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Portfolio Management Associate Jobs in Texas (NOW HIRING)

The Development Management Associate will play a critical role in supporting the Development ... Build and publish recurring portfolio dashboards and the monthly executive reporting package.

Associate - Asset Management

Dallas, TX · On-site

$16.25 - $21.75/hr

Your Job Koch Real Estate Investments (KREI) is seeking an Asset Management Associate to help ... This position will be heavily involved in portfolio analytics, operational improvement initiatives ...

# Associate Portfolio ManagerPennington Partners & Co.AssociateFamily OfficeFull-timeLocationHouston ... management, income tax planning, and estate planning strategies. Coordinates with outside CPAs ...

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Portfolio Management Associate information

See Texas salary details

$8

$17

$29

How much do portfolio management associate jobs pay per hour?

As of Sep 7, 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 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 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 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:

Infographic showing various Portfolio Management Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 3% Contract, and 1% Nights. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $36,846 per year, or $17.7 per hour.

Credit Products Commercial Portfolio Management Leader

Regions Financial Corporation

Dallas, TX • On-site

$174K - $219K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


Regions Bank rating

8.3

Company rating: 8.3 out of 10

Based on 164 frontline employees who took The Breakroom Quiz

48th of 175 rated banks


Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Credit Products Commercial Portfolio Management Leader leads a team of Credit Products Commercial Portfolio Managers and Analysts. This role manages the portfolio management pipeline for new and renewing credit, overseeing workflow management, issue resolution, and proactive communication with key stakeholders.
Primary Responsibilities
  • Ensures new loans and renewals are underwritten to prudent risk standards and are in compliance with the commercial loan policy and the credit risk management policy
  • Supports, communicates and leads new risk management initiatives in partnership with Credit Products Risk Compliance
  • Serves as a coaching resource around client selectivity, loan structuring, underwriting, servicing and risk rating
  • Maintains limited client portfolio direct management
  • Hires/develops/coaches/manages Credit Products personnel
  • Ensures Regions is building the best team and a bench to replace talent at all levels as needed
  • Creates and maintains strong working relationships with key stakeholders including Credit Products Managers, Credit Products Associates, Credit Officers, Coverage Bankers, Business Unit Leadership, Geography Leadership and Human Resources
  • Maintains a strong culture of risk rating accuracy and timeliness and leads the ongoing evaluation and dynamic management of risk ratings
  • Ensures credit monitoring and servicing is timely and accurate
  • Partners with Credit Officers to serve as Area or Group point of contact for Credit Review, Problem Asset Management, and internal and external auditors in partnership with the Credit Products Risk Compliance Group
  • Assumes overall responsibility for all underwriting and portfolio management functions within the team

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
  • Bachelor's degree in a related field
  • Ten (10) years of commercial/corporate banking experience

Required Certifications/Licensures
  • Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience)

Preferences
  • Significant accounting, finance and capital markets knowledge and commercial banking experience
  • Two (2) years of coaching, leadership, and/or management experience

Skills and Competencies
  • Ability to build a cohesive team that incorporates core values and creates a motivational environment that achieves business and credit risk goals
  • Ability to lead and coach
  • Demonstrated self-starter with a strong work ethic
  • Excellent interpersonal, problem solving, multi-tasking, and time management skills
  • Excellent verbal and written communication skills
  • Strong working knowledge of the group's emerging and key risks

Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$174,987.12 USD
Median:
$219,744.00 USD
Incentive Pay Plans:
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Dallas Uptown
Location:
Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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