Portfolio manager jobs in Allen, TX - 798 jobs

Rivendell Global Real Estate is a private real estate investment and management firm with a portfolio of approximately 3,500 multifamily units across North Carolina, Texas, Colorado, Arizona, and California. We are seeking a dynamic and experienced Multifamily Asset Manager to oversee a portfolio of owned assets. This role focuses on optimizing property operations, enhancing financial performance, planning capital improvements, and managing insurance and property tax matters. The Asset Manager plays a critical role in maximizing asset value, improving portfolio performance, and mitigating operational risks. This position is based in Dallas, TX and requires travel, flexibility, and the ability to manage multiple priorities in a fast-paced, entrepreneurial environment-both independently and collaboratively. Key Responsibilities: Oversee third-party property management to drive revenue growth, control expenses, and preserve asset value. Lead the development of business plans, budgets, and capital improvement strategies. Coordinate with contractors, engineers, attorneys, and accountants to support asset operations. Manage day-to-day property operations, resolve issues, and participate in regular operations and leasing calls. Analyze reports to identify and address leasing, financial, and operational concerns. Prioritize and manage multiple complex projects across various stages with tight deadlines. Prepare and review financial packages, loan compliance documentation, and construction draw requests. Monitor and report on leasing activity, concessions, and rent collections. Conduct feasibility analyses for rent strategies, capital projects, and other initiatives. Interpret key legal documents, including leases, loan agreements, and service contracts. Oversee capital projects from planning through execution, ensuring quality and timely delivery. Administer insurance programs across the portfolio, including premium allocations, certificates of insurance, claims, and related matters. Support due diligence, onboarding of new acquisitions, refinancing, and dispositions. Maintain market knowledge to benchmark assets and inform strategic decisions. Conduct site visits and property inspections. Perform additional analysis and tasks as needed. Qualifications: Bachelor's degree or higher in Business, Real Estate, Finance, Computer Science, Economics, or a related STEM field. Minimum of 5 years of experience in real estate asset management or operations. Strong analytical skills with proficiency in financial modeling and reporting. Highly organized and capable of managing multiple projects independently. Excellent communication and relationship-building abilities. Proficient in Microsoft Excel, Word, and Outlook; experience with Yardi, OneSite, or similar property management platforms. Willingness to work in a demanding, full-time role with occasional extended hours.

The Commercial Portfolio Manager is primarily responsible for assisting the commercial lender in managing the commercial loan portfolio; including loan originations, portfolio monitoring, customer interaction, and participation bank communication. Loan origination responsibilities may include facilitating the underwriting and closing process. Performs all functions involved with the origination and servicing of CRE and commercial loan relationships to enable the Commercial Relationship Managers to utilize their time in relationship management development and expansion, customer interaction, and new customer generation Assists the Lender in obtaining credit, financial, and collateral information Assists loan officers during loan closings and other meetings and interacts with customers Cross-sells related banking services to include cash management, deposit products, asset management services, and investment products Coordinates with other lending officers, attorneys, title insurance companies, appraisers, credit analyst, administrative support, document preparation, or others in the origination and servicing of credit facilities Receives and obtains approval for customer requests to include draw requests, account transfers, and deposit questions as needed Manages collateral monitoring and reporting Spreads financial statements, performs financial and collateral analysis and develops and completes credit offerings for review and approval May require work on physical bank premises Qualifications Bachelor's degree required: Finance, Economics, or Accounting degree preferred 7 years of experience in Commercial Lending Skills Working knowledge of Microsoft Excel and Word; basic keyboard and calculator skills; must be able to do simple math and carry out written instructions Work occasionally requires more than 40 hours per week to perform the essential functions of the position Lifting in an office setting may be required up to 30lbs. ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. We're looking for a Commercial Portfolio Manager to join our Commercial Lending team in Dallas, TX. The successful Commercial Portfolio Manager will have experience servicing, developing, and retaining new and existing C&I clients in the Dallas market and surrounding communities. Essential Functions: Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance. Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc. Serves as a secondary point of contact for client relationships. Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service. Perform other duties as required. Qualifications: Typically requires a bachelor's degree in Business, Finance or a related field and 8+ years' experience with commercial or corporate loans, spreading financial statements, or other directly related experience. An equivalent combination of education and experience may meet qualifications. Local candidates strongly preferred. Directly related experience in Dallas and surrounding markets is an essential part of this role. Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures is required. Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests. Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills. PC skills required. Other duties as assigned Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team. Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!! This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion. How You'll Spend Your Time Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs. Act as a trusted financial counterpart to leaders who are making real-time decisions. Frame insights in ways that drive action, not debate. Diagnose what's really driving results - not just what shows up in reports. Convert dense financial and operational data into clear priorities. Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality. Strengthen how costs are tracked, decisions are documented, and dollars are accounted for. Identify where processes leak time, money, or clarity - and fix them. Improve consistency across systems so leaders can trust what they're seeing. Define standards that scale, not workarounds that break. Design indicators that reveal momentum early - good or bad. Connect field activity to financial outcomes in a way that feels obvious once seen. Clarify where profit is earned, where it erodes, and why. Lead planning cycles that actually influence behavior. Build forecasts that adapt as conditions change instead of becoming outdated artifacts. Present forward-looking views that help leaders choose paths, not defend the past. Develop people, not dependencies. Set clear direction, remove friction, and raise the bar without noise. Help others understand how their work fits into something larger. Leave teams and processes stronger than you found them. What You Bring A track record of financial leadership in environments where work is physical, variable, and execution-driven. Experience guiding teams with mixed strengths and backgrounds. Confidence to influence without relying on title. Comfort operating where not everything is finished or documented - and the discipline to improve it. Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome). A bias toward building things that last. Background That Fits 8-10+ years in financial planning, performance management, or operational finance. Exposure to construction, mechanical services, or another project- or labor-driven industry. Direct involvement in improving visibility into cost, margin, and performance.

