40 portfolio analyst jobs at 29 companies in Euless, 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
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
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
3+ YOE3–5 years portfolio or investment experience, bachelor's degree required; strong portfolio construction, trading, performance measurement, reporting, analytical and communication skills; CFA preferred.
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
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
Kroll: Provides global risk and financial advisory solutions.
2+ YOEBachelor's or Master's in finance-related field, 2+ years post-college experience, strong Excel/financial modeling, familiarity with Bloomberg and S&P Capital IQ, strong communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bloomberg, S&P Capital IQ
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
2+ YOEBachelor's degree or military experience,2+ years in credit underwriting/portfolio or asset management; preferred coursework in credit risk; degree in accounting or finance preferred.
Finance of AmericaNYSE: FOA: Provides home equity-based mortgage and retirement financing solutions.
5+ YOEBachelor's in finance/accounting required, 5+ years FP&A or related experience (mortgage servicing preferred), advanced financial modeling, forecasting, Excel/PowerPoint, Workday Adaptive Planning preferred, strong communication and analytical skills.
Microsoft Excel, Microsoft PowerPoint, Workday Adaptive Planning
3+ YOEBachelor's in Finance/Economics/Accounting; 3-5 years in project finance or credit analysis; advanced financial modeling; strong communication; ability to work in a fast-paced environment.
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.
Credit Analyst II - Asset Based Finance - Product Delivery Portfolio - Support
Charlotte or Dallas or Atlanta
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOE1+ year credit or financial analysis experience, ability to analyze financial statements and cashflow, prepare credit documentation, proficiency with Microsoft Excel, strong attention to detail and written communication.
Credit Analyst II - Asset Based Finance - Product Delivery Portfolio - Support
Dallas or Atlanta or Charlotte
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOE1+ year credit or financial analysis experience; proficiency in Microsoft Excel; ability to analyze financial statements, build projections, monitor credit, and prepare written credit analysis.
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.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
2+ YOEBachelor's in business, 2+ years commercial banking credit analysis, proficiency in financial modeling, underwriting and portfolio monitoring, strong analytical and communication skills, proficiency with internal banking applications and Microsoft Office.