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
- ...Development Executive to drive sales strategies and expand market presence in senior living. The ideal candidate will have 5+ years of SaaS sales experience, strong project management skills, and a passion for improving care for older adults. This role involves regular...Suggested
- ...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...SuggestedFull timeInternshipWork at officeRemote work
- ...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...SuggestedFull timeTemporary workWork at office
- Asset & Wealth Management, Operational Risk, Analyst - Dallas Job Description Asset Management Public Operational Risk The Asset Management Public Operational... ...to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics...Full timeWork at officeShift work
- ...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
- Strategic Staffing Solutions is seeking an Alts Private Portfolio Services Analyst in Dallas, TX. The role involves operational risk management of cash flows, supporting trading activities, and collaborating with global Asset Management teams. Qualified candidates should...Contract work
- Goldman Sachs Bank AG is seeking an Analyst for their Client Portfolio Management team in Dallas, Texas. The role involves understanding investment strategies, creating custom client proposals, and engaging with clients to address investment capabilities. Candidates should...
- 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
- The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and analyzing various borrower and guarantor financial reports. This person works closely with Asset Manager and Vice President of Finance to ensure loan compliance across all loans....Work at office
- NorthMarq is actively seeking a Senior Loan Portfolio Analyst to join the Servicing team in Dallas, TX. This role emphasizes financial analysis, risk management, and client service in commercial real estate. The ideal candidate will have 2-5 years of experience in finance...Remote jobFlexible hours
- A leading global investment firm is looking for an Analyst or Associate to join their Fund Finance Corporate Credit team in Dallas. The role includes conducting due diligence, preparing financial models, and ongoing monitoring of investments. Candidates should have a relevant...
- NorthMarq is looking for a Senior Loan Portfolio Analyst for their Dallas, TX office. The ideal candidate will manage a portfolio of commercial loans focusing on financial analysis, borrower relationships, and compliance with lender requirements. This role highlights teamwork...Remote jobWork at office
- ...core. Core Responsibilities Lead proactive threat hunting operations across enterprise environments, including adversary emulations, live hunts, and investigative assessments. Identify anomalous behaviors and translate findings into actionable detections. Apply...
- ...for potential problems and escalates issues when appropriate and manages competing deadlines effectively Strong written and verbal... ...benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address...Full timeTemporary workWork experience placementWork at office
- ...business strategies that improve lending decisions, assist in managing risk, increase revenues, reduce exposure to losses, meet business... ...appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. Manages engagements...Full timeTemporary workPart timeWork experience placementLocal area
- ...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
$24.04 - $28.85 per hour
As the SBA Portfolio Analyst, you will be responsible for handling transactional and straightforward servicing actions on the existing loan portfolio under the senior officers’ supervision. Answer mainline calls and process transactional servicing actions. Prepare credit...Hourly payFull timeLocal area- ...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
- ...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
- 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...
$95k - $105k
Accounting and Business Analyst We are currently seeking candidates for an Investment Accounting... ...Analyst position at a global asset management company with a location in Dallas, TX, 7... ...primary support resource for the firm’s portfolio accounting system (GPS). The team...Immediate start- ...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...
- ...Texas is looking for an IT Business Support Analyst. In this role, you will provide... ...the Enterprise Architecture Application Portfolio, ensuring it is up to date with changes... ...will collaborate closely with the Senior Manager and cross-functional teams to provide insights...
- ...truth and defend the God-given right to live and speak it. Together, we protect religious... ...Overview The Senior Financial Planning Analyst supports the organization’s strategic and... ..., informed decision-making, sound fiscal management, and the overall reputation of the organization...
- JOB SUMMARY As an Acquisitions Analyst in our multifamily real estate company, you will play... ...‑related activities. Due Diligence Managing the due diligence process for potential acquisitions... ..., Real Estate, Business Administration, or a related field. #J-18808-Ljbffr AG Living
- AG Living is looking for an Acquisitions & Underwriting Associate in Dallas, TX. This full-time role involves supporting the analysis, underwriting, and acquisition of multifamily investment opportunities with a focus on value-add strategies. The ideal candidate will have...Full time
- ...Mergers and Acquisitions (M&A) Analyst Reporting To: President... ...Trusted Home Service Partners, a Portfolio Company of Tyree & D’Angelo... ...’s mission is to improve the lives of homeowners, business partners... ...with business owners and management teams that will lead to substantial...
- ...Data Perform data validations and create portfolio level stratification and replines.... ...experience or internship in related fields for analyst. 3+ years of experience for associate.... ...employees prepare for the unexpected. We offer live financial education and content on a...Full timeTemporary workInternshipWork at office
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