Five Star Parks & Attractions, a trailblazer in the amusement and hospitality industry, is more than just a rating; it's a dynamic workplace where enjoyment and excellence converge. Actively involved in creating vibrant amusement park locations, we are the force behind superior entertainment experiences and lasting success. With a proud portfolio of unparalleled FEC brands, we ensure unforgettable moments at every location. Our commitment to safety, trust, and pride in our work creates a warm and inclusive environment where guests are treated like friends. At Five Star Parks & Attractions, we embrace empathy, acknowledge possibilities for all, and celebrate the unique payoff for each individual guest. Join us in a workplace that's not only safe & secure but also FUN, where every day is exciting. Job Summary: The Safety & Risk Manager role will be responsible for assisting with establishing all Company policies, procedures and guidelines related to safety and health that will create and maintain a safe workplace. This role requires the ability to communicate guidelines to a multidisciplinary workforce to ensure all Company team members and guests are following health and safety policies, procedures, and all applicable local, state, and federal laws related to safety and health. The Safety & Risk Manager must have excellent attention to detail to identify hazards and will also be responsible for discovering opportunities for improving conditions and expected to execute and oversee various safety programs. Key Responsibilities: · Develops and implements safety policies and procedures in compliance with Federal, State, and Local rules and regulations · Plans and implements programs to train managers and employees in worksite safety practices, fire prevention, and correct handling techniques for chemicals, toxins, equipment, and other materials · Assist technical service and operations teams with the evaluation & inspection of worksites to detect existing or potential accident and health hazards, determine corrective or preventative measures where required and follow up to ensure measures have been implemented · Ensure that maintenance compliance logs and required safety-compliance reporting for all projects is performed, timely · Ensure that required signs, posters, barriers, PPE and other material to ensure the safety and compliance of our field team are in-place · Develop and host training for all levels of the organization to maintain compliance with all federal, state, local, and company requirements. Track and maintain records of all training · Leads the investigation of accidents and injuries and cooperates in the preparation of material and evidence for organization use in hearings, lawsuits, and insurance investigations · Ensure that accident reporting required by regulatory agencies is timely and correct · Maintains safety files and records · Responds to guest claims and works internally and with outside counsel to respond to incidents · Adjusts claims and works with accounting team to estimate and accrue liability · Work with general liability provider to assess and manage risk and assumed risk thresholds · Performs other duties as required Skills/Competencies: · Experience with compliance systems. · Demonstrate strong communication skills. · Maintain a positive working relationship with employees. · Good attention to detail and ability to produce work quickly, accurately, and independently. · Work collaboratively in a team environment to accomplish company objectives with either direct or indirect authority. · Effectively lead, encourage and motivate teams of employees to successfully complete critical and challenging projects. · Excellent prioritization, planning, organization, time management and multitasking skills. · Must be proficient in Microsoft Office products and other related technical software programs. Qualifications · Minimum of 8 years relevant experience · Excellent verbal and written communication skills · Ability to adapt to the needs of the organization and employees · Ability to collaborate and establish effective relationships organizationally · Clear understanding and commitment to Five Star's mission, goals and objective · Knowledge of OSHA regulations · Knowledge of workers compensation regulations Must have a strong work ethic, attention to detail and able to work independently or as a member of a team Five Star Park & Attractions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

