Remote Equity Portfolio Manager Jobs
Remote Equity Portfolio Manager jobs are open across asset management, wealth management, and fintech at remote-first firms and distributed investment teams, from junior analyst-level roles building toward portfolio oversight to senior positions managing multi-asset equity strategies independently. Employers hiring remote equity portfolio managers right now include Alvarez & Marsal, CrossCountry Consulting, and RR Donnelley. See the openings below and apply to the ones that match your experience.
Find JobsOverview
Showing 5 of 78+ Remote Equity Portfolio Manager jobs
About Us:
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description:
The Manager, Equity Management Operations is accountable for the management of the Operations team that provides operational support and service delivery to outsourced Equity plan administration customers. This position reports to the Senior Director, Equity Management Operations.
Responsibilities:
- Plan, organize, and manage a wide range of highly complex operational activities
- Manage operations personnel including hiring, training, and staff development.
- Develop, implement, and monitor goals, objectives, and work standards
- Minimize risk associated with large amounts of data processing
- Assist in the short and long-range planning of team goals and objectives
- Work collaboratively and actively coordinate operations deliverables with peers in the Administration Services group
- Work closely with the team leadership to research and resolve escalated inquiries from Insight Software administration clients
- Assist Operations Specialists with organizing complex processing events and quarter end activities
- Facilitate problem solving meetings and discussions to identify and implement appropriate solutions
- Coordinate projects necessary to successfully support complex client needs
- Communicate project findings, conclusions and recommendations with clients and management
- Perform internal control design and process testing for Sarbanes-Oxley compliance
- Actively participate in establishing internal business process as needed
- Formulate responses to clients on complex operational issues
- Research issues and recommend solutions in support of complex plan designs
- Perform special project work as needed Apply AI tools to streamline work, such as drafting client correspondence and report summaries, building Excel formulas and scripts, automating recurring data checks and reconciliations, and flagging anomalies in audit reports. Document and share efficiencies with the team.
Qualifications
Key Requirements:
- B.S. in a Business Administration, Economics, Accounting, or Finance
- 3+ years in supervisory/management role
- CEP (Certified Equity Professional) Certification or attainment within 24 months
- High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
- SalesForce experience preferred
- Strong analytical and independent problem-solving skills
- Excellent written and verbal communication skills
- Ability to work well in a collaborative environment
- Adequate knowledge of organizational effectiveness and operations
- Strong organizational skills required to successfully lead in a fast-paced work environment
- Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual.
For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.
Your specific offer within this range will be determined by your skills, experience, and qualifications.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Learn more about our high-energy, high-performance global team: Work With Us
insightsoftware About Us: Hear From Our Team
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
About Us:
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description:
The Manager, Equity Management Operations is accountable for the management of the Operations team that provides operational support and service delivery to outsourced Equity plan administration customers. This position reports to the Senior Director, Equity Management Operations.
Responsibilities:
- Plan, organize, and manage a wide range of highly complex operational activities
- Manage operations personnel including hiring, training, and staff development.
- Develop, implement, and monitor goals, objectives, and work standards
- Minimize risk associated with large amounts of data processing
- Assist in the short and long-range planning of team goals and objectives
- Work collaboratively and actively coordinate operations deliverables with peers in the Administration Services group
- Work closely with the team leadership to research and resolve escalated inquiries from Insight Software administration clients
- Assist Operations Specialists with organizing complex processing events and quarter end activities
- Facilitate problem solving meetings and discussions to identify and implement appropriate solutions
- Coordinate projects necessary to successfully support complex client needs
- Communicate project findings, conclusions and recommendations with clients and management
- Perform internal control design and process testing for Sarbanes-Oxley compliance
- Actively participate in establishing internal business process as needed
- Formulate responses to clients on complex operational issues
- Research issues and recommend solutions in support of complex plan designs
- Perform special project work as needed Apply AI tools to streamline work, such as drafting client correspondence and report summaries, building Excel formulas and scripts, automating recurring data checks and reconciliations, and flagging anomalies in audit reports. Document and share efficiencies with the team.
Qualifications
Key Requirements:
- B.S. in a Business Administration, Economics, Accounting, or Finance
- 3+ years in supervisory/management role
- CEP (Certified Equity Professional) Certification or attainment within 24 months
- High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
- SalesForce experience preferred
- Strong analytical and independent problem-solving skills
- Excellent written and verbal communication skills
- Ability to work well in a collaborative environment
- Adequate knowledge of organizational effectiveness and operations
- Strong organizational skills required to successfully lead in a fast-paced work environment
- Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual.
