Junior Portfolio Analyst: Data, Reporting & Investments
Lane Gorman Trubitt
Lane Gorman Trubitt in Fort Worth, TX is looking for an Associate Portfolio Analyst to support its financial advisory firm's portfolio management function. This early-career role focuses on data analytics, reporting, and investment operations, ideal for those pursuing the CFA designation. The candidate should be detail-oriented and tech-focused, comfortable working with reports and systems. Ideal applicants will have a Bachelor's degree in related fields and strong organizational skills. This position offers opportunities for career growth in a family-oriented environment. #J-18808-Ljbffr
- ...program. Job Description: The Financial Reporting Analyst assists in preparing various monthly,... ..., as well as collects and consolidates data as necessary to prepare the company forecasts... ...financial viability of the project, investments, and strategies. To perform the...SuggestedWork at office
- ...ambitious, detail‑oriented, and investment‑minded professional to support the portfolio management function of our... ...pursue the Chartered Financial Analyst (CFA®) designation. The position... ...investment performance reporting, portfolio data integrity, manager due diligence...SuggestedWork at office3 days per week
- ...impact First Command? The Senior Portfolio Analyst supports enterprise investment governance and portfolio management... ...evaluate proposals, manage portfolio data, and inform investment decisions.... ...operations and portfolio reporting. What will you be doing? Lead the...SuggestedWork experience placement
- ...GM Financial in Fort Worth is seeking a Risk Analyst – Portfolio Analytics to conduct analysis and develop reports for portfolio performance. The analyst will engage... ...performance trends. The ideal candidate will have strong data analysis skills and experience with tools like...SuggestedFlexible hours
- ...until filled. Responsibilities The Risk Analyst – Portfolio Forecasting is responsible for... ...operations. The role also includes analysis and reporting on factors that affect portfolio... ...sophisticated portfolio forecasting models Utilize data mining and advanced spreadsheet/...SuggestedWork experience placementWork at officeVisa sponsorshipFlexible hours2 days per week
- ...A prominent investment firm in Fort Worth is seeking a recent graduate or candidate with 1-2 years of experience for a Financial Control team role. The position involves supporting trade settlement and financing transactions, managing accounts payable, and accounting...JuniorWork at office
- ...First Command Financial Services, Inc. is hiring a Senior Portfolio Analyst based in Fort Worth, Texas. The role involves leading business... ...portfolio performance, and providing insights for strategic investments. Candidates should have a Bachelor's degree in relevant fields...
- ...their childhood. Job Overview Sr. Investment Analyst - Dallas, Hospital.Monday... ...am to 5:00pm. Prepare investment portfolio and private investment analysis... ...Responsibilities Conduct extensive data gathering, documentation, and reporting on private investment holdings,...Work at officeMonday to Friday
- ...Analyst, AACU Marketing Data Research and Reporting This job is within the American Airlines Credit Union. The role is responsible for transforming member, product and marketing performance data into actionable insights that empower marketing teams and drive strategic...Work experience placementWork at officeFlexible hours
- ...Position: Financial Reporting and Data Analyst Location: Fort Worth, TX Job Id: 2391 # of Openings: 1 Who We Are: Yesway is one of the fastest... ...Missouri, Wyoming, Oklahoma, and Nebraska. We operate our portfolio primarily under two successful brands, Yesway and Allsup’s...Local area
$206.4k - $283.8k
...Job Title VP, Investment Officer – Data Centers (Central/East) Responsibilities Partner with local... ...development, value-add redevelopments, portfolio and single asset acquisitions of data... ..., leases, development agreements and reporting on project performance. Compensation...Full timeWork at officeLocal area$83.25k - $141.37k
Job Description Sr Analyst (Data Governance) is responsible for the overall development, maintenance, and integrity of various reporting database. You will be responsible for testing, reviewing SQL queries, stored procedures and facilitating code reviews for improving and...Work experience placement- ...Ferrovial Agroman SA is seeking a Financial Reporting Analyst in Fort Worth, Texas. This role involves preparing financial reports, ensuring compliance with agreements, and conducting detailed analysis to support decision-making. Ideal candidates should have a Bachelor...
