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Remote Portfolio Performance Analyst Jobs in Westminster, MD

Deductions Analyst

Hanover, PA · On-site +1

$46K - $64K/yr

Our portfolio includes the iconic Campbell's brand, as well as Cape Cod, Chunky, Goldfish, Kettle ... Regular interaction with remote Sales, Finance, Customer Service, and Business Teams via phone ...

Account Manager

Walkersville, MD · On-site +1

$113K - $132K/yr

This role is fully remote, offering flexibility to work from any location with reliable internet ... Performance-related bonus. * Medical, dental and vision insurance. * 401(k) matching plan. * Life ...

Account Manager

Walkersville, MD · On-site +1

$113K - $132K/yr

This role is fully remote, offering flexibility to work from any location with reliable internet ... Performance-related bonus. * Medical, dental and vision insurance. * 401(k) matching plan. * Life ...

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Showing results 1-20

Remote Portfolio Performance Analyst information

See Westminster, MD salary details

$26.4K

$72.3K

$123.5K

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

As of Aug 25, 2026, the average yearly pay for remote portfolio performance analyst in Westminster, MD is $72,254.00, 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.

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

The top searched job categories for Remote Portfolio Performance Analyst jobs in Westminster, MD are:

What cities near Westminster, MD are hiring for Remote Portfolio Performance Analyst jobs?

Cities near Westminster, MD with the most Remote Portfolio Performance Analyst job openings:

Future Opportunities: Relationship Manager

Element Fleet Management Corp.

Owings Mills, MD • On-site, Remote

$100K - $132K/yr

Full-time

Medical, PTO

Re-posted 23 days ago


Job description

Get started on an exciting career at Element!
Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team.
This is an evergreen position intended to build a pipeline of qualified candidates for anticipated future openings. While we may not have an immediate vacancy today, we regularly hire for this role and encourage interested candidates to apply so we can connect as opportunities become available.
About the Role
As a client-focused Relationship Manager on our Commercial team you will serve as the overall strategic owner of assigned client relationships and be accountable for driving long-term revenue growth, client retention, client satisfaction, and expansion opportunities across your portfolio. You will develop and execute proactive account strategies, strengthen customer partnerships, identify growth opportunities, and align Element's products and services to support client success. Success in this role requires strong cross-functional leadership, executive relationship management, commercial acumen, and the ability to influence internal and external stakeholders to deliver measurable business results.
What You'll Do
  • Serve as the primary owner and executive steward of assigned client relationships across the full customer lifecycle, responsible for overall client health, retention, growth, and long-term strategic partnership success.
  • Develop and execute comprehensive account strategies and annual portfolio plans designed to achieve revenue growth, client retention, pricing optimization, contract renewals, and expansion opportunities across the assigned client portfolio.
  • Maintain proactive engagement with clients to understand business priorities, operational challenges, growth initiatives, and evolving requirements through Know Your Client (KYC) strategies and executive relationship management.
  • Identify, qualify, and drive strategic growth opportunities including cross-sell, upsell, share-of-wallet expansion, new service adoption, and multi-regional opportunities.
  • Partner with clients to develop value-driven solutions aligned to customer goals while managing objections, escalations, risks, and client concerns.
  • Lead proactive client renewal strategies including RFP management, pricing negotiations, contract strategy, and commercial optimization.
  • Maintain portfolio visibility and operational discipline through Salesforce.com (SFDC), including forecasting, relationship plans, opportunity management, pipeline management, and executive account summaries.
  • Analyze portfolio performance and market trends to identify strategic opportunities, competitive threats, and revenue acceleration opportunities.
  • Lead and coordinate cross-functional engagement across Sales, Client Success, Operations, Strategic Consulting, Ordering, Product, Finance, and other internal teams to deliver an exceptional customer experience.
  • Drive execution of customer engagement plans while collaborating with internal stakeholders to resolve issues, improve client satisfaction, and achieve client objectives.

Basic Qualifications
  • Experience managing and growing a portfolio of existing client relationships.
  • Experience developing account strategies, retention plans, and commercial growth initiatives.
  • Strong executive relationship management and client engagement skills.
  • Experience collaborating across cross-functional business teams.
  • Commercial acumen with experience supporting revenue growth, renewals, and pricing optimization.
  • Ability to manage complex customer relationships while working independently.

Preferred Qualifications
  • Education: College/University degree preferred.
  • Experience working with Salesforce.com (SFDC) or similar CRM platforms.
  • Experience supporting clients across North America and Latin America.
  • Knowledge of account planning, pipeline management, and opportunity management.
  • Experience aligning products and services with customer business objectives.
  • Strong strategic planning, influencing, and stakeholder management skills.
  • For Canada Only Fluency in French and English an asset

Location: Remote, USA
Compensation
The hiring base salary range for this position is $100,000 - $132,000 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location.
By applying, you'll be considered for future opportunities that align with your experience. While there may not be an immediate opening, our recruiting team reviews applications on an ongoing basis and may contact qualified candidates for exploratory conversations, networking opportunities, or future positions as hiring needs arise. Because this is a talent pipeline posting, the timing of recruiter outreach will vary based on business needs and anticipated openings.
What's in it for You
• A culture of innovation, empowerment, decision-making, and accountability
• Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness
• Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays)
Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended.
Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to talentacquisition@elementcorp.com or call (800) 665-9744. Element Fleet Management also uses AI-assisted tools to help screen and assess applications. These tools analyze information you provide (for example, your rēsumē and screening responses) to identify job-related skills, qualifications, and experience. AI outputs do not by themselves determine whether you advance or receive an offer - they assist recruiters and hiring managers. Final hiring decisions are made by people.
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