Real Estate Financial Analyst: Portfolio & Investment Analytics
SeeKing HR
SeeKing HR is looking for a Financial Analyst in San Antonio, Texas, to support asset management and financial strategies. The successful candidate will be responsible for financial modeling, budgeting, and reporting across projects. The role requires a bachelor's degree in finance or a related field, proficiency in CoStar and MS Excel, and strong analytical skills. The Financial Analyst will be integral in decision-making processes, assisting with portfolio analysis and ongoing operations. #J-18808-Ljbffr SeeKing HR
- ...Senior Portfolio Manager With Frost Wealth... ...building something real. Are you described... ...inclusion on the investment approved list... ...management or other financial services... ...portfolios. ~ Strong analytical skills ~ Strong... ...Chartered Financial Analyst (CFA), Certified...Suggested
- Hancock Whitney in San Antonio is searching for a Commercial Portfolio Manager 4 who will play a key role in managing and growing profitable... ...commercial banking experience. Strong communication and analytical skills are essential, with a focus on maintaining compliance and...Suggested
- ...the direct supervision of a Portfolio Group Manager, Senior Group... ...term notes, owner-occupied real estate, and ancillary credit exposure... ...assess client and guarantor financial performance, covenant compliance... ...underwriting skills and analytical techniques through interactions...SuggestedWork at officeLocal area
- ...level of client and investment services. It is the flagship... ...company of Argent Financial Group , a $100... ...primary role of the Portfolio Manager will be to collaboratively... ...managers and analysts. Preparing and presenting... ...of clients Strong analytical skills, detail...SuggestedWork experience placement
- Argent Financial Group is seeking a Portfolio Manager in San Antonio, Texas, to coordinate and communicate investment management services to individual, nonprofit, and corporate clients... ...plans. Candidates should possess strong analytical and communication skills, with a...Suggested
- ...primary role of the Senior Portfolio Manager will be to collaboratively... ..., execute and communicate investment management services to... ...and presenting multi variable financial plans to clients utilizing financial... ...a variety of clients Strong analytical skills are required,...Work experience placement
- A prominent financial institution is seeking a Commercial Portfolio Manager 4 in San Antonio, Texas. This role requires managing credit analysis and underwriting... ...field. Ideal candidates will possess strong analytical skills and the ability to manage risk effectively....
$90k
...client is seeking to fill a Commercial Portfolio Manager role in the greater San Antonio... ...analysis of applications, tax returns, financial statements, and all other supporting documentation... ...to write clearly, logically, and analytically. Additional education in banking and...- Dormont Manufacturing Co is seeking a Senior Portfolio Manager to independently manage assets and build relationships with clients. The... ...in portfolio management, a Bachelor's degree, and strong analytical skills. This role includes managing strategies for clients, mentoring...
$119.31k - $228.04k
...empower our members to achieve financial security through highly... ...Opportunity As a dedicated Portfolio Manager Senior for the P&C Portfolio... ..., supports technology investment planning, and coordinates with... ...as needed. Leverages analytics to research and identify Financial...Full timeH1bWork at officeRemote workRelocation packageFlexible hours- Hancock Whitney Corp. is seeking a Commercial Portfolio Manager 4 in San Antonio, Texas. This role involves significant contributions... ...experience in commercial banking. The position demands strong analytical skills and the ability to manage client relationships effectively...
- A financial services firm in San Antonio seeks a Senior Portfolio Manager to develop and execute investment management services for a diverse client base. This role requires strong analytical skills and the ability to communicate complex concepts clearly. Candidates with...
$90k
A boutique talent acquisition firm is seeking a Commercial Portfolio Manager in Rockport, TX. The role involves underwriting commercial loan transactions, preparing reports, and managing credit risk. Ideal candidates have a bachelor’s degree in business and experience in...- EmploYou, LLC in San Antonio is seeking a Financial Analyst to support asset management through various financial activities such as modeling... ...'s degree in Finance or a related field, with strong analytical skills and experience in financial modeling. The role includes...
