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Portfolio Strategy & Analytics Analyst

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: First United Bank
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Portfolio Manager, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Dallas is seeking an investment support professional to assist the CIO in managing asset allocation methodologies and investment strategies. The ideal candidate will have 3–6 years of portfolio management support and investment analysis experience, along with a strong understanding of asset allocation and macroeconomic factors. This role emphasizes attention to detail and the ability to operate in a high-accountability environment.

A CFA designation or progress towards it is strongly preferred, with familiarity with portfolio management systems being an advantage.
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