Top 560 Portfolio analyst Jobs in Irving, Tx

Portfolio Analyst
CMB Regional Centers —Dallas, TX
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
13d
Investment Risk Analyst - AI Trainer
DataAnnotation —Irving, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Investment Research Analyst - AI Trainer
DataAnnotation —Carrollton, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Portfolio Analyst - AI Trainer
DataAnnotation —Irving, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Sell-Side Analyst - AI Trainer
DataAnnotation —Richardson, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Sr. Investment Analyst
Scottish Rite for Children —Dallas, TX
- Full-time
- 5 years
- Research
- Finance
Consulting Actuary
Martin and Company —Texas
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
3d
Credit Analyst II
Busey Bank —Dallas, TX
- $58,000 - $75,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Credit Monitoring Analyst II
Busey Bank —Dallas, TX
- $69,000 - $96,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Profit sharing
- Wellness program
Quick Apply
Lead Business Systems Analyst
CGI Group, Inc. —Dallas, TX
- $79,600 - $167,200 a year
- Office
- Java
- Product management
- Paid parental leave
- Paid holidays
12d
Credit Monitoring Analyst II
Busey Bank —Frisco, TX
- $69,000 - $96,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Profit sharing
- Wellness program
Quick Apply
Credit Monitoring Analyst II
Busey Bank —Fort Worth, TX
- $69,000 - $96,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Profit sharing
- Wellness program
Quick Apply
Sr Revenue Management Analyst
Molson Coors —Dallas, TX
- $94,000 - $123,400 a year
- Hybrid work
- Marketing
- Mid-level
- Office
- Wellness program
- Paid holidays
Commercial Solutions Engineer
Semrush Inc. —Dallas, TX
- $141,400 - $171,100 a year
- Bachelor of Science
- APIs
- Senior level
- Paid parental leave
- Health insurance
6d
Application System Analyst Lead - HB/PB/HIM
Christus Health —Irving, TX
- Full-time
- Microsoft Excel
- 5 years
- Travel
14d
Portfolio Analyst
Trinity Industries —Dallas, TX
- 5 years
- Salesforce
- Finance
Portfolio Analyst
Fortress Investment Group LLC —Dallas, TX
- Full-time
- Mid-level
- Office
- Databases
5d
Financial Analyst
ML Realty Partners —Dallas, TX
- $70,000 - $85,000 a year
- Email
- Background check
- Mid-level
- Databases
- AD&D insurance
- Disability insurance
FP&A Analyst Sr, Portfolio Management
Finance of America Holdings —Plano, TX
- $90,000 - $125,000 a year
- Hybrid work
- 5 years
- Office
- Finance
- Employee stock purchase plan
- Health insurance
Portfolio Administration Analyst
Crestline Investors —Fort Worth, TX
- Full-time
- Mid-level
- Office
- Microsoft Office

I want to receive the latest job alert for portfolio analyst in irving, tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Portfolio Analyst

CMB Regional Centers -
Dallas, TX

Quick Apply

Job Details

Full-time
13 days ago

Qualifications

Customer communication

Full Job Description

The Portfolio Analyst plays an integral role on the Finance team by closely monitoring and analyzing various borrower and guarantor financial reports. This person works closely with Asset Manager and Vice President of Finance to ensure loan compliance across all loans.

Essential Job Functions

Tracks and monitors various borrower-submitted financial reports such as financial statements of borrower / project entity, guarantor certificates and financial statements to ensure that the borrowers are in compliance with the reporting covenants under the loan agreement.
Assists Asset Manager in calculating and tracking various loan metrics such as loan-to-value ratios, debt service coverage ratios, debt-yield tests, collateral basket tests, internal rate of return, and other requirements as applicable to examine and verify projects’ financial health and ensure that the collateral value meets required thresholds as to comply with covenants under loan agreement. Assists the Asset Manager to update project database with such information to ensure portfolio and information are up-to-date.
Develops compliance checklists and documentation to ensure financial records are maintained in compliance with the requirements under the loan agreements.
Communicates regularly with the borrowers and guarantors regarding any past-due and/or upcoming reports; sends out reminders and follow-up inquiries as needed to ensure that the borrowers meet the loan compliance requirements as per reporting covenants under loan agreement. Reports status of submitted, upcoming, and delinquent reports to Asset Manager and Vice President of Finance.
Constantly maintains and updates the tracker system based on the project status (under construction, operation, restructuring), adds and removes the project and report list to keep the system up-to-date.
Assists Asset Manager in updating the internal database system, including project database which is used to store project information and be able to generate summary reports from the database for review by the Asset Manager and management.
Assists Asset Manager to conduct various analyses of a loan, including financial modeling requirements as necessary.
Other duties as assigned.

Knowledge, Skills and Abilities

Excellent work ethics
Strong communication skills
Strong attention to detail
Ability to work cross-functionally across multiple teams
Strong analytical abilities and aptitude in complex problem-solving
Strong quantitative background with experience in loan compliance
Positive attitude
Highly organized and motivated

Education and Experience

Bachelor’s degree in Real Estate, Finance, Accounting, or related field preferred
Proficiency in Microsoft Excel, Office, and PowerPoint
Ability to handle and prioritize multiple tasks simultaneously
Understanding of commercial real estate industry is a plus

Physical Requirements

Regularly required to sit for extended periods of time. Regular use of hands and fingers and repetition of the same movements. Reads and writes, speaks and hears.

Yw6jLYOxOj

Quick Apply

Refine Your Search

portfolio analyst jobs in irving, tx

Portfolio Analyst

Investment Risk Analyst - AI Trainer

Investment Research Analyst - AI Trainer

Portfolio Analyst - AI Trainer

Sell-Side Analyst - AI Trainer

Sr. Investment Analyst

Consulting Actuary

Credit Analyst II

Credit Monitoring Analyst II

Lead Business Systems Analyst

Credit Monitoring Analyst II

Credit Monitoring Analyst II

Sr Revenue Management Analyst

Commercial Solutions Engineer

Application System Analyst Lead - HB/PB/HIM

Portfolio Analyst

Portfolio Analyst

Financial Analyst

FP&A Analyst Sr, Portfolio Management

Portfolio Administration Analyst

I want to receive the latest job alert for portfolio analyst in irving, tx

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected