Portfolio Manager Jobs in Dallas
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Search Results - Portfolio Manager Jobs in Dallas
Fisher Investments-Dallas
and portfolio management
• No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications:
• 2+ years experience working in financial services
• CFA (at least Level 1 passed) and 24 months portfolio management...
Cresset-Dallas
managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships...
mindmatch.ai -
Pereview Software-Dallas
in Project Management).
PMP (Project Management Professional).
WHO ARE WE?
Pereview Software is the fastest growing provider of asset and portfolio management software to the global commercial real estate industry. To that end, multiple times since our...
resume-library.com -
Regan Capital-Dallas
to learn from a team of accomplished professionals. This is not a portfolio management role and is unlikely to lead to one. For the right candidate, this position will lead to developing a career in any of following functions:
• Investment Management...
mindmatch.ai -
Pereview Software-Dallas
WHO ARE WE?
Pereview Software is the fastest growing provider of asset and portfolio management software to the global commercial real estate industry. To that end, multiple times since our inception, we have been recognized by Inc. 500, Dallas 100...
resume-library.com -
East West Bank-Dallas
Participate and lead due diligence calls with new prospective customers
• Work with syndications and newly-formed capital markets group to bring in additional lenders and new capital sources for East West-led transactions
• Assist portfolio management team...
mindmatch.ai -
Employers-Dallas
of their customers businesses. Develops strong personal brand to build and maintain a long-term quality pipeline with Agents.
Portfolio Management: Manages a sizable book of business by analyzing the portfolio, identifying areas of opportunity for improved growth...
UWorld, LLC-Dallas
quantitative methods, economics, financial reporting and analysis, corporate finance, equity investments, fixed income investments, derivatives, alternative investments, and portfolio management and wealth planning.
Ability to think strategically, analytically...
resume-library.com -
Selby Jennings-Dallas
Analyst. The ideal candidate will have a strong background in liquidity management, margin analysis, and portfolio finance. This role will focus on optimizing cash flows, managing counterparty relationships, and providing critical insights to support...
mindmatch.ai -
Dallas
portfolio management.
7. Completes special projects and research as assigned.
8. Embraces a culture of continuous improvement and supports the team’s professional practice and quality control standards.
9. Regularly exercise discretion and judgment...
ozk.com -
Broadgate-Dallas
and implement detailed action plans and workout strategies, including enforcement of remedies and legal action, for all challenged credits in your portfolio, and provide periodic status reports to senior management. Provide recommendations on appropriate action...
mindmatch.ai -
Pereview Software-Dallas
Preferred (NOT REQUIRED):
• CAPM (Certified Associate in Project Management).
• PMP (Project Management Professional).
WHO ARE WE?
Pereview Software is the fastest growing provider of asset and portfolio management software to the global commercial...
workable.com -
Michael Page-Dallas
the portfolio management of a large commercial real estate portfolio.
Job Description
Reporting to the VP of Investments the Financial Analyst will be an organized, detail‐focused candidate with sound knowledge of real estate investment concepts. The Financial...
michaelpage.com -
Robert Half-Dallas
functions related to the oversight of the operations of the private funds including accounting, financial reporting, and fund operations. The Controller reports to the Managing Director with the portfolio management, operations, and fund accounting team...
roberthalf.com -
Dallas
of Residential Construction loans through loan portfolio management.
4. Deliver exceptional customer service, resolving customer issues promptly, and builds customer loyalty.
5. Represent the Bank with continued business development activities within the market...
ozk.com -
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