Remote Portfolio Analyst Jobs
Remote portfolio analyst jobs are open across the U.S. at remote-first firms, asset managers, and distributed financial teams actively hiring right now. Employers currently posting remote roles include BlackRock, Forward Financing, and OnTrac, with the strongest demand in Education, Technology & Software, and Banking & Financial Services. Find a role that fits below and apply directly.
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Showing 5 of 16+ Remote Portfolio Analyst jobs
Job description
About this role
Analyst, Portfolio Analytics & Reporting Real Estate
Company Description
HPS Investment Partners, a part of BlackRock, is a leading global, credit-focused alternative investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients.
HPS was established in 2007 as a unit of Highbridge Capital Management, LLC (“HCM”), a subsidiary of JPMorgan Asset Management (“JPMAM”). On March 31, 2016, the senior executives of HPS acquired HPS and its subsidiaries from JPMAM and HCM (the “Transaction”. Following the Transaction, JPMAM retained a passive minority investment in HPS, which was subsequently redeemed in April 2022. In June 2018, affiliates of Dyal Capital Partners made a passive minority investment in HPS. In February 2022, an affiliate of The Guardian Life Insurance Company of America made a passive minority investment in HPS, which was subsequently increased in August 2024. On July 1, 2025, BlackRock acquired the business and assets of HPS, with 100% of consideration paid in BlackRock equity (the “HPS/BlackRock Transaction”).
The HPS/BlackRock Transaction brings together BlackRock’s corporate and asset owner relationships with HPS’s diversified origination and capital flexibility. BlackRock and HPS have formed a new private financing solutions business unit (“PFS”) led by Scott Kapnick, Scot French, and Michael Patterson, creating an integrated franchise with approximately $370 billion in client assets, including $205 billion of private credit assets. This combined platform, which has more than 590 investment professionals and approximately 1,300 employees globally, offers broad capabilities across senior and junior credit solutions, asset-based finance, real estate, CLOs and GP-LP solutions. As part of the HPS/BlackRock Transaction, Scott Kapnick, Scot French, and Michael Patterson have joined BlackRock’s Global Executive Committee, and Scott Kapnick has been appointed as an observer to the BlackRock Board.
Department Description
The Portfolio Analytics & Reporting team is responsible for timely and accurate delivery of portfolio track records, performance reporting, and risk metrics for both internal and external stakeholders. The team works closely with Product Specialist, Investor Relations, Fund Accounting, Operations, Valuation, Deal Execution, and Technology teams.
Position Description
The Portfolio Analytics team is seeking an Analyst to join its team to focus on PFS’s Real Estate platform. The team is responsible for timely and accurate delivery of performance reporting and risk metrics both internally to portfolio managers and externally to investors. The team works closely with Product Specialist, Investor Relations, Fund Accounting, Operations and Valuation teams.
Responsibilities
Specific responsibilities will include but not be limited to the following:
- Monitor, track and analyze performance at the investment, portfolio and fund level.
- Create and update client portfolio reports (monthly/quarterly/ ad hoc); prepare ongoing and ad hoc investor data requests, fund performance queries and reports, while collaborating with Valuation, Fund Accounting and Investor Relations teams.
- Ensure the on-going quality and accuracy of performance reporting, maintain the integrity of internal processes and databases used to track key performance and investment metrics at the investment, and portfolio levels including industry, sector, country, investment type, market cap, leverage, and regional exposures, etc.
- Assist in the operational due diligence of existing and potential new investors
- Coordinate and interact with investor relations, compliance, portfolio managers, and operations around new product launches, servicing clients, and delivering custom requests
Candidate Profile
- Bachelor’s Degree in STEM or Business-related field
- 2-4 years of relevant experience
- Interest in credit and financial markets, with strong analytical and problem-solving skills
- Excellent communication skills with the ability to effectively collaborate with stakeholders across the organization
- Experience with data management and various reporting tools with keen attention to detail
- Strong technical skills within Excel
- Knowledge in Python and SQL is a plus
- Strong organizational and process management skills
- A demonstrated strong work ethic and desire to work in a collaborative, small team
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance (opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com (opens in new window). We also encourage you to get to know us on LinkedIn (opens in new window), Instagram (opens in new window), YouTube (opens in new window), X (opens in new window), and TikTok (opens in new window).
