze ...

This position requires use of MS Excel software to analyze and aggregate data related to Budgets ... costs, for a portfolio of projects * Candidate will be required to interface with multiple ...

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Showing results 1-20

Remote Portfolio Performance Analyst information

See Riverside, CA salary details

$28.7K

$78.4K

$134.1K

How much do remote portfolio performance analyst jobs pay per year?

As of Aug 18, 2026, the average yearly pay for remote portfolio performance analyst in Riverside, CA is $78,442.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,400.00 and $93,400.00 per year, depending on experience, location, and employer.

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 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.

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 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.

What are popular job titles related to Remote Portfolio Performance Analyst jobs in Riverside, CA?

For Remote Portfolio Performance Analyst jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Remote Portfolio Performance Analyst jobs in Riverside, CA look for?

The top searched job categories for Remote Portfolio Performance Analyst jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Remote Portfolio Performance Analyst jobs?

Cities near Riverside, CA with the most Remote Portfolio Performance Analyst job openings:

Infographic showing various Remote Portfolio Performance Analyst job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $78,442 per year, or $37.7 per hour.

Account Director, Client Strategy (Remote US)

Directive

Irvine, CA • Remote

$100K - $160K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago


Job description

About Directive

Directive Consulting is the leading B2B marketing agency for brands that are serious about the metrics that matter most.
With over a decade of expertise and 420+ B2B brands under our belt, we've earned our reputation on real outcomes. We run through 3 divisions: Performance, Communications, and Commerce, all wired to share intelligence and answer to revenue. That system spans everything from Paid Media and Content Marketing, to PR and Paid Social, to Marketplace and Lifecycle Marketing. Tying it all together is our methodology, DiscoverabilityOS™, which aligns brand and demand to guide your ICP to choose you across every decision point.
We move fast. We think boldly. We hire people who challenge the status quo, build campaigns worth talking about, and make bold brands impossible to ignore. If you live for performance, love solving hard problems, and want your work to actually mean something, you'll fit right in.

 
Role Summary

The Account Director, Client Strategy is the senior strategic and commercial owner of a portfolio of Directive’s most valuable and complex client relationships.

This role sits at the intersection of strategy, growth, and execution, serving as the primary point of accountability for retention, expansion, and client experience across a high-value portfolio. You’ll act as a trusted advisor to VP- and C-suite stakeholders, while aligning Paid Media, SEO, CRO, Creative, and RevOps teams around unified business outcomes.

Account Directors are expected to operate with autonomy, commercial rigor, and executive presence, owning the full lifecycle of the client relationship and directly influencing Directive’s Net Revenue Retention.

 
Key Responsibilities
  • Own Strategic Client Relationships: Serve as the senior, day-to-day strategic lead for enterprise and high-growth clients, owning executive communication and long-term partnership value.

  • Drive Retention & Expansion: Develop and execute renewal, upsell, and cross-sell strategies tied directly to NRR performance.

  • Architect Cross-Channel Strategy: Design integrated growth plans across Paid Media, SEO/Content, CRO, Creative, and RevOps, ensuring cohesive execution and reporting.

  • Commercial Ownership: Own portfolio economics including forecasting, margin health, scope control, and renewal negotiations.

  • Lead QBRs & Executive Storytelling: Translate performance data into clear business narratives that connect marketing execution to revenue impact.

  • Cross-Functional Leadership: Partner with channel leads, PMs, and operations to align priorities, manage risk, and maintain delivery excellence.

  • Risk & Escalation Management: Proactively identify client risks and mitigate issues before escalation to executive leadership.

  • Team Leadership: Mentor strategists, analysts, and project teams to elevate strategic thinking and commercial accountability.

 
Success Metrics (KPIs)
  • Net Revenue Retention (NRR)

  • Renewal Rate

  • Customer Satisfaction (CSAT)

 
Who You AreExperience & Background
  • 7–12 years of experience in agency or client services roles, with significant exposure to B2B SaaS or technology clients.

  • Proven experience owning renewals, upsell, and cross-sell motions across a $2M+ portfolio.

  • Strong fluency across Paid Media, SEO/Content, CRO, Creative, and RevOps, with the ability to connect execution to business outcomes.

  • Experience partnering with VP-, CMO-, and CRO-level client stakeholders.

  • Driven to stay ahead of industry trends, including actively learning how AI and automation can enhance marketing and operations.

Core Competencies
  • Executive Communication: Clear, confident communicator who can translate performance into business impact.

  • Commercial Acumen: Comfortable owning forecasts, margins, scope, and renewal economics.

  • Strategic Operator: Able to set direction while maintaining operational discipline.

  • Cross-Functional Leadership: Influences without direct authority and aligns diverse teams around shared goals.

  • Growth Mindset: Continuously seeks better ways to drive client and portfolio performance.

Cultural Fit & Traits
  • Trusted Advisor Mentality: Builds durable client relationships grounded in integrity and impact.

  • Client-Obsessed: Prioritizes client outcomes and long-term partnership value.

  • Collaborative: Works seamlessly across teams and disciplines.

  • Resilient & Adaptable: Thrives in a fast-paced, high-accountability environment.

  • Directive DNA: Operates with precision, ownership, and a bias toward action.

 

What We Offer:

🏠 We have a set living wage at Directive; The annual base salary range for this position based in the United States is $100,000- $160,000 USD with bonus eligibility. This salary range is an estimate, and the actual salary may vary based on Directive's compensation practices, job related skills, and depth of experience.

🙏 Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle

Including a 100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX)

Benefits to Support the Whole Person:

🧠 Mental - Access to certified therapists through Spring Health, membership to Headspace

💪 Physical - Physical therapy through Omada, thousands of Aaptiv virtual workouts, complimentary One Medical membership for primary and virtual care

🛫 Time Off - Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave

💰 Financial - Traditional and Roth 401(k) with a 3% company match

🌟 Bonus - Annual bonus based on tenure, which scales in total amount over time

🌴 Annual Company-wide Retreat

 

Work Environment Requirements

As a remote-first company, you’ll have the ability to work from your home office. For some positions, as posted, we will accommodate global opportunities where we have established businesses, including Canada, Mexico, and the UK. For global locations, you must have established and current work authorization and permanently reside in that country.

This role has the opportunity to operate 100% virtually from your home office. We primarily collaborate with our colleagues through virtual meetings (Zoom), and Slack. In this role, you will be required to operate a laptop computer (PC or Mac available), computer software platforms, and other office productivity tools as necessary. Due to the nature of this role, you must be able to remain stationary for extended periods, must be able to observe and interpret written and/or verbal communication, must have reliable internet access, and a professional background.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

If you require reasonable accommodations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, direct your inquiries to recruiting@directiveconsulting.com.

Additional Information

At Directive, one of our core values is People First. We’re committed to fostering a more diverse and inclusive culture in the digital landscape. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.