Portfolio Manager Jobs in Plano, TX

Discover opportunities to enhance client relationships through effective account administration, coordination of services, and team collaboration, while managing complex fiduciary and investment proce...

Unlock potential by analyzing railcar performance, developing insightful dashboards, and driving data governance for asset management. Collaborate with leadership to enhance operational efficiency and...

Engage in high-impact trading projects by leading cross-functional initiatives that enhance technology solutions, improve operational efficiencies, and strengthen trading capabilities through effectiv...

Lead a dedicated Investor Services team to deliver top-notch client transactions, reporting, and support. Drive operational excellence while ensuring compliance and fostering strong client relationshi...

Drive end-to-end project delivery in SaaS Operations, managing multi-workstreams while collaborating with cross-functional technical teams to ensure execution, elevate risk management, and maintain al...

Elevate learning and development by designing behavior-focused training programs that drive organizational performance. Partner with teams to identify training needs and implement innovative solutions...

Pioneer the development of F&I, Accounting, CRM, or Fixed Operations features, focusing on smart solutions that enhance dealership profitability and customer experience. Collaborate across teams to tr...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Support our Private Equity team by leading a group of accountants, overseeing financial processes, and ensuring high-quality client service. Your role will encompass reporting, client onboarding, audi...

Join a team that's redefining portfolio risk analytics, providing strategic insights on credit card management. Collaborate cross-functionally to ensure robust risk visibility and elevate decision-mak...

Empower business growth by leading the credit underwriting process; optimize portfolio performance through risk evaluation, client management, and cross-sell opportunities in a fast-paced, collaborati...

Join a team that's pivotal in shaping financial solutions. As a key member, you'll manage credit processes, enhance portfolio performance, and collaborate across departments to optimize client service...

Elevate your leadership career by mentoring a team of financial advisors who provide tailored wealth management solutions to high-net-worth clients, driving growth and ensuring compliance while enhanc...

Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...

Lead the charge in developing a cutting-edge benchmarking capability, integrating proprietary data and analytics to enhance real estate valuation processes, while collaborating with cross-functional t...

Drive the development of a next-gen benchmarking capability for real estate by managing cross-functional teams, crafting product requirements, and ensuring timely delivery and quality in a dynamic env...

Empower clients by managing accounting projects, enhancing processes, and delivering tailored financial insights. Collaborate with teams to ensure seamless onboarding and month-end closes for diverse...

Shape your career by leading significant accounting projects, enhancing client processes, and ensuring accurate financial reporting. Collaborate with a dynamic team to deliver top-tier financial insig...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Oversee fund accounting activities, manage client relationships, and train staff. Ensure service quality, prepare complex reports, and collaborate with auditors while meeting financial reporting deadl...

Lead and manage fund accountants while cultivating client relationships to ensure excellence in service delivery and reporting across all operations and activities...

Lead impactful Fund Accounting operations, drive excellence, and mentor teams in managing complex private equity fund activities across diverse industries, ensuring top-tier client service and operati...

Deliver exceptional investment strategies for personal trust portfolios, ensuring optimal client engagement and results. Collaborate with a dedicated team to enhance investment solutions and uphold be...

Collaborate with diverse teams to drive credit management and optimize portfolio performance while managing risk and ensuring alignment with financial objectives. Lead credit strategies and provide in...

Unlock potential by overseeing property accounting activities, ensuring accurate reporting and compliance, and providing guidance to third-party accountants while collaborating closely with various in...