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Portfolio Associate Jobs in Dallas, TX (NOW HIRING)

Babich & Assoc.

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Associate Attorney

Dallas, TX · On-site

$187K - $210K/yr

Associate Attorney Location: Dallas Pay - Start at $187,500 We are seeking a driven Associate ... diverse portfolio of cases Key Responsibilities * Case Strategy: Formulate creative trial ...

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Portfolio Associate information

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How much do portfolio associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for portfolio associate in Dallas, TX is $18.89, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $20.05 per hour, depending on experience, location, and employer.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

What are the key skills and qualifications needed to thrive as a portfolio associate, and why are they important?

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for experienced managers and those working in finance or investment firms. Salaries can vary based on location, level of experience, and performance bonuses, with many roles offering six-figure compensation for senior positions.

What are the most commonly searched types of Portfolio jobs in Dallas, TX?

The most popular types of Portfolio jobs in Dallas, TX are:

What are popular job titles related to Portfolio Associate jobs in Dallas, TX?

For Portfolio Associate jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in Dallas, TX look for?

The top searched job categories for Portfolio Associate jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Portfolio Associate jobs?

Cities near Dallas, TX with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Hybrid job distribution, with an average salary of $39,290 per year, or $18.9 per hour.

Analyst/Associate, Real Estate Portfolio Management

Evergreen Residential Holdings, LLC

Dallas, TX • On-site

Full-time

Re-posted 29 days ago

Key responsibilities

  • Develop, maintain, and improve complex investment and fund-level models for leadership reporting and investor-facing presentations.

  • Participate in investor portfolio reviews and provide analysis on portfolio optimization, financial performance, and strategic opportunities.

  • Support transaction execution and assist in developing scalable infrastructure for decision making using technology and business intelligence tools.

Job description

Please note:  the Company is not able to sponsor a work visa.  You will need to reside in, or move to the DFW area. 

Overview: Take your career to the next stage with a high growth, Single Family Residential real estate start-up.  We are building out our Portfolio Management function and seek highly motivated individuals to play a key role in the execution of portfolio optimization for single-family rental (SFR) investment vehicles.  Our high visibility team serves as the internal fiduciary for investors and provides key messaging, analysis, and strategy implementation for optimal portfolio performance. We communicate with institutional investors daily and provide subject matter expertise across asset management, debt optimization, cash management, financial reporting & performance, valuation, and valuation attribution.  As an Analyst or Associate in the team your activities in portfolio modelling and analysis, creating investor-facing presentations, and supporting transaction execution are important to the success of the function.

Team:  Reports into the Chief Financial Officer, will coordinate with managers across business functions 

The Role: This position includes, but is not limited to, the following responsibilities:

  • Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentations
  • Participate in investor portfolio reviews to understand each investment strategy's fundamental profile.
  • Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, exit opportunities etc.
  • Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers)
  • Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting
  • Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition
  • Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio
  • Provide support on transaction execution
  • Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities
  • Highlight fund and asset-specific issues and opportunities
  • Assist in development of scalable infrastructure to drive decision making using technology and business intelligence tools

Qualifications and Experience

  • Bachelor's degree required, with current CFA or a background in FP&A highly beneficial
  • 2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required
  • Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction
  • Highly proficient with databases and with Excel based modelling. Able to quickly model, chart, and present performance reviews in PowerPoint.
  • Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
  • Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements)
  • Highly organized and accurate, with excellent attention to detail
  • Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors
  • Demonstrate ability to:
    • Interpret data and present thoughtful analysis and insight to investors and management
    • Develop expertise across a broad spectrum of issues
    • Translate strategy into execution
    • Collaborate across organizations and manage stakeholders
    • Work effectively on multiple projects and under tight time constraints
    • Show curiosity about the industry e.g., actively monitor developing industry trends
 

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