Investment Analyst Jobs in Dallas, TX
Vaco LLC
$140000 - $160000
Dallas, TX
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
citi private bank
Dallas, TX
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
bdo consulting
$225000 - $300000
Dallas, TX
Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Bok Financial
Plano, TX
The Municipal Research Analyst will support portfolio managers in evaluating credit risk, managing and interpreting portfolio data, conducting issuer-level research, monitoring holdings, and contributing to investment decisions across a diversified municipal platform. For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks.
Spring Health
$80000 - $92000
Dallas, TX
This role is part of the Operations Performance team - within the broader Operations Intelligence function - and will own core quality measurement, insights, and improvement loops that enable Provider Operations to deliver consistently excellent provider experiences at scale. Develop and maintain scalable quality monitoring frameworks for the Provider Operations department, including sampling strategies, QA rubrics, and calibration processes to ensure scoring consistency across reviewers and teams.
Spring Health
$97000 - $113500
Dallas, TX
Serve as a strategic partner to HOPs leadership, providing analytical guidance on their most critical business priorities, including reducing bad debt, improving clean collections rates, reducing aged Accounts Receivable, and improving team efficiency. Analyze operational trends and drivers to surface insights, root causes, and leading indicators—translating findings into clear narratives for leadership across HOPs, as well as cross-functional partners.
Spring Health
$97000 - $113500
Dallas, TX
Serve as a strategic partner to HOPs leadership, providing analytical guidance on their most critical business priorities, including reducing bad debt, improving clean collections rates, reducing aged Accounts Receivable, and improving team efficiency. Analyze operational trends and drivers to surface insights, root causes, and leading indicators—translating findings into clear narratives for leadership across HOPs, as well as cross-functional partners.
Way Forward Consulting
$33 - $35
Plano, TX
Background/Experience to qualify for this position, the following minimal background and skill levels are required: • Bachelor’s degree in Finance, Business, Accounting, Information Systems, or related field and 2 – 4 years of progressive, post-baccalaureate experience in the job offered. The position will be mainly responsible for the SAP system management for Sales Deduction modules including POS data management, master data management, system troubleshooting, and project management.
Spring Health
$125000 - $142000
Dallas, TX
Develop dashboards and analyses that deliver ongoing value to teams, measured in proxy by the number of monthly active users and total views different dashboards and analyses receive. You will architect resilient, AI-powered systems to modernize finance operations, improve forecasting accuracy, accelerate close cycles, and reduce manual work through scalable systems and intelligent automation.
First Horizon Bank
Plano, TX
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree and 0-2 years of experience or equivalent combination of education and experience .
First Horizon Bank
Plano, TX
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree and 5+ years of experience or equivalent combination of education and experience .
Charles Schwab
Westlake, TX
Personal Choice Investment Services (PCIS), within Workplace Services (WS), provides the industry leading Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA), through Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and rest of the retirement and health savings industries. In this role, you will work closely with business partners in PCIS, Relationship Management, Product Management, Compliance, and various scrum teams to set up plans and accounts primarily for the Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) products.
Beacon Hill
$40 - $42
Dallas, TX
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting . Our client seeking a Senior Treasury Analyst to support core treasury operations, including cash management, liquidity forecasting, banking activities, and financial risk monitoring.
Jobot
$80000 - $100000
Dallas, TX
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Prepare monthly, quarterly, and annual financial statements, including the balance sheet, income statement, statement of shareholders’ equity, and cash flow statement in accordance with GAAP.
CHRISTUS Health
Irving, TX
Additional responsibilities include assisting in identifying, quantifying and prioritizing opportunities to improve net revenue realization and cash flow at the system level, the facility level and at a Payor level as well as development of financial models and other analysis related to the development and implementation of solutions in revenue cycle areas. The Financial Analyst II will be responsible for providing support to CHRISTUS facilities, functional corporate groups, senior leadership, and other affiliates through the design and implementation of Enterprise wide and regional Revenue Cycle data analysis and reporting.
Beacon Hill
$45 - $50
Dallas, TX
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting . Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Jobot
$80000 - $200000
Rockwall, TX
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
HighLevel
$189000 - $277500
Dallas, TX
You will partner directly with senior GTM leaders across the business to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives.
Fidelity Investments
$80000 - $153000
Westlake, TX
Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Lakeview Loan Servicing
$60000 - $80000
Dallas, Texas
Northmarq
Dallas, TX
Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. Organization/Time Management – Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks including research, financial analysis and underwriting, loan packaging, and closing services.
Career Launch AI
$100000 - $150000
Dallas, TX
If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Career Launch AI
$100000 - $150000
Dallas, TX
If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Northmarq
Dallas, TX
Underwrite income-producing assets using Excel software, including: Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.
G MASS
$50000 - $70000
Dallas, TX
Responsibilities: Ensure the timely settlement and ongoing operational management of private debt and private equity assets, including deal facilitation, settlement processing, income accounting, and cash wire controls. Strong working knowledge of loan-based products, including term loans, revolvers, delayed draws, and privately originated debt and equity.
Tolleson Wealth Management
Dallas, TX
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
LP Analyst
Dallas, TX
For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.
LP Analyst
Dallas, TX
For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.
Peyton Resource Group
Dallas, TX
This role includes accrual management, internal financial reporting and forecasting, financial analysis, annual planning support, and ensuring compliance with accounting policies and guidelines. Members are expected to be proactive, results-driven, and solution-oriented while contributing to high-impact projects and challenging initiatives.
Career Launch AI
$100000 - $120000
Dallas, TX
A leading investment bank is seeking an Equity Research Analyst to support coverage of a high-growth sector (Tech, Healthcare, Industrials, Consumer, or TMT). You will learn how to analyze companies, markets, and financials in depth while supporting institutional clients.
