Live Portfolio Management Analyst
First United Bank and Trust
A financial services organization is seeking a Portfolio Management Analyst in Dallas to support the Chief Investment Officer in managing wealth portfolios. The analyst will execute trades, oversee portfolio risk, and provide analytical support. Ideal candidates possess 3-6 years of experience in investment analysis and portfolio management and have a strong understanding of asset allocation methodologies. This role entails significant responsibility and offers opportunities for growth within investment leadership. #J-18808-Ljbffr First United Bank and Trust
- ...Overview Delos Capital Advisors is seeking a Portfolio Management Analyst to support the Chief Investment Officer in the day-to-day management, execution... ...meaningful exposure to investment decision-making in a live-portfolio environment. Note: This job description is not...SuggestedWork at office
- Asset & Wealth Management: Quantitative Equity Solutions - Client Portfolio Management, Analyst Overview Goldman Sachs Asset Management's Quantitative Equity Solutions (QES)... ...employees prepare for the unexpected. We offer live financial education and content on a variety...SuggestedFull timeTemporary workWork at office
$120k - $140k
...building investor-facing presentations Participate in investor portfolio reviews to understand each investment strategy’s fundamental... ...portfolio vs platform, platform vs peers) Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment...Suggested- ...bank in Dallas with a confidential search for an Associate to run live deals in energy M&A. You will build detailed financial models, perform valuations, and prepare client materials while mentoring analysts and maintaining direct client contact. Ideal candidates have 2-4...Suggested
- ...Risk Management Intern Join our team of industry experts to manage risk for our global businesses and collaborate with professionals... ...Angeles, CA Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes,...SuggestedSummer workInternshipWork at officeImmediate startVisa sponsorship
- ...Asset & Wealth Management: Quantitative Equity Solutions - Client Portfolio Management, Analyst Location: Dallas, Texas Overview: Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 70,000+ customized portfolios...
- ...process. Investment Performance Analyst Full Time Clerical Dallas, TX... ...Analyst to join our portfolio analytics team. The ideal candidate... ...performance measurement, or portfolio management. This is a full‑time position... ...every area of our clients' lives. We were an early adopter in...Full timeInternshipWork at officeRemote work
- ...Development and Construction to lead the build-out of the Independent Living Cottage program. This high-growth role demands accountability... ...company standards. As a director, you will create strategy, manage development partners, and oversee concurrent projects across the...
- ...Portfolio Analyst Trinity 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,...Shift work
- ...seeking a highly motivated Investment Analyst to join our growing team. This is... ...intelligence . Participate in management calls, site visits, and portfolio monitoring as required. Collaborate... ...Early responsibility and exposure to live deals and portfolio management . Career...Full time
- ...Portfolio Analyst The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and analyzing various borrower... ...guarantor financial reports. This person works closely with Asset Manager and Vice President of Finance to ensure loan compliance...Work at office
$95k - $115k
...+ 10% bonus (flex for top talent) The Bolton Group is partnering with a $1B, fast-growing technology company to search for a FP&A Manager, Revenue. The position will lead revenue forecasting, KPI tracking, and performance analysis to guide strategic decisions in a fast...Live inWork at officeRemote workFlexible hours- ...5+B AUM Independent RIA that manages an endowment style investment... ...managers. Assist with the portfolio construction, reporting, and... ...institution. Chartered Financial Analyst™ (CFA) designation preferred.... ...clients lead more fulfilled lives through trust,...Full timeCurrently hiringRemote work
$120k - $170k
...Senior Manager, Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY | Boston, MA | Dallas, TX | Austin... ...the growth of our hyperscale portfolio through comprehensive financial analysis... ...everything we do. Safeguarding lives, protecting assets, and securing...Full timeShift work$88.9k - $155.5k
...satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive... ..., you will lead the governance, optimization, and financial management of enterprise software assets, SaaS platforms, and technology...Contract work- ...leader in events, on a mission to redefine live for a new era. With a data-driven... ...solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter. Summary Professional analyst role that supports the Enterprise Risk Management...Full timeWork at officeLocal area2 days per week3 days per week
- ...company, is seeking a Financial Business Analyst in our Irving, Texas location. Our... ...needs to enhance the pricing process and management reporting to both monitor & drive... ...for each employee, and their families, to live fulfilling and healthy lives. We provide...Permanent employmentTemporary workFlexible hours
- About Sonida Senior Living Sonida Senior Living is one of the nation’s leading operators... ...The Business Development & Acquisitions Analyst (BD&A Analyst) is an integral member of... ...analyses that support long‑term planning and portfolio review. Qualifications Bachelor’s...Work at office
- ...liaising with other departments such as Controllers, Private Wealth Management, Legal, and Tax and will also involve providing support to... ...benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to...Full timeTemporary workWork at office
- ...True North Advisors, LLC is seeking an entry-level Investment Performance Analyst to join our portfolio analytics team in Dallas, TX. This full-time role is ideal for recent graduates with strong technology aptitude and an interest in investing. Responsibilities include...Full timeInternshipRemote work
- 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...
- ...Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive... ...analyst will play a critical role across live transactions, M&A advisory, financial... ...Assist in due diligence, data room management, and deal execution Work with senior bankers...Full timeInternship
- 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...
- ## Sr. Portfolio AnalystApplyremote type: Hybridlocations: Addison, TX: Fort Worth, TX: Remote... ...**# General SummaryThe Senior Portfolio Analyst is a blended analytics role spanning the... ...and the collections/delinquency management side. This person builds a unified, end-...Work experience placementRemote work
- ...geosciences, business development, legal, tax, finance, accounting and management. Familiarity with principles of tax and income calculation.... ...of information. Ability to perform in depth analysis of portfolio model results including ad hoc analysis to interpret portfolio...Work experience placement
- ...in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and... ...Real Estate! Northmarq is seeking an experienced Senior Loan Portfolio Analyst to join our Servicing team in our Dallas, TX office. This...Work experience placementStart working todayWork at officeRemote workFlexible hours
- Texas Capital Bank in Dallas is looking for an individual to support the daily management of equity and fixed income strategies. The candidate will assist in monitoring portfolio exposures, conducting risk analysis, and preparing client reports. This role involves collaboration...
- Asset & Wealth Management, Communications Operations, Analyst - Richardson, TX Job Description ASSET & WEALTH MANAGEMENT Across Wealth Management, Goldman... ...to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics...Full timeTemporary workPart timeWork experience placementWork at office
- ...Technology Group is seeking an IT Business Support Analyst to provide technical and operational support for their Enterprise Architecture Application Portfolio. The ideal candidate will collaborate with the Senior Manager and work cross-functionally to keep the portfolio...
- 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,...
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