... external clients, focusing on portfolio performance, activity and compositionCreation of ... PE firm, Asset Manager, iBank, Broker, Lender, Owner/Operator, etc.)Must have polished ...
... external clients, focusing on portfolio performance, activity and compositionCreation of ... PE firm, Asset Manager, iBank, Broker, Lender, Owner/Operator, etc.)Must have polished ...
Risk Advisor, Asset Management
Plano, TX · On-site
$120 - $180/hr
... portfolio performance and compliance. Highest-signal resume keywords * Multifamily Asset Management * Portfolio Management * Risk Management * Financial Analysis * Governance Frameworks ATS ...
New
Risk Advisor, Asset Management
Plano, TX · On-site
$120 - $180/hr
... portfolio performance and compliance. Highest-signal resume keywords * Multifamily Asset Management * Portfolio Management * Risk Management * Financial Analysis * Governance Frameworks ATS ...
New
FP&A Analyst Sr, Portfolio Management
Plano, TX · On-site
$90K - $125K/yr
... Management business segment ... Analyzes financial and portfolio performance by collecting, monitoring, and interpreting data.
FP&A Analyst Sr, Portfolio Management
Plano, TX · On-site
$90K - $125K/yr
... Management business segment ... Analyzes financial and portfolio performance by collecting, monitoring, and interpreting data.
Commercial Loan Portfolio Manager
Fort Worth, TX · On-site
$40 - $45.67/hr
... analysis skills, and the ability to evaluate borrower performance, identify emerging risks, and ... Manage and monitor an assigned portfolio of commercial loans while maintaining strong credit ...
Commercial Loan Portfolio Manager
Fort Worth, TX · On-site
$40 - $45.67/hr
... analysis skills, and the ability to evaluate borrower performance, identify emerging risks, and ... Manage and monitor an assigned portfolio of commercial loans while maintaining strong credit ...
Portfolio Manager - Homebuilder
Dallas, TX · On-site
$110 - $150/hr
... 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 ...
Portfolio Manager - Homebuilder
Dallas, TX · On-site
$110 - $150/hr
... 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 ...
Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the ... Seeking Student Performance Analyst candidates with relevant Education, And Academia Sector ...
Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the ... Seeking Student Performance Analyst candidates with relevant Education, And Academia Sector ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
Portfolio Manager - Homebuilder
Dallas, TX · On-site
$95 - $130/hr
... 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 ...
Portfolio Manager - Homebuilder
Dallas, TX · On-site
$95 - $130/hr
... 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 ...
... performance and corrective actions plans, as applicable Monitor financials, physical asset ... portfolio and ensure asset management to those targets; work collaboratively with management to ...
... performance and corrective actions plans, as applicable Monitor financials, physical asset ... portfolio and ensure asset management to those targets; work collaboratively with management to ...
... performance and corrective actions plans, as applicable Monitor financials, physical asset ... portfolio and ensure asset management to those targets; work collaboratively with management to ...
... performance and corrective actions plans, as applicable Monitor financials, physical asset ... portfolio and ensure asset management to those targets; work collaboratively with management to ...
Solution Account Manager III - Asset & Investment Management
Richardson, TX · On-site +1
$85K - $145K/yr
In this role, you will partner with asset managers, portfolio managers, investment professionals, analysts, and executive stakeholders to understand how they evaluate performance, manage risk ...
Solution Account Manager III - Asset & Investment Management
Richardson, TX · On-site +1
$85K - $145K/yr
In this role, you will partner with asset managers, portfolio managers, investment professionals, analysts, and executive stakeholders to understand how they evaluate performance, manage risk ...
In this role, you will partner with asset managers, portfolio managers, investment professionals, analysts, and executive stakeholders to understand how they evaluate performance, manage risk ...
In this role, you will partner with asset managers, portfolio managers, investment professionals, analysts, and executive stakeholders to understand how they evaluate performance, manage risk ...
... analysis, messaging, and strategy result in optimal portfolio performance. This role owns the fund ... Portfolio management sensitivities - scenario analysis across exit cap rate, rent and expense ...
Posted today
... analysis, messaging, and strategy result in optimal portfolio performance. This role owns the fund ... Portfolio management sensitivities - scenario analysis across exit cap rate, rent and expense ...
Posted today
Portfolio Manager
El Paso, TX · On-site
Analyze business viability, cash flow, creditworthiness, collateral, and underwriting factors to ... Manage portfolio performance activities, including monitoring high-risk loans, overseeing ...
