Portfolio Analyst-Investments
Remote / Online - Candidates ideally in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-30
Dallas, Dallas County, Texas, 75215, USA
Listing for:
The Standard
Remote/Work from Home
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Risk Manager/Analyst, Corporate Finance
Job Description & How to Apply Below
Employer Industry: Financial Services
Why consider this job opportunity- Salary up to $95,000 with a 20% annual incentive bonus
- A rich benefits package including medical, dental, vision, and a 401(k) plan with company matching contributions
- Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually, with increases based on tenure
- Opportunities for career growth and advancement within a supportive management environment
- Flexibility to work fully remotely with occasional travel for team-building or conferences
- Employee giving program that double matches donations to eligible nonprofits and schools
- Lead analysis for benchmarking, reporting, performance, and compliance testing
- Assess and implement improvements for credit and investment analytical tools
- Support the portfolio management team with trade tracking, cash flow monitoring, and sourcing new issues
- Enhance operational efficiencies to optimize portfolio data integrity and reporting accuracy
- Conduct ad-hoc analyses in response to market events and special projects
- Bachelor’s degree in Finance, Business, Mathematics, or a related field
- 4+ years of relevant work experience in a principal investment or capital markets business
- Strong financial modeling and analytical skills in an investment or capital market environment
- Familiarity with fixed income investments such as corporate bonds and structured securities
- Project management experience and proficiency with Power BI or other data visualization tools
- Familiarity with Bloomberg and major fixed-income analytics software (Fact Set, Aladdin, Bond Edge, etc.)
- Proficiency in Fact Set and performance analysis is a plus
- Progress toward or interest in obtaining CFA certification
#Financial Services #Investment Management #Remote Work #Career Growth #Competitive Benefits #Data Analysis
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