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23 fund analyst jobs at 16 companies in Rowlett, TX

5d
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Fund Operations Analyst
Dallas, Texas, United States
OnsiteFull Time
Welltower
WelltowerNew York Stock Exchange: WELL: Invests in and manages healthcare and senior housing real estate.
0+ YOERequires 0–3 years in real estate private equity, fund accounting, investment management, valuation, or related fields; bachelor's degree in a business or analytical field; and Excel proficiency.
Microsoft Excel, Yardi, OneStream, Microsoft Power BI
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1mo
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Principal Analyst, Fund Operations & Administration for Digital Assets
Merrimack or Westlake
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEBachelor's preferred; 5+ years in financial services with experience in investment instruments, fund operations, blockchain/crypto, and business analysis methodologies.
FIS Invest One, SS&C Geneva
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1mo
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Principal Analyst, Fund Operations & Administration for Digital Assets
Merrimack or Westlake
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEBachelor’s degree preferred in business, finance, accounting, IT, or management information systems; 5+ years in financial services and expertise in digital assets, blockchain, fund operations, and business analysis.
FIS Invest One, SS&C Geneva
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1w
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U.S. Private Bank - AWM Program Analyst - Fund Banking
Dallas, Texas, United States
$100k-$110k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOEBachelor's degree and 1–2+ years in private banking or financial services required. Requires sales success, business acumen, teamwork, and investment, credit, and banking knowledge.
CRM
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3w
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Real Estate Corporate Banking Analyst- Institutional Fund Group
Dallas, Texas, United States
$71k-$87k/yr OnsiteFull Time
Regions Bank
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
Bachelor's in Accounting, Finance, or related field; advanced Microsoft Excel/PowerPoint/Word; financial modeling, credit underwriting, and client analysis skills.
Microsoft Excel, PowerPoint, Word
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3d
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Budget Analyst
Kansas City or Raleigh or Fort Worth
$76k-$118k/yr HybridFull Time
United States Department of Agriculture
United States Department of Agriculture: Federal department overseeing American agriculture, food, and rural development.
1+ YOERequires one year of specialized budget analysis experience equivalent to GS-11 or GS-12, including federal budget execution, appropriations, fiscal law, financial plans, fund controls, and expenditure tracking.
OMB Circular A-11, GAO, Microsoft Excel, USA Hire, USAJOBS, E-Verify, NACES
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3w
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Entity Management Analyst / Senior Analyst
Dallas or San Francisco
$90k-$120k/yr OnsiteFull Time
Sixth Street
Sixth Street: Global investment firm providing strategic capital and financing solutions.
3+ YOEBachelor's degree, 3+ years law firm or in-house paralegal experience (funds/investment management preferred), entity and corporate governance experience, strong communication and attention to detail.
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1mo
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Investor Reporting Analyst
Irving, Texas, United States
OnsiteFull Time
BSI Financial Services
BSI Financial Services: Provides mortgage servicing and loan management solutions.
Experience reconciling reports and remitting funds to investors, strong Excel and Microsoft Office skills, professional communication, problem solving, and 2-4 years accounting/reporting experience preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Access
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2mo
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Lead Data Analyst
Dallas, Texas, United States
OnsiteFull Time
Texas A&M AgriLife Research
Texas A&M AgriLife Research: Conducts scientific research in agriculture, life sciences, and natural resources.
6+ YOEBachelor’s degree, 6+ years in data analysis and statistical modeling; proficiency in R, SPSS, Stata, SAS; data visualization in Tableau/Power BI; experience leading research manuscripts and grant funding.
R, SPSS, Stata, SAS, Tableau, Power BI
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1w
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Global Banking & Markets - Private - Dallas - Analyst - PMIL
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
Strong interest in private equity and fund finance; knowledge of accounting and financial analysis; excellent communication, organization, project management, and analytical skills; relevant finance experience preferred.
Private Placement Memorandum (PPM), Limited Partnership Agreement (LPA)
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6d
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Senior Analyst, FP&A
Dallas, Texas, United States
OnsiteFull Time
Bellwether Asset Management
Bellwether Asset Management: Provides asset management and analysis for commercial real estate portfolios.
2+ YOEBachelor's degree required, preferably in finance or accounting, with 2+ years of experience and advanced Excel, financial modeling, cash-flow, return, and fund-level waterfall skills.
Microsoft Excel
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1d
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Financial Reporting Analyst (TX, Dallas)
Dallas, Texas, United States
$60k-$70k/yr RemoteFull Time
MUFG Investor Services
MUFG Investor ServicesNYSE: MUFG: Asset servicing and fund administration for alternative investment managers.
Entry-level role analyzing quarterly financial statements, recording and reconciling investment transactions, preparing performance reports, and supporting valuation and fund reporting deadlines.
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1w
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Director, Senior Investment Research Analyst
Frisco or Charlotte
$138k-$223k/yr HybridFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
7+ YOERequires 7+ years of experience, with strong private market fund sourcing and underwriting expertise, knowledge of evergreen and semi-liquid structures, and quantitative and qualitative investment manager analysis.
iCapital
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1w
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Director, Senior Investment Research Analyst
Dallas or Charlotte or Frisco
$138k-$223k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
7+ YOERequires 7+ years of experience, with expertise sourcing and underwriting private market funds, investment manager research, due diligence, quantitative and qualitative analysis, and private-market vehicle structures.
iCapital
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6d
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Originations QA Test Analyst II
Auburn Hills or Atlanta or Dallas or Detroit or Houston or Phoenix
OnsiteFull Time
Stellantis Financial Services US
Stellantis Financial Services USNYSE: STLA: Provides automotive financing and leasing for Stellantis vehicle brands.
2+ YOERequires 2+ years of QA testing in auto finance or leasing, 1+ year in Agile/Scrum, 3+ years in credit or funding operations, LOS proficiency, QA tools experience, and a high school diploma or GED.
Loan Origination Systems (LOS), Dealertrack, RouteOne, DDS, LexisNexis, Shaw, TestRail, JIRA
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1mo
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Sr IT FinOps Program Analyst
Scottsdale or Dallas
$91k-$115k/yr HybridFull Time
Blue Yonder
Blue Yonder: Provides cloud-based digital supply chain and retail fulfillment software.
5+ YOE5+ years finance/FP&A or corporate finance experience, program/project management experience, advanced Excel and financial modeling, manage Microsoft funding and incentive programs, strong cross-functional communication.
Microsoft Excel
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2w
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Analyst, Business Systems (226 Days) Bond Funded
Dallas, Texas, United States
$74k-$90k/yr OnsiteFull Time
Dallas Independent School District
Dallas Independent School District: Provides public primary and secondary education for Dallas area students.
3+ YOEBachelor's in CS/IT/education, minimum 3 years requirements gathering and application assessment, K-12 data expertise, technical documentation, data analysis and reporting, SDLC and Agile experience.
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1d
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Treasury Funding and Liquidity Sr. Analyst
Plano, Texas, United States
OnsiteFull Time
Toyota
ToyotaNYSE: TM: Designs and manufactures vehicles and provides automotive financial services.
3+ YOEBachelor’s degree and 3+ years in financial services, treasury, or a related field. Requires analytical, client communication, collaboration, MS Office, and stakeholder management skills.
Microsoft Office Suite, Wall Street, Atom
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