Portfolio Analyst
Fortress Investment Group
About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $55 billion of assets under management as of June 30, 2026. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. We had approximately 1002 employees and 218 investment professionals as of June 30, 2026, at our headquarters in New York and our affiliate offices around the globe. About Credit Fortress has been a leading participant in the corporate credit markets for 20+ years. Since its inception, the Fortress Credit business has been active across both direct lending and public credit markets with the flexibility to invest throughout the capital structure and experience deploying capital through varied economic and credit cycles. We have deployed nearly a hundred billion dollars across thousands of transactions making Fortress one of the most experienced managers in the market today. About the Position Fortress's Commercial Real Estate ("CRE") Asset Management group seeks a highly motivated Portfolio Analyst. This candidate will provide support for the monthly book and valuation process, portfolio reporting, risk analytics, and various analytical tools for Senior Management. The ideal candidate will be a fast learner, proactive and detail-oriented, with a proven ability to multi-task and meet deadlines. Advanced knowledge of Microsoft Excel and superb organization, communication, and time management skills are required. Responsibilities Include
- Ensure accurate cash flows for portfolio reports through a collaborative effort with Asset Managers, Analysts, and Accountants. Perform variance analysis and identify trends and themes as they relate to variances.
- Coordinate periodic reports and track reports that go to Senior Management.
- Answer valuation and assumption inquiries associated with the monthly valuation pricing process.
- Coordinate quarterly marking review and annual audit activities.
- Maintain data integrity within quarterly investor letters and the annual investor conference.
- Support the analysis of investment track record calculations.
- Work closely with the Business Analyst to support the Asset Management system and maintain financial models.
- Assist with special projects for Senior Management, including gathering data, spreading numbers, formulating analytics, and explaining trends and results.
- Leverage AI-enabled tools to streamline portfolio reporting processes, enhance data validation, and identify opportunities for automation.
- Assist in developing and maintaining AI-driven dashboards, analytical models, and reporting tools to support portfolio monitoring and senior management decision-making.
- Collaborate with internal teams to evaluate AI use cases, improve data workflows, and ensure responsible use of AI in reporting and analysis.
- Assist with the implementation of new policies and procedures for the Asset Management group.
- Bachelor's degree in accounting, economics, business analytics, real estate, or a related field.
- 0-2 years of finance, accounting, real estate investment management, or related internship experience.
- Familiarity with key concepts in finance, real estate, and reporting is a plus.
- Highly proficient in Microsoft Excel, with advanced knowledge of other Microsoft Office products.
- Highly motivated and detail-oriented, with the ability to learn quickly, multi-task, and work in a fast-paced environment.
- Familiarity with data management/mining and prior experience working on database analysis.
- Strong track record of delivering accurate and timely information and reports.
- Superb organization, communication, and time management skills.
- Strong oral and written communication skills.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Portfolio Analyst in Dallas, TX vacancy
$65k - $85k
...Portfolio Analyst Altius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support sound credit and portfolio management decisions. This position will analyze...Suggested- ...Portfolio AnalystTrinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The Portfolio Analyst will help translate complex fleet, maintenance...SuggestedShift work
- ...Portfolio AnalystLocation: Dallas, TXGood profile in technical levels but manager is looking for more experience in developing executive level content or demonstrating portfolio level thinking.This list is intended to reflect the current job but there may be additional...Suggested
- ...the market today. About the Position Fortress’s Commercial Real Estate (“CRE”) Asset Management group seeks a highly motivated Portfolio Analyst. This candidate will provide support for the monthly book and valuation process, portfolio reporting, risk analytics, and...SuggestedInternshipWork at office
- Kroll is seeking a Portfolio Valuation Analyst in the Dallas area. The role focuses on valuation of illiquid investments for clients such as private equity and hedge funds. You will join a team that designs models and conducts analyses to support client engagements. Ideal...Suggested
- Bellwether is seeking a Portfolio Analytics Senior Analyst to join our Portfolio Management Team. This role provides a unique opportunity to produce highly leveraged and impactful analytical reports, interact with multiple stakeholders, and gain exposure to various asset...
- ...estate and warehouse financing. Loan Management is seeking an Analyst to support Global Market's Mortgage Loan Trading and Banking trades... ...thoughtful monthly quantitative analysis on the key drivers of portfolio performance and recommend actionable strategies to asset...
- ...Carlo), result interpretation and communication, value of control and value of information. Ability to perform in depth analysis of portfolio model results including ad hoc analysis to interpret portfolio model results and to communicate those interpretations in ways...Work experience placement
- A global advisory firm is seeking a Senior Analyst for Portfolio Management. The role involves producing analytical reports and engaging with multiple stakeholders across various asset classes. Candidates should have at least 2 years of experience in real estate investment...
