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Assistant Portfolio Manager Jobs in Texas (NOW HIRING)

Security Service FCU

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 ...

Apex Fintech Solutions

Portfolio Manager

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Wan Bridge Group

Portfolio Manager

Houston, TX

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 ...

Wan Bridge Group

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 ...

Wan Bridge Group

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 ...

Hilltop Holdings

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.

Hilltop Holdings

Loan Portfolio Manager

Dallas, TX

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.

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Hope Bank

Portfolio Manager - CBG

Dallas, TX

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.

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All JobsPortfolio JobsAssistant Portfolio Manager JobsAssistant Portfolio Manager Jobs in Texas

Assistant Portfolio Manager information

See Texas salary details

$35.4K

$54.2K

$89K

How much do assistant portfolio manager jobs pay per year?

As of Aug 15, 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.

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?

AspectAssistant Portfolio ManagerFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I or II often preferredBachelor's degree, CFA Level I or II often preferred
Work EnvironmentAsset management firms, investment companiesBanks, investment firms, corporate finance departments
Primary ResponsibilitiesAssisting in managing investment portfolios, research, client reportingAnalyzing 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 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 does an assistant portfolio manager do?

An assistant portfolio manager supports senior portfolio managers by helping to analyze investment opportunities, monitor portfolio performance, and execute trades. They often use financial analysis tools and research to assist in making investment decisions and may be involved in client communication and reporting. This role typically requires strong analytical skills, knowledge of financial markets, and relevant certifications such as the CFA.

How much does an assistant portfolio manager earn?

Assistant portfolio managers typically earn between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often have a background in finance, investment analysis, or related certifications like the CFA, and work closely with senior managers in investment environments.

How much do assistant portfolio managers get paid?

Assistant portfolio managers typically earn a median annual salary ranging from $70,000 to $120,000, depending on experience, location, and the size of the firm. They often work closely with senior managers and may hold certifications like the CFA to advance their careers.

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:

Assistant Portfolio Manager jobs near you
Infographic showing various Assistant Portfolio Manager job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 11% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $54,201 per year, or $26.1 per hour.

Portfolio Manager

Security Service Federal Credit Union

San Antonio, TX • On-site

Full-time

Re-posted 4 days ago

Security Service Federal Credit Union rating

8.7

Company rating: 8.7 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

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.

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