- Huntington Bank is looking for a Portfolio Manager III to manage and deepen customer relationships while mitigating business risks. This... ..., work closely with relationship managers, and provide financial solutions to clients. The successful candidate will possess a...Remote job
- ...Portfolio Manager The Portfolio Manager will ensure early identification of risk in the credit through review of gathered documentation. Analyzes financial statements, industry risks, collateral, credit structure for possible deterioration in the overall credit risk...
- ...responsible for operational and financial oversight, maximizing return... ...the performance of our portfolio of multifamily properties held... ...Manage cash flow and investment projections Oversee annual... ...preferred Strong modeling and analytical skills, including regular use...Temporary workFor subcontractor
- ## Commercial Real Estate - Portfolio Manager IIIApplyremote type: Officelocations: Houston, TX: Austin... ...by presenting practical Huntington financial solutions to customers.* Manages... ...expected.* Work with and mentor Credit Analysts to develop required competencies and...Remote workWork from homeFlexible hours
- What You Will Do The Portfolio Manager Supervisor is responsible for supervising the commercial portfolio management personnel and activities... ...to portfolio managers as needed. Makes recommendation on financial reporting, covenant testing requirements and definitions, risk...
$76.5k - $90k
Victory Capital Management is looking for a Senior Investment Analyst in San Antonio, TX. You will manage portfolios, leading trading strategies and optimizing performance. Candidates should have a strong background in investment-related roles, with proficiency in trade...- A diversified global asset management firm is looking for a Senior Investment Analyst to join their Portfolio Management Team in San Antonio, Texas. This role will focus on portfolio construction and trading, requiring expertise in trade execution and a strong understanding...
- A leading financial services organization in San Antonio is seeking a Senior Portfolio Manager to independently manage client assets. The ideal candidate will have over 10 years of experience in portfolio management and a strong understanding of financial market concepts...
- A financial institution is seeking a Portfolio Manager Supervisor to oversee the commercial portfolio management team. The role involves supervising personnel, ensuring compliance with policies, and providing training to staff. The ideal candidate will possess a Bachelor...
- ...A financial services organization in San Antonio seeks a Private Wealth Advisor to manage... ...The role involves financial planning, portfolio management, and compliance with regulatory... ...Ideal candidates will have significant investment advisory experience and strong...
- Aramark is seeking a Director of Portfolio Operations in San Antonio, TX, to lead operations across military bases. You will collaborate... ...while ensuring high operational standards. With a focus on financial performance and compliance, the ideal candidate will maintain...
- We're looking for a Sr. Application Portfolio Management/Project Manager to lead the enterprise-wide Application Portfolio Management (APM) and Manufacturing Transformation initiatives for one of our strategic clients. This role will focus on optimizing application portfolios...
- MY Wealth Planers in San Antonio, TX, seeks an Investment Operations professional to manage daily operations and ensure compliance. The... ...and strong technological skills. This includes proficiency in portfolio management tools and an emphasis on efficiency and accuracy in...
$118.7k - $218.6k
...also serving as a Business Portfolio Lead supporting one of Deloitte... ..., program status, and investment priorities. In this role,... ...the portfolio intelligence, financial reporting, and program status... ...needs Strong demonstrated analytical abilities, negotiation/presentation...Full timeWork at officeRemote workVisa sponsorship- ...Job Description The Financial Analyst supports the company... ...management, finance, investment and development... ...activities across the portfolio. This role is responsible... ...requires strong analytical and organizational skills... ...degree in Finance, Real Estate, Accounting,...Permanent employmentTemporary work
- ...performing specialized functions across a Financial Advisors (FAs) team, such as... ...an FA’s or FA team’s overall investment management philosophy through portfolio analysis and performing business... ...reports and allocation updates Creates analytical reports for Financial Advisors to...Work at officeWork from homeShift workDay shift
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