NewSenior Portfolio Manager First Horizon BankSenior Portfolio ManagerDallas, TXHeadquartered 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. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals.
NewApplication System Analyst Lead - Cadence / Grand Central / Prelude CHRISTUS HealthApplication System Analyst Lead - Cadence / Grand Central / PreludeIrving, TXApplies expert level understanding of assigned clinical/business operations, processes, and workflows; and accurately documents, discusses, and identifies dependencies with project team members and stakeholders. Leads process and requirement analysis, including process mapping through current flowcharts, documenting plans, requirements elicitation, stakeholder analysis, and specification gathering on complex projects.
NewApplication System Analyst Lead - MyChart CHRISTUS HealthApplication System Analyst Lead - MyChartIrving, TXApplies expert level understanding of assigned clinical/business operations, processes, and workflows; and accurately documents, discusses, and identifies dependencies with project team members and stakeholders. Leads process and requirement analysis, including process mapping through current flowcharts, documenting plans, requirements elicitation, stakeholder analysis, and specification gathering on complex projects.
NewApplication System Analyst Lead - HB/PB/HIM CHRISTUS HealthApplication System Analyst Lead - HB/PB/HIMIrving, TXApplies expert level understanding of assigned clinical/business operations, processes, and workflows; and accurately documents, discusses, and identifies dependencies with project team members and stakeholders. Leads process and requirement analysis, including process mapping through current flowcharts, documenting plans, requirements elicitation, stakeholder analysis, and specification gathering on complex projects.
NewDirector, Alternative Investments Fidelity InvestmentsDirector, Alternative InvestmentsIrving, TXRemoteThe Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and will manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of private equity, real estate, private credit, hedge funds, and other alternative and non-traditional investments. Investment OperationsPlease 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.
junior java microservices developer/Jr data analyst-remote SynergisticITjunior java microservices developer/Jr data analyst-remoteDallas, TXRemote$82,000–$145,000 / yearFull timeSince 2010, Synergisticit has helped thousands of candidates land full-time jobs at tech leaders like Google, Apple, PayPal, Visa, Western Union, Wells Fargo, Intel, Paypal, JPMC, Wayfair, BOA, CITI and hundreds more with Job offers of $95k to $154k. Currently, We are looking for entry-level software programmers, Java Full stack developers, Python/Java developers, Data analysts/Data Engineers/ Data Scientists, Machine Learning engineers for full time positions with clients.
Sr. Real Estate Investment Portfolio Analyst CMB Regional CentersSr. Real Estate Investment Portfolio AnalystDallas, TexasThe Senior Real Estate Investment Analyst supports the tracking, organization, and analysis of the company’s real estate and investment portfolio, including select family-held assets. This role provides visibility into asset performance, maintains accurate and organized financial data, and supports leadership through clear, concise reporting.
Senior Loan Portfolio Analyst NorthMarq Capital LLCSenior Loan Portfolio AnalystDallas, TXThis position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, reviews, and analyzing borrower consent requests, as well as calculating/coordinating loan payoffs and satisfying investor requirements. 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.
Senior Loan Portfolio Analyst NorthmarqSenior Loan Portfolio AnalystCoppell, TXThis position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, reviews, and analyzing borrower consent requests, as well as calculating/coordinating loan payoffs and satisfying investor requirements. 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.
Sr. GTM Planning & Portfolio Analyst Motorola Solutions IncSr. GTM Planning & Portfolio AnalystAllen, TX$95,000–$110,000 / yearOur video and access solutions have been installed in more than 120 countries at thousands of customer sites, including school campuses, transportation systems, healthcare centers, public venues, critical infrastructure, prisons, factories, casinos, airports, financial institutions, government facilities, and retailers. Specific Knowledge & Skills: Experience: 5+ years of related experience in portfolio or product management, Product Planning, Product Marketing, Product Management, Sales Operations, Product Engineering, or Sales Engineering.
IT Application Portfolio Analyst Blackstone Talent GroupIT Application Portfolio AnalystDallas, TXBlackstone Talent Group is a wholly owned subsidiary of Blackstone Technology Group, a global IT services and software firm that implements technological solutions across commercial industry verticals and the US Federal Government. Blackstone Talent Group, an award-winning technology consulting and talent agency is seeking a IT Business Support Analyst to join our Client's team.
Sr. Product Portfolio Analyst Alkami Technology IncSr. Product Portfolio AnalystTXRemote$110,000–$130,000 / yearFounded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably's Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). The Sr Product Portfolio Analyst serves as a key liaison between stakeholders and cross-functional teams, driving business requirements, operational improvements, and data-backed decisions.
