Talent AgentClassic Search

55 portfolio analyst jobs at 49 companies in Texas

1mo
Save
Mark Applied
Hide
Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
Trinity Industries
Trinity IndustriesNYSE: TRN: Provider of rail transportation products and services in North America.
5+ YOEBachelor's degree in data analytics, business analytics, finance, engineering, statistics or related field; 5+ years data analyst or BI experience; SQL proficiency; advanced Excel; Power BI or Tableau; strong communication; E-Verify participation.
SQL, Microsoft Excel, Power BI, Tableau, Qlik, Databricks, Python, R, ERP, AMS, SalesForce
Job PostingView all
1w
Save
Mark Applied
Hide
Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
True North Advisors
True North Advisors: Privately owned wealth advisory and multi-family office serving business owners, entrepreneurs, private investors, and affluent families.
Bachelor's degree required; 0-5+ years experience preferred; advanced Excel skills; experience with portfolio management software like RedBlack or Addepar; must consent to credit report and background check.
RedBlack, Addepar, Schwab Advisor Center, Fidelity Wealthscape, Pershing NetX360, Microsoft Excel
Job PostingView all
1mo
Save
Mark Applied
Hide
Portfolio Analyst
Irving, Texas, United States
$128k-$193k/yr OnsiteFull Time
Caterpillar Inc.
Caterpillar Inc.NYSE: CAT: Global manufacturer of construction and mining equipment and engines.
Full-time onsite in Irving, TX; requires portfolio analysis, decision-making, data analysis, stakeholder management, and systems thinking; experience with Azure DevOps, Power BI, Microsoft Project, Excel, PowerPoint, Confluence, PPM; no visa sponsorship.
Azure DevOps, Power BI, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Confluence, PPM
Job PostingView all
3d
Save
Mark Applied
Hide
Portfolio Operations Analyst
Richardson, Texas, United States
OnsiteFull Time
Associa
Associa: Provider of community association and property management services.
5+ YOE5+ years supporting program, portfolio, or PMO operations; strong organizational skills; hands-on experience with portfolio or project-management tools; attention to detail; ability to prepare executive-ready materials and manage multiple stakeholders.
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Specialist, IWM Portfolio Analyst
Dallas, Texas, United States
$71k-$126k/yr OnsiteFull Time
BNY Wealth
BNY Wealth: BNY wealth-management business serving individuals, families, business owners, family offices, endowments, and foundations.
3+ YOE3–5 years in portfolio management, investment analysis, wealth management, or related investment work; bachelor's degree required; strong portfolio construction, trading, reporting, analytical, organizational, and communication skills.
Job PostingView all
1w
Save
Mark Applied
Hide
Portfolio Evaluation Analyst
Plano, Texas, United States
OnsiteFull Time
Fisher Investments
Fisher Investments: Independent, fee-only investment adviser serving global clients.
5+ YOEBachelor's degree or equivalent work experience; 5+ years experience with investment and financial planning concepts; understanding of portfolio management; consultative experience in financial services; Series 65 preferred.
Job Posting
2w
Save
Mark Applied
Hide
Analyst, Portfolio Implementation
Dallas, Texas, United States
HybridFull Time
Corient
Corient: Private fee-only wealth management firm serving ultra-high- and high-net-worth individuals, families, and businesses.
2+ YOEBachelor's degree in finance or related field; 2+ years relevant experience; strong analytical skills; knowledge of portfolio management software preferred; U.S. work authorization required; must be 18+; onsite 4 days/week.
Tamarac, Vestmark, Orion Eclipse, RedBlack, Charles River
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Analyst, Portfolio Strategy
Dallas, Texas, United States
HybridFull Time
One Park Financial
One Park Financial: Fintech financing helping American small and mid-sized businesses access working capital.
5+ YOE5-8 years in credit/pricing/portfolio/risk analytics; Bachelor's or Master's in quantitative field; strong SQL and Python with pandas; unit-economics fluency; portfolio analytics depth; statistical honesty; experience influencing decisions; excellent business judgment.
SQL, Python, pandas, dbt, AWS, LLM
Job Posting
1w
Save
Mark Applied
Hide
Portfolio Management Analyst II
Fort Worth or Irving
HybridFull Time
GM Financial
GM FinancialNew York Stock Exchange: GM: Captive automotive finance subsidiary of General Motors.
2+ YOE2-5 years experience in portfolio/project/program management, business analysis, governance, operations, or technology delivery; experience with cross-functional initiatives; Bachelor's degree in business, finance, marketing, information systems, technology, project management or related field or equivalent experience.
Microsoft Copilot, Workfront, Aha!, Jira, Azure DevOps, Power BI
Job Posting
3w
Save
Mark Applied
Hide
Senior Portfolio Risk Analyst
Killeen, Texas, United States
OnsiteFull Time
First National Bank Texas
First National Bank Texas: Community-focused banking and financial services provider.
3+ YOEBachelor's degree in accounting, finance, business management or related field; 3+ years commercial credit, portfolio management, credit risk, underwriting or related experience; ACL/CECL model experience; advanced Microsoft Office and commercial credit system skills; background check required.
