Entry Level Portfolio Manager Jobs in Houston, TX
Flagstar Bank
Houston, TX
As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
USHA
$70000 - $95000
Spring, TX
Entry Level Account Rep position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Server Wait Bar Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.
Flagstar Bank
Houston, TX
Credit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
Flagstar Bank
Houston, TX
Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
Flagstar Bank
Houston, TX
This role plays a key part in supporting Credit Products Specialists in assessing credit risk, structuring commercial loans, and monitoring portfolio performance. Analysts are expected to independently conduct financial analysis, prepare risk ratings, and provide insights on credit decisions, while continuing to refine industry expertise and technical skills.
Woodforest Bank
Houston, TX
Working Conditions: · Conditions may involve a higher level of stress when working to meet deadlines; will involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc. · Oversees spreading of financial statements and tax returns; conducts comprehensive analyses to determine the degree of risk involved and profitability of extending credit or lending money, such as cash flow, trend and industry analysis.
Woodforest National Bank
Houston, TX
Working Conditions: · Conditions may involve a higher level of stress when working to meet deadlines; will involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc. · Oversees spreading of financial statements and tax returns; conducts comprehensive analyses to determine the degree of risk involved and profitability of extending credit or lending money, such as cash flow, trend and industry analysis.
Woodforest National Bank
Houston, TX
Working Conditions: · Conditions may involve a higher level of stress when working to meet deadlines; will involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc. · Oversees spreading of financial statements and tax returns; conducts comprehensive analyses to determine the degree of risk involved and profitability of extending credit or lending money, such as cash flow, trend and industry analysis.
The Symicor Group
$140000
Houston, TX
Commercial Portfolio Manager responsibilities include: Review loan underwriting and work directly with underwriters to get complete and accurate loan write up to the appropriate approval queues. Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.
City National Bank
$122548 - $208711
Houston, Texas
RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. Overview: ABOUT USRBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.
Huntington National Bank
$70000 - $154000
Houston, TX
Duties and Responsibilities: + Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Guaranty Bank & Trust
Katy, Texas
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. The Commercial Portfolio Manager works closely with loan officers, credit leadership, and operations to analyze credit requests, manage existing loan portfolios, and ensure timely, accurate underwriting and ongoing monitoring.
Huntington
$70000 - $154000
Houston, TX
Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Barrios Technology
Houston, Texas
Clients include the NASA HQ-based Biology & Physical Science Division of the Science Mission Directorate and their work across multiple NASA centers, the ISS National Lab, the Human Exploration Mission Directorate’s Human Research Program, and partner space agencies CSA, ESA, and JAXA. The Natural Sciences Client Support Office is responsible for supporting natural science clients (life sciences, physical sciences, human research) and International Partner science investigations throughout each investigation’s life cycle, from cradle to grave.
Search Services
Houston, TX
The Contractor Transformation Office Program and Analytics Lead will support enterprise portfolio management by driving disciplined project execution, enabling cross-functional coordination, and building AI-enabled dashboards and KPI tracking tools. This role combines program management rigor, enterprise navigation, and advanced analytics enablement to improve visibility, governance, and value realization across Transformation Office initiatives.
Huntington National Bank
$70000 - $154000
Houston, TX
Summary: The Commercial Portfolio Manager-Senior - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. + As appropriate, assists in optimizing customer relationships working directly with Relationship Managers and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
MD Anderson
Houston, TX
Preferred: 2+ years of portfolio experience, must know technology including experience with data management, executive reporting, budget, detail oriented, passionate, excellent communication skills, experience with Service Now, Power BI, SharePoint. Required: 5 years Experience required to include two years in portfolio management and one year in a technology & digital project management capacity in a healthcare setting with preferred degree.
Huntington
$70000 - $154000
Houston, TX
The Commercial Portfolio Manager-Senior - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
Hanwha Renewables
$140000 - $175000
Houston, TX
The company brings a decade of global leadership in renewable energy to North America, combining best-of-world technology, processes, and partnerships to deliver utility-grade energy solutions customized for local energy markets. This role is responsible for managing projects from Substantial Completion (SC) through Operations, with a strong focus ensuring financial optimization and operational efficiency, maintaining compliance with financing structures, and driving value creation across the asset lifecycle.
Compass Group, North America
$100000 - $110000
Houston, TX
For positions in Washington State, Maryland, or to be performed Remotely, click here (https://www.compass-usa.com/wp-content/uploads/2023/08/2023_WageTransparency_FlikHospitality.pdf) for paid time off benefits information. The Training Manager creates, develops, and drives training initiatives, and will be responsible for effective development, coordination and presentation of all management training initiatives while ensuring that the revenue goals are met.
Alleviation Enterprise LLC
Pasadena, Texas
Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions. Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered).