Strategic Portfolio analyst Work at Acme.comStrategic Portfolio analystDallas, TexasAbility to perform in depth analysis of portfolio model results including ad hoc analysis to interpret portfolio model results and to communicate those interpretations in ways easily understood by the groups using model outputs. Use portfolio model to run and analyze evaluations of the MRO base portfolio, acquisitions, divestitures, capital allocation options, planning scenarios and sensitivity runs for variables such as price forecasts, cost estimates, and other market conditions.
Senior Analyst, Real Estate Portfolio Management 1872 ConsultingSenior Analyst, Real Estate Portfolio ManagementDallas, TXThis is a newly created role for a new $80B real estate lending platform, on a newly created team, focused on Reporting, Financial Modeling and Process Improvements for a growing real estate portolio that spans broad categories including residential and commercial, across multiple geographies, spanning both private and public markets. Must have 2+ years of experience working in real estate, doing financial modeling/analysis – we are open on specifics here (residential, commercial, PE firm, Asset Manager, iBank, Broker, Lender, Owner/Operator, etc.) .
SENIOR PORTFOLIO ANALYST, GROWTH STRATEGY Motorola Solutions IncSENIOR PORTFOLIO ANALYST, GROWTH STRATEGYTX$72,700–$100,000 / yearCore Metric Governance: Track the financial impact of growth initiatives against core business KPIs, maintaining direct accountability for monitoring metrics to include for example, Net New ARR and SaaS benchmarks, Cloud Cost drivers, LTV:CAC ratios, and CAC Payback Periods. Operating at the intersection of Product, Go-To-Market (GTM), and Revenue Operations, you will build the analytical models and track the on-time status of complex monetization initiatives to ensure our organization is fully equipped to capture market value.
PGIM - Analyst, Portfolio Management (Credit) PGIM Global High Yield FundPGIM - Analyst, Portfolio Management (Credit)Dallas, TXThis role is uniquely positioned to collaborate with many other areas of our business (Underwriting, Capital Markets, Information Technology and AI Enablement, Operations, Investor Relations) while developing critical credit analysis and financial modeling skills. Bachelor's degree with 0-2 years of relevant experience (finance, accounting, portfolio monitoring, restructuring advisory, banking, credit, power and project finance, data technology or adjacent analytical roles).
PGIM - Analyst, Portfolio Management (Credit) Prudential Financial IncPGIM - Analyst, Portfolio Management (Credit)Dallas, TXThis role is uniquely positioned to collaborate with many other areas of our business (Underwriting, Capital Markets, Information Technology and AI Enablement, Operations, Investor Relations) while developing critical credit analysis and financial modeling skills. Bachelor's degree with 0-2 years of relevant experience (finance, accounting, portfolio monitoring, restructuring advisory, banking, credit, power and project finance, data technology or adjacent analytical roles).
Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Analyst - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Analyst - DallasDallas, TXOur team of client portfolio managers works closely with portfolios managers, financial advisors, sales people, and end investors to understand client needs and design custom investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy, develop thought leadership and marketing materials, and establish and execute on business strategy. Develop solid working relationships with Asset Management investment teams, working closely with portfolio managers, researchers and investment specialists to gain investment insight to be used in our marketing collateral.
NewExperienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York Houlihan LokeyExperienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New YorkDallas, New York$85,000–$125,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York Houlihan Lokey Europe GmbHExperienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New YorkTX$85,000–$125,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Portfolio Management Analyst First United BankPortfolio Management AnalystDallas, TXDelos Capital Advisors is seeking a Portfolio Management Analyst to support the Chief Investment Officer in the day-to-day management, execution, and risk oversight of Delos wealth management portfolios. The analyst will work closely with the CIO in implementing asset allocation strategy, supporting equity positioning, executing trades, and maintaining disciplined portfolio risk oversight.
Counter UAS Portfolio FP&A Analyst, Principal Specialist *HYBRID* RTX CorpCounter UAS Portfolio FP&A Analyst, Principal Specialist *HYBRID*McKinney, TXQualifications You Must Have: Typically requires a Bachelor's degree in Accounting, Finance, Business Administration, or related field 5 years finance/accounting experience; OR an Advanced degree with 3 years finance/accounting experience. This role will support CUAS finance and program leadership and oversee the FP&A scope of the Domestic LIDS, International LIDS, Coyote, and High Energy Lasers contracts.
FP&A Analyst Sr, Portfolio Management Finance of America Holdings LLCFP&A Analyst Sr, Portfolio ManagementPlano, TX$90,000–$125,000 / yearPart timeDevelops forecasts, financial models, and business insights that support portfolio management, servicing strategy, capital markets, and executive decision-making. • Experience supporting mortgage servicing, portfolio management, capital markets, asset management, or related mortgage banking functions preferred.
FP&A Analyst Sr, Portfolio Management Finance Of America Companies IncFP&A Analyst Sr, Portfolio ManagementPlano, TX$90,000–$125,000 / yearDevelops forecasts, financial models, and business insights that support portfolio management, servicing strategy, capital markets, and executive decision-making. Experience supporting mortgage servicing, portfolio management, capital markets, asset management, or related mortgage banking functions preferred.
