Current jobs related to Associate Portfolio Manager - Dallas - The Hagen Ricci Group


  • Dallas, United States Dalfen Industrial LLC Full time

    Dalfen Industrial is looking for a Portfolio Manager to join the Dallas team. This role will be responsible for strategic planning, financial analysis, reporting, and overall fund management. The Portfolio Manager will report to the VP of Portfolio Management. Position ResponsibilitiesPortfolio Strategy: Track investment objectives, asset allocation, risk...


  • Dallas, United States Dalfen Industrial LLC Full time

    Dalfen Industrial is looking for a Portfolio Manager to join the Dallas team. This role will be responsible for strategic planning, financial analysis, reporting, and overall fund management. The Portfolio Manager will report to the VP of Portfolio Management. Position ResponsibilitiesPortfolio Strategy: Track investment objectives, asset allocation, risk...


  • Dallas, Texas, United States Goldman Sachs & Co. LLC Full time

    Job DescriptionAs a Senior Associate on the Portfolio Lifecycle Management team at Goldman Sachs & Co. LLC in Dallas, Texas, you will play a critical role in servicing a portfolio of syndicated and bilateral warehouse facilities.Key Responsibilities:Identify and resolve processing issues for transactions executed by the FirmEnsure effective risk management...

  • Portfolio Manager

    4 weeks ago


    Dallas, Texas, United States Goldman Sachs & Co. LLC Full time

    Job Title: Sr. Associate, Portfolio Lifecycle ManagementJoin Goldman Sachs & Co. LLC in Dallas, Texas, as a Sr. Associate, Portfolio Lifecycle Management, and contribute to the success of our team.About the Role:We are seeking a highly skilled and experienced professional to provide operational support for our trading desks, manage risk, and accurately...

  • Portfolio Manager

    3 days ago


    Dallas, Texas, United States Texas Capital Bank Full time

    Job DescriptionThe Sr. Portfolio Manager role is a critical position within Credit Administration, driving the strategic vision of Texas Capital Bank. This position supports the TMT line of business, overseeing the underwriting process for all credit requests.The ideal candidate will have 8+ years of experience in Commercial or Corporate Banking with formal...

  • Portfolio Manager

    3 weeks ago


    Dallas, Texas, United States Texas Capital Bank Full time

    About the RoleThe Senior Portfolio Manager position is a critical role within Credit Administration, driving the strategic vision of Texas Capital Bank. This individual will support the TMT line of business, overseeing the underwriting process for all credit requests and working closely with Analysts, Associates, and Relationship Managers to evaluate...

  • Portfolio Manager

    4 weeks ago


    Dallas, Texas, United States Goldman Sachs & Co. LLC Full time

    Job SummarySr. Associate, Portfolio Lifecycle Management with Goldman Sachs & Co. LLC in Dallas, Texas.Key ResponsibilitiesService a portfolio of syndicated and bilateral warehouse facilities for essential risk management and control.Identify and resolve processing issues for transactions executed by the Firm.Ensure accurate and timely execution of...


  • Dallas, Texas, United States Goldman Sachs & Co. LLC Full time

    Job Title: Sr. Associate, Portfolio Lifecycle ManagementJoin Goldman Sachs & Co. LLC in Dallas, Texas, as a Sr. Associate, Portfolio Lifecycle Management. In this role, you will be responsible for managing a portfolio of syndicated and bilateral warehouse facilities, ensuring effective risk management and control.Key Responsibilities:Identify and resolve...

  • Account Associate

    4 weeks ago


    Dallas, Texas, United States Westlake Portfolio Services Full time

    Job Title: Account AssociateWestlake Portfolio Services is seeking a highly motivated and customer-focused Account Associate to join our team. As an Account Associate, you will play a critical role in collecting accounts that are 1-30 days past due, while providing exceptional customer service and support.Key Responsibilities:Collect accounts that are 1-30...

  • Portfolio Manager

    2 weeks ago


    Dallas, Texas, United States Dalfen Industrial LLC Full time

    Portfolio ManagerDalfen Industrial LLC is seeking a seasoned Portfolio Manager to lead the Dallas team. This role will be responsible for driving strategic planning, financial analysis, and overall fund management. The successful candidate will report to the VP of Portfolio Management.Key ResponsibilitiesDevelop and implement portfolio strategies to achieve...

  • Portfolio Manager

    4 weeks ago


    Dallas, Texas, United States Dalfen Industrial LLC Full time

    Portfolio Manager Job DescriptionDalfen Industrial LLC is seeking a skilled Portfolio Manager to join their Dallas team. This role will be responsible for strategic planning, financial analysis, and overall fund management.Key Responsibilities:Develop and implement portfolio strategies to achieve investment objectives.Analyze financial data to inform...

  • IT Portfolio Manager

    2 weeks ago


    Dallas, Texas, United States Global Channel Management Full time

    About the JobThe IT Portfolio Manager plays a critical role in driving business value through effective portfolio management. This position requires a seasoned IT professional with a strong background in portfolio and program management.Key ResponsibilitiesManage and optimize the flow of value through Solution Trains using various tools and...