Insight Global
Plano, TX
You will need to be comfortable collaborating with program delivery leads/program managers/project managers/IT leaders to maintain an understanding of project deliverables as estimated and planned. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) .
LALA US, Inc
Dallas, TX
Reporting to the Director of FP&A & Distribution Finance, this individual will be a key player in monitoring, analyzing and reporting of the main Distribution cost drivers, proactively providing decision making information to the Distribution organization of the business. Analyst – Distribution & Capex finance is a highly visible and impactful role in the organization helping to analyze, interpret, communicate, monitor, predict and drive business results.
LP Analyst
Dallas, TX
For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm’s proprietary reporting and analytics platform, for key decision makers at our clients’ investment programs, including private asset class leads and chief investment officers. LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.
Brookfield Properties
Dallas, TX
About Brookfield Properties: Brookfield Properties is a fully-integrated, global real estate services company that provides industry-leading portfolio management and development capabilities across the real estate investment strategies of Brookfield Asset Management — a global alternative asset manager with more than $600 billion in assets under management. We Are Brookfield Properties: Brookfield Properties develops and operates over 1000 properties and 390 million square feet of high-quality, sustainability-focused real estate assets around the globe on behalf of Brookfield Asset Management, one of the world's largest alternative investment managers.
JPMorgan Chase
Dallas, TX
In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Fisher Investments
Plano, TX
The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals.
G MASS
$40000 - $50000
Dallas, TX
You’ll act as a key point of contact for client onboarding and regulatory data processes, supporting Bayview with end-to-end KYC reviews, interpreting documentation and ensuring high-quality delivery across a portfolio of requests. We’re supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely with an Investment Management firm.
JPMorgan Chase
Plano, TX
As a Solutions Analyst III - Automation Test Engineer within the Commercial and Investment Bank - Payments Technology team, you will aid in bridging the gap between product owners, business, operations, and software developers by leveraging your technical fluency and strong analytical reasoning skills. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Fisher Investments
Plano, TX
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care. Work with the Group Vice President of the assigned departments to review variance and trend analysis, performance metrics, forecasting, annual planning, and ad hoc reporting.
JPMorgan Chase
$95000 - $100000
Plano, TX
You will also frequently focus on resolving complex business issues that have a broad impact across the firm, such as quantifying the impact of AI to optimize workforce efficiency, creating the strategy to return to full-time in-office working, and identifying areas for improvement in product operating models firmwide. Your key objectives will include making crucial business decisions that strengthen operating models, create a greater impact on employees or clients, and improve the bottom line in collaboration with senior leaders from various lines of business (e.g., banking) and corporate functions (e.g., Operations).
JPMorgan Chase
Plano, TX
As a Loan Origination Analyst within JPMorganChase, you will play a crucial role in ensuring the smooth operation of loan origination processes, directly impacting clients and contributing to the success of our lending services. + Assist in the documentation and transaction closing process for loan origination by collaborating with team members to ensure all necessary documentation is accurately prepared and finalized for loan origination, facilitating a seamless transaction closing process.
Vaco LLC
$90000 - $110000
Dallas, TX
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
JPMorgan Chase
Plano, TX
You will perform a mix of routine and semi-routine tasks, focusing on accuracy and adequacy, and use your influence, critical thinking, and active listening skills to resolve queries and escalate unusual situations. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Globe Life Family of Companies
McKinney, TX
This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability. Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
Aspira
Dallas, TX
Model stewardship: Maintain and improve 3-statement and SaaS unit-economics models (ARR/MRR waterfalls, bookingsbillingsrevenue, CAC/LTV, NRR/GRR, cohort/retention). Modeling depth: Advanced Excel (driver-based models, dynamic scenarios, INDEX /MATCH/XLOOKUP; comfort with revenue waterfalls, cohorts, and unit economics .
Intelliswift Software Inc
Plano, TX
Performs work under time schedules and stresses which are normally periodic or cyclical, including time sensitive job stress, fatigue, unpaid over-time, intellectual challenge, constant technical data feedback, language barriers, and business management stress. • Works closely with sales team and hold sales counterparts accountable, engages sales to drive improved sellout performance; deep understanding of numbers and ability to interpret sales results, drives actions and results.
JND
$22 - $26
Plano, TX
Coordinate with cross-functional teams (marketing, retail, sales, product and etc.) to collect end of life samples . Ability to independently or as a team member achieve personal and team goals and complete assignments within well-established policies and administrative procedures.
Pennymac
$68000 - $115000
Carrollton, Texas
General functions would include financial forecasting, pricing and product analyses, profit and loss statement management, corporate budgeting, ad-hoc analyses and reporting, and guidance pertaining to shared expense analyses, expense allocations, and department structuring. PENNYMAC: Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.
Revolution Company
$80000 - $100000
Dallas, Texas
finance #business #accounting #motivation #sales #accountmanager #businessdevelopment #clientrelations #plastic #recycle #sustainability #recycling #reuse #waste #sustainable #plastik #plasticwaste #plastics #sales #marketing #business #manufacturing. In this position, you’ll sit at the center of our financial decision-making—supporting strategic initiatives, delivering actionable insights, and helping shape the growth of a company transforming the future of sustainable plastics.
CBRE
Dallas, TX
Collaborate closely with them, as well as with other Finance teams, to ensure accurate forecasting, understand key variances, and provide essential planning and analysis support with a goal of elevating the quality of all financial deliverables. As a core part of the Advisory FP&A team, you'll be responsible for creating and reviewing the quarterly forecasts, annual budgets, and month-end close processes for our global Leasing business.