Top 314 Performance analyst associate Jobs in Plano, Tx

Portfolio Management Analyst/Associate
Cobalt Recruitment —Dallas, TX
- $120,000 - $140,000 a year
- Mid-level
- SQL
- Analysis skills
Quick Apply
6d
Senior Associate, Financial Planning & Analysis - Auto Finance
Capital One —Plano, TX
- Email
- Military
- Mid-level
- Office
- Health insurance
3h
Multifamily Underwriting Fraud Investigation - Lead Associate
Fannie Mae —Plano, TX
- $109,000 - $142,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
4d
Financial Analyst / Finance Business Partner : Advisor
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Research
- Office
- Finance
Associate Cybersecurity Analyst | Early Career
Momentum —Dallas, TX
- Full-time
- Computer Science
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
5d
Pharmacy Data Analyst
Lockton, Inc. —Plano, TX
- Full-time
- Customer service
- Word processing
- Mid-level
- Wellness program
- Health insurance
6d
Quality Assurance Analyst
LAAKHI INFORMATION TECHNOLOGIES INC —Frisco, TX
- $55 - $65 an hour
- Full-time
- Office
- Analysis skills
- Experience equivalent to degree accepted
Quick Apply
Associate Sales Operations Analyst
PowerSchool Group LLC —Dallas, TX
- $56,500 - $70,600 a year
- Full-time
- Bachelor's degree
- Continuous improvement
- Experience equivalent to degree accepted
- Wellness program
- Health savings account
12d
Associate Quality Assurance Analyst
Total Expert —Dallas, TX
- $60,000 - $70,000 a year
- Full-time
- Computer science
- Computer Science
- Mid-level
- Paid parental leave
- Health savings account
Credit Analyst
Hyundai Capital America —Plano, TX
- $48,552 - $72,828 a year
- Weekends as needed
- Sales
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Application Support Analyst II
Jack Henry —Allen, TX
- Full-time
- Remote
- Mid-level
- 3 years
- Analysis skills
4d
Deposits Implementation & Support Analyst
Jack Henry & Associates —Allen, TX
- Weekends as needed
- Remote
- Up to 50% travel
- Mid-level
- Analysis skills
11d
IT Help Desk Analyst
Republic Finance —Plano, TX
- Weekends as needed
- Mid-level
- Office
- Windows
- Disability insurance
- Health insurance
Associate Business Operations Analyst
PowerSchool Group LLC —Dallas, TX
- $55,300 - $69,100 a year
- Mid-level
- 3 years
- Analysis skills
- Wellness program
- Health savings account
10d
Process Management Associate, Provider Operations
Oscar Health —Dallas, TX
- $87,188 - $114,434 a year
- Overtime
- Remote
- Engineering
- Mid-level
- SQL
- Paid parental leave
- Paid holidays
Quick Apply
Credit Union Back Office Operations Analyst III
Jack Henry & Associates —Allen, TX
- $59,750 - $89,600 a year
- Extended hours
- Remote
- Mid-level
- Analysis skills
- Travel
Benefit Analyst
Brinson Benefits —Dallas, TX
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Model Risk Analyst
Sunflower Bank NA —Dallas, TX
- Online Application
- Hybrid work
- Mid-level
- Finance
- Master's degree
- Paid holidays
- Dental insurance
Quick Apply
Associate Accounts Payable Analyst
McKesson —Irving, TX
- $21.58 - $35.96 an hour
- Microsoft Outlook
- Mid-level
- Office
FIELD BUSINESS INTELLIGENCE ANALYST (Retail Store Operations)
Sally Beauty Holdings —Plano, TX
- Hybrid work
- Mid-level
- Office
- Residential
- Store discount
- Paid holidays
4d

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performance analyst associate jobs near plano, tx

Portfolio Management Analyst/Associate

Cobalt Recruitment -
Dallas, TX

Quick Apply

Job Details

$120,000 - $140,000 a year
6 days ago

Qualifications

Bachelor's degree
Stakeholder management

Full Job Description

The Role: This position includes, but is not limited to, the following responsibilities:

Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentations
Participate in investor portfolio reviews to understand each investment strategy's fundamental profile.
Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, exit opportunities etc.
Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers)
Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting
Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition
Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio
Provide support on transaction execution
Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities
Assist in developing scalable infrastructure to drive decision making using technology and business intelligence tools

Qualifications and Experience

Bachelor's degree required, with current CFA or a background in FP&A highly beneficial
2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required
Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction
Highly proficient with databases and with Excel based modeling. Able to quickly model, chart, and present performance reviews in PowerPoint.
Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements)
Highly organized and accurate, with excellent attention to detail
Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors
Interpret data and present thoughtful analysis and insight to investors and management
Develop expertise across a broad spectrum of issues
Translate strategy into execution
Collaborate across organizations and manage stakeholders
Work effectively on multiple projects and under tight time constraints
Show curiosity about the industry e.g., actively monitor developing industry trends

cob2

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Refine Your Search

performance analyst associate jobs in plano, tx

Portfolio Management Analyst/Associate

Senior Associate, Financial Planning & Analysis - Auto Finance

Multifamily Underwriting Fraud Investigation - Lead Associate

Financial Analyst / Finance Business Partner : Advisor

Associate Cybersecurity Analyst | Early Career

Pharmacy Data Analyst

Quality Assurance Analyst

Associate Sales Operations Analyst

Associate Quality Assurance Analyst

Credit Analyst

Application Support Analyst II

Deposits Implementation & Support Analyst

IT Help Desk Analyst

Associate Business Operations Analyst

Process Management Associate, Provider Operations

Credit Union Back Office Operations Analyst III

Benefit Analyst

Model Risk Analyst

Associate Accounts Payable Analyst

FIELD BUSINESS INTELLIGENCE ANALYST (Retail Store Operations)

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