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Entry Level Portfolio Manager Jobs in Allen, TX (NOW HIRING)

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Account Manager | Entry Level

Plano, TX · On-site

$1.0K - $1.8K/wk

About the job Account Manager | Entry Level At LuRo Inc, we work hard to develop an industry ... We represent a large portfolio of clients and offer our customers valuable insight and advice ...

Be Seen First

Account Manager | Entry Level

Plano, TX · On-site

$1.0K - $1.8K/wk

About the job Account Manager | Entry Level At LuRo Inc, we work hard to develop an industry ... We represent a large portfolio of clients and offer our customers valuable insight and advice ...

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Entry Level Portfolio Manager information

See Allen, TX salary details

$34.4K

$93.4K

$174.4K

How much do entry level portfolio manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for entry level portfolio manager in Allen, TX is $93,444.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,900.00 and $120,900.00 per year, depending on experience, location, and employer.

What does an entry level portfolio manager do?

An Entry Level Portfolio Manager assists in managing investment portfolios by researching market trends, analyzing financial data, and supporting senior portfolio managers in decision-making. They help develop investment strategies, monitor portfolio performance, and ensure compliance with financial regulations. This role requires strong analytical skills, attention to detail, and a solid understanding of financial markets. It serves as a foundation for advancing to higher-level portfolio management positions.

What are the key skills and qualifications needed to thrive as an entry level portfolio manager?

To excel as an Entry Level Portfolio Manager, you typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and quantitative skills. Familiarity with financial modeling software, portfolio management systems, and certifications such as CFA Level 1 can be advantageous. Attention to detail, effective communication, and a collaborative mindset are important soft skills in this role. These capabilities enable you to make informed investment decisions, manage client expectations, and work efficiently within a team-driven environment.

What are popular job titles related to Entry Level Portfolio Manager jobs in Allen, TX?

For Entry Level Portfolio Manager jobs in Allen, TX, the most frequently searched job titles are:

What job categories do people searching Entry Level Portfolio Manager jobs in Allen, TX look for?

The top searched job categories for Entry Level Portfolio Manager jobs in Allen, TX are:

What cities near Allen, TX are hiring for Entry Level Portfolio Manager jobs?

Cities near Allen, TX with the most Entry Level Portfolio Manager job openings:

Infographic showing various Entry Level Portfolio Manager job openings in Allen, TX as of August 2026, with employment types broken down into 74% Full Time, 13% Part Time, and 13% Contract. Highlights an 74% In-person, 13% Hybrid, and 13% Remote job distribution, with an average salary of $93,444 per year, or $44.9 per hour.

CW Business Analyst (Enterprise Portfolio Analyst)

Sonoma Consulting Inc.

Plano, TX • Hybrid

Full-time

Re-posted 5 days ago


Job description

Job Description

New details and focus for requirements:

It will be a hybrid role of a Business Analyst (gathering PMO / reports requirements, documenting, create communications) and Portfolio Manager (understanding the full Portfolio process, understanding excel/budgets, creating PowerPoint slides).

Must understand the Enterprise Portfolio governance and PMO process

Must be highly proficient with Excel, Excel charting and reporting

Description:

Position Summary:

PMO is launching new portfolio / project reports and analyzing the performance of the portfolio, understanding trends and root causes. The PMO is designing countermeasures to address root issues and mitigate portfolio risk. The PMO BA will support these initiatives. This position requires strong Excel and PowerPoint and experience in presenting to high level executives. Some familiarity with an IT implementation is a plus; although, IT technical skills are not required.

The ideal candidate will have "Kaizen" or operational improvement experience. Specifically, the candidate will have experience in identifying operational improvement opportunities through financial analysis and benchmarking operational metrics. Doing so requires "Strong analytical and quantitative skills" demonstrated on their resume.

The PMO BA will also be responsible for supporting:

The Consultant is expected to:

Requirements:

Mandatory Skills:

Excel and Presentation (using PowerPoint Skills):

Excel Specific Skills:

HIGHLY Advanced Excel skills for data analysis, report development, and management views with conclusions are required.

Any of the various Excel functions to get the results are acceptable. The analytical thinking to define how to answer the question is more important than knowledge of the Excel commands and syntax.

Education Level:

Bachelor's Degree

Additional Information

All your information will be kept confidential according to EEO guidelines.


Sonoma Consult logo

About Sonoma Consult

Sourced by ZipRecruiter

Sonoma Consult is a California based C corporation helping companies bring products to the patient by working closely with the engineering teams and the clinicians. Our goal, no matter what stage of product development, is to create and execute a plan of action to move the product through the appropriate clinical and regulatory steps. Sonoma Consult works cohesively with the engineers and physicians to translate technologies to the clinic. Our goal is to help you get the very best product to the clinic and to the market. This includes planning, execution and ensuring critical data is delivered in the right format to ensure the feedback loop to the design team ultimately delivers the most advanced technology to the patient.

Industry

Business management consulting

Company size

1 - 10 Employees

Headquarters location

Sonoma, CA, US