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Portfolio manager jobs in Grapevine, TX

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  • Digital Asset Manager

    PTR Global

    Portfolio manager job in Dallas, TX

    Responsible for overseeing, maintaining, and organizing the digital asset library within Adobe Experience Manager (AEM) Assets. Collaborate with creative, marketing, and brand teams to understand asset needs and usage patterns. Serve as lead maintaining the Adobe Experience Manager (AEM) library, establishing metadata standards, and supporting creative and marketing teams with the tools and access they need to do their best work. Responsibilities: Develop and enforce metadata schemas, controlled vocabularies, and taxonomy standards Define and improve asset ingestion and tagging workflows Monitor and improve asset discoverability through consistent metadata governance and enforcement Evaluate existing tool stack and recommend enhancements or improved integrations to support downline workflows Create, deliver, and maintain user training and system documentation Manage user permissions and ensure appropriate access across teams Track and report on asset usage, trends, and performance using available analytics tools Assist with rights management and asset lifecycle planning Contribute to digital asset governance strategy and best practices Develop and maintain Digital Asset Management (DAM) governance documentation, policies, and best practices to ensure consistency, compliance, and system trust Serve as a subject matter expert and advocate for asset reuse, metadata quality, and digital asset governance across the enterprise Develop and support a DAM Center of Excellence by facilitating stakeholder engagement, training, certifications, and cross-team knowledge sharing May perform other duties as directed by Employee's Leaders Knowledge, Skills, and Abilities: Knowledge of digital asset management principles and best practices Knowledge of digital file types, specifications, and common design formats (e.g., image, video, and document standards) Skilled in Adobe Experience Manager (AEM) Assets or a comparable enterprise DAM system Skilled in organizational principles with a high level of attention to detail Skilled in written and verbal communication, with the ability to train and support users of varying technical skill levels Ability to have a collaborative mindset and work across departments with diverse needs Ability to build or support content governance strategies, including data dictionaries and metadata compliance Ability to act as a reference point for asset access, training, and lifecycle knowledge across enterprise teams
    $67k-104k yearly est. 1d ago
  • Asset Manager

    Rivendell Global Real Estate Inc.

    Portfolio manager job in Dallas, TX

    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 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.
    $67k-104k yearly est. 4d ago
  • Asset Manager

    The Quest Organization

    Portfolio manager job in Allen, TX

    A private real estate investment and management firm is seeking an Asset Manager to oversee a portfolio of owned multifamily assets. This role is responsible for driving operational performance, enhancing financial results, overseeing capital improvement plans, and managing insurance and property tax matters. The successful candidate will combine strategic thinking with hands-on execution to maximize asset value and mitigate operational risk. Responsibilities: Oversee third-party property management teams to improve revenue, control expenses, and protect asset value. Create annual business plans, budgets, and capital improvement strategies. Coordinate with contractors, engineers, attorneys, and accountants on property operations and initiatives. Lead day-to-day operational oversight, resolve issues, and participate in weekly operations and leasing calls. Review financial, leasing, and operational reports to identify performance trends and issues. Manage multiple projects across various phases while meeting deadlines in a high-volume environment. Prepare and review financial packages, loan compliance documentation, and construction draw requests. Monitor leasing activity, concessions, occupancy, and rent collections. Conduct feasibility analyses for rent strategies, capital projects, and operational improvements. Interpret leases, loan documents, and service contracts to support decision-making. Oversee capital projects from planning to completion, ensuring quality and adherence to timelines. Administer insurance programs, including premiums, COIs, claims, and portfolio-wide compliance. Support acquisition due diligence, onboarding, refinancing, and dispositions. Maintain active market knowledge to benchmark performance and inform strategy. Conduct regular site visits and property inspections. Perform ad-hoc analysis and special projects as needed. Qualifications: Bachelor's degree in a related field. 5+ years of experience in real estate asset management or multifamily operations. Strong analytical skills and proficiency in financial modeling and reporting. Highly organized, detail-oriented, and able to manage several projects independently. Strong communication skills and ability to build strong relationships with internal and external partners. Proficient in MS Office Suite; experience with Yardi, or similar property management systems. Ability to thrive in an entrepreneurial, fast-paced environment
    $67k-104k yearly est. 5d ago
  • Head of Asset Management

    Keller Augusta

    Portfolio manager job in Dallas, TX

    A U.S.-based, vertically integrated real estate investment, development, and asset management firm that acquires, redevelops, and manages a diverse portfolio of real estate assets nationwide. The firm also manages private real estate funds and credit vehicles, enabling it to deploy both equity and debt capital across market cycles. Its platform is active across residential, retail, mixed-use, land development, hospitality, and industrial properties, with a track record of repositioning complex assets and creating long-term value through disciplined investment and hands-on management. The company operates with institutional standards and entrepreneurial agility-overseeing the full investment lifecycle from acquisition and capitalization through development, leasing, and asset performance. Position Overview: The Head of Asset Management will lead the performance, strategy, and value creation efforts across the firm's diverse portfolio of real estate assets. This executive will be responsible for optimizing portfolio value, driving financial performance, and ensuring operational excellence across all asset classes. The role requires a sophisticated understanding of investment strategy, property operations, and capital markets, as well as the ability to collaborate cross-functionally with acquisitions, development, finance, and investor relations teams. Responsibilities: Develop and execute comprehensive asset management strategies across all property types, including office, multifamily, mixed-use, and land investments, as well as debt and value-add opportunities. Oversee business plans at the asset level, including leasing strategy, capital expenditures, refinancing, and disposition planning. Lead and mentor a team of asset managers while fostering collaboration across development, acquisitions, and finance functions. Monitor property and portfolio performance through rigorous financial analysis, identifying opportunities for operational improvement and value creation. Manage both in-house and third-party property management and leasing partners to ensure alignment with company goals and performance standards. Present regular reports to senior leadership and investors, summarizing financial performance, market insights, and strategic recommendations. Participate in acquisition and disposition discussions, providing asset-level insight into deal underwriting and portfolio strategy. Identify and implement measures to improve efficiency, mitigate risk, and enhance overall returns. Qualifications: Bachelor's degree in Finance, Real Estate, Business, or a related field; MBA or Master's in Real Estate preferred. Minimum of 10 years of experience in real estate asset management, with at least 5 years in a leadership capacity. Proven track record of managing complex, multi-asset portfolios with an emphasis on value creation and performance optimization. Strong financial acumen and analytical capability, including expertise in financial modeling and underwriting. Excellent communication, leadership, and stakeholder management skills. Experience collaborating with investors, lenders, and third-party partners on high-value real estate assets. Ability to balance strategic vision with operational execution in a fast-paced, entrepreneurial environment.
    $44k-90k yearly est. 2d ago
  • Sr. Manager, Tax, Trust & Estate Specialist

    Charles Schwab 4.8company rating

    Portfolio manager job in Roanoke, TX

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab's advisory clients. This offering provides depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a client's Tax, Trust and Estate needs. What you have As a Tax, Trust & Estate Specialist, you will: Develop and handle strong relationships with Financial Consultants and Wealth Advisors. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) 5-10 years client facing experience At least one of the following is strongly preferred; JD, LLM, CPA, CTFA, AEP Previous experience as a Tax, Trust, and Estate attorney strongly preferred Extensive experience advising high net worth clients Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Wealth Advisors within Schwab Wealth Advisory Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $88k-113k yearly est. 3d ago
  • Collections Manager

    Erisa Recovery

    Portfolio manager job in Plano, TX

    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
    $45k-68k yearly est. 1d ago
  • Distribution Branch Manager

    Binford Supply

    Portfolio manager job in Carrollton, TX

    The Branch Manager is responsible for directing and managing all facility operations regarding safety, sales, transactional quality, inventory accuracy, customer service, facility maintenance, employee relations, and productivity. Job Skills and Responsibilities: Create and maintain thorough training, inspection, corrective action, and tone focusing on a safe work environment. Total P&L responsibility. Develop and control profits, plans, and budgets. Understand, promote, adapt, and lead the business' overall 80/20 philosophy at the Service Center level. Consistently recruit, mentor, and develop new and existing talent through engaging leadership. Elaborate and implement strategies for the Service Center's development focusing on achieving local, regional, and organizational goals. Direct and manage facility operations for sales, customer service, transaction quality, inventory accuracy, facility maintenance, pick, pack, load and logistics. Coordinate and measure daily facility activities and functions to ensure defined customer service and transaction accuracy metrics are achieved. Create process maps, and establish and drive compliance to internal Standard Operating Procedures. Measure performance using metrics against pre-defined goals in safety, transaction accuracy, inventory accuracy, equipment inspection, PM, and other administrative areas. Resolve issues within the paper/product/material flow and implement procedures to ensure that transactions flow accurately 100% of the time. Perform or oversee all administrative duties, including but not limited to facility and equipment maintenance and repair, OSHA requirements, control of fuel, and P-card purchases. Coordinate with functional support departments to drive profitable sales, ensure an efficient and supportive supply chain, develop a productive workforce, and maintain financial accounting integrity. Control and minimize labor overtime, premium freight, and repair expenses but never at the expense of safety. Provide leadership and training to accomplish the company goals and objectives. Provide excellent customer service to internal and external customers. NECESSARY SKILLS, BACKGROUND, AND ABILITIES: College degree or equivalent additional years of experience Experience in sales, sales management, and customer service with supervisory experience over a team of four or more employees. Distribution/wholesale preferred Previous operations management experience preferred. Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint) Willing and able to travel locally during the business day and overnight periodically. Must be able to sit periodically, climb or balance, and stoop, kneel, or crouch. Must be able to lift and move up to 60 pounds and occasionally lift and move up to 120 pounds. CRITICAL COMPETENCIES FOR SUCCESS IN THE POSITION: Team Leadership - Communicates a vision, inspires & motivates. Ensures primary goals stay in focus. Communication - Clearly conveys verbal and written messages. Engages listeners. Tenacity - Passionately strives to achieve results. They convey a solid need to win and do not give up. Customer/Client Focus - Makes customer needs a primary focus and gains their trust. Safety Awareness - Strong awareness of circumstances affecting the safety of self and others. Coaching/Training - Active focus on developing others for current and future growth opportunities. Quality Orientation - High level of care and thoroughness for work. Focus on accuracy of results. Decision Making/Problem Solving - Breaks down problems. Considers facts/consequences of decisions. Building Trust- Is viewed as direct and truthful; keeps confidences, promises, and commitments. Guiding and Developing Others - Sets clear expectations/objectives. Holds others accountable for results Benefits We've got you covered. Binford Supply employees give a lot, and we offer benefits that fit their needs. We provide industry-leading coverage and benefits to our people and their qualified family members, including: Medical, Dental and Vision coverage for Employees, Spouses, Dependents &/or entire Family Company Paid Life Insurance and Short/Long-Term Disability Insurance Convenient 24/7 Doctor Visits through Live Health Online Legal Assistance via Legal Shield Employee Assistance Program Identify Theft Protection Access Perks - Discounts on products and services with companies nationwide. 401k Retirement Program with strong company match. In addition to the benefits program, Binford Supply also provides employees with a competitive wage, career advancement, and training opportunities.
    $46k-68k yearly est. 2d ago
  • Product Portfolio Manager - Sensors Job Details | RS Group

    RS Group 4.3company rating

    Portfolio manager job in Fort Worth, TX

    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
    $80k-126k yearly est. 16d ago
  • Portfolio Strategy Manager

    Parallel Advisors

    Portfolio manager job in Coppell, TX

    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.
    $73k-141k yearly est. 25d ago
  • Associate Portfolio Manager/Trader

    Vwh Capital Management LP

    Portfolio manager job in Dallas, TX

    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.
    $73k-141k yearly est. 23h ago
  • Credit Portfolio Manager

    Heidelberg Materials

    Portfolio manager job in Irving, TX

    Line of Business: Service & SupportPay Range: $73,570.00 - $98,193.33 About Us Heidelberg Materials is one of the world's largest suppliers of building materials. Heidelberg Materials North America operates over 450 locations across the U.S. and Canada with approximately 9,000 employees. What You'll Be Doing Manage and monitor a portfolio of customer credit accounts to ensure risk is balanced with business growth Work with Regional Credit Manager on credit limit adjustments based on customer knowledge and market insights Collaborate with sales, operations, and finance teams to support customer relationships and resolve credit issues Develop and implement credit strategies and policies to optimize portfolio performance Prepare and present portfolio performance reports to senior leadership What Are We Looking For Strong analytical and decision-making skills with a focus on financial and credit data Ability to communicate effectively with internal teams and external customers Proficiency in credit risk assessment tools and financial systems Detail-oriented with strong organizational and prioritization abilities Commitment to continuous improvement and cross-functional collaboration Work Environment This role is typically performed in a professional office setting with occasional travel to customer or plant locations. It requires regular use of standard office equipment and collaboration across departments. What We Offer Competitive base salary, 401(k) retirement savings plan with an automatic company contribution as well as matching contributions, highly competitive benefits programs, including: Medical, Dental, and Vision along with Prescription Drug Benefits Health Saving Savings Account (HSA), Health Reimbursement Account (HRA) and Flexible Spending Account (FSA) AD&D, Short- and Long-Term Disability Coverage as well as Basic Life Insurance Paid Bonding Leave, 15 days of Paid Vacation, 40 hours of Paid Sick Leave and 10 Paid Holidays Equal Opportunity Employer - Minority / Female / Veteran / Disabled
    $73.6k-98.2k yearly Auto-Apply 60d+ ago
  • Community Portfolio Manager

