Review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy. Assist Portfolio Manager II/III or Supervisor in preparation ...
Review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy. Assist Portfolio Manager II/III or Supervisor in preparation ...
Portfolio Manager
San Antonio, TX · On-site
Review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy. Assist Portfolio Manager II/III or Supervisor in preparation ...
Portfolio Manager
San Antonio, TX · On-site
Review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy. Assist Portfolio Manager II/III or Supervisor in preparation ...
This is an excellent opportunity for a portfolio management professional with 2+ years of ... Reconciliation: Assist with end-of-day reconciliation of trade submissions, fills, and outstanding ...
This is an excellent opportunity for a portfolio management professional with 2+ years of ... Reconciliation: Assist with end-of-day reconciliation of trade submissions, fills, and outstanding ...
Hybrid Portfolio Manager
Plano, TX · On-site
$120K - $150K/yr
Salary Range: $120,000-$150,174+ / Year DOE Portfolio Manager Responsibilities: * Assist in managing balance sheets * Conduct liquidity, asset, and liability management * Engage in hygiene activities ...
Hybrid Portfolio Manager
Plano, TX · On-site
$120K - $150K/yr
Salary Range: $120,000-$150,174+ / Year DOE Portfolio Manager Responsibilities: * Assist in managing balance sheets * Conduct liquidity, asset, and liability management * Engage in hygiene activities ...
Portfolio Manager
Houston, TX · On-site
Portfolio Manager - Houston, TX This role is responsible for the successful leasing, NOI and ... Handle inquiries from prospective residents, schedule property tours, and assist with lease ...
Portfolio Manager
Houston, TX · On-site
Portfolio Manager - Houston, TX This role is responsible for the successful leasing, NOI and ... Handle inquiries from prospective residents, schedule property tours, and assist with lease ...
Portfolio Manager - Houston, TX This role is responsible for the successful leasing, NOI and ... Handle inquiries from prospective residents, schedule property tours, and assist with lease ...
Portfolio Manager - Houston, TX This role is responsible for the successful leasing, NOI and ... Handle inquiries from prospective residents, schedule property tours, and assist with lease ...
Portfolio Manager
Richardson, TX · On-site
The Portfolio Manager will serve as an internal security operations expert focusing on the client ... * Assist with the accounts receivable process for their customers * Lead all contract renewal ...
Portfolio Manager
Richardson, TX · On-site
The Portfolio Manager will serve as an internal security operations expert focusing on the client ... * Assist with the accounts receivable process for their customers * Lead all contract renewal ...
The Portfolio Manager will serve as an internal security operations expert focusing on the client ... * Assist with the accounts receivable process for their customers * Lead all contract renewal ...
New
Quick apply
The Portfolio Manager will serve as an internal security operations expert focusing on the client ... * Assist with the accounts receivable process for their customers * Lead all contract renewal ...
New
Portfolio Manager
Houston, TX · On-site
Portfolio Manager - Houston, TXThis role is responsible for the successful leasing, NOI and ... Maintain resident files and assist with service requests.Promote positive resident relations and ...
Quick apply
Portfolio Manager
Houston, TX · On-site
Portfolio Manager - Houston, TXThis role is responsible for the successful leasing, NOI and ... Maintain resident files and assist with service requests.Promote positive resident relations and ...
Portfolio Manager
Houston, TX · On-site
$75 - $110/hr
Portfolio Manager - Houston, TX This role is responsible for the successful leasing, NOI and ... Handle inquiries from prospective residents, schedule property tours, and assist with lease ...
New
Portfolio Manager
Houston, TX · On-site
$75 - $110/hr
Portfolio Manager - Houston, TX This role is responsible for the successful leasing, NOI and ... Handle inquiries from prospective residents, schedule property tours, and assist with lease ...
New
Portfolio Manager
Richardson, TX · On-site
The Portfolio Manager will serve as an internal security operations expert focusing on the client ... * Assist with the accounts receivable process for their customers * Lead all contract renewal ...
Portfolio Manager
Richardson, TX · On-site
The Portfolio Manager will serve as an internal security operations expert focusing on the client ... * Assist with the accounts receivable process for their customers * Lead all contract renewal ...
Sr. Portfolio Manager
Austin, TX · On-site
The Senior Portfolio Manager is a senior member of the Kestra Investment Management (KIM) team who ... communications. * Assist in the development of presentations, educational materials, videos ...