To excel in this role, you must have a true understanding of all types of hospital denials and how to resolve them effectively. A solid collections background and the willingness to dig into denials alongside your team are imperative for success. This is a highly rewarding position for a motivated professional who thrives on helping hospitals recover revenue that would otherwise be lost. ERISA Recovery, a frontrunner in the Federal ERISA appeals process for collecting complex and aged claims, seeks a proactive Collections Manager to spearhead our Analyst team. This leadership role is central to contacting hospitals and insurance companies to address and remediate denials, securing payments on claims previously considered lost. The Collections Manager will be pivotal in harnessing Business Intelligence Insights to establish, manage, and refine performance goals for Analysts, ensuring these goals align with the company's strategic growth objectives. We are looking for a candidate with a robust management background, capable of driving team performance through effective communication, leadership, and a relentless pursuit of excellence. KEY RESPONSIBILITIES Performance Goal Management: Utilize BI insights to establish clear performance goals for Analysts, manage and refine these objectives to enhance team performance continually. Daily Performance Engagement: Conduct daily reviews with Analysts to offer strategic support and interventions for achieving performance goals. Strategic Reporting: Report directly to the CEO/CFO and Senior Director on team strategies, goals, and performance metrics. Client Liaison: Managed requests between clients and internal collection staff, streamlining communication workflows and fostering strong, trust-based relationships SOP Development and Optimization: Lead the creation and implementation of departmental SOPs and task management standards to enhance productivity and streamline operations. Team Coaching and Standards Compliance: Provide ongoing coaching and training to ensure team adherence to standards, regulations, and best practices. Collaborative Teamwork Enhancement: Foster collaboration with back-office and other departmental teams for a unified approach to meeting organizational objectives. Revenue Cycle Expertise Development: Deepen the team's expertise in the revenue cycle process, including billing, insurance appeals, and hospital collections, to improve operational efficiency. Essential Skills & Qualifications EXPERIENCE REQUIREMENTS 5+ years of acute care experience. 5+ years of management experience, with a demonstrated ability to develop and execute performance goals. Expertise in data analysis for performance management and operational enhancement. Exceptional leadership, team management, and interpersonal communication skills. Detail-oriented with the capability to oversee multiple projects and issues simultaneously, ensuring accurate and timely completion. Proficient in MS Office suites, Electronic Health Record systems, and Insurance Claims Portals. A comprehensive understanding of hospital claims denials, medical terminology, CPT codes, modifiers, diagnosis codes, and payor contracts. Please note: Only applicants with vast knowledge of hospitals claims denials need apply. BENEFITS: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Paid lunches ERISA Recovery is an Equal Opportunity Employer

The Global Banking Finance & Business Management team is seeking a business management professional to support the Global Banking Chief Product Officer and Product Owners. This role will implement portfolio management practices and work across Product, Design and Tech organizations to ensure collaboration and alignment on product strategy, roadmaps, deliverables and outcomes. This is a high-impact opportunity on our Finance & Business Management team ensuring senior management across Global Banking also have visibility into major initiatives and business outcomes that support strategic objectives. Job Summary We are seeking a dynamic and experienced Business Manager to join our team. In this role, you will be responsible for understanding the product strategy, high-level roadmaps and initiatives and ensuring Product, Design and Technology groups have clearly articulated deliverables to support these objectives. Additionally, this role will be accountable for ad-hoc projects in support of Global Banking objectives and business strategy. The ideal candidate will be a self-starter, with excellent written and oral communication skills with the ability to multi-task in a fast-paced environment. Job responsibilities Partner with product, design, technology and finance leaders to define, govern and report on the linkage between product strategy, technology execution and the achievement of business outcomes. Attend Pi / Quarterly planning events to understand the high-level initiatives and work with product and technology stakeholders to ensure comprehensive roadmaps are defined with key initiatives and related deliverables. Collaborate with Product, Design and Tech to ensure initiatives and deliverables are reflected in project and task management systems such as JIRA and Pi (internal PPM system). Coordinate and manage cross-product dependencies to ensure seamless integration and alignment across multiple teams and projects. Support the Quarterly Product Review (QPR) process ensuring each Product Line accurately depicts their respective roadmap, progress against outcomes and status of underlying deliveries. As initiatives are defined, work closely with other members of Finance & Business Management to assign product, design and technology resources to projects for financial tracking purposes. Identify and track/report on key risks and issues across the portfolio. Ensure mitigation plans are well defined and tracked through completion. Ensure deliverables and milestones are well framed and demonstrate a progressive realization of Objectives and Key Results. Work with Global Banking Product Office to ensure adherence to investment governance standards, product taxonomy changes and overall product hygiene/attributes. Ensure that dependencies across the portfolio are owned, tracked and managed with clear relationships defined. Coach/Train individuals on proper usage of investment governance tools and how to define milestones in a clear, concise, and outcome-based manner. Required qualifications, capabilities, and skills Bachelor's degree in Business, Finance, Economics, Statistics or other related area 10+ years of prior business management, product management and/or finance experience 10+ years of Commercial or Investment Banking experience Experience with firmwide project portfolio management (PPM) systems Working knowledge of Agile development methodologies / standards. Good understanding of agile product development lifecycle Strong interpersonal, influencing and listening skills - ability to interact with colleagues at all levels and achieve goals without direct control over resources Exceptional written and verbal communications and ability to tailor message and style to different audiences Advanced skills in Excel (synthesizing large data sets), ability to present conclusions concisely in PowerPoint able to both define and deliver to conclusion a strategic agenda across multiple groups Have a strong business acumen and a strategic mindset that can unpack complex problems, build solutions for them, and manage their execution. Ability to multi-task in fast paced environment while meeting objectives and deadlines Strong judgment and ability to handle confidential/sensitive information IT Strategy and/or Program Management Office (PMO) experience Preferred qualifications, capabilities, and skills Experience in the technology business management within the financial services industry Proven ability to operate within the product development life cycle and agile methodologies Experience with tracking and reporting on Key Metrics