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement (opens in new window) and the pay transparency statement (opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com (opens in new window). All requests are treated in line with our privacy policy (opens in new window). (opens in new window)
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.R265359
Job description
About this role
Analyst, Portfolio Analytics & Reporting Real Estate
Company Description
HPS Investment Partners, a part of BlackRock, is a leading global, credit-focused alternative investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients.
HPS was established in 2007 as a unit of Highbridge Capital Management, LLC (“HCM”), a subsidiary of JPMorgan Asset Management (“JPMAM”). On March 31, 2016, the senior executives of HPS acquired HPS and its subsidiaries from JPMAM and HCM (the “Transaction”. Following the Transaction, JPMAM retained a passive minority investment in HPS, which was subsequently redeemed in April 2022. In June 2018, affiliates of Dyal Capital Partners made a passive minority investment in HPS. In February 2022, an affiliate of The Guardian Life Insurance Company of America made a passive minority investment in HPS, which was subsequently increased in August 2024. On July 1, 2025, BlackRock acquired the business and assets of HPS, with 100% of consideration paid in BlackRock equity (the “HPS/BlackRock Transaction”).
The HPS/BlackRock Transaction brings together BlackRock’s corporate and asset owner relationships with HPS’s diversified origination and capital flexibility. BlackRock and HPS have formed a new private financing solutions business unit (“PFS”) led by Scott Kapnick, Scot French, and Michael Patterson, creating an integrated franchise with approximately $370 billion in client assets, including $205 billion of private credit assets. This combined platform, which has more than 590 investment professionals and approximately 1,300 employees globally, offers broad capabilities across senior and junior credit solutions, asset-based finance, real estate, CLOs and GP-LP solutions. As part of the HPS/BlackRock Transaction, Scott Kapnick, Scot French, and Michael Patterson have joined BlackRock’s Global Executive Committee, and Scott Kapnick has been appointed as an observer to the BlackRock Board.
Department Description
The Portfolio Analytics & Reporting team is responsible for timely and accurate delivery of portfolio track records, performance reporting, and risk metrics for both internal and external stakeholders. The team works closely with Product Specialist, Investor Relations, Fund Accounting, Operations, Valuation, Deal Execution, and Technology teams.
Position Description
The Portfolio Analytics team is seeking an Analyst to join its team to focus on PFS’s Real Estate platform. The team is responsible for timely and accurate delivery of performance reporting and risk metrics both internally to portfolio managers and externally to investors. The team works closely with Product Specialist, Investor Relations, Fund Accounting, Operations and Valuation teams.
Responsibilities
Specific responsibilities will include but not be limited to the following:
- Monitor, track and analyze performance at the investment, portfolio and fund level.
- Create and update client portfolio reports (monthly/quarterly/ ad hoc); prepare ongoing and ad hoc investor data requests, fund performance queries and reports, while collaborating with Valuation, Fund Accounting and Investor Relations teams.
- Ensure the on-going quality and accuracy of performance reporting, maintain the integrity of internal processes and databases used to track key performance and investment metrics at the investment, and portfolio levels including industry, sector, country, investment type, market cap, leverage, and regional exposures, etc.
- Assist in the operational due diligence of existing and potential new investors
- Coordinate and interact with investor relations, compliance, portfolio managers, and operations around new product launches, servicing clients, and delivering custom requests
Candidate Profile
- Bachelor’s Degree in STEM or Business-related field
- 2-4 years of relevant experience
- Interest in credit and financial markets, with strong analytical and problem-solving skills
- Excellent communication skills with the ability to effectively collaborate with stakeholders across the organization
- Experience with data management and various reporting tools with keen attention to detail
- Strong technical skills within Excel
- Knowledge in Python and SQL is a plus
- Strong organizational and process management skills
- A demonstrated strong work ethic and desire to work in a collaborative, small team
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance (opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com (opens in new window). We also encourage you to get to know us on LinkedIn (opens in new window), Instagram (opens in new window), YouTube (opens in new window), X (opens in new window), and TikTok (opens in new window).
