Remote Portfolio Analyst Jobs

13 of 13 Remote Portfolio Analyst Jobs

Senior Portfolio Analyst

Warwickshire, England, United Kingdom
Hybrid / WFH Options
Pontoon
Job Title : Senior Portfolio Analyst Location : Warwick - Hybrid (2 days in office) Rate : £550 per day inside umbrella - 3 months contract with possible extensions About the Role: As a Project Manager, you will play a crucial role in the effective management of a complex portfolio of work. Reporting to the Head of Portfolio Office, you'll … work alongside a talented team to ensure that our portfolio investments align with strategic objectives and maximize value. Your expertise will be essential in facilitating business case submissions for funding drawdown and driving portfolio performance management. What You'll Be Doing: Designing Portfolio Management Processes: Create and implement robust processes to enhance efficiency and effectiveness across the … clear and consistent documentation for new processes, including how-tos and FAQs. Facilitating Governance Forums: Lead governance forums, Change Boards, and Approval Boards to ensure effective decision-making. Guiding Portfolio Analysts: Provide expert guidance on processes and best practices, fostering a culture of excellence and continuous improvement. About You: We're looking for someone who shares our passion for More ❯
Employment Type: Contractor
Rate: £500.00 - £550.00 per hour
Posted:

Portfolio Analyst

Crewe, Cheshire, England, United Kingdom
Hybrid / WFH Options
Adecco
Job Title: Portfolio/PMO Analyst Location: Crewe (Hybrid - Monday to Friday, standard office hours) Contract Type: Full-time, Fixed-term (until March 2026) Employment Type: PAYE via Adecco Salary: Up to £49,000 per annum/£27 per hour (non-negotiable) About the Role: We are seeking a skilled and proactive Portfolio/PMO Analyst to join a well-established automotive organisation's Value Delivery Office (VDO). This internal team plays a key role in managing the IT portfolio and enabling value delivery across projects and services. The role is full-time (35 hours per week, Monday to Friday) and runs until March 2026. Key Responsibilities: Support the maintenance of the IT … portfolio, including prioritised, funded, and governed projects, and IT services such as licences and support costs. Develop and maintain demand capture templates to categorise, quantify, and prioritise incoming requests. Maintain records of incoming demand and ensure quality through completeness checks. Support the collection and maintenance of Opex and Capex demand associated with projects and services. Coordinate monthly updates of More ❯
Employment Type: Temporary
Salary: Salary negotiable
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Buda, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Southlake, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Hutto, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Kyle, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Austin, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Pflugerville, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Taylor, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Leander, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

San Marcos, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Cedar Park, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:

Senior Business Analyst - Portfolio Optimization - Hybrid

Round Rock, Texas, United States
Hybrid / WFH Options
Charles Schwab
and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯
Employment Type: Permanent
Salary: USD Annual
Posted:
Portfolio Analyst
Work from Home
10th Percentile
£45,611
25th Percentile
£54,313
Median
£76,250
75th Percentile
£90,000