Essential Functions * Send customer requests for documents and track for return and completeness. * Prepare and assist delivering presentation to credit for opportunity approval. * Risk monitoring of existing portfolio for covenant compliance and performance. * Manage reporting on aged loans, exception requests, bulge requests, other audit control needs. * Ensure all client credit opportunities and approvals are in accordance with policy and procedures. * Elevate credit risk or performance issues to management. * Regular, reliable, and predictable attendance. Marginal Functions * Assist the President of Warehouse Lending with credit opportunities and term sheets. * Collaborate with relationship managers for strategies and execution. * Participate in department projects as assigned. * Assist President of Warehouse Lending with marketing, travel, and conference schedule. * Locate new opportunities and current market data. * Liaison between sales staff, relationship managers, client services, and loan operations. * Day to day customer service. * Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. * All other duties as assigned. Minimum Educational & Experience Requirements * Bachelor's degree in business or related field (preferred) * 3 years' experience in mortgage banking or mortgage warehouse lending, and/or portfolio management (preferred) Minimum Skill Requirements * Knowledge of Mortgage Banking Origination, Capital Markets, and how to process sales * Knowledge of loan closing, loan underwriting, and loan sales * Knowledge of social media marketing across various platforms * Experience with process management and mortgage-related data systems * High proficiency with loan sale settlement process * Ability to communicate with internal and external customers and problem solve * Strong analytical ability Physical Demands In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. * Continuous stationary position, particularly, but not limited to, at a desktop computer * Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use * Continuous communication: verbal and written, in-person, phone and electronic Work Environment * Office environment; remote and hybrid flexibility if determined by management.

* Work with the Head PM, other Portfolio Managers, Relationship Managers, and Credit Analysts in the Project Finance & Telecom lending unit. * Utilize appropriate models, templates, software (Moody's, CRM, Trend Cards, etc.) for credit approval and monitoring. * Assist with structuring, due diligence, and underwriting of credit facilities, including term loans, bridge loans, revolving and working capital lines. This includes bilateral, club, and syndicated loans. * Collaborate with Head PM and Relationship Managers on appropriate deal structures customized to meet each client's financing needs and compliance with bank policies and guidelines. * Actively participate the internal credit Loan Approval Process, assisting Head PM and Relationship Managers presenting transactions to Senior Management and loan committees. * Ensure credit documentation meets bank policy and is appropriate for each transaction. * Manage and monitor the loan portfolio on a name by name basis and in aggregate to ensure a balance, diversified risk/return. * Ensure credit ratings are appropriate and upgrades and downgrades are processed proactively and in a timely manner. * Recommend or decline loan requests in conformance with banking regulations, including those related to Bank Secrecy Act, OFAC, and USA Patriot Act, CRA, Privacy, and Security, as well as the Bank's loan policies and procedures. * Maintain and cultivate an effective working relationship with Internal (originations, legal, accounting, compliance, operations, senior management) and External clients (borrowers, external counsel, specialized consultants, regulators). * Work with regulators and internal credit reviewers to validate credit quality and integrity of the credit process. * Develop and mentor junior staff Job Qualifications/Requirements * Has 5+ years of experience and knowledge in the power & project finance space. * Ability to analyze and organize financial information and perform complex financial calculations. * Ability to make effective and persuasive presentations. * Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. The salary range for this full-time position is $195,000.00 - $225,000.00 + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.

Recruiters: Please do not contact individuals. Please review our position on LinkedIn for further instructions. VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management. The firm is the winner of the 2023 Private Equity Wire US Emerging Manager Award for Best Performance: Debt. VWH is a major player in the U.S. distressed residential mortgage loan space and seeks to generate long-term returns in securitized products, distressed credit, and whole loans. VWH is headquartered in Dallas. For more information visit ******************* Job Description The VWH Portfolio Management team is seeking an associate portfolio manager/trader to contribute to the continued growth and success of VWH's residential loan and securities business. VWH opportunistically invests in U.S. residential whole loans and securities. The candidate will interact with all teams such as Transaction Management, Finance, Analytics and Asset Management, in addition to the head of the Firm. Responsibilities Actively participate in all trading activities related to U.S. residential mortgages and broader securitized products, from bid evaluation, acquisition, disposition, and securitization. Work closely with trading and financing counter parties to evaluate and explore financing options and capital market executions. Collaborating with various teams such as Transaction Management, Finance, Analytics and Asset Management. Work with Analytics team on the infrastructure build-out associated with the portfolio management. Work with whole loan transaction management team to track the due diligence and closing processes. Assist finance team in reconciling and processing monthly whole loan servicer remittance tapes. Assist in day-to-day repo financing for securities and monthly warehouse financing for loans. Compare various financing options including securitized deal execution. Managing daily risk position and portfolio P&L. Optimizing loan portfolios for sale and securitization. Prepare/compile reports for Senior Management review. Other duties as assigned. Qualifications Bachelor's degree in Engineering (any), Computer Science, Information Technology, Mathematics, or related field and 3-5 years of experience in the job offered or a related occupation. Prior experience with structured products, especially residential mortgages, securities and structuring is strongly preferred. Candidates must have proficiency in Intex and Excel. Programming experience is desired (e.g. SQL, Python, etc.). Applicants should possess excellent communication skills and be organized, detail-oriented, and able to manage competing priorities. Ability to work in Uptown Dallas office. US work authorization is required. The firm will sponsor H1B visa for full-time employees. Additional Information VWH offers competitive compensation including base salary and a discretionary performance bonus. VWH has a compelling benefits package, including medical, dental, and vision insurance, a 401(k) plan, and generous paid time off. VWH Capital Management, LP is an equal opportunity employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic prohibited by applicable law.