Senior Portfolio Accounting Analyst Sixth Street Specialty Lending IncSenior Portfolio Accounting AnalystDallas, TXOur firm is designed for cross-platform collaboration at scale: we build businesses, invest for growth, acquire assets, provide direct financing, identify value in public markets, purchase royalty streams, and regularly develop first-of-their-kind structures to meet the strategic objectives of management teams. This team is focused on supporting accounting and reporting activities across our Insurance SMAs investing in private and liquid investments across various sectors (Asset Based Finance, Structured Credit, Infrastructure, Energy etc).
Portfolio Analytics & Strategy Analyst (External Fraud Risk Analyst) The PNC Financial Services Group IncPortfolio Analytics & Strategy Analyst (External Fraud Risk Analyst)Farmers Branch, TX$45,000–$98,000 / yearAnalytical Approach, Banking Products, Big Data Management and Analytics, Business Analytics, Credit Risk, Mathematics of Financial Instruments, Operational Risk, Performance Measurement, Predictive Analytics, Pricing Models and Analytics, Regulatory Environment - Financial Services, Risk Management Banking. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Global Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - Dallas The Goldman Sachs Group IncGlobal Banking & Markets, Private, Infrastructure and Real Asset Finance Group, Credit Analyst/Portfolio Management, Associate - DallasDallas, TXAs part of the broader Global Banking & Markets division, we manage complex, private credit-driven deals, directly addressing the booming need for AI-related infrastructure and expanding Goldman Sachs'' leadership in the private capital market. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewPortfolio Analytics & Strategy Analyst The PNC Financial Services Group IncPortfolio Analytics & Strategy AnalystFarmers Branch, TXAnalytical Approach, Banking Products, Big Data Management and Analytics, Business Analytics, Credit Risk, Mathematics of Financial Instruments, Operational Risk, Performance Measurement, Predictive Analytics, Pricing Models and Analytics, Regulatory Environment - Financial Services, Risk Management Banking. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Global Banking & Markets, Fund Finance Underwriting and Portfolio Management, Corporate Credit Analysis, Analyst/Associate - Dallas The Goldman Sachs Group IncGlobal Banking & Markets, Fund Finance Underwriting and Portfolio Management, Corporate Credit Analysis, Analyst/Associate - DallasDallas, TXWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Job Description Goldman Sachs is seeking an Analyst or Associate level candidate to join the Fund Finance Corporate Credit team to assist in the analysis and underwriting of new investment opportunities.
Portfolio Engineer Specialized Strategies Fisher InvestmentsPortfolio Engineer Specialized StrategiesPlano, TXYou will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables.
Asset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice President The Goldman Sachs Group IncAsset & Wealth Management Operations-Client Service-Trade & Portfolio -Dallas-Vice PresidentDallas, TXAs a Vice President, you will be a leader on a team accountable for trade lifecycle management, portfolio operations, an industry-leading risk and control framework, and a project management roadmap that modernizes our platform through automation, data, and emerging technologies. As part of one of the world''s leading asset managers, with over $2 trillion in assets under supervision, you will participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships.
NewVice President, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York Houlihan LokeyVice President, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New YorkDallas, Texas$180,000–$200,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
VP, Portfolio Manager (Healthcare & ABL) Madison-DavisVP, Portfolio Manager (Healthcare & ABL)Dallas, TX$150,000–$170,000 / yearThis is a senior Portfolio Manager and Underwriter opportunity within the Healthcare Finance specialty lending group of a well-established commercial bank, offering end-to-end ownership across underwriting, credit monitoring, and portfolio management for C&I, CRE, and ABL transactions in the healthcare sector. Perform ongoing monitoring of credit and covenant compliance across the healthcare portfolio;accurately risk-rate loans and evaluate both cash flow and collateral-based credits.
Portfolio Associate/Asset Manager KKR & Co IncPortfolio Associate/Asset ManagerDallas, TXWith a goal of process development and execution, this candidate must be an exceptional communicator and have the ability to build strong partnerships across the various KKR businesses, including the Firm's real estate credit originations, legal, finance, and asset management teams. K-Star is a dedicated investment services platform that supports underwriting, asset management, loan origination, securities investing, risk management, and client experience for KKR Real Estate Credit as it continues to scale.
Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York Houlihan Lokey Europe GmbHVice President, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New YorkTX$180,000–$200,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Senior Manager, Strategy & Portfolio Optimization Vistra CorpSenior Manager, Strategy & Portfolio OptimizationIrving, TXAs part of the Strategic Planning and Performance Management team, Sr Manager, Strategy & Portfolio Optimization leads end‑to‑end, executive‑visible strategic initiatives that drive profitable growth and long‑term value creation in Vistra's residential retail portfolios. Acting as a thought partner to senior leadership, the Senior Manager will frame ambiguous problems, develop rigorous analytical insights, and translate strategy into actionable initiatives across the enterprise for the existing portfolio and growth opportunities.