  • Dallas, Texas, United States Michael Page Full time

    Job DescriptionMichael Page is seeking a highly skilled Financial Analyst to join our team. The ideal candidate will possess a strong understanding of real estate investment concepts and be able to analyze financial data to inform investment decisions.Key Responsibilities:Assist with the preparation of annual property-level budgets and monthly cash flow...

  • Portfolio Manager

    1 month ago


    Dallas, Texas, United States Dalfen Industrial LLC Full time

    Portfolio Manager Job DescriptionDalfen Industrial LLC is seeking a skilled Portfolio Manager to join their Dallas team. This role will be responsible for strategic planning, financial analysis, and overall fund management.Key Responsibilities:Portfolio Strategy: Develop and implement investment objectives, asset allocation, risk management, and...

  • Portfolio Manager

    1 month ago


    Dallas, Texas, United States Dalfen Industrial LLC Full time

    Portfolio Manager Job DescriptionDalfen Industrial LLC is seeking a skilled Portfolio Manager to join their Dallas team. This role will be responsible for strategic planning, financial analysis, and overall fund management.Key Responsibilities:Portfolio Strategy: Develop and implement investment objectives, asset allocation, risk management, and...


  • Dallas, Texas, United States AOG Living Full time

    Job SummaryWe are seeking an experienced Regional Supervisor to oversee the management of our multi-property residential portfolio in the Nashville, TN, Dallas, and Houston, TX market.The successful candidate will be responsible for fiscal accountability, marketing development, personnel management, and physical plant management of the portfolio. They will...


  • Dallas, Texas, United States Global Channel Management Full time

    About the job IT Portfolio ManagerIT Portfolio Manager needs 10+ years of IT experience with a minimum of five years in a Portfolio/Program management position.Key Requirements Bachelor\u0027s degree in Management Information Systems, Computer Sciences, or related field from an accredited university or equivalent work experience Minimum of 10+ years of IT...

  • Portfolio Manager I

    2 weeks ago


    Dallas, Texas, United States Fifth Third Full time

    Job Title: Portfolio Manager IAt Fifth Third Bank, we're committed to making a positive impact in the lives of our customers and communities. As a Portfolio Manager I, you'll play a key role in helping us achieve this goal.Job Summary:We're seeking a highly skilled and experienced Portfolio Manager I to join our team. In this role, you'll be responsible for...

  • Portfolio Manager

    4 weeks ago


    Dallas, Texas, United States Westwood Holdings Group Full time

    About the RoleThe Portfolio Analyst is a key member of our Wealth Management team, supporting the Wealth Portfolio Managers in preparing trading programs, performance reports, and detailed investment proposals for prospective clients.ResponsibilitiesPrepare trade programs based on guidance from the Wealth Portfolio ManagersCreate trade recommendations based...

  • Portfolio Manager

    3 weeks ago


    Dallas, Texas, United States Westwood Holdings Group Full time

    About the RoleThe Portfolio Analyst is a key member of our Wealth Management team, supporting the Wealth Portfolio Managers in preparing trading programs, performance reports, and investment proposals for prospective clients.ResponsibilitiesPrepare trade programs based on guidance from Wealth Portfolio ManagersCreate trade recommendations based on requests...

Associate Portfolio Manager

2 months ago


Dallas, United States The Hagen Ricci Group Full time

Job Description Our clients Portfolio Management team is seeking an associate portfolio manager to contribute to the continued growth and success of our residential loan and securities business. We opportunistically invest in U.S. residential whole loans and securities. The candidate will interact with all teams such as Transaction Management, Finance, Analytics, and Asset Management, in addition to the head of the Firm. Responsibilities Support all trading activities related to U.S. residential mortgages, from bid evaluation, acquisition, disposition, and securitization. Work closely with trading and financing counterparties to evaluate and explore financing options and capital market executions. Collaborate with various teams such as Transaction Management, Finance, Analytics, and Asset Management. Work with the Analytics team on the infrastructure build-out associated with portfolio management. Work with the whole loan transaction management team to track the due diligence and closing processes. Assist the finance team in reconciling and processing monthly whole loan servicer remittance tapes. Assist in day-to-day repo financing for securities and monthly warehouse financing for loans. Compare various financing options including securitized deal execution. Manage daily risk position and portfolio P&L. Optimize loan portfolios for sale and securitization. Prepare/compile reports for Senior Management review. Other duties as assigned. Requirements Bachelor's degree in Engineering (any), Computer Science, Information Technology, Mathematics, or related field and 3-5 years of experience in the job offered or a related occupation. Prior experience with structured products, especially residential mortgages, securities, and structuring is strongly preferred. Candidates must have programming experience (e.g. SQL, Python, etc.) and proficiency in Excel. Applicants should possess excellent communication skills and be organized, detail-oriented, and able to manage competing priorities. Ability to work in Uptown Dallas office. Apply for the position. Name: Phone Number: Email Address: Upload Resume: Upload files in .doc or .pdf format. Max size: 2MB (MS Word document preferred) #J-18808-Ljbffr