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67 portfolio analyst jobs at 49 companies in Texas

1mo
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
Trinity Industries
Trinity IndustriesNYSE: TRN: Provider of rail transportation products and services in North America.
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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3w
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Portfolio Reporting Analyst
Denver or St. Louis or Dallas
$55k-$75k/yr OnsiteFull Time
Matter Family Office
Matter Family Office: N independent, multifamily office that helps ultra-high-net-worth families simplify complexity, make intentional decisions, and build enduring legacies.
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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1mo
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Portfolio Reporting Analyst
Dallas, Texas, United States
OnsiteFull Time
Corporate Credit
Corporate Credit: Alternative asset manager serving investors and private clients through credit, real estate, equity, insurance, and multi-manager 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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1w
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Portfolio Data Analyst
Chicago or Plantation or Dallas or Los Angeles
OnsiteFull Time
Motorola Solutions
Motorola SolutionsNYSE: MSI: Global leader in mission-critical communications and security technology.
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
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3mo
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Analyst, Portfolio Management
Austin, Texas, United States
OnsiteFull Time
The Amherst Group
The Amherst Group: Private, data-driven real estate investment platform serving investors and residents through U.S. housing and commercial real estate.
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.
Excel, PowerPoint, Yardi, Tableau, SQL
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2mo
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Portfolio Administration Analyst
Fort Worth, Texas, United States
OnsiteFull Time
Crestline Investors
Crestline Investors: Crestline Investors is a private-credit and alternative investment manager serving institutions, family offices, and high-net-worth investors.
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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2w
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Portfolio Monitoring Analyst
Round Rock, Texas, United States
OnsiteFull Time
Capital Farm Credit
Capital Farm Credit: Member-owned Texas agricultural lending cooperative providing loans, leases, and insurance to farmers, ranchers, rural residents, and agribusinesses.
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.
Microsoft Excel, Microsoft Word, Microsoft Office
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Sr. Analyst, LNG Portfolio Optimization
Houston, Texas, United States
OnsiteFull Time
NextDecade
NextDecadeNasdaq Stock Market LLC: NEXT: Public U.S. LNG infrastructure developer building liquefaction and export facilities for global energy customers.
5+ YOE5+ years LNG portfolio optimization or related experience; degree in operations research/applied mathematics/economics; proficiency in Python and optimization solvers; strong communication and valuation/scenario analysis skills.
Python
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Analyst, Portfolio Management (Equities)
Austin, Texas, United States
HybridFull Time
Dimensional Fund Advisors
Dimensional Fund Advisors: Private investment management firm serving institutions, advisors, and individual investors with systematic equity and fixed-income strategies.
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.
SQL, VBA, Microsoft Excel
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2w
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Portfolio Management Analyst III
Fort Worth, Texas, United States
HybridFull Time
GM Financial
GM FinancialNew York Stock Exchange: GM: Captive automotive finance subsidiary of General Motors.
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: Private investment firm providing capital and investment solutions to companies across growth, credit, real estate, and infrastructure.
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 Bank
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial 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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Sr. Analyst, Portfolio and Debt Reporting
Dallas, Texas, United States
$90k-$100k/yr HybridFull Time
Bayview Asset Management
Bayview Asset Management: Bayview is a private alternative investment firm serving institutional clients through residential, consumer, and commercial credit investments.
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
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2mo
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Retail Power Portfolio Analyst III
Houston, Texas, United States
HybridFull Time
BKV Energy
BKV EnergyNYSE: BKV: Publicly traded U.S. energy producing natural gas and developing midstream, power-generation, and carbon-capture businesses.
3+ YOEBachelor's in quantitative field, 3+ years industry experience, strong Excel/Power BI/Python/SQL skills, knowledge of natural gas market and regulations, analytical and communication skills.
Microsoft Excel, Power BI, Python, SQL
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1mo
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Sr. Analyst / Associate, Portfolio Management
Dallas, Texas, United States
$78k-$135k/yr OnsiteFull Time
Invitation Homes
Invitation HomesNYSE: INVH: Public U.S. REIT leasing and managing updated single-family rental homes for residents in major American markets.
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: Provider of rail transportation products and services in North America.
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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3w
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Vice President, Portfolio Management- ABL/Tech
Denver or Austin or San Diego or Boston or Costa Mesa or San Jose or Reston
$122k-$161k/yr OnsiteFull Time
Western Alliance Bancorporation
Western Alliance BancorporationNYSE: WAL: A national bank holding providing diverse commercial financial services.
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.
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1mo
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Portfolio Manager - Temple
Temple, Texas, United States
OnsiteFull Time
Extraco Banks
Extraco Banks: Locally owned Central Texas bank serving consumers, businesses, and families with banking, mortgage, insurance, and wealth services.
1+ YOEMinimum 1 year commercial lending or 2 years credit analyst experience; strong commercial underwriting, financial statement and cash flow analysis; mastery of Moody's Lending Cloud; high school required; bachelor's preferred.
Moody's Lending Cloud
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1mo
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Sr. Strategy & Portfolio Mgmt Analyst (5240)
Houston, Texas, United States
HybridFull Time
Murphy Oil
Murphy OilNYSE: MUR: Public independent oil and natural gas exploration and production operating onshore and offshore worldwide.
10+ YOE10+ years financial/economic modeling experience; bachelor’s in finance/economics/engineering/planning; advanced Microsoft Excel and PowerPoint; strong analytical and independent problem-solving skills.
Microsoft Excel, Microsoft PowerPoint
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Analyst - Portfolio Valuation
Dallas, Texas, United States
OnsiteFull Time
Kroll
Kroll: Global risk and financial advisory firm.
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
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