Portfolio Management jobs in Dallas, TX

Senior Product Manager, Portfolio Reporting

Dallas, Texas

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6d ago

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and wa

Full-time

USD 147,000.00 - 200,000.00 per year

Senior Director, PMO Strategic Portfolio Management & AI Innovation

Remote or New Jersey

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Today

At Insmed, every moment and every patient counts - and so does every person who joins in. As a global biopharmaceutical company dedicated to transforming the lives of patients with serious and rare diseases, you'll be part of a community that prioritizes the human experience, celebrates curiosity, and values every person's contributions to meaningful progress. That commitment has earned us recognition as Science magazine's No. 1 Top Employer for five consecutive years, certification as a Great P

Full-time

USD 214,000.00 - 292,000.00 per year

PA - Sr. IT Project Manager (portfolio, program, agile management) - 814586 - Remote-Local

Remote

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Today

ONLY CURRENT PENNSYLVANIA RESIDENTS WILL BE CONSIDERED FOR THIR ROLE. Disclaimer: The Commonwealth seeks a Senior IT Project Manager and not an architect. Please do not submit candidates who are architects, developers, or business analysts. Job Title: Sr. IT Project Manager (portfolio, program, agile management) Job ID: 814586 - Remote-Local Client: Commonwealth of PA 37.5 hours per week position Position is primarily remote, but they will be expected to report on-site on an ad hoc basis Local c

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Contract

Depends on Experience

Data Product Owner

Hybrid in Dallas, Texas

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30+d ago

We are seeking a skilled and strategic Sr. Product Owner with a strong background in Wealth Management (WM) and Data to drive the design, development, and delivery of data-driven solutions. This individual will act as the bridge between business stakeholders, data engineers, and technology teams to develop innovative data products that enhance client experience, portfolio performance insights, compliance, and advisor effectiveness. Key Responsibilities: Product Ownership & Strategy Define and ow

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Full-time

140,000 - 150,000

Portfolio Engineer Specialized Strategies

Plano, Texas

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Today

Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals. The Opportunity: As a Portfolio Analyst at Fisher Investments you have the opportunity to support our Investment Policy Committee\'s portfolio management process by developing strat

Full-time

Associate Portfolio Manager / Research Analyst

Dallas, Texas

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Today

Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: Casual Work Environment Generous Paid Time Off Flexibl

Full-time

Internal Cloud Demand Manager - Hybrid

Plano, Texas

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Today

Genesis10 is currently seeking an Internal Cloud Demand Manager for a hybrid position (3 days onsite per week required) with a Global Financial Institution located in Chandler, AZ, Charlotte, NC or Plano, TX. This is a 12+ month contract opportunity. This role is responsible for managing the end-to-end demand intake, evaluation, and prioritization for Internal Cloud Platform services. The ideal candidate will produce accurate demand forecasts and align demand with platform capacity, funding mode

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Full-time

USD 63.68 - 71.68 per hour

Product Specialist, Rebalancing

Dallas, Texas

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5d ago

Full-time

USD 107,000.00 - 136,000.00 per year

IT Project Manager - Onsite ( orOnly)

Plano, Texas

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Today

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a IT Project Manager - Onsite ( orOnly) to join our team in Plano, Texas (US-TX), United States (US). Job Responsibilities Include: Coordinate program and delivery status, milestones, risks, dependencies, decisions, and action items across multiple teams and workstreams. P

Full-time

USD 55.12 - 65.40 per hour

IT Project Manager - Onsite ( orOnly)

Plano, Texas

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Today

Full-time

USD 87,720.00 - 131,580.00 per year

Sr. Trust Administrator

Hybrid in Frisco, Texas

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Today

Trust Administrator The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused on growth, retention and client satisfaction communicating with clients, agencies, advisors, and other partners on the laws and options concerning trusts and estate matters. Key Responsibilities and DutiesFocuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves as an SME.Participa

Full-time

USD 81,400.00 - 118,000.00 per year

Institutional Trust Sales Consultant

Hybrid in Frisco, Texas

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Today

Trust Consultant The Trust Consultant job contributes to the growth of TIAA Trust, N.A.'s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. serve as trustee or co-trustee of new or established trusts. Key Responsibilities and DutiesTrains internal partners on t

Full-time

USD 118,000.00 - 159,000.00 per year

Lead Python Engineer / Technical Architect, Investment Platform

Dallas, Texas

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Today

Client Our client, a leading global investment management organization, is modernizing a portfolio of business-critical investment analytics and portfolio management applications. This is a greenfield-focused initiative offering significant influence over solution architecture, technology choices, and engineering practices. The scope includes: Portfolio management and investment analytics Fixed income ETFs and capital markets solutions Integrations with external platforms such as BNY and Aladdin

Full-time

USD 130,000.00 - 150,000.00 per year

The Core Engineering, Quantitative Engineering, Dallas, Vice President

Dallas, Texas

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Today

Job Description About Corporate Treasury Corporate Treasury manages the firm's liquidity, funding, balance sheet and capital to maximize net interest income and return on equity through liability planning and execution, financial resource allocation, asset liability management, and liquidity portfolio management. The division is run by the Global Treasurer and works closely with the CFO, each of the firm's businesses, Controllers, Operations, and Investor Relations among other groups at the fir

Full-time

Director AI Strategy & Portfolio Mgmt

Lewisville, Texas

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Today

Job Description The Director, AI Strategy & Portfolio Management will establish and operate the enterprise control tower for AI demand, prioritization, investment alignment, portfolio visibility, and value realization across Acosta Group. This leader will ensure AI opportunities are captured, assessed, sequenced, funded, and tracked consistently across Transformation programs and BU/function-specific initiatives. The role supports the AI CoE operating model of central guardrails, federated exe

Full-time

USD 125,000.00 - 175,000.00 per year

2027 CIO Advisory Consulting Intern

Dallas, Texas

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Today

To help our recruiting team focus on your preference, please submit your application for the practice and location that is your top priority. While you can apply to up to three roles within 30 days, prioritizing your top choice is recommended. If you submit a fourth application within the 30 days, you will receive a rejection email indicating that you have reached the limit of applications you can submit. Launch your consulting journey with West Monroe West Monroe is seeking Consulting Interns

Full-time

USD 40.00 per hour

Estate Settlement Manager

Hybrid in Frisco, Texas

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Today

The Lead Trust Administrator is responsible for the administration, retention, and growth of the Trust business by leading a team of Trust Administrators and Trust Specialists that develop and maintain a portfolio of important revenue generating client relationships within the defined affluent and high net worth market segments and/or Estate Settlement providing thought leadership and ultimately a superior customer experience. Develops the Trust Team through practice management including educati

Full-time

USD 120,000.00 - 123,000.00 per year

Infrastructure/ Cloud Engineer

Plano, Texas

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Today

Job#: 3051190 Job Description: Infrastructure/ Cloud Engineer Location: Plano, TX/ Chandler AZ/ Charlotte NC (Hybrid) Duration: 12 months Role Overview This position is responsible for managing the end-to-end demand intake, evaluation, normalization, and prioritization for internal cloud platform services. The role is accountable for producing demand forecasts and aligning demand with platform capacity, funding models, and delivery constraints. The manager will own the demand management proc

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Full-time

$70 - $73 per hour

Lead Enterprise Architect - Corporate IT

Dallas, Texas

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Today

Description Position Summary Burns & McDonnell is seeking an enterprise architect to own and drive our technology strategy, standards, and roadmap for our multi-billion global architecture, engineering, and construction firm. This role serves as the critical bridge between business strategy and IT execution within our hundred plus million-dollar technology portfolio. The enterprise architect will establish and govern technology strategy and standards, collaborate with, and guide all technology p

Full-time

USD 200,000.00 - 335,000.00 per year

ServiceNow Architect

Dallas, Texas

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Today

Job Description About Us Homecare Homebase, a subsidiary of Hearst Corporation is a market leader in healthcare software development providing mobile cloud-based solutions for clinical, operational, and financial improvement of homecare and hospice agencies throughout the United States. Our software enables real time solutions for wireless information exchange and communication between office staff, field staff, and physicians. Our success is fueled by our talented technology teams that are d

Full-time

Portfolio Management jobs in Dallas, TX, USA