36 portfolio analyst jobs at 28 companies in Princeton, TX
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
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
3w
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Portfolio Reporting Analyst
Denver or St. Louis or Dallas
$55k-$75k/yr OnsiteFull Time
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.
Addepar, Arch, Microsoft Excel
1mo
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Portfolio Reporting Analyst
Dallas, Texas, United States
OnsiteFull Time
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.
Microsoft Excel, Microsoft Office
1w
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Portfolio Data Analyst
Chicago or Plantation or Dallas or Los Angeles
OnsiteFull Time
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
2mo
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Senior Portfolio Accounting Analyst
Dallas, Texas, United States
OnsiteFull Time
3+ YOE3-5 years accounting experience in alternative assets or investment management; knowledge of investment accounting and reporting; Excel skills; CPA or equivalent preferred.
Excel, Advent Geneva
2mo
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CRE Portfolio Manager III
Dallas or Austin or Fort Worth
OnsiteFull Time
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
3d
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Sr. Analyst, Portfolio and Debt Reporting
Dallas, Texas, United States
$90k-$100k/yr HybridFull Time
5+ YOEBachelor’s degree in a related field and 5+ years in real estate finance, capital markets, portfolio analytics, compliance reporting, investor reporting, or business intelligence. Requires SQL, DAX, PowerQuery, Excel, PowerBI, and SSMS.
SQL, DAX, PowerQuery, Microsoft Excel, Power BI, SSMS
1mo
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Sr. Analyst / Associate, Portfolio Management
Dallas, Texas, United States
$78k-$135k/yr OnsiteFull Time
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
3mo
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
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
3w
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Analyst, Portfolio Valuation
Dallas, Texas, United States
OnsiteFull Time
Pursuing a bachelor's or master's degree in finance, accounting, economics, business, management, engineering, or MBA; GPA 3.2; strong Excel and Microsoft Word skills; analytical, communication, and teamwork abilities.
Microsoft Excel, Microsoft Word
3w
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Analyst/Associate, Real Estate Portfolio Management
Dallas, Texas, United States
$100k-$130k/yr HybridFull Time
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
3w
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Portfolio Analytics & Strategy Specialist (Fraud Model Analyst)
Pittsburgh or Birmingham or Cleveland or Farmers Branch
OnsiteFull Time
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.
Python, R, SQL, SAS, Graph Database
2d
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Asset Based Lending Analyst II/III – Portfolio Management
Dallas, Texas, United States
OnsiteFull Time
1+ YOERequires 1-3 years of asset-based lending, commercial banking, commercial finance, credit analysis, or portfolio management experience; bachelor's degree; financial statement analysis, commercial credit, analytical skills, and Microsoft Excel proficiency.
Microsoft Excel
2w
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Global Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
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.
Microsoft Excel
2mo
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Global Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
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.
Excel, Financial modeling
2mo
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Engineering Business Analyst
San Diego or Dallas or Knoxville or Denver or United States
$85k-$110k/yr OnsiteFull Time
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.
Autodesk, Autodesk Flex, Bentley, ESRI, GIS, APIs, ERP, Microsoft Office, Agile, Scrum, Waterfall
1w
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Senior Analyst, Valuations
El Segundo or North America or Europe or Asia or Los Angeles or Newport Beach or London or Dallas
$105k/yr OnsiteFull Time
2+ YOEBachelor's degree in finance, real estate, accounting, or related field; 2+ years in real estate valuations, consulting, portfolio management, or audit/accounting; property underwriting and financial modeling experience required.
Microsoft Office Suite, ARGUS Enterprise
2mo
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Senior Underwriting Analyst
Irving, Texas, United States
$85k-$141k/yr OnsiteFull Time
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.
2w
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Senior Analyst, Cash Flow Underwriting & Intelligence
Dallas, Texas, United States
OnsiteFull Time
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.
SQL, Python, pandas, Plaid, dbt, AWS, LLMs, MCPs
6d
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Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations
Atlanta or Los Angeles or San Francisco or New York City or Boston or Chicago or Dallas or Washington
$75k-$120k/yr OnsiteFull Time
1+ YOEBachelor’s degree and at least one year of valuation experience at an accounting or valuation firm. Requires strong financial modeling, analytical, communication, and quantitative skills; complex securities experience preferred.
Python, R, MATLAB, VBA, Microsoft Excel, Microsoft Office, Fincad, CapitalIQ, Refinitiv, Bloomberg, Black-Scholes, Monte Carlo simulations
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