Job DescriptionBenefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Vision insurance RDE Capital Group, LLC Position Description: Portfolio Manager Offsite Overview The Portfolio Manager is responsible for driving the daily workflow of a group of properties to a positive outcome for RDE Capital Group, LLC clients, and residents. A successful Portfolio Manager must drive throughout the Dallas-Fort Worth area several times weekly to uphold quality control standards. The Portfolio Manager must communicate with tenants, established vendors, owners, and associates in a common-sense manner that drives effective and positive results in the following areas. A successful assistant portfolio manager interacts with residents professionally and courteously and collaborates with team members. The Portfolio Manager is responsible for driving the daily workflow of a group of properties to a positive outcome for RDE Capital Group, LLC clients, and residents. A successful Portfolio Manager must drive throughout the Dallas-Fort Worth area several times weekly to uphold quality control standards. The Portfolio Manager must communicate with tenants, established vendors, owners, and associates in a common-sense manner that drives effective and positive results in the following areas. A successful assistant portfolio manager interacts with residents professionally and courteously and collaborates with team members. Duties and Responsibilities The execution of MOP Plans with the maintenance coordinator Responsible for lease enforcement Responsible for coordinating and completing City inspections and annual registrations Responsible for managing the security deposit return process to completion Maintaining and fostering positive communication with owners and tenants Accountable for managing the delinquency process Responsible for managing the eviction process to completion Responsible for managing the collections process to completion Accountable for managing the Ratio Utility Billing Process with vendors Responsible for managing the virtual assistant vendors Responsible for performing and documenting property walkthroughs Accountable for writing makeready scopes and the inspection of the completion of makeready as per scope Responsible for creating and assigning internal or external resources to service requests based on company guidelines Assist in the coordination and tracking of maintenance operations plans Support the Portfolio Supervisor in any other tasks that may be needed Qualifications and Experience: Required to hold a current Texas Real Estate License. (Mandatory for this position). Required to hold a current TX Driver's license with a clean driving record. (Mandatory for this position). Minimum of one year of previous experience in either the single-family or multi-family rental industry Ability to manage confidential information in a professional manner Excellent oral and written communication skills Ability to comfortably navigate innovative technology. Proficiency with the Microsoft Office suite, including Outlook, Work, and Excel, is required. Meticulous and able to effectively manage multiple projects simultaneously in a fast-paced work environment Strong organizational and time-management skills, able to consistently meet goals and deadlines without sacrificing quality Knowledge / Experience with Tax Credit Incentives and Section 8 Rental Assistance process, preferred Education: A bachelors degree in business, finance, economics, or another related field, preferred Fully bilingual (written, spoken, and reading comprehension in English and Spanish) Compensation package: Benefits: Medical, Vision, Dental, Long- and Short-Term Disability, Voluntary Insurance Participation in a company-matched 401K Plan after successful completion of one year of continued employment.

The Portfolio Strategy Manager will serve as the functional lead for the firm's centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firm's financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firm's investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office. Key Responsibilities: Centralized Trading Consulting Platform Leadership Participate in the development and refinement of the firm's centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above) Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements. Act as the primary liaison between advisors and the Head of Research and Trading to ensure portfolio consulting recommendations are executed accurately and in accordance with SLAs) Investment Strategy, Due Diligence & Risk Management Collaborate with the Head of Research & Trading, Director of Private Markets & the Firm's Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firm's investment philosophy. Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks. Identify risks associated with portfolio consulting activities and propose mitigation strategies and collaborate with the Head of Research & Trading and the Chief Compliance Officer on portfolio monitoring exercises outside of trade execution. Advisor & Client Support Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation. Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy. Serve as the advisor-facing expert on the firm's portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring. Qualifications: Bachelor's degree Active, current series 65 license or equivalent CFA/CAIA or progress toward designation a plus 5-8+ years of experience in investment strategy, asset allocation, or portfolio construction-ideally within an established RIA, family office, or private bank. Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices. Experience managing portfolio consulting initiatives at scale is strongly preferred. Proficiency with portfolio analytics tools and financial software. Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors. Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership. Proven ability to manage, guide and mentor direct reports Deep client empathy, sound judgment, and a high degree of discretion and professionalism. Company: Parallel Advisors, LLC Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Nevada, North Carolina, Ohio, and Texas. To enhance our clients' futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals. With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations - including savings directives, insurance requirements, and investment strategies - flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future. We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms. At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. Parallel Advisors, LLC is an Equal Opportunity Employer.

