ZipRecruiter

Log In

2

Remote Portfolio Performance Analyst Jobs in Smithfield, RI

Prelim

Client Strategy Analyst

Boston, MA · Remote

$130K - $140K/yr

... remote-first startup on a mission to make banking more accessible for everyone. Why We're Looking for You We're looking for a Client Strategy Analyst to support our growing portfolio of live banking ...

New

MM International

Investment Data Analyst

Boston, MA · Remote

Boston, MA (Remote for good candidate but No PST candidates) Duration: 6+ months Contract Video ... Evolve Client and Client Portfolios Masters with new attributes, as required * Review and provide ...

Tines

Senior Performance Marketing Manager

Boston, MA · On-site +1

US Eastern or Central Time Zones (Remote) and Dublin, Ireland (Remote) What You'll Do * Own the ... Own paid media reporting, performance analysis, budget recommendations, and investment planning ...

Overture Partners

Zscaler Security Analyst

Boston, MA · On-site +1

$45 - $50/hr

... remote access environment built on Zscaler. This position is ideal for someone with hands-on ... portfolio. * Collaborate with security, infrastructure, and application teams to ensure secure ...

Staples, Inc.

Senior Financial Analyst II

Framingham, MA · On-site +1

$87K - $109K/yr

Our Finance team partners across the business to drive performance, deliver meaningful insights ... For MA or Remote in US : It is unlawful in Massachusetts to require or administer a lie detector ...

ezCater, Inc

Senior Analyst, Product (Remote)

Boston, MA · On-site +1

$120K - $146K/yr

Join us as a Senior Analyst in our thriving Product Analytics team, where you'll unleash the power ... Root cause changes to business performance, partnering with stakeholders to deliver upon north star ...

Huntington

Collateral Analyst Sr

Boston, MA · On-site +1

$27.40 - $62.50/hr

Provides excellent customer service for a defined portfolio of Borrowers that includes problem ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

previous pagenext page

Showing results 21-40

All JobsPortfolio Performance Analyst JobsRemote Portfolio Performance Analyst JobsRemote Portfolio Performance Analyst Jobs in Smithfield, RI

Remote Portfolio Performance Analyst information

See Smithfield, RI salary details

$26.4K

$72.3K

$123.5K

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

As of Aug 23, 2026, the average yearly pay for remote portfolio performance analyst in Smithfield, RI is $72,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,900.00 and $86,000.00 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.

Remote Portfolio Performance Analyst jobs near you
Infographic showing various Remote Portfolio Performance Analyst job openings in Smithfield, RI as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $72,252 per year, or $34.7 per hour.

Client Strategy Analyst

Prelim

Boston, MA • Remote

$130K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

Transform how banks serve their customers

Prelim is modernizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to multi-billion dollar financial institutions. We're a fast-growing, remote-first startup on a mission to make banking more accessible for everyone.

Why We’re Looking for You

We’re looking for a Client Strategy Analyst to support our growing portfolio of live banking clients. In this role, you’ll act as a trusted partner to financial institutions after they go live, helping them successfully operate, troubleshoot, and scale their use of the Prelim platform.

This role sits at the intersection of customer success, problem-solving, and internal coordination. You’ll work closely with bank stakeholders, as well as Prelim’s product, engineering, and sales teams.

What You’ll Do

  • Manage a portfolio of live banking clients as their trusted partner after go-live

  • Conduct regular check-ins and maintain strong relationships with stakeholders from bank operations staff to executives

  • Develop and maintain customer workflows & configurations to align with each institution's goals

  • Handle support escalations, troubleshoot platform issues, and make adjustments on live calls with financial institutions

  • Partner closely with product and engineering teams to investigate bugs, advocate for customer needs, and communicate resolution timelines

  • Manage support ticket flow to ensure timely resolution of customer issues

  • Educate and enable bank employees on platform capabilities and best practices during and after implementation

  • Step in to support strategic implementations during resource crunches, helping with configuration and project management

  • Analyze, synthesize, and communicate product releases to customers

  • Navigate complex customer relationships and de-escalate high-stakes situations while protecting the team

What We’re Looking For

  • Exceptional customer-facing instincts and the ability to manage multiple stakeholders effectively

  • Strong analytical aptitude and a structured approach to diagnosing and solving problems

  • Technical skills in a scripting language

  • Grace under pressure, you stay calm during escalations or high-stakes customer situations

  • Excellent written and verbal communication skills, especially when explaining complex topics to non-specialist audiences

  • Strong organizational skills and comfort managing multiple priorities and accounts

  • Proactive mindset, you identify and address issues before they become problems

  • Genuine care for customers and willingness to go above and beyond

  • Legally authorized to work in the United States and located within the continental United States

About Prelim

Prelim is a San Francisco and New York City-based startup that operates with fully remote positions across the US, helping banks onboard their customers. Our platform is designed to streamline the account opening process for both consumers and businesses, accelerating speed-to-market and enhancing the customer experience for financial institutions. If you’re excited to help shape the future of the banking industry, we encourage you to apply and join our team at Prelim. We are seeking individuals who are driven, ambitious, and eager to make a real impact in a traditional industry ready for technological innovation.

We offer equity, a sponsored 401K, parental leave, and fully paid health, vision, and dental insurance. Additional benefits include unlimited PTO, a remote work stipend, a life-style stipend, and twice-yearly company offsites.

Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking.

Compensation Range: $130K - $140K