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Portfolio Management Associate Jobs in Texas (NOW HIRING)

UMB Financial

Portfolio Manager - BBLC

Lubbock, TX · On-site

$67K - $99K/yr

... in the portfolio management activities (generally loans over $500,000) that are reviewed ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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Portfolio Management Associate information

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$8

$17

$29

How much do portfolio management associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for portfolio management associate in Texas is $17.71, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $18.80 per hour, depending on experience, location, and employer.

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

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is a portfolio management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

What are the most commonly searched types of Portfolio Management jobs in Texas? The most popular types of Portfolio Management jobs in Texas are:
What are popular job titles related to Portfolio Management Associate jobs in Texas? For Portfolio Management Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Portfolio Management Associate jobs in Texas look for? The top searched job categories for Portfolio Management Associate jobs in Texas are:
What cities in Texas are hiring for Portfolio Management Associate jobs? Cities in Texas with the most Portfolio Management Associate job openings:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $36,846 per year, or $17.7 per hour.

Portfolio Manager Team Lead

First Horizon

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 20 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

39th of 170 rated banks

Job description

Location: On site at location listed in job posting
Summary
Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned partnership with local Relationship Managers.
The incumbent will provide direct management to the local team of Portfolio Managers and Credit Analysts, leading talent acquisition, onboarding, and performance management. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for their assigned loan portfolio. Borrowers under the incumbent's management will typically have revenue over $30 million and can exceed $100 million.
Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of First Horizon's credit policy, processes and risk appetite are preferred. The incumbent must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
Key Responsibilities Include
Managerial Responsibilities include:
  • Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts
  • Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
  • Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
  • Completes regular monitoring of Market/LOB portfolio management reports, keeping Market/LOB leader apprised of portfolio management metrics and performance.
  • Leads commercial portfolio management meetings, including Market Asset Quality Meetings.
  • Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met.
  • Ensures Portfolio Managers on the team are effectively engaging and working with their Credit Analyst partners, delegating increasingly complex assignments to promote Credit Analyst development.

Portfolio Management Responsibilities Include:
  • Leads the analysis, underwriting, origination, and portfolio management of loans in a commercial loan portfolio.
  • Utilizes loan structuring, risk identification, and risk mitigation skills
  • Understands and applies the Bank's risk grading methodology and credit appetite
  • Manages complex relationships with ability to understand both C&I and income-producing real estate (CRE) borrowers.
  • Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
  • Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
  • Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.

Qualifications Include
  • Minimum 6 to 8 years of commercial underwriting and portfolio management experience
  • Bachelor's degree (or equivalent in work experience) required.
  • Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals
  • Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects and clients.
  • Strong written and oral communication skills.
  • Strong organizational and customer service skills.
  • Accurate typing, spelling and grammar skills.
  • Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.

About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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