Portfolio Manager
El Paso, TX · On-site
Analyze business viability, cash flow, creditworthiness, collateral, and underwriting factors to ... Manage portfolio performance activities, including monitoring high-risk loans, overseeing ...
Portfolio Manager
El Paso, TX · On-site
$85 - $120/hr
Analyze business viability, cash flow, creditworthiness, collateral, and underwriting factors to ... Manage portfolio performance activities, including monitoring high-risk loans, overseeing ...
Portfolio Manager
El Paso, TX · On-site
$85 - $120/hr
Analyze business viability, cash flow, creditworthiness, collateral, and underwriting factors to ... Manage portfolio performance activities, including monitoring high-risk loans, overseeing ...
Be Seen First
Portfolio Manager
El Paso, TX · On-site
$56K - $92K/yr
Analyze business viability, cash flow, creditworthiness, collateral, and underwriting factors to ... Manage portfolio performance activities, including monitoring high-risk loans, overseeing ...
Quick apply
Be Seen First
Portfolio Manager
El Paso, TX · On-site
$56K - $92K/yr
Analyze business viability, cash flow, creditworthiness, collateral, and underwriting factors to ... Manage portfolio performance activities, including monitoring high-risk loans, overseeing ...
The Senior Analyst, Asset Management is responsible for providing research, analysis, reporting and ... Develop metrics for evaluating portfolio performance and corrective actions plans, as applicable
Quick apply
The Senior Analyst, Asset Management is responsible for providing research, analysis, reporting and ... Develop metrics for evaluating portfolio performance and corrective actions plans, as applicable
Commercial Portfolio Manager
Houston, TX · On-site
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends * Will serve as a mentor/coach to junior portfolio managers, credit ...
Commercial Portfolio Manager
Houston, TX · On-site
Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends * Will serve as a mentor/coach to junior portfolio managers, credit ...
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?
| 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:
Full-time
Re-posted 16 days ago
Job description
Senior Analyst, Real Estate Portfolio ManagementThis is a newly created role for a new $80B real estate lending platform, on a newly created team, focused on Reporting, Financial Modeling and Process Improvements for a growing real estate portfolio that spans broad categories including residential and commercial, across multiple geographies, spanning both private and public markets. We are looking for candidates strong with Excel, passionate about financial modeling and creating efficient processes through technology, who can manage projects end-to-end, sourcing data, through doing the financial modeling, through putting together recommendations for the deal team.What You'll Be DoingResponsible for preparing and delivering comprehensive reports and insights for executive team and external clients, focusing on portfolio performance, activity and compositionCreation of presentations and other deliverables for internal and external meetingsWork with broader Portfolio Management to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reportingDocument business requirements for reporting and process changes, ensuring clarity and alignment across business areas and reducing redundanciesIdentify opportunities for process enhancements and enhance existing processes and operationsEvaluate technology solutions to automate reporting processes and enhance data accuracyCollaborate with technology teams to ensure integration of new tools and systemsIf you have experience with SQL, Python, VBA or other data mining tools, you'll have the ability to leverage them to drive better data inputs into the financial models – but experience is not requiredPosition RequirementsMust have a Bachelor's Degree, ideally in Finance or a related fieldMust have Advanced Excel experience – there will be an Excel assessment in the interview processMust have 2+ years of experience working in real estate, doing financial modeling/analysis – we are open on specifics here (residential, commercial, PE firm, Asset Manager, iBank, Broker, Lender, Owner/Operator, etc.)Must have polished communication skillsNice To HavesExperience with SQL, Python, VBA or other programming languagesExperience presenting recommendations on portfolio analysis to executive stakeholders
About 1872 Consulting
Sourced by ZipRecruiter
1872 Consulting, based in Chicago, IL, USA, operates within the IT consulting industry. Armed with a diverse team of experts, the company offers specialized IT consulting services, focusing on modernizing business technologies and driving innovative business strategies. Established in 1872, the company has a rich history marked by its commitment to bridging the gap between businesses and technology. Its mission is to empower organizations to surpass their business goals by providing state-of-the-art IT solutions and service. The company prides itself on its core values of integrity, excellence, and innovation, instilling these principles in every project they undertake.
Industry
It services
Company size
11 - 50 Employees
Headquarters location
Chicago, IL, US
Year founded
2014