Portfolio Insights Analyst — Independent Contractor

TEEMA Solutions Group; New York (NY); Remote; USD 68,880 - 275,520; Part time

Benefits offered by this job

Immediate earning potential

Access to real portfolio data

Platform promotion opportunities

Job summary

A finance-focused platform in New York seeks Certified Portfolio Insights Analysts to operate as independent contractors. Analysts will engage in real portfolio performance analysis and earn between $50 to $200 per hour based on their experience and approval ratings. Ideal candidates have a strong background in finance, preferably with 5+ years of experience, along with a relevant professional credential. This role offers immediate earning potential and access to investment insights while building a verified track record.

Qualifications

• At least one certification obtained in the Analyst Certification Assessment.
• Completion of Initio Sphere Financial Training is favorable.
• Strong data analysis, reporting skills desirable.

Responsibilities

• Monitor portfolio-level performance metrics and risk exposure.
• Analyze historical returns to generate insights.
• Conduct scenario analysis on portfolio performance.
• Assist in investment committee reporting.

Skills

Portfolio performance analysis

Data analysis

Financial modeling

Investment operations

Education

Professional credential (CFA, CPA, etc.)

5+ years of experience in finance

Job description

A finance-focused platform in New York seeks Certified Portfolio Insights Analysts to operate as independent contractors. Analysts will engage in real portfolio performance analysis and earn between $50 to $200 per hour based on their experience and approval ratings. Ideal candidates have a strong background in finance, preferably with 5+ years of experience, along with a relevant professional credential. This role offers immediate earning potential and access to investment insights while building a verified track record.