UMA Solutions Analyst: Client Service & Portfolio Insight
Dimensional Fund Advisors
A leading investment management firm in Austin, Texas is seeking an Analyst or Associate. You will play a critical role in client servicing within the UMA Solutions team, gaining expertise in investment strategies and tax management. Responsibilities include providing client service, supporting portfolio accounting, and assisting advisors with UMA practices. Ideal candidates will hold a Bachelor's degree in Finance or a related field and possess strong critical thinking and communication skills. This role does not offer immigration sponsorship. #J-18808-Ljbffr Dimensional Fund Advisors
- The Analyst or Associate will play a critical role servicing and enhancing Dimensional’s expanded... ...managed account (UMA) offering within the UMA Solutions team. The Analyst or... ...tax management, portfolio analysis, technology... ...deliver excellent client service. The position...SuggestedFull timeWork experience placementInternship
- Kestra PWS is seeking a Trading Automation Analyst in Austin, Texas to enhance trading operations through automation and tooling improvements... ...and reviewing trades, building internal tools, and analyzing portfolio data. Ideal candidates should possess a bachelor’s degree and...Suggested
- ...and deliver exceptional client service. We combine advanced... ...and investment advisory solutions to their clients.... ...the Trading Automation Analyst will support the execution... ...of trading and portfolio implementation workflows... ...strong foundation in UMA trading, overlay strategies...Suggested
$35k - $75k
...built to create value for clients through reputation.... ...intelligence and data solutions, world-class... ...the role: The Business Insights, Data & Intelligence (... ...seeking to hire a group of Analysts to join our best-in-class... ...initiatives across a portfolio of global brands. Track...SuggestedInternshipWork at officeRelocationRelocation package$75k - $80k
...Analyst, Portfolio Management Austin, TX Permanent | Fully Onsite (Some Flexibility to Work Remotely on Fridays) Soni's client is seeking an Analyst, Portfolio Management to support portfolio... ..., and provide actionable insights Support monthly and...SuggestedPermanent employmentImmediate startRemote work- ...Portfolio Analyst – Portfolio Management Amherst is a vertically integrated... ...platform, offering solutions across the U.S. real estate... ...banking, consulting, financial services and / or real estate firm preferred... ...for our actions. Client-Centricity & Business Acumen...Full timeFlexible hours
$128.1k - $239.6k
...connecting our people and our clients, to enabling hundreds... ...tools and external solutions delivered to our... ...integrated in the client services we deliver and is key... ...In an Active Defense Analyst, we are looking for someone... .... Fueled by sector insights, a globally connected,...Summer holidayLocal areaRemote workFlexible hoursNight shiftWeekend work$89.2k - $163k
...starts with you. Job Description What You'll Do Analytics & Insights * Analyze sales, pipeline, revenue, and performance data to... ...that slow activation and revenue realization - and design solutions to remove them. * Build tooling, workflows, or AI‑enabled support...Work at officeLocal area- ...powerful, and secure solutions. The ideal candidate... ...The Senior FinOps Analyst role is critical for optimizing... ...native and AI-powered services. Responsibilities... ...to rationalize the portfolio. Vendor & Contract... ...financial and strategic insights to senior leadership...Contract workFor contractors
$74.74k - $101.43k
...(Contact Government Services) provided pay range... ...Relativity Archiving Analyst, who will be responsible... ...deliver customized solutions that fit our client’s specific needs. We... ...contracting portfolio, and along the way,... ...new way. Experts add insights directly into each article...Full timeFlexible hours- ...application and custom software development portfolio. These applications power our day‑to‑... ...solar, and battery assets. The Senior Solutions Analyst I serves as a strategic technology... ...experience is a plus ServiceNow backend/service management configuration SAP workflow...Permanent employmentFull timeTemporary workWork experience placementWork at officeImmediate startWork visaFlexible hours
- ...Research Analyst/Associate The Research Department... ...is of interest to clients. The team also leads the... ...that approach through portfolio management and trading... ...implementation of technology solutions that make the... ...investment and client service teams across Dimensional...Work experience placement
- Alterman Management Group, Inc is hiring a Data Analyst responsible for developing reporting and business intelligence solutions to provide actionable insights. The role involves collaborating with stakeholders to understand reporting needs and ensuring data accuracy through...
