Top 16 Portfolio & fund managers Jobs in Plano, Tx

Portfolio Manager
Catalyst Corporate Federal Credit Union —Plano, TX
- Full-time
- Hybrid work
- 3 years
- Finance
- SQL
- Free parking
- AD&D insurance
Quick Apply
12d
Senior Associate, Portfolio Management
Invesco —Dallas, TX
- $120,000 - $161,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Analysis skills
- Employee stock purchase plan
- Health insurance
Portfolio Manager
Catalyst Corporate Fede —Plano, TX
- Full-time
- Office
- 3 years
- Finance
- Free parking
- AD&D insurance
Quick Apply
Sr. Director, Insurance Portfolio Management
National Life Insurance Company —Addison, TX
- $206,250 - $302,500 a year
- 5 years
- Office
- Finance
- Benefits from day one
- Life insurance
Portfolio Advisor
Northern Trust Corp. —Dallas, TX
- Full-time
- 6 years
- Sales
- Research
Portfolio Manager/Associate Portfolio Manager
State Farm —Richardson, TX
- $133,500 - $217,000 a year
- Full-time
- Hybrid work
- 6 years
- Writing skills
- Office
- Paid holidays
- Health insurance
Wealth and Investment Portfolio Manager III
Huntington Bank —Dallas, TX
- Full-time
- Management
- Customer service
- 5 years
Portfolio Engineer Specialized Strategies
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Senior Portfolio Engineer
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Paid holidays
- Health insurance
Senior Investment Strategist - Private Wealth
UMB Financial Corporation —Dallas, TX
- $141,354 - $207,900 a year
- Email
- Office
- 8 years
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Portfolio Strategy Manager
Tolleson Wealth Management —Highland Park, TX
- Background check
- Senior level
- Communication skills
Quick Apply
7d
Sr. Associate / VP, Portfolio Management
Evergreen Residential Holdings, LLC —Dallas, TX
- Hybrid work
- Office
- Residential
- SQL
Quick Apply
Senior Portfolio Manager - BNY Wealth
The Bank of New York Mellon Corporation —Dallas, TX
- Full-time
- Office
- Bachelor's degree
- Mentoring
U.S. Private Bank -Executive Director - Senior OCIO, Investment Specialist - Dallas, TX
JPMorganChase —Dallas, TX
- $225,000 - $350,000 a year
- Full-time
- Office
- 8 years
- Business development
- Health insurance
- Tuition reimbursement

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portfolio & fund managers jobs near plano, tx

Portfolio Manager

Catalyst Corporate Federal Credit Union -
Plano, TX

Quick Apply

Job Details

Full-time
12 days ago

Benefits

Free parking
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Volunteer time off
Credit union membership
Flexible schedule
Life insurance

Qualifications

Economics
Power BI
Economics
Mortgage-Backed Securities (MBS)
Data reporting
Bloomberg
SQL
Math
Bachelor's degree
Attention to detail
Asset-Backed Securities (ABS)
Data analytics tools
Financial data analysis tools
Database software proficiency

Full Job Description

Portfolio Manager

Full Time, Permanent Opportunity for Portfolio Manager (Must be local to Plano, TX)

Catalyst and Your Career

Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow.

To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way!

The Work Itself

The Portfolio Manager supports the VP of Portfolio Management in executing investment strategies, managing balance sheet risk, and optimizing portfolio performance within established investment policy guidelines. This role is ideal for someone analytical, detail‑oriented, and eager to grow into a more senior investment role.

The Talent You Bring

Bachelor’s degree
Minimum of 3 years of experience in fixed income securities trading and/or portfolio management
Strong understanding of fixed income instruments, bond math, and familiar with derivatives
Ability to interpret economic data. Understanding of monetary policy and its impact on rates and shape of the yield curve
Strong mathematical and analytical skills
Proficiency with Bloomberg and Excel
High attention to detail
Master’s degree in finance, economics, or a related field
5-8 years of fixed income portfolio management experience
Advanced understanding of Asset/Liability management principles
Exceptional ability to effectively assess and continuously monitor portfolio risk exposures.
Knowledge of sector/product-specific drivers
CFA designation
Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools

How We'll Have Your Back

Catalyst Corporate’s compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:

Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
Planning for the Future: 401K retirement savings plan with matching and company contributions.
Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
Building a Family: We were named “Best Place for Working Parents” since 2021 due to our commitment to family-friendly policies and practices.
Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of services such as car wash and detail service, vehicle refueling service, and food delivery service.

Who We Are

With innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today: catalystcorp.org.

Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Paid time off
Vision insurance

Application Question(s):

What is your base salary requirement?

Work Location: Hybrid remote in Plano, TX 75024

Quick Apply

Refine Your Search

portfolio & fund managers jobs in plano, tx

Portfolio Manager

Senior Associate, Portfolio Management

Portfolio Manager

Sr. Director, Insurance Portfolio Management

Portfolio Advisor

Portfolio Manager/Associate Portfolio Manager

Wealth and Investment Portfolio Manager III

Portfolio Engineer Specialized Strategies

Senior Portfolio Engineer

Senior Investment Strategist - Private Wealth

Portfolio Strategy Manager

Sr. Associate / VP, Portfolio Management

Senior Portfolio Manager - BNY Wealth

U.S. Private Bank -Executive Director - Senior OCIO, Investment Specialist - Dallas, TX

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