Portfolio Analyst
E-Solutions
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 essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations.Serve as the technology conduit between our application engineering team, product management and operational capabilities to provide critical problem-solving and customer/employee experience support, maintaining system integrity, and continuously improving product quality. Collaborate closely with application engineering to understand the technical requirements, system architecture, and product capabilities. Analyze and interpret data to identify opportunities for process improvement and to inform strategic decisions within IT operations. Work with business units to assess and prioritize technology needs and collaborate on solutions that enhance user experience and operational efficiency.Top /Mandatory Skills and Experience (Non-Negotiable)Independent Ownership of Executive Level Reporting Demonstrated ability to independently own executive ready reporting and presentations end to end, from intake through final delivery, with minimal direction.Must exercise sound judgment, manage timelines, and deliver high quality, leadership ready outputs.Executive Communication and PowerPoint Expertise Proven ability to develop clear, concise, and well-structured executive presentations (PowerPoint) that translate complex technical or cybersecurity inputs into decision ready narratives for senior leadership.Strong Critical Thinking Ability to synthesize inputs across multiple products, programs, and workstreams; identify gaps, inconsistencies, or risks; and elevate key themes, priorities, and impacts. Requires analytical judgment beyond compiling data or coordinating inputs.Bachelor's degree in Computer Science, Computer Engineering, Technology, Information Systems (CIS/MIS), Engineering or related technical discipline, or equivalent experience/training.3+ years of relevant experienceNice to Have Skills and Experience (Preferred but Not Required)Experience supporting executive governance forums, scorecards, or quarterly business reviews.Familiarity with cybersecurity, technology, or enterprise risk environments.Experience working in large, complex, or matrixed organizations.Exposure to portfolio management, performance metrics, or enterprise reporting.
$55k - $146.9k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Analytics and Strategy Analyst Senior within PNC's Monitoring under Enterprise Fraud Organization (EFO) you will be based in Pittsburgh, PA or Cleveland...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...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
- ...Overview Job Description General Summary The Senior Portfolio Analyst is a blended analytics role spanning the customer experience/servicing side of the customer lifecycle and the collections/delinquency management side. This person builds a unified, end-to-end view of...SuggestedWork 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...Suggested
- ...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....SuggestedWork at office
- ...Fortress’s Commercial Real Estate (CRE) Asset Management group seeks a highly motivated Portfolio Reporting Analyst. This candidate will provide support for the monthly book and valuation process, portfolio reporting, risk analytics, and various analytical tools for Senior...InternshipWork at officeLocal area
- ...predictive models, third party data, and other tools to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. Manages engagements with internal and external information suppliers ensuring...Full timeTemporary workPart timeWork experience placementLocal area
- 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...
- 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...
- ...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
- ...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...
- Jobtailor is seeking a Portfolio Management Support professional in Dallas for high-net-worth client portfolios. You will assist Portfolio Managers with discretionary portfolios, rebalancing, and trade execution, while preparing meetings and investment reporting to strengthen...
- 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,...
- ...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
- 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...
$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- Overview Full‑Time | Hybrid | Location Flexible (U.S.) Senior Risk & Data Analyst — you will play a key role in advancing data‑driven loss control, underwriting, pricing, and portfolio management strategies across vehicle service contracts, GAP, and ancillary products...Full timeH1bWork visaFlexible hours
- Frost in Dallas seeks a Wealth Portfolio Management Analyst I to analyze portfolio performance and holdings, ensuring adherence to investment objectives. You will compile data and present findings to portfolio managers. The role requires a finance degree, strong analytical...
- ...forward? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Wealth Portfolio Management Analyst I with Frost could be for you. At Frost, it’s about more than a job. It’s about having a flourishing career where you can...
- Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation. Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement...
- ...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...
- 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...
- 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...
- 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,...
- ...Specialist in the U.S. Private Bank, you will communicate market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums. You will consult with clients to determine their portfolio objectives and long term asset...
- TIB The Independent BankersBank, N.A. in Farmers Branch, TX is hiring an Investments Operations Specialist to serve as the liaison between Investments Operations and partners, ensuring system maintenance and regulatory compliance while delivering reliable support. In this...
- ...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...
- ...Scottish Rite for Children is seeking a Sr. Investment Analyst to support an institutional investment portfolio across equities, fixed income, and alternatives including private equity, private credit, and hedge funds. Responsibilities include data gathering, private...
$80k
...worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact... ...top global investment managers across the world.Investment Analysts (IAs) collaborate with Investment Directors to provide...Local areaImmediate startWorldwideRelocation package- ...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...
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