Sr. Portfolio Manager
Austin, TX · On-site
The Senior Portfolio Manager is a senior member of the Kestra Investment Management (KIM) team who ... communications. * Assist in the development of presentations, educational materials, videos ...
Portfolio Manager, Inventory Finance
Flower Mound, TX · On-site
$70K - $97K/yr
Participate in company training as required and assist with training new members of the Inventory ... Manage portfolio of accounts with day to day operational decisioning in portfolio management ...
Quick apply
Portfolio Manager, Inventory Finance
Flower Mound, TX · On-site
$70K - $97K/yr
Participate in company training as required and assist with training new members of the Inventory ... Manage portfolio of accounts with day to day operational decisioning in portfolio management ...
The portfolio manager will ensure early identification of risk in the credit through review of ... assist with project management. Able to manage multiple tasks and priorities in a high-volume ...
The portfolio manager will ensure early identification of risk in the credit through review of ... assist with project management. Able to manage multiple tasks and priorities in a high-volume ...
Loan Portfolio Manager
Dallas, TX · On-site
The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio ... Ability to travel within designated market/region in order to assist with customer relationships.
Loan Portfolio Manager
Dallas, TX · On-site
The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio ... Ability to travel within designated market/region in order to assist with customer relationships.
Loan Portfolio Manager
Dallas, TX · On-site
The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio ... Ability to travel within designated market/region in order to assist with customer relationships.
Loan Portfolio Manager
Dallas, TX · On-site
The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio ... Ability to travel within designated market/region in order to assist with customer relationships.
The portfolio manager will ensure early identification of risk in the credit through review of ... assist with project management. Able to manage multiple tasks and priorities in a high-volume ...
The portfolio manager will ensure early identification of risk in the credit through review of ... assist with project management. Able to manage multiple tasks and priorities in a high-volume ...
Commercial Portfolio Manager
Houston, TX · On-site
The position will also assist the RM in identifying and recommending new prospective clients to ... Perform on-going portfolio management, monitoring, and risk management activities to confirm that ...
Commercial Portfolio Manager
Houston, TX · On-site
The position will also assist the RM in identifying and recommending new prospective clients to ... Perform on-going portfolio management, monitoring, and risk management activities to confirm that ...
As a Portfolio Manager, you will be a senior member of the team and will be responsible for ... As appropriate with experience, assist in the development of loan officers and credit analyst.
As a Portfolio Manager, you will be a senior member of the team and will be responsible for ... As appropriate with experience, assist in the development of loan officers and credit analyst.
Wealth Portfolio Manager
San Antonio, TX · On-site
If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... Mentor and provide guidance to lower level staff * Assist with business development efforts for ...
Wealth Portfolio Manager
San Antonio, TX · On-site
If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... Mentor and provide guidance to lower level staff * Assist with business development efforts for ...
Assistant Portfolio Manager information
See Texas salary details
$35.4K - $40.3K
16% of jobs
$40.3K - $45.1K
7% of jobs
$45.5K is the 25th percentile. Wages below this are outliers.
$45.1K - $50K
27% of jobs
$50K - $54.9K
20% of jobs
$56.3K is the 75th percentile. Wages above this are outliers.
$54.9K - $59.8K
18% of jobs
$59.8K - $64.6K
2% of jobs
$64.6K - $69.5K
3% of jobs
$69.5K - $74.4K
2% of jobs
$74.4K - $79.2K
2% of jobs
$79.2K - $84.1K
2% of jobs
$84.1K - $89K
1% of jobs
$35.4K
$54.2K
$89K
How much do assistant portfolio manager jobs pay per year?
As of Aug 21, 2026, the average yearly pay for assistant portfolio manager in Texas is $54,201.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,600.00 and $56,800.00 per year, depending on experience, location, and employer.
How does an assistant portfolio manager collaborate with senior managers and analysts on investment decisions?
As an Assistant Portfolio Manager, you will regularly collaborate with senior portfolio managers and research analysts to evaluate investment opportunities and monitor portfolio performance. Your role often involves gathering and analyzing data, preparing investment reports, and contributing insights during strategy meetings. Open communication and teamwork are crucial, as your analyses help inform the team's decisions on asset allocation, risk management, and potential trades. This collaborative environment not only hones your analytical skills but also provides exposure to strategic thinking, preparing you for advancement within portfolio management.