- ...Senior Business Analyst CBIZ is seeking a Senior Business Analyst... ...Business Intelligence & Data Insights team within the Business... ...analytics, insights, and data solutions. The Senior Business Analyst... ...~ Experience in professional services, consulting, or complex, matrixed...
- K&L Gates LLP is seeking a Matter Planning Analyst in Austin, TX. You will be responsible for analyzing matter performance and... ...ideal candidate will work with various departments, providing insights and solutions to enhance matter management. A Bachelor's degree is...
$30 per hour
...Veteran transitioning from active service or Military Spouse new to... .... Customer Service analysts deliver service and support that... ...recognizes new problems and develops solutions within appropriate time... ...S. based or U.S. customer or client-facing roles may be required...Hourly payTemporary workWork experience placementInternshipWorldwideFlexible hours- ...FOIA Analyst Employment Type: Full Time, Mid-Level Department... ...: Contact Government Services (CGS) strives to simplify... ...to deliver customized solutions that fit our client's specific needs. We are committed... ...government contracting portfolio, and along the way, we've...Full timeFor contractorsWork at officeFlexible hours
- Teradata Corporation (SE) is looking for a Competitive Intelligence Analyst based in Austin, Texas. This role includes the transformation of competitive insights into actionable strategies, specifically focusing on Databricks and Google BigQuery. The ideal candidate will...
- University Federal Credit Union is seeking a Credit Analyst to enhance lending decisions through data-driven analysis... ...position, you'll develop dashboards, analyze credit portfolios, and provide actionable insights on underwriting. A Bachelor’s degree and 2-4 years of...
- RWE Gruppe in Austin, Texas, is seeking a Senior Solutions Analyst I to be a strategic partner in IT solutions. This role involves defining software requirements, managing projects, and collaborating with stakeholders for optimal outcomes. The ideal candidate will have...
- The Senior Analyst plays a critical role in evaluating and overseeing... ...on potential investment solutions, presenting recommendations to... ...performance analysis, and market insights to support informed decision-... ...internal teams, including portfolio managers, compliance, and legal...Work at office
$5,100 - $5,800 per month
Job Description - Solutions Analyst (Telework) (825344) Description WHO WE ARE: Texas Workforce Commission connects people with careers across the state. While we are based in Austin on the north lawn of the Texas State Capitol, we have offices statewide and many of our...Full timeWork at officeRemote work- Gfoat is looking for a qualified candidate to support the City of Austin in managing over $4 billion in fixed income investment portfolios. This role involves maintaining the Portfolio Management System and preparing investment accounting entries. The ideal candidate should...
- A global professional services firm in Austin is looking for a Senior BCM Analyst to lead insights on banking topics and drive commercial value for clients. This role requires 8-12 years of experience in banking, strategy, or consulting and strong analytical skills. Responsibilities...Flexible hours
$70k - $75k
...intended) to offer comprehensive solutions to our clients. From sales management to marketing, all the way down to insights and e-commerce, our boutique service model offers a breadth of services... ...Overview of the Role The Senior Analyst, BI Tools will lead the...Summer workWork at officeLocal areaRemote workFlexible hours- Semiconductor Business Analyst or Senior Business... ...’s products and services, build/update/... ...and MIS software solutions, and interface with... ...in data, provide insights, support efficiency... ...and completing a portfolio of various legal agreements... ...developing client relationships.* Ability...Ongoing contractFull timeFor contractorsLive inLocal areaFlexible hours
- A fast-growing chemicals eCommerce company in Austin seeks an eCommerce Data Analyst to drive insights and enhance business strategies. The ideal candidate has a strong data analysis background, excellent communication skills, and a collaborative spirit. You will help optimize...Full time
- ...Technology and Business consulting services. We are in search of a highly... ...Team. Job Title: Business Analyst 3. Location: Austin, TX. Description of Services: Client requires the services of Business... ...problems, and recommend solutions. Experience in business analysis...For contractors
- ...Title: Senior Data Analyst - Wealth... ...science and technology services firm with over 4000 people helping clients from our six offices... ...logic, and surfacing insights that drive... ...across custodian, portfolio, and transaction data... ...technology, ensuring data solutions are grounded in...Full time
- Fitt Talent Partners is seeking an analytics professional in Austin, Texas, to drive business insights through dashboards and analyses. The role focuses on building real-time views of key performance indicators and empowering teams to make data-driven decisions through...
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