Microsoft Office, ACL, CECL
Job PostingView all
2w
Save
Mark Applied
Hide
Portfolio Analyst, Private Capital
Austin, Texas, United States
$70k-$80k/yr OnsiteFull Time
PitchBook Data, Inc.
PitchBook Data, Inc.: Private-market data and research platform serving private equity, venture capital, M&A, and other investment professionals.
1+ YOEBachelor's degree in Finance or Accounting; 1+ years work experience including internships; authorized to work in the US without visa sponsorship now or in the future.
Job PostingView all
1w
Save
Mark Applied
Hide
Portfolio Management Analyst
Houston, Texas, United States
OnsiteFull Time
CBRE
CBRENYSE: CBRE: Global commercial real estate services and investment firm.
3+ YOEHigh school diploma or GED required with 3+ years related experience; bachelor's degree preferred; basic financial knowledge; intermediate Microsoft Office skills; ability to write reports and respond to inquiries.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Job PostingView all
2mo
Save
Mark Applied
Hide
Portfolio Data Analyst
Chicago or Plantation or Dallas or Los Angeles
OnsiteFull Time
Motorola Solutions
Motorola SolutionsNYSE: MSI: Global leader in mission-critical communications and security technology.
2+ YOEBachelor's degree in a quantitative field and 2–4 years in data, financial, strategy, product growth, or consulting analysis within SaaS or high-growth technology; advanced Python and SQL required.
Python, NumPy, Pandas, SciPy, Scikit-learn, SQL, Tableau, Power BI, Microsoft Excel
Job PostingView all
1mo
Save
Mark Applied
Hide
Portfolio Accounting Analyst / Sr. Analyst
Dallas, Texas, United States
OnsiteFull Time
Sixth Street
Sixth Street: Private investment firm providing capital and investment solutions to companies across growth, credit, real estate, and infrastructure.
2+ YOE2-5 years accounting experience in public accounting, alternative asset or investment management, or fund administration; strong GAAP knowledge; CPA or equivalent preferred; experience with Advent Geneva preferred.
Microsoft Excel, Advent Geneva
Job PostingView all
2w
Save
Mark Applied
Hide
Middle Market Banking - Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
NBH Bank
NBH Bank: Community bank serving consumer, small-business, commercial, and wealth clients across several U.S. states.
4+ YOEBachelor's degree in accounting or finance or equivalent; 4+ years relevant banking experience; strong business writing and attention to detail; valid driver's license; legal authorization to work in the US; ability to travel 10% and work overtime.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Job PostingView all
2mo
Save
Mark Applied
Hide
Sr. Analyst, LNG Portfolio Optimization
Houston, Texas, United States
OnsiteFull Time
NextDecade
NextDecadeNasdaq Stock Market LLC: NEXT: Public U.S. LNG infrastructure developer building liquefaction and export facilities for global energy customers.
5+ YOE5+ years LNG portfolio optimization or related experience; degree in operations research/applied mathematics/economics; proficiency in Python and optimization solvers; strong communication and valuation/scenario analysis skills.
Python
Job PostingView all
1w
Save
Mark Applied
Hide
Portfolio Manager Analyst - Energy
Houston, Texas, United States
OnsiteFull Time
Huntington Bank
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
Bachelor's degree in finance, accounting, or related field; experience in underwriting or commercial banking; proficiency in Microsoft Office, especially Excel; authorized to work in the U.S. without sponsorship.
Microsoft Office, Microsoft Excel
Job PostingView all
2w
Save
Mark Applied
Hide
Sr. Analyst Portfolio Management
Dallas, Texas, United States
$78k-$135k/yr OnsiteFull Time
Invitation Homes
Invitation HomesNYSE: INVH: Public U.S. REIT leasing and managing updated single-family rental homes for residents in major American markets.
2+ YOEBachelor's degree in Finance, Real Estate, Business, Economics, Mathematics or related field; 2-5+ years residential asset management or institutional real estate experience; 2-5+ years data analysis; driver's license and auto insurance; proficiency in Outlook, Word, PowerPoint, Excel, programming language (R or Python), QGIS or ArcGIS, Salesforce,...
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, R, Python, QGIS, ArcGIS, Salesforce, Yardi, SQL
Job PostingView all
1mo
Save
Mark Applied
Hide
Analyst, Underwriter & Portfolio Manager
Plano or McLean or Charlotte +1 more
$119k-$150k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
2+ YOEBachelor's degree or military experience; at least 2 years in credit underwriting, portfolio management, or asset management; proficiency in ARGUS, CoStar, Microsoft Excel, and Google Sheets; strong analytical and communication skills.
ARGUS, CoStar, Microsoft Excel, Google Sheets
Job PostingView all
6d
Save
Mark Applied
Hide
Project Portfolio Data Analyst
Dallas, Texas, United States
OnsiteFull Time
Army & Air Force Exchange Service
Army & Air Force Exchange Service: Providing tax-free retail and services to the military community.
3+ YOEFive years of experience extracting and reporting on large data volumes using tools like SQL, SAS, Power BI, or a Bachelor's degree plus three years of such experience; experience in project management preferred.
SQL, SAS, Power BI, Microsoft Project Server, Microsoft Excel, Hyperion, Microsoft Project, Planner, Jira, SharePoint
Job PostingView all

Explore Jobs

Expand Your Job Search