NewPortfolio Manager - Freelance AI Trainer MindriftPortfolio Manager - Freelance AI TrainerDallas, TXIdeally, contributors will have: Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or any related field; 2+ years of finance, investment, accounting, or financial services experience; Current or recent experience in advisory & management or adjacent roles; Practical knowledge of portfolio performance analysis, tax-lot accounting, wash-sale rules, and Investment Policy Statement literacy; a CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal; Strong written English (C1+). long-term capital gains, and wash-sale rule application; Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, and all-in cost comparisons against category benchmarks; Document test cases clearly with verified calculations, policy citations, and correct answers.
Vice President, Portfolio Valuations Lincoln International LLCVice President, Portfolio ValuationsTXLincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. Key Responsibilities include: Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations.
Portfolio Manager - CBG Bank of HopePortfolio Manager - CBGTXRequired: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats.
Experienced Associate, Portfolio Valuations Lincoln International LLCExperienced Associate, Portfolio ValuationsTX$150,000–$200,000 / yearLincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success.
Commercial Real Estate Portfolio Manager - Vice President Associated Banc-CorpCommercial Real Estate Portfolio Manager - Vice PresidentDallas, TX$83,580–$143,280 / yearWe welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. As a Commercial Real Estate Portfolio Manager, you'll play a vital role in supporting our clients and managing the health of our commercial real estate portfolio.
Technical Program Manager, Global Network Delivery, Critical Capacity and ML Portfolio Google LLCTechnical Program Manager, Global Network Delivery, Critical Capacity and ML PortfolioAddison, TXCompute/Data Center Networking (DCNet) Delivery manages data center deployment programs/projects, including data center and colocation facility turn-ups, turndowns, expansions, refactors, and new technology pilots. Global Network Delivery manages infrastructure and campus network planning, B4, cluster fabric network and ML deployments, new technology integrations, physical network infrastructure data management and software portfolio management.
CRE Portfolio Manager III Huntington National BankCRE Portfolio Manager IIIDallas, TexasAs appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization.
Senior Portfolio Manager First Horizon CorpSenior Portfolio ManagerDallas, TXHeadquartered 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. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals.
Sr Portfolio Manager - Specialty Credit Texas Capital BankSr Portfolio Manager - Specialty CreditDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Sr Portfolio Manager - Specialty Credit Texas Capital Bancshares IncSr Portfolio Manager - Specialty CreditTXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Enterprise Sales Lead - Portfolio Solutions (Central) Jones Lang LaSalle IncEnterprise Sales Lead - Portfolio Solutions (Central)Dallas, TXWhat this job involves: The Enterprise Sales Lead - Portfolio Solutions is a sales position with primary responsibility of driving revenue growth for the Portfolio Solutions platform across clients with specific outsourcing needs, primarily in the Enterprise space consisting of the world's largest occupiers. Through a comprehensive global service delivery platform, Portfolio Solutions provides a diverse range of services, strategy and digital solutions that address the entire real estate cycle on a local to global scale for more than 500 clients across 80 countries.
NewPortfolio Strategist The Charles Schwab CorpPortfolio StrategistWestlake, TXIn this role, you'll gather relevant facts, clarify transition objectives, evaluate portfolio scenarios, and prepare analysis that helps clients assess potential trade-offs, including estimated realized gains or losses, risk considerations, portfolio characteristics, and transition implications. As a Portfolio Strategist on the Portfolio Transition Services team, you'll help clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved in transitioning existing holdings into managed investing strategies.
Associate Portfolio Manager, GuideStone Advisors Guidestone Financial ResourcesAssociate Portfolio Manager, GuideStone AdvisorsDallas, TXThe Associate Portfolio Manager provides fiduciary investment leadership for the implementation, management and ongoing oversight of client portfolios and facilitates the GuideStone Advisors Investment Committee's decision-making in alignment with the firm's long-term, faith-based investment philosophy. Implement portfolios within the firm's long-term, strategic investment philosophy focused on maximizing risk-adjusted returns while applying faith-based investment screens.
Portfolio Advisor Northern TrustPortfolio AdvisorDallas, TXFull timeAt Northern Trust, the Portfolio Advisor manages a full set of fee‑producing investment accounts, generally for small to mid‑sized personal trust relationships and individual investors requiring a baseline level of technical expertise and versatility, with an expanding knowledge of a broad range of investment solutions. Demonstrate proficiency with new investment strategies, tools, and capabilities, including portfolio research and investment methodologies, through ongoing engagement with the National Investment and Goals‑Driven Wealth Management Practices, peers, and broader Wealth and Asset Management teams.