10 portfolio analyst jobs at 8 companies in Elgin, TX
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Portfolio Monitoring Analyst
Round Rock, Texas, United States
OnsiteFull Time
Capital Farm Credit: Providing financial services and loans to Texas agricultural communities.
2+ YOEBachelor's degree in accounting, finance, or business administration, or equivalent experience; 2–4 years of credit administration and analysis experience; strong analytical, communication, and Microsoft Office skills.
Amherst Group: Vertically integrated real estate investment and development platform.
1+ YOE1-3 years in banking, consulting, financial services or real estate; strong analytical; MBA/CA/CFA or financial markets knowledge; Excel/PowerPoint; experience with Yardi/Tableau/SQL preferred.
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
Bachelor's degree required; strong quantitative, time-management, and communication skills; comfort with large data sets; SQL, VBA, and Microsoft Excel helpful; aptitude for basic programming.
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
Austin or Reston or Menlo Park or Seattle or New York or San Francisco or Chicago
$132k-$188k/yrOnsiteFull Time
MetaNASDAQ: META: Develops social networking platforms and virtual reality technologies.
6+ YOE6+ years in energy strategy or capital-intensive infrastructure; ability to build integrated financial and market models; experience with wholesale energy markets, utility/market analysis, and cross-functional collaboration; strong written and presentation skills.
Denver or Austin or San Diego or Boston or Costa Mesa or San Jose or Reston
$122k-$161k/yrOnsiteFull Time
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOERequires 6+ years of portfolio management experience, a bachelor's degree or equivalent, commercial credit and loan structuring expertise, credit analyst training, regulatory knowledge, and advanced communication skills.
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
Bachelor's degree, strong analytical and communication skills, ability to work with large data sets, develop portfolio analytics, and visualize investment data for client engagements.
Jeppesen ForeFlight: Provides integrated software and data solutions for aviation flight planning.
5+ YOE5+ years FP&A or corporate finance experience in SaaS; strong financial modeling, budgeting, variance analysis, cross-functional partnering, and communication skills; MBA preferred; Anaplan/Hyperion Essbase experience preferred.
VisaNYSE: V: Global payment technology facilitating electronic funds transfers.
2+ YOE2+ years relevant experience with bachelor’s degree (or 5+ years experience), portfolio/financial planning experience in IT, SQL proficiency, Jira Align and Microsoft Excel skills, budgeting and forecasting, strong analytical and communication skills.
Texas Health and Human Services: Administers public health programs and social services in Texas.
3+ YOEBachelor's in accounting/business/finance, 3+ years budget/accounting/financial compliance experience, proficiency with CAPPS, Microsoft Excel/Word/PowerPoint and Project and Portfolio Management; strong communication and analytic skills.
CAPPS, Project and Portfolio Management, Microsoft Excel, Microsoft PowerPoint, Microsoft Word