Alleviation Enterprise LLC
Kingwood, Texas
Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions. Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered).
Alleviation Enterprise LLC
Stafford, Texas
Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions. Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered).
Alleviation Enterprise LLC
Porter, Texas
Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions. Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered).
Alleviation Enterprise LLC
Missouri City, Texas
Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions. Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered).
Honeywell
Houston, TX
As the Senior Director of Portfolio Management for Lifecycle Services and Solutions (LSS) within Honeywell Process Solutions (HPS), you will be pivotal in expanding our offering portfolio to coupled and decoupled growth areas through strategic leadership and data-driven decision-making. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments – powered by our Honeywell Forge software – that help make the world smarter, safer and more sustainable.
TRC Companies, Inc.
$200865.6 - $242028.8
Houston, Texas
Participate in resource management meetings, providing updates on staffing and timing for given portfolio of projects, raising project risks/issues, partnering with the other professional services groups to address the risks/issues. Overview: We are seeking a Geospatial Project Portfolio Lead to provide strategic oversight of our geospatial project portfolio, ensuring efficient delivery and consistently achieving revenue and profitability objectives.
Dinerstein Companies
Houston, TX
The Development Accounting Manager is a senior accounting leader responsible for overseeing all accounting and financial reporting activities related to the Company’s real estate development portfolio, including construction projects, development entities, joint ventures, and construction financing. The ideal candidate brings deep experience in development accounting, construction draws, job cost reporting, and lender/JV compliance, with the ability to drive process improvements and strengthen internal controls in a growing organization.
System One
Houston, Texas
The Development Accounting Manager is a senior accounting leader responsible for overseeing all accounting and financial reporting activities related to the Company’s real estate development portfolio, including construction projects, development entities, joint ventures, and construction financing. This role manages the day-to-day development accounting function, leads a team of three professionals, and serves as a key partner to Development, Construction, Treasury, and senior leadership.
Grid United
Houston, TX
Support commercial analytics team in performing detailed nodal and zonal market analysis to evaluate the commercial value of Inter Grid DC ties by providing network assumptions, evaluating transmission constraints, diagnosing and interpreting results. Develop interconnection plan and execution strategy including optimum application size, timing of queue entry, selecting AC line parameters or HVDC configuration, assessing risk of untenable network upgrades, queue dynamics and churn, etc.
Willis Johnson & Associates
Houston, TX
Reporting to the Managing Director of Operations, this role oversees the daily execution and long-term improvement of investment operations, including trading workflows, portfolio accounting, reconciliation, billing, investment data management, and custodial coordination. This leader manages the Investment Operations team and serves as the operational bridge between the Investment Committee, Wealth Management advisors, custodians, and internal operations teams.
SCI Shared Resources, LLC
Houston, TX
JOB RESPONSIBILITIES** **Capital Structure Support** + Support liquidity planning, cash forecasting, and capital allocation analysis + Assist with debt portfolio management, including: + Credit facilities, term loans, bonds, and covenant compliance + Prepare materials for and attend rating agency reviews and lender meetings + Evaluate capital structure scenarios, including refinancing, redemptions, or new issuances + Partner on share repurchase and dividend analysis + Assist with treasury-related disclosures in 10-K / 10-Q **Investor Relations & External Reporting Support** + Support development of earnings releases and executive earnings call remarks + Perform variance analysis and narrative development for earnings calls + Assist with investor presentations, conferences, and roadshows + Maintain and analyze peer benchmarking and investor perception + Support long-range guidance framing and messaging consistency + Coordinate closely with IR, FP&A, Accounting, and Legal on external disclosures + Respond to ad-hoc investor and analyst data requests **Strategic Finance & Corporate Development Support** + Create and improve complex financial models, including: + Long-term forecasts + Scenario and sensitivity analyses + Valuation models + Support strategic initiatives such as: + M&A evaluation and integration DCF modeling + New business or investment cases + Analyze return on invested capital (ROIC) and capital deployment effectiveness + Partner with business leaders on strategic decision support + Prepare materials for Board of Directors and executive leadership + Lead or support cross-functional special projects as needed **Enterprise Finance & Leadership Expectations** + Act as a trusted thought partner to senior finance leadership + Independently own workstreams from analysis through executive delivery + Translate complex financial data into clear executive-level insights + Mentor and review work of analysts + Continuously improve financial models, processes, and reporting tools utilizing advancements in technology + Balance structure with flexibility in a fast-moving public company environment + This is not intended to be an all-inclusive list of the essential functions or duties related to this job **MINIMUM** **REQUIREMENTS** **Education** + Bachelor’s degree in Finance, Accounting or related discipline + Master's Degree preferred **Certification/License** + CPA and/or CFA strongly preferred **Experience** + 8–12 years of experience in public accounting (transaction/valuation), investment banking, or corporate finance. This role supports enterprise-level financial initiatives, partners closely with senior finance leadership and plays a key role in executive decision-making, capital markets support, and long-term value creation.
