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Manager Portfolio Performance Analyst Jobs in Texas

Boutique Recruiting

Hybrid Portfolio Manager

Plano, TX · On-site

$120K - $150K/yr

... portfolio performance within established investment policy guidelines. This is a hybrid opportunity ... Strong mathematical and analytical skills * Experience with asset-backed securities (ABS) and ...

CFS

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 ...

CBRE

Asset Performance Analyst

Dallas, TX · On-site

This job is primarily responsible for Asset Data and Performance across the facilities portfolio ... and asset management platforms to support operational consistency, reporting accuracy, and ...

Texas Capital Bank

Portfolio Manager

Fort Worth, TX · On-site

... Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ... The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have ...

Texascapitalbank

Portfolio Manager

Fort Worth, TX · On-site

... Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ... The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have ...

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Manager Portfolio Performance Analyst information

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?

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.

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 is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?

AspectManager Portfolio Performance AnalystPortfolio Analyst
ResponsibilitiesOversees portfolio performance, develops strategies, manages teamAnalyzes portfolio data, prepares reports, supports decision-making
Required CredentialsBachelor's degree, possibly certifications like CFABachelor's degree, often similar certifications
Work EnvironmentFinancial firms, investment departmentsFinancial firms, asset management companies
Employer UsageUsed in roles with managerial oversightUsed 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:

Manager Portfolio Performance Analyst jobs near you

Hybrid Portfolio Manager

Boutique Recruiting

Plano, TX • On-site

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

Position Title: Portfolio Manager
The Portfolio Manager plays a critical role in supporting the Vice President of Portfolio Management by executing investment strategies, managing balance sheet risk, and optimizing portfolio performance within established investment policy guidelines. This is a hybrid opportunity to join a collaborative financial institution where you'll help manage sophisticated fixed income portfolios while working alongside experienced investment leaders in a stable, growth-oriented environment.
You'll play a key role in balance sheet management, portfolio optimization and investment strategy while gaining exposure to complex fixed income products, derivatives and interest rate management. If you're looking for a position that offers meaningful work, professional growth and exceptional work-life balance, we'd love to hear from you!
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, including interest rate swaps
  • Facilitate the buying of asset-backed and agency-backed securities

Portfolio Manager Requirements:
  • 5-8 years of experience in asset management within the credit union or banking industry
  • Strong understanding of fixed income and individual securities trading and/or portfolio management
  • Bachelor's degree required; Master's degree in finance, economics, or a related field is preferred
  • CFA certification
  • Exceptional ability to assess and monitor portfolio risk exposures
  • Knowledge of sector/product-specific drivers
  • Ability to interpret economic data and understand monetary policy and its impact on rates and the yield curve
  • Strong mathematical and analytical skills
  • Experience with asset-backed securities (ABS) and mortgage-backed securities (MBS)
  • Proficiency in Excel; strong skills in Bloomberg
  • Experience with ABS and MBS derivative transactions is preferred
  • Familiarity with Power BI or similar data and reporting tools is preferred
  • Knowledge of SQL is preferred
  • Experience with PowerAutomate is preferred

Benefits:
  • Medical insurance options with varying costs based on coverage
  • Dental and vision coverage provided
  • Health Savings Account (HSA)
  • 401(k) plan with 100% match up to 5% of salary
  • Discretionary profit sharing
  • PTO starting at two weeks, negotiable to three or four weeks for higher-level employees
  • Flexible working hours with a hybrid work style

If you are a Portfolio Manager looking to take the next step in your career, apply now! #LI-KJ1
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About Boutique Recruiting

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We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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