- Fortress Investment Group in Dallas, TX is seeking a Portfolio Analyst to support monthly book and valuation processes, portfolio reporting, risk analytics, and analytical tooling for senior management. The role requires Excel expertise, strong organization, and the ability...
- ...with a highly respected and rapidly growing RIA serving ultra-high-net-worth individuals and families in the search for a Senior Portfolio Analyst to join its Dallas-based team. This is an exciting opportunity for a highly analytical, systems-minded investment professional...Work at office
- Judson Group is seeking a Senior Portfolio Analyst for its Dallas team to support portfolio trading and enhance investment operations. The role involves working closely with advisors and managing client accounts with a focus on sophistication in investments, liquidity,...
- Motorola Solutions seeks an analytical growth architect to bridge market reality, data infrastructure, and executive strategy. You will operate at the intersection of Product Development, Sales Operations (RevOps), Data Science, and Strategic Finance, turning data into ...
$120k - $140k
...alternative investments. Responsibilities Own the end-to-end portfolio data management process Lead the collection and quality control... ...as a financial/business data or investment operations analyst Experience at an asset management firm required Strong understanding...Full timeWork at office- Cedar Brook Property, LLC is seeking a Sr. Analyst, Portfolio and Debt Reporting to own recurring lender reporting, portfolio compliance reporting, and executive dashboards supporting real estate investments and financing. The role demands detailed data validation, large...
- Bayview Fund Management, LLC is seeking a Sr. Analyst, Portfolio and Debt Reporting to own recurring lender reporting, portfolio compliance, and executive dashboards supporting real estate financing activities. The role requires strong data integrity, experience with large...
- ...and security technologies. This role sits within the Strategic Portfolio Management (SPM) team of the Unified Communications (UC) Group.... ...quantitative field Experience : 2 to 4 years of experience as a data analyst, financial analyst, strategy analyst, or in a product growth/...RelocationShift work
- ...Texas. The ideal candidate will have over 5 years of Oil and Gas experience and will be responsible for building and maintaining portfolio models and performing economic evaluations. This role requires strong analytical and leadership skills, proficient understanding of...
- Fortress Investment Group LLC is seeking a Portfolio Reporting Analyst in Dallas to support monthly book and valuation processes, portfolio reporting, risk analytics, and development of AI-driven dashboards for senior management. The role requires advanced Excel skills,...
- Fortress Investment Group LLC is seeking a Portfolio Reporting Analyst for its CRE Asset Management group in Dallas. You will support monthly book and valuation processes, portfolio reporting, risk analytics, and build AI-driven dashboards for senior management. The role...
- ...Role. This is a full-time role based in Dallas, Texas. Sixth Street has an opening for a bright, hard-working individual to join our Portfolio Accounting - Insurance team in Dallas. This team supports accounting and reporting activities across our Insurance SMAs investing...Full timeLocal area
- Investment SpecialistWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...
- ...Established track record in leading sales initiatives.Experience with non-qualified deferred compensation plan.Chartered Financial Analyst (CFA®) Designation is strongly preferred.PNC is an in-office company that fosters a supportive culture where employees can thrive and...Work at officeLocal area
- ...Investment Specialist to join its growing team. This is an opportunity for an investment-focused professional who enjoys combining portfolio management, investment research, alternative investments, and client strategy . The Investment Specialist will work closely with...
$86.63k - $127.05k
National Life Group is seeking a Commercial Real Estate professional in Addison, Texas, to manage a diversified mortgage portfolio. This role includes responsibilities in asset management, credit analysis, and portfolio monitoring. Candidates should have at least 8 years...Flexible hours- ...services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. Portfolio Management Overview The Portfolio Management team seeks to optimize performance objectives and appropriately manage risk through...
- Goldman Sachs Asset & Wealth Management seeks a Portfolio Management professional to optimize performance and manage risk across alternative investments and real assets. You will drive fund-level modeling, liquidity strategy, and collaboration with investment, capital markets...
- ...recruiting firm in Dallas is seeking a candidate for a position focused on identifying new investment opportunities and monitoring portfolio companies. The ideal candidate will conduct financial analyses and develop financial models, participate in writing reports, and...
- ...a difference they can feel as well as measure. The Investment Analyst will support investment research and diligence across a variety... ...Committee for review and approval for inclusion in client portfolios. Conduct deep economic research to develop thematic investment...Work at office
- We’re partnering with a real estate investment platform looking to hire a Financial Analyst to support underwriting, acquisitions, and portfolio performance through a strong mix of financial modeling and data analytics . This role sits close to leadership and plays a...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!
Related searches
- investment specialist Dallas, TX
- investment analyst Dallas, TX
- portfolio analyst Dallas, TX
- senior investment analyst Dallas, TX
- investment officer Dallas, TX
- investment banking analyst Dallas, TX
- portfolio compliance analyst
- portfolio analyst internship
- senior investment banking analyst
- investment analyst internship

