82 Jobs in DALLAS, TX
SNI Companies is Hiring a Portfolio Analyst Near Dallas, TX
A global Financial Services firm in Dallas is looking for a Portfolio Analyst. This group is extremely sharp, has low turnover, and strong career upside. They offer a 4/1 working setup with offices in Downtown Dallas and other remote perks throughout the year. Other perks include a generous comp plan including bonus and strong 401k match, food delivered daily, and overall good culture.
Qualified Candidates:
- 2-5 Year Public Accountants - ideally with Clients in the Financial Services Sector (PE, Hedge, Mutual Funds, etc).
- OR Fund Accountants from Fund Administrators or Asset Managers - ideally PE, hedge or Alternative Assets.
Day to Day:
- Oversee investment pipelines - ensure accurate booking of transactions
- Work with Fund Administrators over daily reconciliations, cash activities
- Record and reconcile cash movement
- Financial reporting - daily and monthly
Interested and qualified candidates, apply here or reach out to Sydney at sydney.stafford@snifinancial.com for immediate consideration for this and other roles in DFW.
Job Summary
Full Time
Business Services
$94k-123k (estimate)
06/04/2024
06/20/2024
snicompanies.com
DENVER, CO
200 - 500
1998
Private
BRENDA DVORAK
<$5M
Business Services
Related Companies
About SNI Companies
SNI Companies is a staffing agency that specializing in administrative, financial, technology and legal recruiting.
The job skills required for Portfolio Analyst include Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Analyst positions, which can be used as a reference in future career path planning. As a Portfolio Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Analyst. You can explore the career advancement for a Portfolio Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Portfolio Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Portfolio Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Portfolio Analyst jobs
Learn how to build a winning data analytics portfolio, even with no prior job experience.
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Join professional organizations or associations.
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Step 3: View the best colleges and universities for Portfolio Analyst.
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