Across the industrial design, manufacturing and maintenance worlds, we're the digital destination for product and service solutions to help our customers with the maintenance, repair and operation of their businesses. We provide global access to an unrivalled range of over 750,000 stocked industrial products. Each day our team of experts deliver solutions to resolve our customer's challenges across design, procurement, inventory and maintenance. We consistently strive to deliver the best possible service to all of our customers and challenge ourselves to provide a seamless procurement experience. We are one team. We deliver brilliantly. We do the right thing. We make every day better. These are our values. They unite our c.9,000 global colleagues and differentiate us from our competition. They are a mix of how we work today and how we must step up for the future. Most importantly, it is one set of values shaped by our people, for our people. Together, we can make great things happen. Aim for amazing and beyond. Product and Supplier Management is where the RS product portfolio comes to life. By partnering with over 500 world class suppliers, we develop a product offering to support our internal sales team and external customers. We engage cross-functionally with other departments such as Supply Chain, Marketing, and Content to create positive customer experiences in their search for the products to fit their applications. About the Role Role Purpose As Product Portfolio Manager, you will focus on building and accelerating the development, evaluation and execution of product expansion opportunities with existing and new suppliers. You will be a strong collaborator with an entrepreneurial mindset that is outcome oriented, someone with the ability to envision the big picture and implement tactically. Key Responsibilities Drive technology portfolio expansion by adding new products to our offer. Determine which products added should be stocked utilizing technology knowledge and data analysis tools to drive decisions. Influence new supplier acquisition for the product category in conjunction with the product category team. Collaborate with RS' Content team to ensure that product data held in the system is relevant and accurate. Understand existing portfolio landscape and dynamics and analyzing competitor product positioning to uncover opportunities for expansion. Engage with RS' Marketing team to ensure campaigns best represent RS'/Supplier's portfolio offering How I make a difference in this role The Product Portfolio Manager will determine the portfolio strategy and development of their assigned supplier base. They will use market intelligence, supplier recommendations, and internal reporting to create and maintain RS' product portfolio to drive financial performance and positive customer experiences. Essential Skills & Experience Strong analytic and decision-making skills utilizing multiple data points and Excel Effective communication skills - verbal, written and listening Exhibits a positive attitude and is dedicated to meeting the expectations and requirements of internal and external stakeholders including customers and suppliers. Strong teamwork and organizational skills Knows how to set priorities and can quickly zero in on what is critical Proficient in Microsoft Excel Strong interpersonal skills and be able to build effective relationships 3-5 years of Industrial distribution experience in similar role. Basic math skills in addition, subtraction, multiplication and division Presentation ability in front of the Supplier management team, suppliers, and other stakeholders in the business. Desirable Skills & Experience 4-year degree in Business or related field Knowledge of the specific product technology is HIGHLY desirable Supplier and technology obsessed attitude with a constant desire to learn more. Experience with Power BI Experience with Access Org Structure Reporting to Category Manager with key relationships with Supplier Managers and Product Director Equal Employment Opportunity RS Americas is an equal opportunity employer and maintains policies and practices that are designed to prevent and prohibit unlawful discrimination against any qualified employee or applicant on the basis of race, color, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, military/veteran status, disability, genetic information, citizenship status, or any other unlawful classification to the extent protected by law. This policy of non-discrimination applies to all employment practices, including hiring, compensation, benefits, promotion, training and termination. Employees who engage in unlawful discrimination will be subject to disciplinary action, up to and including termination. #LI-SC1 @LI-HYBRID

Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Daily management of assigned commercial loan relationships for Commercial Relationship Banker's (CRB's), including providing a high level of customer support, obtaining financial and collateral information, monitoring covenant and borrowing base compliance, taking ownership of managing CRB exception lists, assisting in the preparation of the credit approval packages, preparation of term sheets and commitment letters, and documenting and closing requests by performing the following duties. Word Duties and Responsibilities include the following. Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed. Provides strong levels of support with minimum supervision to CRBs and the entire lending team on commercial relationships. Ensures compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions, and monitoring resolutions. Coordinates credit underwriting process and preparation of credit approval packages. Monitors loan agreement covenants and borrowing base compliance as well as report exceptions. Ensures ongoing timely receipt of financial information consistent with bank policy. Proactively ensures expiring credit facilities are re-underwritten and appropriately re-established. Consults with Relationship Managers and Credit to make recommendations on risk ratings. Reviews equipment and real estate appraisals in conjunction with Relationship Managers. Assists with Watch List credits (prepares CARS, communicates with customers regarding reducing credit exposure, paying off or refinancing notes, or rehabbing operational and financial results. Inputs loan requests and supporting information into loan processing software Develops and administers pre-credit analysis function on credit relationships. Assists relationship managers in structuring credits, assessing covenants, and monitoring procedures. Performs loan reviews/annual reviews on selected borrowers and guarantors for credit relationships. Assists in drafting loan agreements, term sheets, commitment letters, and closing instructions to counsel, as requested by CRBs. Identifies and follows up on specific leads offering business development opportunities, promoting the bank's services (including investment and insurance referrals), placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting. Maintains an active role in community affairs by participation in community organizations/projects to improve the bank's visibility in the area and enhance business opportunities. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of three to five years credit analysis and/or lending experience or until candidate has achieved a level of proficiency where minimal guidance from CRB's and/or Management is required to perform outlined Duties and Responsibilities; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience. Advanced knowledge of credit policies, procedures and terminology preferred. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Word Compensation Details We believe in competitive compensation. The minimum average base pay for this position based on market is: $91,986.00 Word The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here). Word Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights

Senior Manager - Investment Wholesaler Trainer & Analyst Company: Megatel Capital Investment (MCI) About Us: Megatel Capital Investment (MCI) is the capital markets division of the Megatel Group, a fully integrated residential real estate company headquartered in Dallas, Texas. Since 2006, Megatel has grown into one of the nation's most successful private developers and homebuilders, specializing in large-scale, amenity-rich lagoon communities. MCI provides the growth capital and financing needed to bring these visionary developments to life. Role Overview: We are expanding our sales management team and seeking a strategic, data-driven, and motivational Senior Manager - Investment Wholesaler Trainer & Analytics. This leadership role blends investment product sales expertise with training, analytics, and operational oversight. You'll be responsible for elevating the performance of our internal and external wholesalers through coaching, training programs, and data-informed strategy, while driving alignment across departments and ensuring compliance. Key Responsibilities: Sales Team Leadership: Manage day-to-day operations of the Dallas-based sales desk team, mentoring internal and external wholesalers to exceed performance goals Training & Development: Design and deliver training programs on investment products, market trends, sales strategies, and compliance requirements Sales Strategy & Analytics: Analyze sales data, market trends, and competitor activity to identify growth opportunities and inform strategic initiatives Performance Tracking: Develop dashboards and reports to monitor KPIs and provide actionable insights to senior leadership Process Optimization: Identify inefficiencies and implement improvements using data and technology to scale operations and automate reporting Cross-Functional Collaboration: Partner with marketing, product development, finance, and IT to ensure cohesive messaging and strategic alignment Client Insights: Translate data into customer behavior insights to refine targeting and segmentation strategies Compliance Oversight: Ensure adherence to regulatory standards and conduct principal reviews Recruitment Support: Assist in identifying and onboarding top talent for the sales team SalesForce CRM Management: Oversee CRM usage and reporting to enhance productivity and visibility Qualifications Desired Qualifications: FINRA Series 7, 24, and 63 licenses Bachelor's degree in a related field 5+ years of experience selling alternative investment products 3+ years of team management experience Proven success in exceeding sales goals Established relationships within IBD/RIA channels Strong leadership and motivational skills Exceptional verbal, written, and interpersonal communication skills Proficiency in Salesforce CRM and reporting tools Excellent time management and organizational abilities