For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.
Your specific offer within this range will be determined by your skills, experience, and qualifications.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Learn more about our high-energy, high-performance global team: Work With Us
insightsoftware About Us: Hear From Our Team
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
See All 78 Remote Equity Portfolio Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Equity Portfolio Manager Job Market
Who's Hiring
- Alvarez & Marsal21
- CrossCountry Consulting6
- RR Donnelley4
- GIC3
- Deutsche Bank3
Top Industries Hiring
- Consulting & Professional Services26
- Investment & Asset Management4
- Technology & Software2
- Non-Profit & Social Services1
- Healthcare & Medical Services1
What Employers Look For
The qualifications that appear most often in remote equity portfolio manager jobs.
- CFA charter or active candidacy at Level II or III
- 5 or more years of experience managing an equity portfolio or leading fundamental research
- Demonstrated track of building and running a concentrated equity book against a named benchmark
- Proficiency in Bloomberg, FactSet, or comparable institutional research and analytics platforms
- Bachelor's degree in finance, economics, mathematics, or a related quantitative field
- Strong written and verbal communication for investor reporting and portfolio review presentations
Tips for Your Remote Equity Portfolio Manager Job Search
Apply early to remote roles that fit
Migrate Mate lists remote equity portfolio manager openings from across the U.S. in one place, so you can find roles that match your strategy focus and apply directly without sorting through unrelated listings.
Document your investment process in writing
Remote employers can't observe your decision-making in real time, so your written investment memos, trade rationale documents, and portfolio commentary become your primary proof of process. Prepare samples before you start applying.
Show fluency with remote portfolio analytics tools
Highlight hands-on experience with Bloomberg Terminal, FactSet, or Morningstar Direct in your application materials. Remote equity portfolio manager roles require you to run full research and monitoring workflows independently, and tool fluency signals that immediately.
Prepare for async-first remote interviews
Many remote-first asset managers use written case studies or take-home portfolio construction exercises instead of live whiteboard rounds. Practice articulating your equity selection methodology clearly in writing so your process is easy to evaluate remotely.
Remote Equity Portfolio Manager Jobs: Frequently Asked Questions
How do I get a remote equity portfolio manager job?
Remote equity portfolio manager roles go to candidates who can demonstrate disciplined investment process and strong written communication without in-person oversight. Remote-first asset managers and fintech firms prioritize self-direction, documented decision-making frameworks, and proficiency with portfolio analytics platforms. Showing a clear, well-articulated investment thesis in writing and a history of managing positions independently gives you a real edge over candidates who rely on collaborative office environments.
Which companies hire remote equity portfolio managers?
Employers currently hiring remote equity portfolio managers include Alvarez & Marsal, CrossCountry Consulting, and RR Donnelley, per current remote listings on Migrate Mate as of November 2026. These tend to be remote-first asset managers, distributed fintech investment platforms, and registered investment advisors who have built infrastructure to support fully remote portfolio oversight.
Can you get a remote equity portfolio manager job with no experience?
Yes, but remote entry-level equity portfolio manager roles are harder to land because employers expect you to work independently from day one with minimal hand-holding. Smaller remote-first registered investment advisors and fintech platforms are more likely to consider candidates early in their careers. Demonstrating a documented personal investment portfolio, relevant CFA progress, and strong quantitative skills can open doors when direct experience is limited.
Do you need a degree for remote equity portfolio manager jobs?
Usually, but remote employers weigh demonstrated investment performance and professional credentials heavily alongside formal education. A CFA charter, a verifiable track of portfolio decisions with documented rationale, and fluency with equity research tools often carry as much weight as a finance or economics degree, particularly at remote-first firms that evaluate candidates on output rather than credentials alone.
Which industries hire the most remote equity portfolio managers?
Most remote equity portfolio manager openings sit in Consulting & Professional Services, Investment & Asset Management, and Technology & Software, per current remote listings on Migrate Mate as of November 2026. These sectors have built distributed investment teams capable of running full portfolio oversight workflows asynchronously across time zones.
See All 78 Remote Equity Portfolio Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs