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Portfolio Operations Analyst Jobs in Texas

Associate Director, Portfolio Operations: Remote
By Darwin Homes At , Austin, 78702
Supporting the management of an assigned institutional client relationship
Such other responsibilities as may be assigned by company leadership
Supporting & supervising personnel assigned to your client portfolio or “POD”
Leading & managing these personnel as needed
Covering for the Portfolio Director on your account in his or her absence
Leveraging Darwin resources, to include the POD team, to drive performance and deliver exceptional results for your client
Portfolio Analyst Jobs
By C2R Ventures At Greater Boston, United States
Assist research and portfolio management teams with enhancing existing signals and creating new signals
Minimum of undergraduate and/or graduate coursework in finance, mathematics, statistics, computer science, economics, or accounting
Previous coding experience in Python, Matlab or R necessary
0-5 years of quantitative analysis experience preferred
Strong programming and statistical analysis skills
Detail oriented, good verbal and written communication skills and a collaborative personality
Analyst, Portfolio Compliance Jobs
By PIMCO At Austin, TX, United States
0 – 3 years of professional experience in compliance or the investment management industry
Collaborating with Account and Portfolio Management to resolve outstanding compliance issues.
Learn and adapt to new processes, concepts, and skills quickly
Possess excellent communication and interpersonal skills
Minimum of a Bachelor’s Degree (Accounting, Business, Finance or Economics preferred)
Intermediate/advanced working knowledge of MS Excel.
Mortgage Portfolio Operations Associate
By Averity At Dallas-Fort Worth Metroplex, United States
What Skills Do You Need?
• You must have experience working with mortgage portfolio data (securitized or securitized).
• $125,000 - $175,000 Total Compensation
• Full Medical, Dental and Vision
• Very comfortable working with larger data sets (it would be great if you know SQL).
• Desire to work in a fast-paced environment with lots of career advancement opportunities.
Operations Analyst Jobs
By Applied Digital (NASDAQ: APLD) At Irving, TX, United States
2+ years of experience in a technical operations or IT Analyst role.
Knowledge of enterprise-level technical infrastructure, including servers, storage, networks, applications, and databases.
Experience with troubleshooting technical incidents and restoring service to normal operating conditions.
Strong problem-solving skills and the ability to troubleshoot complex technical issues.
Excellent communication skills and the ability to work effectively in a team environment.
Monitor the technical infrastructure of the organization, including servers, storage, networks, applications, and databases.
Operations Analyst Jobs
By Bank of America At , Plano, 75024, Tx
Expands business products knowledge within operations environment
Assists with coordination of implementation for products/services and operational solutions
Supports the design, document, implementation and monitoring of new products/services
Provides guidance regarding procedural, technical and/or operational changes
Builds network by developing relationships with partners and teammates
Inspects data to identify issues and trends
Portfolio Analyst Jobs
By Index Fund Advisors, Inc. At , Irvine, 92612, Ca $55,000 - $65,000 a year
1. Basic knowledge of financial markets (Mutual Funds, Equity, Fixed Income)
3. Proficient PC, Excel, Microsoft office skills
1. Interest in Finance and Financial Markets/Market Theory
3. Financial Background (Business/Finance/Economics Degree)
You are adaptable to a constantly changing environment
You embrace new challenges and enjoy solving complex problems

Are you looking for an exciting opportunity to use your analytical skills to drive operational excellence? We are looking for a Portfolio Operations Analyst to join our team and help us manage our portfolio of investments. You will be responsible for analyzing financial data, developing strategies to optimize performance, and providing insights to help us make informed decisions. If you are a detail-oriented problem solver with a passion for finance, this is the perfect job for you!

Overview A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. Detailed Job Description A Portfolio Operations Analyst is responsible for managing and overseeing the operational aspects of a portfolio of investments. This includes monitoring the performance of investments, ensuring compliance with regulations, and providing support to portfolio managers. The analyst is also responsible for developing and maintaining relationships with external partners, such as brokers, custodians, and other service providers. The analyst is responsible for ensuring that all transactions are executed in a timely and accurate manner, and that all necessary documentation is completed. The analyst is also responsible for providing timely and accurate reports to management and other stakeholders. Job Skills Required
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Excellent analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant professional experience in portfolio operations
• Professional certification such as CFA or CFP is preferred
Job Knowledge
• Knowledge of financial markets and investment products
• Knowledge of portfolio management and operations
• Knowledge of regulatory and compliance requirements
• Knowledge of financial analysis and reporting
Job Experience
• At least two years of experience in portfolio operations
• Experience in developing and maintaining relationships with external partners
• Experience in providing support to portfolio managers
Job Responsibilities
• Monitor the performance of investments and ensure compliance with regulations
• Develop and maintain relationships with external partners
• Execute transactions in a timely and accurate manner
• Provide timely and accurate reports to management and other stakeholders
• Assist portfolio managers in making investment decisions
• Analyze financial data and provide recommendations
• Monitor market trends and identify potential opportunities
• Ensure compliance with internal policies and procedures