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties * Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. * Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. * Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. * Works with Investor Reporting team members to resolve items within the investors' accounts. * Maintains and follows procedures and controls within the monthly process. * Assists with internal and external audits. * Heavy use of Microsoft excel for data analysis and reporting. * Attention to detail and strong organization skills important. * Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. * Research operational, reporting, or data issues and present solutions or process improvements to management. * Develops and enhances operational procedures. * Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. * Handle ad-hoc reporting or research as directed by management. * Performs related duties as assigned by management. Education and Experience Requirements * High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. * 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements * Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. * Advanced MS Excel experience required. * Proficient in MS Word and PowerPoint. * SQL or other database reporting experience preferred. * Servicing Director knowledge a plus * Strong problem solving and analytical skills. * Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. * Strong communication skills to interact with Senior Management and other business units. * Working understanding of operational risks and related controls. * Strong organizational and time management skills necessary. * Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. * Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. Works with Investor Reporting team members to resolve items within the investors' accounts. Maintains and follows procedures and controls within the monthly process. Assists with internal and external audits. Heavy use of Microsoft excel for data analysis and reporting. Attention to detail and strong organization skills important. Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Develops and enhances operational procedures. Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Performs related duties as assigned by management. Education and Experience Requirements High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. Advanced MS Excel experience required. Proficient in MS Word and PowerPoint. SQL or other database reporting experience preferred. Servicing Director knowledge a plus Strong problem solving and analytical skills. Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. Strong communication skills to interact with Senior Management and other business units. Working understanding of operational risks and related controls. Strong organizational and time management skills necessary. Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. As a member of the investor relations team, the Senior Analyst will report to Vistra's Vice President of Investor Relations and assist in the execution of all facets of management's investor relations strategy Job Description Key Accountabilities Evaluation of analyst financial and valuation models; report inaccuracies to VP-Investor Relations and executive leaders and work with analysts to correct; review internal valuation models to help develop investor strategy Analyze and summarize analyst estimates/consensus, valuation models, and peer financial data Maintain working knowledge of peer companies and investor activities and holdings Preparation of supporting materials for earnings conference calls and investor presentations Assist in preparation of off-cycle investor outreach materials and help plan and organize and coordinate investor events, meetings and conferences and investor site visits Manage investor outreach database and prepare investor targeting reports for management Attend functional group meetings on behalf of investor relations to stay abreast of current issues and timely update the Investor Relations Q&A document and relevant reference materials for functional groups on Investor Relations internal site Coordinate with Chief Sustainability Officer and sustainability team to analyze external and internal data for annual sustainability report and industry surveys Assist in preparation, review and comment of the annual report, annual Sustainability Report and Environmental Report Assist in preparation of quarterly presentations to the Board of Directors of valuation metrics and investor feedback Interact with external investor and sustainability constituents, as well as frequent interaction with executive management Maintain up-to-date content on the investor relations website Education, Experience, & Skill Requirements 4-6 years of experience in investor relations or finance preferred. Strong understanding of finance and financial statements. Familiarity with Vistra and/or power markets and commercial trading Advanced Excel and PowerPoint skills. Experience gained through college degree programs and/or certifications is applicable to above skills Detail oriented with excellent communication and interpersonal skills. Strong relationship building and partnering skills. Excellent time management, planning, and organizational skills in order to work well under tight deadlines. Occasional long, irregular hours. Use of a PC, computer terminal and/or telephone over 8 hours a day. Overnight travel sometimes required. Key Metrics Timely and accurate delivery of quarterly earnings materials Timely delivery of off-cycle investor outreach materials Timely update of the Investor Relations topical library for internal constituents Accurate analysis of analyst models #LI-Hybrid #LI-ND1 Job Family Treasury Company Vistra Corporate Services Company Locations Irving, TexasTexas We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today! If you currently work for Vistra or its subsidiaries, please apply via the internal career site. It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws. If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at assistance@vistraenergy.com to make a request.

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. As a member of the investor relations team, the Senior Analyst will report to Vistra's Vice President of Investor Relations and assist in the execution of all facets of management's investor relations strategy Job Description Key Accountabilities Evaluation of analyst financial and valuation models; report inaccuracies to VP-Investor Relations and executive leaders and work with analysts to correct; review internal valuation models to help develop investor strategy Analyze and summarize analyst estimates/consensus, valuation models, and peer financial data Maintain working knowledge of peer companies and investor activities and holdings Preparation of supporting materials for earnings conference calls and investor presentations Assist in preparation of off-cycle investor outreach materials and help plan and organize and coordinate investor events, meetings and conferences and investor site visits Manage investor outreach database and prepare investor targeting reports for management Attend functional group meetings on behalf of investor relations to stay abreast of current issues and timely update the Investor Relations Q&A document and relevant reference materials for functional groups on Investor Relations internal site Coordinate with Chief Sustainability Officer and sustainability team to analyze external and internal data for annual sustainability report and industry surveys Assist in preparation, review and comment of the annual report, annual Sustainability Report and Environmental Report Assist in preparation of quarterly presentations to the Board of Directors of valuation metrics and investor feedback Interact with external investor and sustainability constituents, as well as frequent interaction with executive management Maintain up-to-date content on the investor relations website Education, Experience, & Skill Requirements 4-6 years of experience in investor relations or finance preferred. Strong understanding of finance and financial statements. Familiarity with Vistra and/or power markets and commercial trading Advanced Excel and PowerPoint skills. Experience gained through college degree programs and/or certifications is applicable to above skills Detail oriented with excellent communication and interpersonal skills. Strong relationship building and partnering skills. Excellent time management, planning, and organizational skills in order to work well under tight deadlines. Occasional long, irregular hours. Use of a PC, computer terminal and/or telephone over 8 hours a day. Overnight travel sometimes required. Key Metrics Timely and accurate delivery of quarterly earnings materials Timely delivery of off-cycle investor outreach materials Timely update of the Investor Relations topical library for internal constituents Accurate analysis of analyst models #LI-Hybrid #LI-ND1 Job Family Treasury Company Vistra Corporate Services Company Locations Irving, TexasTexas We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today! If you currently work for Vistra or its subsidiaries, please apply via the internal career site. It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws. If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at assistance@vistraenergy.com to make a request.