    Alamo Management Group 4.4company rating

    Portfolio manager job in Plano, TX

    JOB DESCRIPTION: ALAMO MANAGEMENT GROUP - COMMUNITY MANAGER Daily work involves customer service, vendor management, project management, public speaking, finance, budgeting, and conflict resolution. Many candidates joining our company have experienced previous success in areas such as retail, restaurants, and administrative or task/project management roles; they are able to work independently with some supervision and direction. We are primarily a customer service and communication company that just happens to be in the property management industry. Handling difficult customer situations is an essential trait, as we deal with a high number of conflict resolution scenarios. Community Manager Responsibilities: Effectively manage a portfolio between 2500-3000 homes. Work directly with the BOD of each community. This includes the following: Advise the BOD on decisions and best practices Attend BOD meeting at agreed time by the BOD Implement BOD decisions and processes. Weekly Updates Manage all vendors within each community and ensure all contractual obligations are met. Design and prepare Request for Proposals Perform site inspections on a regular basis Draft and keep all community records Keep association files organized on server Update portals Monthly newsletters Handle all Eblast for the communities Effectively run all BOD meetings. This includes the following: Prepare meeting notices, agendas, and presentations Draft meeting minutes Community Rules and Regulations An HOA manager is typically involved in drafting and enforcing community rules and regulations. These rules govern behaviors that are intended to help maintain a visually appealing neighborhood while protecting property values. Rules and regulations usually govern landscaping and home maintenance requirements; on-street parking; building additions; and exterior home appearance. An HOA manager monitors community activities, hears complaints from homeowners, and investigates and resolves issues. Maintenance and Upkeep An HOA manager is responsible for the general maintenance and upkeep of common areas in a community. Managers must ensure that neighborhood equipment, lighting and gates are all in good working order. A manager may be responsible for working with local vendors to uphold this responsibility. Site Inspection An HOA manager is responsible for bi-weekly community site inspections in which they survey the area for violations according to the HOA's rules and regulations. The community manager assigns violations to homeowners who have infractions according to the rules and regulations of the neighborhood. An HOA manager may issue fines against non-compliant homeowners if rules are consistently violated. Other Responsibilities: An HOA manager handles the financial matters of the HOA they manage, including the collection of association fees from residents. they may also work in coordination with a council or board comprised of community members who live in the neighborhood. These board members help facilitate neighborhood meetings; keep residents up to date on changes to rules and regulations; and serve as unofficial internal representatives of the management company. The HOA manager may conduct annual elections to select new board members. Eligibility Requirements: Education: High school or equivalent Experience: Customer service- 3 years License/Certification: Driver's License Preferred candidates may have some of the following: Certification: M100 or CMCA 2 years property management experience Bachelor's Degree in Business or Management Real Estates License Professional experience in community management or maintenance Professional experience with vendor management Preferred Qualifications: Certification: M100 or CMCA 2 years HOA property management experience About AMG: Alamo Management Group is a local homeowners association, or HOA, management company with a focus on being a unique place of employment. We are customer service centered, with strong family and neighbor values. We do not want to be like other companies, and our belief is that by creating an amazing customer experience we will achieve long-term success. At AMG we are enthusiastic about the growth of our employee's skillset and the culture that we uphold in the workplace. While working at AMG you will find yourself learning something new and useful every day. Industry experience is preferred but not required to be successful at AMG, we want to grow with you! We pride ourselves in our determination to change the negative stigma if HOAs. To achieve this, we look for employees who are ready to learn, able to take on challenges and strive to provide the best customer experience to our vendors, developers, and residents. Are you an adaptive learner? Are you ready to take on challenges? Are you passionate about customer experience? Are you energetic? Then consider joining the fastest growing local management company in Texas!
    $37k-74k yearly est. 13d ago
  • Community Manager - Portfolio

