39 portfolio analyst jobs at 29 companies in Aledo, TX
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
Trinity IndustriesNYSE: TRN: Manufacturer and lessor of railcars for North American shippers.
5+ YOEBachelor's degree, 5+ years in data/BI roles (asset-intensive industry preferred), proficiency in SQL, advanced Microsoft Excel, BI tools (Power BI/Tableau), strong communication and analytical skills.
SQL, Microsoft Excel, Power BI, Tableau, ERP, AMS, SalesForce, DataBricks, Qlik, Python, R
CMB Regional Centers: Managing EB-5 investment funds for US infrastructure projects.
Bachelor's degree preferred in real estate/finance/accounting, strong Excel and Office skills, analytical and communication skills, attention to detail, ability to prioritize multiple tasks; commercial real estate knowledge a plus.
Microsoft Excel, Microsoft Office, Microsoft PowerPoint
Matter Family Office: Provides investment management and wealth planning for families.
2+ YOEBachelor's degree in accounting, finance, or related field; 2+ years of financial reporting experience; portfolio reporting platform experience; Excel proficiency; analytical, communication, organizational, and confidentiality skills.
Fortress Investment Group: Global investment manager specializing in alternative asset strategies.
0+ YOEBachelor's degree, 0–2 years related experience, advanced Microsoft Excel, finance/real estate familiarity, strong communication, detail orientation, and ability to manage portfolio reporting and valuation tasks.
Elevate Credit: A consumer finance focused on providing credit solutions and improving customers' financial well-being.
6+ YOEBachelor's degree or 6+ years relevant experience; hands-on SQL and Snowflake experience; Power BI and advanced Microsoft Excel skills; experience in consumer lending, servicing, or collections analytics preferred.
SQL, Snowflake, Power BI, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft SharePoint
Crestline Investors: Institutional investment firm specializing in credit and opportunistic strategies.
Bachelor's in accounting or finance required; demonstrated professional experience; skilled in Microsoft Excel; responsibilities include cash reconciliation, transaction verification, data quality checks, cross-functional collaboration, and SOP documentation.
Sixth Street: Global investment firm providing strategic capital and financing solutions.
3+ YOE3-5 years accounting experience in alternative assets or investment management; knowledge of investment accounting and reporting; Excel skills; CPA or equivalent preferred.
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
12+ YOEBachelor's in business/finance/accounting (or equivalent), 12+ years CRE experience, underwriting and credit monitoring expertise, portfolio management, presenting credit actions, mentoring analysts, and knowledge of commercial products and related systems.
CLOS, PMTS, MAX, CARS, Microsoft Office Suite, RETS, AFS
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
Bachelor’s degree in finance or related field; knowledge of macroeconomics, financial markets, and securities; strong communication, analytical, and organizational skills; Microsoft applications proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, FactSet, Bloomberg
Invitation HomesNYSE: INVH: Leases and manages a portfolio of single-family rental homes.
2+ YOEBachelor's in finance/real estate or related, 2+ years residential asset management or data analysis, driver’s license, strong financial modeling and analytical skills, proficiency with R or Python and mapping/GIS tools.
Microsoft Outlook, Microsoft Word, PowerPoint, Microsoft Excel, R, Python, QGIS, ArcGIS, Salesforce, Yardi, SQL
Trinity IndustriesNYSE: TRN: Manufactures and leases railcars and provides rail logistics services.
5+ YOEBachelor’s degree; 5 years in AAR repair billing, railcar maintenance, fleet maintenance, lease repair accounting, railroad operations, or billing disputes; strong written communication, analytical and organizational skills; experience with AAR rules and cross-functional collaboration.
ERP systems, billing systems, case tracking, workflow tools
Analyst/Associate, Real Estate Portfolio Management
Dallas, Texas, United States
$100k-$130k/yrHybridFull Time
Evergreen Residential: Providing investment and property management for single-family rental homes.
2+ YOEBachelor's degree, 2–5 years in investment banking, private equity, or similar, strong quantitative and analytical skills, portfolio construction knowledge, Excel modeling, databases, and PowerPoint proficiency.
Microsoft Excel, Microsoft PowerPoint, SQL, Python, Tableau
Portfolio Analytics & Strategy Specialist (Fraud Model Analyst)
Pittsburgh or Birmingham or Cleveland or Farmers Branch
OnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEBachelor's degree and 5+ years of industry-relevant experience preferred, with expertise in statistical modeling, data analytics, risk analysis, and Python; SQL and graph database experience are required or preferred.
Global Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
3+ YOEBachelor's degree in finance, economics, accounting, or related quantitative field; 3–5 years of relevant experience; advanced financial modeling and Microsoft Excel skills; credit risk and complex financial structure analysis.
San Diego or Dallas or Knoxville or Denver or United States
$85k-$110k/yrOnsiteFull Time
APTIM: Provides environmental, resilience, and infrastructure engineering solutions.
5+ YOEBachelor's degree or equivalent experience, 5+ years as a business analyst supporting engineering/technical teams; experience with engineering/GIS software, application portfolio management, APIs/integrations, Agile familiarity, and strong analytical and communication skills.
McKessonNew York Stock Exchange: MCK: Distributes pharmaceuticals and provides healthcare information technology solutions.
5+ YOEBachelor's in Finance/Accounting, 5+ years underwriting or corporate finance experience, advanced financial statement and credit analysis, ability to manage complex portfolios and produce executive-ready underwriting recommendations.
One Park Financial: Provides flexible financing and working capital solutions for small businesses.
5+ YOERequires 5–8 years in data or credit analytics, a quantitative bachelor's or master's degree, SQL, Python, pandas, Plaid, portfolio monitoring, statistical judgment, and executive communication skills.
Orion180: Provides homeowners insurance policies through an innovative technology platform.
2+ YOEL2/L3 escalation owner for connected device portfolio; 2+ years technical/product support; bachelor's in technical field or equivalent experience preferred; U.S. citizen or green card required; experience with ticketing platforms and reporting tools.
OmniDesk, Zendesk, ServiceNow, Power BI, Microsoft Excel
Federal Home Loan Bank of Dallas: Provides wholesale funding and liquidity to member financial institutions.
3+ YOEDegree in quantitative field and 3–5+ years in financial risk measurement and fixed-income analytics; proficiency with portfolio valuation software, strong quantitative and communication skills.