Portfolio analyst Jobs in Plano, TX
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Portfolio analyst • plano tx
Last updated: 1 day ago
The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibra...Show moreLast updated: 30+ days ago
A company is looking for an RTL Portfolio Manager to manage and resolve non-performing and high-risk residential loans.Key Responsibilities Manage a portfolio of non-performing and high-risk Resi...Show moreLast updated: 1 day ago
Exciting Opportunity for HOA Portfolio Community Association Manager!.Here at CMA, we are seeking a talented Portfolio Community Association Manager to join our team and lead a thriving portfolio t...Show moreLast updated: 30+ days ago
This internship starts in the late spring / summer of 2026 and is designed for junior year undergrad students.Capacity Portfolio Representative Intern • •.
Are you ready to launch your career in busines...Show moreLast updated: 11 days ago
Fixed Income Portfolio Analyst (Securitized) Ranger.The Portfolio Analyst supports the Fixed Income Portfolio Manager in the day-to-day management, execution, and risk oversight of fixed income po...Show moreLast updated: 10 days ago
We are seeking a detail-oriented and proactiveBilling Analyst to join our team on a contract-to-hire basis.This role supports key billing and revenue cycle functions, with a strong focus on analyzi...Show moreLast updated: 5 days ago
Analyst, Specialty Underwriter & Portfolio Manager - CRE.The Secured Underwriting group within our Commercial Real Estate business plays a critical role in the Bank's growth, ensuring we maintain a...Show moreLast updated: 4 days ago
Job description : •GENERAL SUMMARY • Following established policies and procedures, the Loan Portfolio Officer is responsible for maintaining and monitoring the existing portfolio and growing / develo...Show moreLast updated: 30+ days ago
Description : • Position Summary The Portfolio Analyst - partnering with internal finance and resource managers, as well as outside parties.
Leverages system of record financial data as needed to gene...Show moreLast updated: 30+ days ago
Thank you for your interest in our company! To apply, click on the button above.You will be required to create an account (or sign in with an existing account).
Your account will provide you access ...Show moreLast updated: 30+ days ago
Analyst, Specialty Underwriter & Portfolio Manager - CRE.The Secured Underwriting group within our Commercial Real Estate business plays a critical role in the Bank's growth, ensuring we maintain a...Show moreLast updated: 7 days ago
Following established policies and procedures, the Loan Portfolio Officer is responsible for maintaining and monitoring the existing portfolio and growing / developing the client relationship.Work wi...Show moreLast updated: 30+ days ago
Capacity Portfolio Representative Intern.This internship starts in the late spring / summer of 2026 and is designed for junior year undergrad students.
Capacity Portfolio Representative Intern.Are you...Show moreLast updated: 19 days ago
Job Description The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences from the breakroom to the boardroom, providing a signature suite of services for e...Show moreLast updated: 4 days ago
As a Director of Product Management - Healthcare Sensing, focused on Portfolio Growth here at Honeywell, you will play a crucial role in driving growth and profitability by aligning our offerings w...Show moreLast updated: 1 day ago
ESSENTIAL JOB FUNCTIONS Analyzes global markets for IT Services, servers, storage, backup, IT security, productivity software, remote monitoring services, hyperconvergence and IoT.Studies SMB and m...Show moreLast updated: 30+ days ago
State Farm Investment Planning Services (IPS) team is expanding and is seeking a Portfolio Manager / Associate Portfolio Manager in its State Farm Investment Management unit (SFIM).State Farm Investm...Show moreLast updated: 30+ days ago
Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis,...Show moreLast updated: 30+ days ago
Analyst, Specialty Underwriter & Portfolio Manager - CRE.The Secured Underwriting group within our Commercial Real Estate business plays a critical role in the Bank's growth, ensuring we maintain a...Show moreLast updated: 8 days ago
Portfolio Optimization Analyst
Fisher InvestmentsPlano, TX, USFull-time
- Promoted
RTL Portfolio Manager
VirtualVocationsPlano, Texas, United StatesFull-time
- Promoted
Portfolio Community Association Manager- Hybrid
RTI COMMUNITY MANAGEMENT ASSOCIATES, INC.Plano, TX, USFull-time
- Promoted
Intern - Capacity Portfolio Representative - Summer 2026
C.H. RobinsonPlano, TX, USFull-time
- Promoted
Fixed Income Portfolio Analyst (Securitized) Ranger
First United BankPlano, TX, USFull-time
Analyst
Private Label StaffPlano, TX, USFull-time
- Promoted
Analyst, Specialty Underwriter & Portfolio Manager - CRE
North Carolina StaffingPlano, TX, USFull-time +1
Loan Portfolio Officer
NPA WorldWidePlano, Texas, USAFull-time +1
Portfolio Analyst (Can Sit In Dallas, Chandler, Or ATL) - Hybrid
TEKsystemsAddison, TX, USFull-time
CRE Portfolio Manager
Hancock WhitneyPlano, TXFull-time
- Promoted
Analyst, Specialty Underwriter & Portfolio Manager - CRE
Charlotte StaffingPlano, TX, USFull-time +1
Loan Portfolio Officer
NPAworldwidePlano, TX, Texas, USAFull-time
- Promoted
Intern - Capacity Portfolio Representative - Summer 2026
CH RobinsonPlano, TX, USFull-time
Director, Portfolio Operations
AramarkPlano, TX, United StatesFull-time
Director Portfolio Management
HoneywellRichardson, TX, United StatesFull-time
- Promoted
Analyst
TradeJobsWorkforce75240 Dallas, TX, USFull-time
Portfolio Manager / Associate Portfolio Manager
State FarmRichardson, Texas, USFull-time
Manager, Commercial Credit Portfolio Management
Hyundai Capital AmericaPlano, Texas, USAFull-time +1
- Promoted
Analyst, Specialty Underwriter & Portfolio Manager - CRE
Capital OnePlano, TX, USFull-time +1
- associate dentist (from $ 145,600 to $ 250,000 year)
- dentist (from $ 147,800 to $ 250,000 year)
- director of software engineering (from $ 140,000 to $ 245,000 year)
- engineering director (from $ 23,381 to $ 240,706 year)
- medical director (from $ 76,750 to $ 234,900 year)
- product director (from $ 150,714 to $ 220,500 year)
- principal software engineer (from $ 147,400 to $ 215,000 year)
- snowflake (from $ 133,120 to $ 211,350 year)
- business development director (from $ 70,000 to $ 211,030 year)
- supply chain director (from $ 155,000 to $ 210,132 year)
The average salary range is between $ 75,000 and $ 132,203 year , with the average salary hovering around $ 99,049 year .
Portfolio Optimization Analyst
Fisher InvestmentsPlano, TX, US30+ days ago
Job type
- Full-time
Job descriptionBachelor's Degree or equivalent combination of education and experience required 3+ years of experience in specific field and / or with optimization solutions Excellent oral and written communication skills Experience working both independently and in a team-oriented, collaborative environment Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities Able to elicit cooperation from different sources, including senior management, internal clients, and other departments Highly developed analytical ability Strong familiarity with change management and creative independent problem solving 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
Overview
The Opportunity :
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 ensure portfolios are implemented properly and help minimize trade order generation risk. 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.
The Day-to-Day :
- Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data
- Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality
- Support development and testing of new portfolio management technologies
- Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis
- Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions
- Guide and motivate team members, fostering accountability and collaboration
- Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions
- Develop infrastructure to scale optimization analysis from design through testing and implementation
- Support High AUM and the development of internal training initiatives
- Work within CRD / TPS and Axioma Direct
Your Qualifications :
Why Fisher Investments :
We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER