Portfolio Analyst

4 weeks ago


Coppell, United States Marlabs LLC Full time

Please email me your resumes @ ()or call me on my cell .       

Job Title: Portfolio Analyst / PM
Location: Coppell, TX - 3 days in office

Duration: 6-12 months

Detail Job Description

Responsibilities:

Need an experienced analyst/project manager to manage the portfolio, process and operations for the domain. The ideal candidate will have a sharp business mind and proven success in managing multiple departments for maximum productivity. This person will be highly skilled in finance, and IT project management, and be able to develop and maintain an environment of trust, diversity, and inclusion within the team. The position requires the right mix of proven experience and skills, an ability to flex, excellent verbal and written communication skills, and a high-level of energy to get things done.

 

  • Minimum of 10 years of related experience
  • Bachelor's degree preferred or equivalent experience.
  • Minimum of five (5) years in a project management role; able to demonstrate experience using project management methodologies to successfully deliver business initiatives that achieved the desired outcomes.
  • Experience in the financial services industry preferred.
  • Strong IT and analytical skills, including data analytics and dashboard development skills.

 

Primary Responsibility -

  • Support the Portfolio Manager by performing various aspects of the project management lifecycle for initiatives assigned to you, while adhering to standards and tools defined by the organization.
  • Developing, maintaining, and improving IT Project Portfolio Management methodologies and processes.
  • Developing dashboards, graphics, and reports for portfolio analysis.
  • Coordinating with the project managers and other IT unit managers on project, workload, and IT asset information and processes.
  • Run daily operations including reports and analysis.
  • Work closely with business partners to understand needs, define cross-functional plans, etc.
  • Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk; calls out concerns appropriately.Thanxs & Regards,

Harjeet Singh

Marlabs LLC. | One Corporate Place South | Piscataway, NJ 08854

Tel: X1496 | Cell: | Fax: |

Portfolio Analyst / PM - hybrid- 3 days in office
  • Investor Analyst I

    4 weeks ago


    Coppell, United States Avantax Wealth Management, Inc. Full time

    Investor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Informat...

  • Investor Analyst I

    1 month ago


    Coppell, United States Avantax Wealth Management, Inc. Full time

    Investor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Information Technology & Management or a related...

  • Investor Analyst I

    1 month ago


    Coppell, United States Avantax Wealth Management, Inc. Full time

    Investor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Information Technology & Management or a related...

  • Senior Credit Analyst

    3 weeks ago


    Coppell, United States TBK Bank, SSB Full time

    Join Triumph! At Triumph, a member of the Triumph Financial portfolio of brands, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in...

  • Senior Credit Analyst

    4 weeks ago


    Coppell, United States TBK Bank, SSB Full time

    Join Triumph! At Triumph, a member of the Triumph Financial portfolio of brands, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in...

  • Senior Credit Analyst

    2 months ago


    Coppell, United States TBK Bank, SSB Full time

    Join Triumph! At Triumph, a member of the Triumph Financial portfolio of brands, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in...

  • Senior Credit Analyst

    4 weeks ago


    Coppell, United States Tfin Full time

    Position Summary The Senior Credit Analyst is responsible for effectively and efficiently granting and maintaining credit limits, overseeing account debtor profiles, and managing credit limit expirations in addition to responding to client credit requests. In addition to daily responsibilities, the Senior Credit Analyst assists management in spreading...

  • Senior Credit Analyst

    1 month ago


    Coppell, United States Triumph Financial Full time

    Job Description Position Summary The Senior Credit Analyst is responsible for effectively and efficiently granting and maintaining credit limits, overseeing account debtor profiles, and managing credit limit expirations in addition to responding to client credit requests. In addition to daily responsibilities, the Senior Credit Analyst assists management in...

  • GTM Strategy Analyst

    3 weeks ago


    Coppell, Texas, United States Blue Yonder Full time

    OverviewWe are seeking a talented GTM Strategy Analyst to join our team. The successful candidate will be responsible for managing the outbound product strategy, including pricing, analyst relationship, unique selling position, validation of new use cases with market needs and analyst, and partners. The GTM Strategic Analyst will also be responsible for...


  • Coppell, Texas, United States Blue Yonder Full time

    OverviewWe are seeking a talented GTM Strategy Analyst to join our team. The successful candidate will be responsible for managing the outbound product strategy, including pricing, analyst relationship, unique selling position, validation of new use cases with market needs and analyst, and partners. The GTM Strategic Analyst will also be responsible for...

  • Senior Credit Analyst

    2 months ago


    Coppell, United States Triumph Financial Full time

    Job Description Position Summary The Senior Credit Analyst is responsible for effectively and efficiently granting and maintaining credit limits, overseeing account debtor profiles, and managing credit limit expirations in addition to responding to client credit requests. In addition to daily responsibilities, the Senior Credit Analyst assists management in...


  • Coppell, United States Triumph Financial Full time

    Job Description Position Summary The Senior Credit Analyst is responsible for effectively and efficiently granting and maintaining credit limits, overseeing account debtor profiles, and managing credit limit expirations in addition to responding to client credit requests. In addition to daily responsibilities, the Senior Credit Analyst assists management in...

  • Investor Analyst I

    1 month ago


    Coppell, TX, United States Avantax Wealth Management, Inc. Full time

    Investor Analyst I, COPPELL, TX Responsible for Conducting due diligence on existing or prospective investment managers, ETFs, Separately Managed Accounts (“SMAs”), & Fund Strategist Portfolios (“FSPs”) in support of Avantax’s fee-based asset management platform. Master of Science degree in Information Technology & Management or a related...


  • Coppell, United States Shellpoint Mortgage Servicing Full time

    Who we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage...

  • SBO Senior Analyst

    3 days ago


    Coppell, United States Newrez Full time

    Who we are Shellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners’...

  • SBO Senior Analyst

    2 weeks ago


    Coppell, United States NewRez LLC Full time

    Who we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage...

  • SBO Senior Analyst

    1 week ago


    Coppell, United States NewRez LLC Full time

    Who we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage...

  • Business Analyst

    3 weeks ago


    Coppell, United States Newrez LLC Full time

    Who we areShellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners’...

  • Business Analyst

    1 week ago


    Coppell, United States Newrez LLC Full time

    Who we areShellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners’...


  • Coppell, United States BlueTriton Full time

    This is a Hybrid Position with Three Days Onsite and Two Days Remote!!! BlueTriton is a leading provider of spring and purified water products - the name behind your favorite bottled water brands. We are proud to offer an extensive portfolio of highly recognizable, responsibly sourced, and sustainably packaged spring water in addition to other quality...