What are the key skills and qualifications needed to thrive as an assistant portfolio manager, and why are they important?
To thrive as an Assistant Portfolio Manager, you need a solid understanding of financial analysis, investment strategies, and portfolio management, usually supported by a degree in finance or a related field. Proficiency with financial modeling software, Bloomberg terminals, and often progress toward certifications like the CFA is highly valuable. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and collaborate with both internal teams and clients. These skills are vital for making informed investment decisions, managing risk, and supporting the overall performance of the investment portfolio.
What is the difference between Assistant Portfolio Manager vs Financial Analyst?
| Aspect | Assistant Portfolio Manager | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, CFA Level I or II often preferred | Bachelor's degree, CFA Level I or II often preferred |
| Work Environment | Asset management firms, investment companies | Banks, investment firms, corporate finance departments |
| Primary Responsibilities | Assisting in managing investment portfolios, research, client reporting | Analyzing financial data, preparing reports, supporting investment decisions |
Assistant Portfolio Managers and Financial Analysts often share similar credentials and work in related environments within the finance industry. While Assistant Portfolio Managers focus on supporting portfolio management and client interactions, Financial Analysts primarily analyze data to inform investment strategies. Both roles require strong analytical skills and relevant certifications, but their daily tasks and responsibilities differ slightly, with Assistant Portfolio Managers taking on more client-facing and decision-making support functions.
How much do assistant portfolio managers get paid?
Assistant portfolio managers typically earn a median annual salary between $70,000 and $120,000, depending on experience, location, and the size of the firm. They often work closely with senior managers, utilizing financial analysis tools and certifications like the CFA to support investment decisions.
How much does an assistant portfolio manager earn?
An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers and may require relevant certifications such as the CFA designation.
What does an assistant portfolio manager do?
An assistant portfolio manager supports the lead portfolio manager in managing investment portfolios by conducting research, analyzing market trends, and helping to develop investment strategies. They often assist with monitoring asset performance, preparing reports, and ensuring compliance with regulations, typically requiring strong analytical skills and familiarity with financial tools. This role may involve collaboration with clients and other team members to optimize investment outcomes.
What are the most commonly searched types of Portfolio Manager jobs in Texas?
The most popular types of Portfolio Manager jobs in Texas are:
What are popular job titles related to Assistant Portfolio Manager jobs in Texas?
For Assistant Portfolio Manager jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Assistant Portfolio Manager jobs in Texas look for?
The top searched job categories for Assistant Portfolio Manager jobs in Texas are:
What are popular job titles related to Assistant Portfolio Manager jobs in TX?
For Assistant Portfolio Manager jobs in TX, the most frequently searched job titles are:
Full-time
Re-posted 4 days ago
Job description
The Portfolio Manager I will ensure early identification of risk in the credit through review of gathered documentation. Analyzes financial statements, industry risks, collateral, credit structure for possible deterioration in the overall credit risk profile of the borrower. Review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy.
Assist Portfolio Manager II/III or Supervisor in preparation of CAR/Watch Reports for credits that are risk rated Pass Watch, participate in CAR/Watch meeting(s). Review and make recommendation for resolution of covenant violations or needed modifications/forbearance including oversite and review of necessary documentation. Manage assigned commercial loan portfolio exceptions through customer contact to ensure delivery of financial statements, tax returns and other required financial information under the loan agreement and ongoing servicing of the credit.Review and ensure documents are uploaded to the document repository and ensure ticklers are appropriately maintained
Monitor and collect delinquent loans in accordance with state and federal laws and regulations.Bachelor's degree in accounting, Finance or Business Administration or equivalent experience. A minimum of two (2) year of commercial portfolio management or commercial credit underwriting or four (4) year's comparable combination of portfolio management, underwriting, and loan administration experience.
An equivalent combination of education and experience with commercial loans and underwriting may meet qualifications. Microsoft Word, Excel, PowerPoint, Outlook, plus a good understanding of the Internet environment. Excellent planning and time management skills as well as strong interpersonal and communication skills including verbal, written, and presentational skills.
Able to work with all levels of management. Highly organized and detail oriented with the ability to meet and manage critical deadlines and assist with project management. Able to manage multiple tasks and priorities in a high-volume environment.
Take initiative and make independent decisions in the best interest of the Credit Union and Member.