- ...with applicable accounting standards. Partner with the Financial Reporting team on the annual audit process. Support the accounting team... ...Establishing processes to track and manage relevant financial data. Work Standards – Holding yourself and others to high levels of...Work at office
- ...Job Description The Corporate Financial Reporting Analyst is responsible for the timely, accurate preparation and analysis of recurring financial... ...maintaining accurate supporting schedules, reconciling data, and ensuring consistency across reporting packages. Core Responsibilities...Work at office
- ...A convenience store operator is seeking a Financial Reporting and Data Analyst in Fort Worth, TX. This role involves analyzing financial data, preparing variance analyses, and guiding cost analysis processes. Candidates should possess at least a Bachelor's degree in a...
- ...K20 NTE MOBILITY PARTNERS LLC is hiring a Corporate Financial Reporting Analyst responsible for timely financial reports to support leadership and stakeholders. This role emphasizes compliance with financial agreements and accuracy in reporting. Candidates need a Bachelor...
$60.6k - $78.8k
Cambridge Associates LLC seeks a Data Operations professional to manage investment data and relationships with external managers. The role requires a Bachelor's degree and 1-2 years of experience in finance or data management. Responsibilities include analyzing financial...- ...Busey is seeking a Credit Monitoring Analyst III to support its commercial credit monitoring and portfolio management activities. Responsibilities include reviewing borrower and guarantor financials, ensuring alignment between loan approvals, and maintaining comprehensive...
- A leading aerospace company based in Fort Worth is seeking a Financial Analyst to oversee financial performance and provide data-driven insights. The role includes developing financial models, supporting business case calculations, and collaborating across departments to...
- Lockheed Martin is seeking a Financial Reporting Analyst - Level 3 in Fort Worth, Texas. In this role, you will be responsible for executing Program Finance activities and performing financial cost analyses, including the preparation of reports and contractual deliverables...Flexible hours
- ...Financial Control Analyst The Financial Control Analyst will assist in securities and... ...offshore entities as well as multiple investment strategies within those entities. From... ...and transaction analysis reported by portfolio managers, traders, brokerage firms, and...
$90.23k
...is seeking a Senior Financial Analyst to join our Corporate FP&A... ...budget, forecast, and ad-hoc reporting to leadership. The successful... ...and determine the return on investments and initiatives. • Supports... ...reporting and analysis. • Mentors junior financial analysts on...Full timeH1bRemote work- ...Senior Analyst, Financial Planning & Analysis Teton Ridge is seeking a highly... ...key metrics, and providing data-driven insights to leadership to support... ...potential business strategies and investments Performance Analysis and Reporting Tracking financial...
- ...-leading corporations across DFW in the Investment and Private Equity space. These corporations... ...a senior-level position as a Financial Analyst. Only apply if you are in the DFW area... ...focused role - month end close, reporting Strong ability to communicate and collaborate...Full time
$84.9k - $147.09k
...Aero Capital Financial Analyst What You Will Be Doing... ...into capital investment performance and supporting... ...capital planning and reporting processes. Key Responsibilities... ...within the Capital portfolios Capital metrics &... ...to interpret financial data, identify trends, and...Temporary workWork at officeRemote workFlexible hours- ...multiple consumer channels Strong investment in operations, including a... ...by continuous improvement and data-driven decision-making Why This Job – Finance Operations Analyst: High-impact role serving as the... ...manufacturing costs; prepare reports comparing standard vs. actual...Full time
- ...Crestline Management, LP is seeking a motivated Analyst to join the insurance and reinsurance investment team in Fort Worth. This role involves supporting transaction execution, portfolio analysis, and ongoing oversight of investments. The ideal candidate should possess...
$206.4k - $283.8k
...Prologis is seeking a VP, Investment Officer – Data Centers for its growing team. This role entails identifying new capital deployment opportunities and partnering with various teams to drive deal flow. The ideal candidate will have over 10 years of experience in commercial...- A leading disaster restoration company is seeking an FP&A Senior Analyst to support financial reporting and analysis, working directly with senior leadership. This on-site role requires a Bachelor's degree in Finance or Accounting and 3-5 years of relevant experience....
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