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement (opens in new window) and the pay transparency statement (opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com (opens in new window). All requests are treated in line with our privacy policy (opens in new window). (opens in new window)
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.R265359
See All 16 Remote Portfolio Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Portfolio Analyst JobsRemote Portfolio Analyst Job Market
Who's Hiring
Top Industries Hiring
- Education
- Technology & Software
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote portfolio analyst jobs.
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- Proficiency in Excel for financial modeling, portfolio attribution, and performance reporting
- Experience with Bloomberg Terminal or FactSet for data analysis and market research
- Knowledge of portfolio performance measurement methodologies including Sharpe ratio and alpha
- CFA designation or active progress toward CFA charterholder status
- Familiarity with risk management frameworks and investment compliance requirements
Tips for Your Remote Portfolio Analyst Job Search
Build a work sample you can share async
Remote hiring managers can't observe you in the office, so a one-page investment thesis, a model walkthrough, or a mock portfolio commentary does the work your presence can't. Attach it to every application where the role involves original analysis.
Show your remote communication style early
Remote portfolio analyst roles require producing clear written commentary and presenting findings without a whiteboard. Your cover letter and any take-home case study are the first test of that skill, so write them as if your manager is three time zones away.
Apply early to remote roles that fit
Migrate Mate lists remote portfolio analyst openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through mixed location results.
Highlight async-ready tools in your resume
Remote employers want analysts who can deliver without real-time back-and-forth. Name the platforms you've used independently, such as Bloomberg Terminal, FactSet, Morningstar Direct, or Python-based data workflows, so hiring teams see you can operate without in-office support.
Remote Portfolio Analyst Jobs: Frequently Asked Questions
How do I get a remote portfolio analyst job?
Target companies that already run distributed finance teams, because they have established workflows for remote analysts and hire for self-direction from the start. Remote employers screen heavily for written communication, the ability to produce clear investment commentary without hand-holding, and proficiency in tools like Bloomberg, FactSet, or Excel-based modeling. A sample portfolio or published analysis you can share asynchronously gives you a real edge over candidates who rely on in-person impressions.
Which companies hire remote portfolio analysts?
Employers currently hiring remote portfolio analysts include BlackRock, Forward Financing, and OnTrac, per current remote listings on Migrate Mate as of August 2026. Remote-first asset managers, fintech platforms, and distributed wealth management firms are the most consistent sources of fully remote portfolio analyst openings.
Can you get a remote portfolio analyst job with no experience?
Yes, but remote entry-level portfolio analyst roles are harder to land because you're expected to work independently from day one without on-site mentorship. Firms that hire entry-level remote analysts typically want to see a personal investment tracking spreadsheet, a mock portfolio write-up, or coursework in finance or data analysis. CFA Level I progress and Excel or Python modeling skills can open doors even when your direct experience is thin.
Do you need a degree for remote portfolio analyst jobs?
Usually, but the weight placed on a degree varies by employer. Most asset managers and wealth platforms post roles requiring a bachelor's in finance, economics, or a related field, yet some remote-first fintech firms will weigh demonstrated modeling skills, a CFA candidacy, or a verifiable track of independent investment analysis just as heavily as formal credentials.
Which industries hire the most remote portfolio analysts?
Remote portfolio analyst roles concentrate in Education, Technology & Software, and Banking & Financial Services, based on current remote listings on Migrate Mate as of August 2026. These sectors hire portfolio analysts remotely because their workflows, data tools, and client reporting processes translate cleanly to distributed teams.
See All 16 Remote Portfolio Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Portfolio Analyst Jobs