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48 portfolio analyst jobs at 33 companies in Rowlett, TX

1mo
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
Trinity Industries
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
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1mo
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
CMB Regional Centers
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
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1w
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Portfolio Reporting Analyst
Denver or St. Louis or Dallas
$55k-$75k/yr OnsiteFull Time
Matter Family Office
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.
Addepar, Arch, Microsoft Excel
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3w
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Portfolio Reporting Analyst
Dallas, Texas, United States
OnsiteFull Time
Fortress Investment Group
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.
Microsoft Excel, Microsoft Office
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1mo
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Sr. Portfolio Analyst
Addison or Fort Worth or United States
HybridFull Time
Elevate Credit
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
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1mo
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Portfolio Administration Analyst
Fort Worth, Texas, United States
OnsiteFull Time
Crestline Investors
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.
Microsoft applications, Microsoft Excel
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17h
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Portfolio Management Analyst III
Fort Worth, Texas, United States
HybridFull Time
GM Financial: Provides automotive financing and leasing services for dealers and consumers.
N/A
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2mo
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Senior Portfolio Accounting Analyst
Dallas, Texas, United States
OnsiteFull Time
Sixth Street
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.
Excel, Advent Geneva
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2mo
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CRE Portfolio Manager III
Dallas or Austin or Fort Worth
OnsiteFull Time
Huntington
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
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4d
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Wealth Portfolio Management Analyst I
Dallas, Texas, United States
OnsiteFull Time
Frost Bank
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
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2w
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Sr. Analyst / Associate, Portfolio Management
Dallas, Texas, United States
$78k-$135k/yr OnsiteFull Time
Invitation Homes
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
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3mo
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
Trinity Industries
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
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1w
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Analyst, Portfolio Valuation
Dallas, Texas, United States
OnsiteFull Time
Kroll
Kroll: Provides global risk and financial advisory solutions.
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
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1w
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Analyst/Associate, Real Estate Portfolio Management
Dallas, Texas, United States
$100k-$130k/yr HybridFull Time
Evergreen Residential
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
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3w
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Analyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor Lending
McLean or Plano or Chicago
$119k-$150k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
2+ YOEBachelor’s degree or military experience and 2+ years in credit underwriting, portfolio management, or asset management; financial analysis and modeling skills required.
financial modeling
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3w
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Analyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor Lending
McLean or Plano or Chicago
$119k-$150k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: A diversified financial services providing banking and credit products.
2+ YOEBachelor's degree or military experience and 2+ years in credit underwriting, portfolio management, or asset management; accounting or finance degree and credit risk training preferred.
TMT
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3w
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Analyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor Lending
McLean or Plano or Chicago
$119k-$150k/yr OnsiteFull Time
Capital One
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.
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1w
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Portfolio Analytics & Strategy Specialist (Fraud Model Analyst)
Pittsburgh or Birmingham or Cleveland or Farmers Branch
OnsiteFull Time
PNC Financial Services
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.
Python, R, SQL, SAS, Graph Database
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2mo
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FP&A Analyst Sr, Portfolio Management
Plano, Texas, United States
$90k-$125k/yr OnsiteFull Time
Finance of America
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
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1d
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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
Goldman Sachs
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.
Microsoft Excel
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