Analyst, Portfolio Management
Austin, TX · On-site
$80K/yr
Analyst, Portfolio Management Austin, TX Permanent | Fully Onsite (Some Flexibility to Work ... and portfolio performance models * Support hold/sell analysis, portfolio optimization, and ...
Analyst, Portfolio Management
Austin, TX · On-site
$80K/yr
Analyst, Portfolio Management Austin, TX Permanent | Fully Onsite (Some Flexibility to Work ... and portfolio performance models * Support hold/sell analysis, portfolio optimization, and ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by ... Track and report on portfolio performance, benefits realization, and key metrics. * Maintain ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by ... Track and report on portfolio performance, benefits realization, and key metrics. * Maintain ...
You will oversee portfolio performance, demand management, resource planning, financial oversight ... Strong analytical, problem-solving, and decision-making skills with experience developing executive ...
You will oversee portfolio performance, demand management, resource planning, financial oversight ... Strong analytical, problem-solving, and decision-making skills with experience developing executive ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by ... Track and report on portfolio performance, benefits realization, and key metrics. * Maintain ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by ... Track and report on portfolio performance, benefits realization, and key metrics. * Maintain ...
IT Portfolio Lead
Irving, TX · On-site
You will oversee portfolio performance, demand management, resource planning, financial oversight ... Strong analytical, problem-solving, and decision-making skills with experience developing executive ...
IT Portfolio Lead
Irving, TX · On-site
You will oversee portfolio performance, demand management, resource planning, financial oversight ... Strong analytical, problem-solving, and decision-making skills with experience developing executive ...
IT Portfolio Lead
Irving, TX · On-site
You will oversee portfolio performance, demand management, resource planning, financial oversight ... Strong analytical, problem-solving, and decision-making skills with experience developing executive ...
IT Portfolio Lead
Irving, TX · On-site
You will oversee portfolio performance, demand management, resource planning, financial oversight ... Strong analytical, problem-solving, and decision-making skills with experience developing executive ...
Building Performance Analyst
Dallas, TX · On-site
$100K - $161K/yr
Leading Integrated Design charrettes managing and providing sustainable design services during ... performance analysis * 1 year experience using Integrated Environmental Solutions Virtual ...
Building Performance Analyst
Dallas, TX · On-site
$100K - $161K/yr
Leading Integrated Design charrettes managing and providing sustainable design services during ... performance analysis * 1 year experience using Integrated Environmental Solutions Virtual ...
Portfolio Manager
Dallas, TX · On-site
Monitor portfolio performance, risk exposure, and asset allocation drift * Execute trades and ... or investment analysis experience * Strong understanding of asset allocation, portfolio ...
Portfolio Manager
Dallas, TX · On-site
Monitor portfolio performance, risk exposure, and asset allocation drift * Execute trades and ... or investment analysis experience * Strong understanding of asset allocation, portfolio ...
... performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates ...
... performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates ...
... performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates ...
... performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates ...
... performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates ...
Quick apply
... performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates ...
... portfolio of services and a vertically aligned business model The Program Performance Analyst is ... Performance Measurement Workflow Management Project Management Enterprise Support Process Quality ...
... portfolio of services and a vertically aligned business model The Program Performance Analyst is ... Performance Measurement Workflow Management Project Management Enterprise Support Process Quality ...
... performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates ...
Quick apply
... performance analysis, and financial projections to support daily operations and strategic initiatives. Working closely with Portfolio Management, Risk, and Commercial teams, the Analyst translates ...
Portfolio Analyst
Dallas, TX · On-site
Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The ...
Portfolio Analyst
Dallas, TX · On-site
Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The ...
Portfolio Analyst
Dallas, TX · On-site
Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The ...
Portfolio Analyst
Dallas, TX · On-site
Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The ...
Portfolio Analyst
Dallas, TX · On-site
Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The ...
Portfolio Analyst
Dallas, TX · On-site
Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing the performance, utilization, and profitability of Trinity's railcar fleet. The ...
Vice President, Portfolio Performance
Austin, TX · On-site
$150 - $200/hr
American Operator is looking to add VP of Portfolio Performance to partner directly with the ... This role combines strategic thinking with hands‑on execution and relationship management. You ...
Vice President, Portfolio Performance
Austin, TX · On-site
$150 - $200/hr
American Operator is looking to add VP of Portfolio Performance to partner directly with the ... This role combines strategic thinking with hands‑on execution and relationship management. You ...
Business Performance Analyst
Dallas, TX · On-site
Own and produce the monthly management reporting package: actuals vs. plan, variance analysis, and executive narrative for Lake Charles and Dallas * Develop and maintain site-level performance ...
Quick apply
Business Performance Analyst
Dallas, TX · On-site
Own and produce the monthly management reporting package: actuals vs. plan, variance analysis, and executive narrative for Lake Charles and Dallas * Develop and maintain site-level performance ...
Revenue Manager
Austin, TX · Hybrid
Revenue Manager (Multifamily Real Estate) Salary: $90,000 - $110,000 + Bonus Location: Remote ... Experience analyzing occupancy, leasing trends, pricing strategies, and portfolio performance ...
Revenue Manager
Austin, TX · Hybrid
Revenue Manager (Multifamily Real Estate) Salary: $90,000 - $110,000 + Bonus Location: Remote ... Experience analyzing occupancy, leasing trends, pricing strategies, and portfolio performance ...
Proactively monitor and report relevant changes in portfolio performance to management. * Conduct ad hoc research projects incorporating project design, data collection and analysis, summarization of ...
Proactively monitor and report relevant changes in portfolio performance to management. * Conduct ad hoc research projects incorporating project design, data collection and analysis, summarization of ...
Manager Portfolio Performance Analyst information
How does a Manager Portfolio Performance Analyst typically collaborate with other departments to optimize investment outcomes?
As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.
What does a Manager Portfolio Performance Analyst do?
A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.
What are the key skills and qualifications needed to thrive as a Manager Portfolio Performance Analyst, and why are they important?
To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.
What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?
| Aspect | Manager Portfolio Performance Analyst | Portfolio Analyst |
|---|---|---|
| Responsibilities | Oversees portfolio performance, develops strategies, manages team | Analyzes portfolio data, prepares reports, supports decision-making |
| Required Credentials | Bachelor's degree, possibly certifications like CFA | Bachelor's degree, often similar certifications |
| Work Environment | Financial firms, investment departments | Financial firms, asset management companies |
| Employer Usage | Used in roles with managerial oversight | Used in analytical support roles |
The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.
What are the most commonly searched types of Portfolio Performance Analyst jobs in Texas? The most popular types of Portfolio Performance Analyst jobs in Texas are:
What cities in Texas are hiring for Manager Portfolio Performance Analyst jobs? Cities in Texas with the most Manager Portfolio Performance Analyst job openings:
$80K/yr
Full-time
Re-posted 23 days ago
Job description
Analyst, Portfolio Management
Austin, TX
Permanent | Fully Onsite (Some Flexibility to Work Remotely on Fridays)
Soni's client is seeking an Analyst, Portfolio Management to support portfolio strategy, investment analysis, and capital planning initiatives. This is an excellent opportunity for an analytical finance professional who enjoys financial modeling, working with large datasets, and partnering with leadership to drive strategic business decisions.
Responsibilities of the Analyst, Portfolio Management :
Requirements of the Analyst, Portfolio Management:
Preferred Qualifications:
Compensation:
$75,000 - $80,000 base salary plus bonus potential.
Compensation may vary based on experience, skills, and qualifications.
Please apply for immediate consideration!
Austin, TX
Permanent | Fully Onsite (Some Flexibility to Work Remotely on Fridays)
Soni's client is seeking an Analyst, Portfolio Management to support portfolio strategy, investment analysis, and capital planning initiatives. This is an excellent opportunity for an analytical finance professional who enjoys financial modeling, working with large datasets, and partnering with leadership to drive strategic business decisions.
Responsibilities of the Analyst, Portfolio Management :
- Build and maintain financial models, including cash flow forecasts, valuations, IRR analyses, and portfolio performance models
- Support hold/sell analysis, portfolio optimization, and disposition strategy initiatives
- Analyze portfolio composition, capital structure, and growth opportunities
- Prepare executive, board, and investor presentations and reporting packages
- Partner cross-functionally to gather data, develop assumptions, and provide actionable insights
- Support monthly and quarterly investor reporting and ad hoc analysis requests
- Assist with strategic projects and business initiatives across the organization
Requirements of the Analyst, Portfolio Management:
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- 1-3 years of experience in finance, investment analysis, banking, consulting, FP&A, asset management, real estate, or a related analytical environment
- Advanced Excel skills with the ability to build models from scratch
- Strong SQL skills required; Python experience is a plus
- Experience analyzing large datasets and translating findings into business recommendations
- Strong financial modeling, analytical, and problem-solving skills
- Excellent communication and presentation abilities
- Self-starter with strong attention to detail and intellectual curiosity
Preferred Qualifications:
- MBA, CFA, or other advanced financial designation
- Experience in real estate, asset management, portfolio management, or investment environments
- Exposure to Tableau, Yardi, or similar reporting and analytics tools
Compensation:
$75,000 - $80,000 base salary plus bonus potential.
Compensation may vary based on experience, skills, and qualifications.
Please apply for immediate consideration!
About Soni Resources
Sourced by ZipRecruiter
Soni is a premier staffing & recruitment company that is disrupting the human capital management space. Headquartered in New York, Soni has presence in 23 markets across the United States. We support each professional relationship with a cutting-edge approach, industry-leading insights, and a human touch. We are trusted to help companies and individuals tackle their challenges and capture their greatest opportunities. We are minority-owned, and diversity & inclusion is in our DNA. We are committed to creating environments where people are empowered to be their authentic selves.