ZipRecruiter

Log In

1

Collateral Operations Analyst Jobs in Dallas, TX

CMB Regional Centers

Portfolio Analyst

Dallas, TX · On-site

... collateral value meets required thresholds as to comply with covenants under loan agreement ... operation, restructuring), adds and removes the project and report list to keep the system up-to ...

CMB Regional Centers

Portfolio Analyst

Dallas, TX · On-site

... collateral value meets required thresholds as to comply with covenants under loan agreement ... operation, restructuring), adds and removes the project and report list to keep the system up-to ...

previous pagenext page

Showing results 21-40

All JobsCollateral Operations Analyst JobsCollateral Operations Analyst Jobs in Dallas, TX

Collateral Operations Analyst information

See Dallas, TX salary details

$18

$37

$55

How much do collateral operations analyst jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for collateral operations analyst in Dallas, TX is $37.71, according to ZipRecruiter salary data. Most workers in this role earn between $27.36 and $51.11 per hour, depending on experience, location, and employer.

What are some common challenges faced by collateral operations analysts, and how can they be addressed?

Collateral Operations Analysts often navigate complex regulatory requirements, tight deadlines, and high transaction volumes. One common challenge is ensuring the accurate and timely reconciliation of collateral positions across multiple counterparties, which requires strong attention to detail and effective communication skills. To address these challenges, analysts benefit from utilizing robust tracking systems and collaborating closely with trading, risk, and technology teams to resolve discrepancies quickly. Continuous learning about evolving market practices and regulatory changes also helps maintain efficiency and compliance in the role.

What is a collateral operations analyst?

Collateral Operations Analysts are finance professionals who manage and monitor collateral used in securities trading, derivatives, and other financial transactions. They ensure that collateral is sufficient, properly allocated, and compliant with regulatory and contractual requirements. Their duties include processing margin calls, reconciling discrepancies, and communicating with counterparties. This role is essential in mitigating counterparty risk and supporting the smooth functioning of financial markets.

What are the key skills and qualifications needed to thrive as a collateral operations analyst, and why are they important?

To thrive as a Collateral Operations Analyst, you need a solid understanding of financial products, collateral management processes, and strong analytical skills, often supported by a degree in finance, economics, or a related field. Familiarity with collateral management systems such as TriOptima, Murex, or Calypso, and knowledge of regulations like EMIR or Dodd-Frank, are typically required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for managing complex transactions and collaborating with internal and external stakeholders. These skills and qualities are important to ensure accurate collateral processing, risk mitigation, and regulatory compliance in a fast-paced financial environment.

What is the difference between Collateral Operations Analyst vs Credit Analyst?

AspectCollateral Operations AnalystCredit Analyst
Required CredentialsBachelor's degree, financial certifications (e.g., CFA, FRM)Bachelor's degree, financial certifications (e.g., CFA, CPA)
Work EnvironmentFinancial institutions, trading desks, collateral management teamsBanks, lending institutions, credit departments
Employer & Industry UsagePrimarily in asset management, trading, and collateral managementIn lending, banking, and credit risk assessment
Common Search & Comparison IntentUnderstanding operational roles in collateral managementAssessing creditworthiness and risk

The Collateral Operations Analyst focuses on managing collateral processes, ensuring proper documentation, and mitigating operational risks related to collateral. In contrast, a Credit Analyst evaluates the creditworthiness of borrowers, analyzing financial data to assess risk. Both roles require financial certifications and work within financial institutions, but they serve different functions within the industry.

What are popular job titles related to Collateral Operations Analyst jobs in Dallas, TX? For Collateral Operations Analyst jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Collateral Operations Analyst jobs in Dallas, TX look for? The top searched job categories for Collateral Operations Analyst jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Collateral Operations Analyst jobs? Cities near Dallas, TX with the most Collateral Operations Analyst job openings:
Collateral Operations Analyst jobs near you
Infographic showing various Collateral Operations Analyst job openings in Dallas, TX as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $78,432 per year, or $37.7 per hour.

Portfolio Analyst

CMB Regional Centers

Dallas, TX • On-site

Full-time

Re-posted 22 days ago

Job description

The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and analyzing various borrower and guarantor financial reports. This person works closely with Asset Manager and Vice President of Finance to ensure loan compliance across all loans.
Essential Job Functions
  • Tracks and monitors various borrower-submitted financial reports such as financial statements of borrower / project entity, guarantor certificates and financial statements to ensure that the borrowers are in compliance with the reporting covenants under the loan agreement.
  • Assists Asset Manager in calculating and tracking various loan metrics such as loan-to-value ratios, debt service coverage ratios, debt-yield tests, collateral basket tests, internal rate of return, and other requirements as applicable to examine and verify projects' financial health and ensure that the collateral value meets required thresholds as to comply with covenants under loan agreement. Assists the Asset Manager to update project database with such information to ensure portfolio and information are up-to-date.
  • Develops compliance checklists and documentation to ensure financial records are maintained in compliance with the requirements under the loan agreements.
  • Communicates regularly with the borrowers and guarantors regarding any past-due and/or upcoming reports; sends out reminders and follow-up inquiries as needed to ensure that the borrowers meet the loan compliance requirements as per reporting covenants under loan agreement. Reports status of submitted, upcoming, and delinquent reports to Asset Manager and Vice President of Finance.
  • Constantly maintains and updates the tracker system based on the project status (under construction, operation, restructuring), adds and removes the project and report list to keep the system up-to-date.
  • Assists Asset Manager in updating the internal database system, including project database which is used to store project information and be able to generate summary reports from the database for review by the Asset Manager and management.
  • Assists Asset Manager to conduct various analyses of a loan, including financial modeling requirements as necessary.
  • Other duties as assigned.

Knowledge, Skills and Abilities
  • Excellent work ethics
  • Strong communication skills
  • Strong attention to detail
  • Ability to work cross-functionally across multiple teams
  • Strong analytical abilities and aptitude in complex problem-solving
  • Strong quantitative background with experience in loan compliance
  • Positive attitude
  • Highly organized and motivated

Education and Experience
  • Bachelor's degree in Real Estate, Finance, Accounting, or related field preferred
  • Proficiency in Microsoft Excel, Office, and PowerPoint
  • Ability to handle and prioritize multiple tasks simultaneously
  • Understanding of commercial real estate industry is a plus

Physical Requirements
Regularly required to sit for extended periods of time. Regular use of hands and fingers and repetition of the same movements. Reads and writes, speaks and hears.

Apply