    Firstservice Corporation 3.9company rating

    Portfolio manager job in Fort Worth, TX

    Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Strong management skills, customer service skills and time-management skills are required. Your Responsibilities: * Attends Board meetings and gives Board guidance when appropriate. * Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures. * Reviews quality of services provided to the Association. * Communicates with BOD regularly by either weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board. * Attends all manager staff meetings. * Attends annual budget/election meetings. * Conducts property visits regularly and provides Management with recommendations and observations to improve the property. * Participates in Corporate committees as assigned. * Ensures that the maintenance manual, equipment checklists and books are in place and are current as well as all FirstService Residential approved binders. * Obtains and maintains all service, maintenance and access control contracts. * Reviews/assists the obtaining and financing of all required insurance coverage. * Monitors reserve funds to insure they are being used in accordance with BOD and regulatory requirements. * Follows the Company's corporate policies including but not limited to, recruiting, payroll processes, accounting, and human resources policies. * Ensures that all records are kept in good order. * Provides a five-star customer service at all times by attending to all calls and messages timely, no later than 24 hour hours. * Facilitates committee meetings and acts as liaison to committee members * Prepares budget for presentation to BOD * Acts as intermediary with owner/residents and all other staff to assist in prompt response to questions/problems. * Follows safety procedures and maintains a safe work environment. Skills - Qualifications: Education/Training: High School Diploma is required. College Degree preferred. Experience with financial and accounting programs preferred as well as knowledge of Mechanical Operations of a building and Equipment and Construction Experience/Knowledge/Abilities: 1-3 years of property management experience preferred. Basic knowledge of Texas Statutes and governing documents. A detailed individual with strong ability to multi-task is required. Strong working knowledge of customer service principles and practices. Ability to read, analyze, and interpret technical procedures, leases, regulations or documents with a similar degree of complexity is required. Strong interpersonal skills. Excellent verbal and written communication skills, including ability to speak in public. Computer literacy: Proficiency and working knowledge of Microsoft Office Applications. Strong customer service, communication and interpersonal skills required. What We Offer: As a full-time associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions. Compensation: $60000 - $70000 / year Disclaimer: This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time. #LI-SC1 #I-OS1
    $60k-70k yearly 14d ago
  • Portfolio Manager, Revenue Management (Dallas, TX, US)

    American Airlines 4.5company rating

    Portfolio manager job in Dallas, TX

    Intro Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise, and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop onboard! Why you'll love this job The Portfolio Manager, Revenue Management is part of the Pricing and Yield Management Team within the Revenue Management Division. You will be responsible for revenue delivery, strategy, and day-to-day operations of the team's portfolio. You will also lead team members to drive significant top line revenue improvements for American Airlines. What you'll do This list is intended to reflect the current job but there may be additional essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations. * Provide strategic leadership, collaborative coordination, and creative problem solving to mentor and manage a successful team on day-day execution of strategic pricing and demand management initiatives of thematic portfolio * Influence and navigate RM stakeholder relationships, leveraging a deep understanding of the broader AA business and RM ecosystem * Leads strategy, optimizes performance, and solves complex problems through quantitative analysis * Create and foster a relentless focus by identifying new revenue opportunities, leveraging available tools, processes, best practices, and reporting. * Leads short term revenue execution plans and performance tracking * Provides development opportunities, supports and evaluates analysts with intellectual curiosity and a passion for the business * Build team culture focused on customer-centric learning, experimentation, and data-led decisions. All you'll need for success Minimum Qualifications - Education & Prior Job Experience * Bachelor's degree in Economics, Mathematics, Engineering, Finance, Operations Research or related field * Minimum 4 years of relevant work experience Preferred Qualifications - Education & Prior Job Experience * Master's degree in business-related discipline * Experience directly or indirectly leading teams with significant enterprise and/or top line revenue responsibility * Demonstrated ability to solve and lead others in solving complex analytical problems * Experience leading cross-functional, inter-departmental projects * Prior experience in Revenue Management, Network Planning or Sales Planning Skills, Licenses, and Certifications * Proven ability to synthesize complex technical information across large data sets and communicate clearly and persuasively with internal and external stakeholders * Ability to manage a team and support critical business decisions in a dynamic, fast-paced environment * Ability to build collaborative relationships with and consensus amongst multiple stakeholders with varying points of view * Ability to solve and to lead others in solving complex analytical problems * Demonstrated ability to take a project from conceptualization through implementation * Ability to thrive in an unstructured role, work through ambiguous problems and be resilient in the face of criticism and constructive feedback * Action-oriented, data & results-driven, customer-focused leader with a natural aptitude for seeking opportunities that transform existing business models * Ability to take action through intelligent risk taking, innovation and entrepreneurship * Display key attributes required by American Airlines: Personal integrity, respectful of others and their opinions, inclusive, team oriented, adaptable, positive and optimistic What you'll get Feel free to take advantage of all that American Airlines has to offer: 1. Travel Perks: Ready to explore the world? You, your family, and your friends can reach 365 destinations on more than 6,800 daily flights across our global network. 2. Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. 3. Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need. 4. 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year. 5. Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more. Feel free to be yourself at American From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities, and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world. Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
    $63k-87k yearly est. 2d ago
  • Portfolio Manager