Trustmark Bank
Houston, Texas
Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals.
Woodforest National Bank
Houston, TX
Serves as Relationship Manager by providing ongoing customer service support and guidance to existing and new clients and client decision makers; maintains up-to-date client files, manages renewals, and processes servicing requests such as collecting past due payments, exception clearing, responding to information inquiries and facilitating transfer and draw requests. · Collects application documents, works with the credit analysts to assess client’s financial condition; determines credit risk and makes loan structuring and underwriting decisions within approval authority or seeks appropriate joined approval authority; coordinates closing and the completion and review of final documents.
Trustmark Bank
Houston, Texas
Responsibilities: Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals.
Discover Financial Services
$209500 - $239100
Houston, TX
Lead and compile due diligence to draw conclusions on material current and future risks and mitigates; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization. Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations.
NRG Energy, Inc.
Houston, TX
Support the creation and upkeep of inventory, commodity, and fuel supply forecasts—including net long/short positions, railcar fleet requirements, and long-term planning models—and produce recurring operational and inventory reports with accurate, consistent data. • Construct a "top-down" strategic framework that aligns logistics KPIs with the company’s broader supply chain goals, ensuring high-voltage equipment and critical components move through the network with zero safety incidents.
MD Anderson
Houston, TX
Additionally, this team member will leverage partnerships with division service lines in donor communications, donor relations and the Grateful Giving Program on gift officer related donor engagement tasks and projects, requiring the comprehension of project content and deliverables and ensuring appropriateness and completeness of associated documents and donor communications. Portfolio activity and donor outreach support (portfolio mass mailings with correlating data entry and mail merge, individualized donor outreach by portfolio [birthday cards, donor anniversaries and other milestones, donor summary reports, etc.], CRM updates.
City National Bank
$24.46 - $36.69
Houston, Texas
RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. Overview: ABOUT USRBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.
City National Bank
$24.46 - $36.69
Houston, Texas
RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. Overview: ABOUT USRBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.
Jones Lang LaSalle Incorporated
Houston, TX
Required Skills: Undergraduate degree preferred with a minimum of 1-3 years in Real Estate, Finance, Accounting, Business or equivalent work experience, proficiency in Microsoft Office, ability to recognize and mitigate risk, detail oriented, ability to multi-task and manage deadlines, strong customer service skills (written and verbal). The Analyst will work in collaboration with Asset Managers to implement value-added strategies for JLL Real Estate Capital, LLC (“JLL REC”) multifamily and commercial properties while maintaining the core ethical values of JLL REC.
Uplift People Consulting
Houston, Texas
You will be responsible for generating pipeline, leveraging industry connections, and closing high-impact deals with clients in sectors such as Paper & Pulp, Chemicals, Metals, Steel, Cement, Oil & Gas, and other asset-intensive industries. This role is ideal for a technically sharp sales professional who thrives in plant environments, understands industrial maintenance challenges, and can clearly articulate the value of AI and predictive/prescriptive maintenance solutions.
ValorVIP
$17 - $19
The Woodlands, Texas
MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Woodforest National Bank
The Woodlands, TX
Key Responsibilities: · Gathers information needed to underwrite loan packages by conducting customer interviews and requesting credit reports and financial statements on borrowers and guarantors of proposed requests; works to clear any outstanding exceptions. · 1+ years’ experience in the banking or financial services industry with exposure to Credit Risk Management, Consumer/Commercial Loans, or similar lending compliance related work experience preferred.
Eisai
Houston, TX
The Associate Director/Director, MSLs is responsible for the leadership, direction and management of MSLs in the region and works collaboratively with the Medical Affairs Senior management with strategic and tactical planning, working collaboratively with Medical Affairs and Clinical Development teams for support of clinical studies across the product portfolio. Skills:Communication & Cross-functional Influence, Critical Thinking & Agility, Healthcare Environment Dynamics, KOL/ HCP Engagement, Medical Data and Insights, People Development, Resource Planning & Management, Territory Management (MSL).
Black & Veatch
Houston, TX
We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations.
Nikkiso Cryogenic Industries
Tomball, Texas
Job Overview: The Aftermarket Account Manager (Marine) is a revenue-driving, customer-facing leadership role responsible for growing aftermarket sales, expanding Long-Term Service Agreements (LTSA), and maximizing lifetime customer value across Nikkiso Cryogenic Services’ marine customer portfolio. Nikkiso Cryogenic Services (NCS) is an industry leader in the provision of services to the industrial gas and air separation industries, enhanced oil recovery operations, marine, clean energy, and alternative fuels markets.