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Portfolio Management Associate Jobs in Dallas, TX

Texas Capital Bank

Portfolio Manager

Dallas, TX · On-site

$150 - $200/hr

The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...

Texas-Capital-Bank

Portfolio Manager

Dallas, TX · On-site

$150 - $200/hr

The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...

Texas Capital Bank

Portfolio Manager

Dallas, TX · On-site

The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...

Texascapitalbank

Portfolio Manager

Richardson, TX · On-site

The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...

BofA Securities

Portfolio Manager

Fort Worth, TX · On-site

Join us! This job is responsible for managing portfolio/programs specific to change initiatives ... This position may also have responsibilities for managing associates. At Bank of America, all ...

BofA Securities

Portfolio Manager

Plano, TX · On-site

Join us! This job is responsible for managing portfolio/programs specific to change initiatives ... This position may also have responsibilities for managing associates. At Bank of America, all ...

BCForward

Treasury Management

Dallas, TX · On-site

$28/hr

On W2 JOB PROFILE SUMMARY Sales Associates are part of the Sales Delivery Team and are responsible for supporting Treasury Management Officers with sales, pricing, portfolio management, and ...

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Portfolio Management Associate information

See Dallas, TX salary details

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How much do portfolio management associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for portfolio management 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 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 Dallas, TX?

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

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

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

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

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

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

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

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $39,123 per year, or $18.8 per hour.

ABL Portfolio Manager II - Specialty Credit

Texascapitalbank

Dallas, TX

Full-time

Medical, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Brief Overview of Position

The ABL Portfolio Manager II role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to drive the strategic vision set forth by Texas Capital Bank.

This position will support the Asset Based Lending (ABL) line of business within the bank. The Portfolio Manager owns the ABL relationship and approval process for all credit requests for existing ABL clients, working closely with Analysts, Associates, and Relationship Managers. The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal with little to no oversight. Responsibilities include monitoring the portfolio quality against established criteria and recommending adjustments to existing credit facilities as appropriate. The Portfolio Manager provides efficient follow-up and spearheads processes to ensure best-in-class Customer Service while serving as an internal consultant and liaison between Credit and the Line of Business.

Responsibilities

To be successful in this role, candidates must be able to process large amounts of information, communicating in a clear and concise manner, and develop innovative solutions for our clients, all while maintaining strong and efficient attention to detail. Key responsibilities include, but are not limited to:

  • Oversight of credit related responsibilities for the Analysts and Associates, including financial statement spreading and validation of various underwriting models
  • Responsible for risk rating assessment and periodic relationship reviews
  • Partner with Relationship Manager in credit agreement review and negotiation
  • Ownership of all credit approvals (new facilities, modifications, renewals, increases, risk assessments)
  • Identification of key risks and issues pertinent to each credit request, including potential mitigants for identified risks.
  • Ownership of policy exception identification
  • Direct and manage portfolio reviews
  • Validate covenant compliance and covenant management
  • Ownership of post-approval modifications to ensure accurate reporting of credit exposure
  • Client management, including assisting with day-to-day needs, contact meetings, and site visits. Direct client contact is expected.
  • Client management in SalesForce
  • Oversight and in-depth analysis of macroeconomic conditions, industry trends and changes in lending practices
  • Ownership of portfolio reporting and analytics: grade-migration, past-dues, exceptions, coming-due maturities, etc.
  • Identify cross-sell opportunities
  • Lead and/or support key initiatives to drive improvements in the delivery of credit solutions for clients and prospects

Qualifications

  • Bachelor's degree in Finance, Accounting, Commercial Banking, or equivalent/relevant program
  • 5+ years' experience in ABL Portfolio Management experience with formal Credit training.
  • Exceptional writing, interpersonal and communication skills
  • Extraordinary levels of motivation and initiative
  • Effective team player who wants to work in a fast-paced, collaborative environment and build working relationships across the organization
  • Strong Microsoft Office skills including Outlook, Excel, and PowerPoint in order to produce reports, memos, and presentations
  • Passion for financial services and delivering superior client experiences
  • Proven leadership skills and community involvement

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

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