    First Horizon Corp 3.9company rating

    Portfolio manager job in Dallas, TX

    The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. * Assist in the structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. * Completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications Include: * Bachelors Degree in business, accounting, or finance * At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $90k-118k yearly est. 15d ago
  • Senior Investor Reporting Analyst

    Newpoint Real Estate Capital LLC

    Portfolio manager job in Plano, TX

    The Senior Investor Reporting Analyst oversees investor reporting and reconciliations related to multifamily mortgage portfolios. The role ensures accurate, timely reports are delivered to government-sponsored enterprises (GSEs) and private investors. The analyst maintains compliance with CREFC standards and servicing agreements. The position also supports financial audits as well as regulatory reviews. Duties and responsibilities Reporting & Remitting: Compile daily/monthly reports and remittances per investor requirements. Ensure accurate reporting of payoffs, curtailments, and loan modifications. Maintain investor transfer and servicing data in E!nterprise. Serve as a primary point of contact for investor inquiries, providing timely and accurate responses and addressing any concerns or requests. P&I and guaranty fee advance and repayment processing. Reconciliation & Variance Resolution: Reconcile actual loan activity to reported activity. Investigate and resolve discrepancies in investor reporting systems and portals (e.g., Freddie Mac, Fannie Mae, Ginnie Mae). Perform custodial and clearing bank reconciliations. Respond to investor inquiries and audits, escalating issues as needed. Other Responsibilities: Identify opportunities to streamline reporting processes, enhance efficiency, and improve the overall investor experience. Cultivate strong relationships with investors, fostering trust and confidence in NewPoint Real Estate Capital's investment strategies and performance. Required skills and qualifications: Education: Bachelor's degree in accounting, finance, or related field preferred. Experience: 3-5 years in investor reporting and reconciliation within mortgage servicing. Knowledge: Strong understanding of CREFC Reporting, GSE servicing guides, and pooling & servicing agreements. Preferred Technical Skills: SQL developer, Excel (Advanced), E!nterprise loan servicing system, 10-key, typing proficiency.
    $69k-122k yearly est. Auto-Apply 60d+ ago
  • Sr Investor Accounting Analyst (On-Site)

    Newrez LLC

    Portfolio manager job in Coppell, TX

    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
    $69k-123k yearly est. Auto-Apply 23d ago
  • Senior Analyst, Investor Relations

    Vistra 4.8company rating

    Portfolio manager job in Irving, TX

    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.
    $77k-128k yearly est. Auto-Apply 2d ago
  • Senior Analyst, Investor Relations

    TXU Energy Services Co 4.1company rating

    Portfolio manager job in Irving, TX

    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.
    $58k-98k yearly est. Auto-Apply 2d ago
  • Portfolio Manager

    First Horizon Corp 3.9company rating

    Portfolio manager job in Plano, TX

    The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. * Assist in the structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. * Completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications Include: * Bachelors Degree in business, accounting, or finance * At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $90k-118k yearly est. 15d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Grapevine, TX?

The average portfolio manager in Grapevine, TX earns between $54,000 and $190,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Grapevine, TX

$102,000

What are the biggest employers of Portfolio Managers in Grapevine, TX?

The biggest employers of Portfolio Managers in Grapevine, TX are:
  1. Parallel Advisors
  2. Heidelberg Usa, Inc.
  3. Heidelberg Materials
  4. Mitsubishi HC Capital America Inc.
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