Portfolio Analyst Jobs in Texas
Portfolio Analyst jobs in Texas are in strong and consistent demand, with the heaviest concentration in asset management, banking, insurance, and energy investment across a seniority range from entry-level junior analysts through senior and lead positions. Houston, Dallas, and Austin account for the majority of openings, anchored by established employers like JPMorgan Chase, Fidelity Investments, and USAA. The most sought-after specializations in Texas right now are fixed income analysis, equity portfolio management, and risk-adjusted performance reporting. Find a role that fits below and apply directly.
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At Zions Bancorporation, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career.
We're looking for a Portfolio Analyst (Commercial Lending) to join our Commercial Lending Services team in Texas. This is an in-office position. The successful candidate will have the skills and experience necessary to meet the following responsibilities and qualifications.
Responsibilities:
- Utilize a compliance monitoring database to ensure timely receipt of customer's financial reporting requirements.
- Complete spreading and risk grading updates, as applicable.
- Complete accurate and consistent covenant testing in accordance with corporate credit policies and loan agreements, as applicable.
- Complete annual relationship reviews.
- (May) Request information from customers.
- Make recommendations and identify red-flag concerns to the Portfolio Managers and Relationship Managers through written documentation and other forms of communication.
- Perform general administrative tasks.
- Other duties as assigned.
Qualifications
- Requires a bachelor’s degree and 2+ years of directly related experience. A combination of education and experience may meet requirements.
- Basic knowledge of loan documentation, administration, and policies/procedures.
- Must be familiar with reading, understanding, and analyzing financial statements.
- Strong analytical skills and attention to detail.
- Ability to identify and resolve exceptions and interpret data.
- Effective verbal, written, and interpersonal communication skills.
- Advanced proficiency in common office software applications.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
At Zions Bancorporation, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career.
We're looking for a Portfolio Analyst (Commercial Lending) to join our Commercial Lending Services team in Texas. This is an in-office position. The successful candidate will have the skills and experience necessary to meet the following responsibilities and qualifications.
Responsibilities:
- Utilize a compliance monitoring database to ensure timely receipt of customer's financial reporting requirements.
- Complete spreading and risk grading updates, as applicable.
- Complete accurate and consistent covenant testing in accordance with corporate credit policies and loan agreements, as applicable.
- Complete annual relationship reviews.
- (May) Request information from customers.
- Make recommendations and identify red-flag concerns to the Portfolio Managers and Relationship Managers through written documentation and other forms of communication.
- Perform general administrative tasks.
- Other duties as assigned.
Qualifications
- Requires a bachelor’s degree and 2+ years of directly related experience. A combination of education and experience may meet requirements.
- Basic knowledge of loan documentation, administration, and policies/procedures.
- Must be familiar with reading, understanding, and analyzing financial statements.
- Strong analytical skills and attention to detail.
- Ability to identify and resolve exceptions and interpret data.
- Effective verbal, written, and interpersonal communication skills.
- Advanced proficiency in common office software applications.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
See All 28 Portfolio Analyst Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Portfolio Analyst JobsPortfolio Analyst Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Portfolio Analyst Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- Citi4
- Bank of Hope2
- Goldman Sachs2
- Motorola Solutions2
- Sixth Street2
Top Industries Hiring
- Investment & Asset Management8
- Banking & Financial Services7
- Technology & Software4
- Manufacturing2
- Construction & Real Estate1
What Texas Employers Look For
The qualifications that appear most often in portfolio analyst jobs across Texas.
- Bachelor's degree in finance, economics, or a related quantitative field required
- CFA designation or active progress toward CFA charterholder status strongly preferred
- Proficiency in Bloomberg Terminal and portfolio management software such as Charles River or Advent
- Experience with performance attribution analysis and risk-adjusted return metrics
- Advanced Excel modeling skills and familiarity with Python or SQL for data analysis
- Strong written communication skills for presenting portfolio insights to institutional clients
Portfolio Analyst Jobs in Texas: Frequently Asked Questions
How do you become a portfolio analyst in Texas?
A bachelor's degree in finance, economics, accounting, or a quantitative field is the standard entry point for portfolio analyst roles in Texas. There is no state-issued license required to work as a portfolio analyst, but Texas employers consistently prioritize candidates who hold or are pursuing the CFA designation through the CFA Institute. Larger Texas firms in Houston and Dallas also value the CAIA credential for candidates focused on alternative investments.
How much do portfolio analysts make in Texas?
Portfolio analysts in Texas earn a median of about $99,150 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $63,230 for the lowest 10% to over $169,990 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio analysts in Texas?
Employers hiring portfolio analysts in Texas right now include Citi, Bank of Hope, and Goldman Sachs, based on current listings on Migrate Mate as of June 2026. Texas's concentration of major bank headquarters, insurance carriers, and energy investment firms means openings appear regularly at both large institutions and specialized regional asset managers.
Which Texas cities have the most portfolio analyst jobs?
Dallas, Austin, and Irving have the most portfolio analyst openings in Texas. Houston leads because of its dense concentration of energy-sector investment offices, private equity firms, and large bank regional headquarters, while Dallas and Austin drive additional demand through their established financial services corridors and the growing number of asset managers and fintech firms that have relocated or expanded there.
Are there remote portfolio analyst jobs in Texas?
Yes, and more than many finance roles, because portfolio analysis is primarily screen-based and data-driven work that translates well to remote environments. About 21% of portfolio analyst openings tied to Texas are remote or hybrid as of June 2026, reflecting the desk-oriented nature of the role. Performance reporting, quantitative modeling, and client analytics functions are the sub-areas most frequently offered on a remote or hybrid basis.
How can I get hired as a portfolio analyst in Texas with little or no experience?
The most realistic entry path is through a junior analyst or investment operations associate role, where Texas-based institutions like USAA in San Antonio and large Dallas-area asset managers regularly bring in candidates with strong academics and no direct experience. Pursuing Level I of the CFA exam before applying signals commitment and gives your application an edge. Internship programs at Texas bank trust departments and insurance investment divisions are also a proven bridge into full-time portfolio analyst positions.
Where can I find and apply to portfolio analyst jobs in Texas?
You can find and apply to portfolio analyst jobs in Texas on Migrate Mate, which lists current openings from employers hiring across the state. Find roles that fit your background and apply directly to the ones that match.
See All 28 Portfolio Analyst Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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