Portfolio Management Analyst

Date PostedMay 26, 2022
Job ID12691
Employment TypeDirect Hire

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Job Description:

We are assisting our Dallas, Texas client in search for a Portfolio Management Analyst. This role will be responsible for analyzing data and preparing various reports.


  • Analyze the performance of assigned investment portfolio.
  • Prepare reports to support business decisions.
  • Perform cash flow forecasting, budgeting and reforecasting, and benchmarking.
  • Prepare various financial models.
  • Implement new technologies, applications, and programs.
  • Provide support for new acquisitions.
  • Coordinate refinancing as necessary.
  • Bachelor’s degree in accounting or finance.
  • 1+ year of experience in portfolio management.
  • Strong Excel skills.
  • Ability to create models.
  • Excellent communication skills.

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