Portfolio Management Analyst Jobs in Texas
Portfolio Management Analyst jobs in Texas are among the most active in the country, with strong demand at every level from entry-level research associates through senior analysts, concentrated in investment management, commercial banking, insurance, and corporate treasury functions. Houston, Dallas, and Austin account for the bulk of openings, anchored by established employers like Fidelity Investments, USAA, and JPMorgan Chase. The most in-demand specialties are fixed-income portfolio analysis, risk-adjusted performance reporting, and equity research support. Find a role that fits below and apply directly.
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Showing 5 of 22+ Portfolio Management Analyst jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping the firm strong and resilient. You help the business grow responsibly by anticipating new and emerging risks and using your expert judgment to solve real-world challenges that impact our company, customers, and communities. Our culture is all about thinking outside the box, challenging the status quo, and striving to be best-in-class.
As a Portfolio Risk Vice President within the Portfolio Management team, you will help deliver analytics and insights that inform strategy and critical business decisions for the ~$100B Commercial Term Lending (CTL) portfolio. In this role, you will partner closely with cross-functional teams, leverage data from multiple sources, and translate findings into clear, actionable recommendations. Your leadership will support long-term data models and facilitate holistic, cross-functional learning, ensuring high data quality and governance. You will also support portfolio risk management through monitoring, reporting, and contribution to the credit forecasting process, including ongoing review of data, assumptions, and drivers to strengthen the overall framework.
Job responsibilities
- Lead the design and execution of data solutions to source and combine data as needed from multiple platforms to enable CTL analytics and reporting.
- Develop a strong understanding of CTL portfolio data and identify opportunities to improve data quality, efficiency, and insight generation. Champion data and analytics best practices within the CTL Portfolio Management team, including process improvements, automation, and efficiencies across workflows and models.
- Monitor portfolio and market trends, track key risk metrics, and communicate findings based on risk alerts and emerging trends.
- Build scalable analytics and self-service reporting solutions; design, enhance, and maintain dashboards and reports to deliver portfolio and market insights.
- Support and enhance the credit forecasting process by partnering with Finance, Risk, and business stakeholders to update the credit outlook, review assumptions, and key drivers.
- Partner with Controls and Compliance to ensure analytical tools, reporting, and related processes align with firmwide policies and standards.
- Contribute to special projects and ad hoc analyses as needed.
Required qualifications, capabilities, and skills
- Bachelor's or Master's degree in a quantitative field (e.g., Statistics, Economics, Mathematics, Engineering, Computer Science, or related).
- 7+ years of experience across analytics platforms, languages, and tools such as Snowflake, AWS, Databricks, Alteryx, SQL, Tableau, Python, ThoughtSpot, or similar.
- Strong hands-on SQL proficiency across relational and cloud-native database systems; experience working with large-scale datasets.
- Experience in dynamic and interactive reporting tools to create insightful dashboards and reporting assets.
- Strong analytical and problem-solving skills, including root-cause analysis and ability to develop practical solutions from complex data.
- Strong judgment and communication skills, with the ability to synthesize complex topics into clear narratives and stakeholder-ready materials.
- Demonstrated leadership mindset (initiative, inclusivity, ownership) and ability to prioritize and deliver in a fast-paced environment.
- Proven ability to collaborate effectively across teams and lines of business within large organizations.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Financial services experience, particularly in data and analytics
- Master's degree in a quantitative field
Preferred qualifications, capabilities, and skills
- Financial services experience, particularly in data and analytics
- Master's degree in a quantitative field
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping the firm strong and resilient. You help the business grow responsibly by anticipating new and emerging risks and using your expert judgment to solve real-world challenges that impact our company, customers, and communities. Our culture is all about thinking outside the box, challenging the status quo, and striving to be best-in-class.
As a Portfolio Risk Vice President within the Portfolio Management team, you will help deliver analytics and insights that inform strategy and critical business decisions for the ~$100B Commercial Term Lending (CTL) portfolio. In this role, you will partner closely with cross-functional teams, leverage data from multiple sources, and translate findings into clear, actionable recommendations. Your leadership will support long-term data models and facilitate holistic, cross-functional learning, ensuring high data quality and governance. You will also support portfolio risk management through monitoring, reporting, and contribution to the credit forecasting process, including ongoing review of data, assumptions, and drivers to strengthen the overall framework.
Job responsibilities
- Lead the design and execution of data solutions to source and combine data as needed from multiple platforms to enable CTL analytics and reporting.
- Develop a strong understanding of CTL portfolio data and identify opportunities to improve data quality, efficiency, and insight generation. Champion data and analytics best practices within the CTL Portfolio Management team, including process improvements, automation, and efficiencies across workflows and models.
- Monitor portfolio and market trends, track key risk metrics, and communicate findings based on risk alerts and emerging trends.
- Build scalable analytics and self-service reporting solutions; design, enhance, and maintain dashboards and reports to deliver portfolio and market insights.
- Support and enhance the credit forecasting process by partnering with Finance, Risk, and business stakeholders to update the credit outlook, review assumptions, and key drivers.
- Partner with Controls and Compliance to ensure analytical tools, reporting, and related processes align with firmwide policies and standards.
- Contribute to special projects and ad hoc analyses as needed.
Required qualifications, capabilities, and skills
- Bachelor's or Master's degree in a quantitative field (e.g., Statistics, Economics, Mathematics, Engineering, Computer Science, or related).
- 7+ years of experience across analytics platforms, languages, and tools such as Snowflake, AWS, Databricks, Alteryx, SQL, Tableau, Python, ThoughtSpot, or similar.
- Strong hands-on SQL proficiency across relational and cloud-native database systems; experience working with large-scale datasets.
- Experience in dynamic and interactive reporting tools to create insightful dashboards and reporting assets.
- Strong analytical and problem-solving skills, including root-cause analysis and ability to develop practical solutions from complex data.
- Strong judgment and communication skills, with the ability to synthesize complex topics into clear narratives and stakeholder-ready materials.
- Demonstrated leadership mindset (initiative, inclusivity, ownership) and ability to prioritize and deliver in a fast-paced environment.
- Proven ability to collaborate effectively across teams and lines of business within large organizations.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Financial services experience, particularly in data and analytics
- Master's degree in a quantitative field
Preferred qualifications, capabilities, and skills
- Financial services experience, particularly in data and analytics
- Master's degree in a quantitative field
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
See All 22 Portfolio Management Analyst Jobs in Texas
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Find JobsPortfolio Management Analyst Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Portfolio Management Analyst Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Education
- Technology & Software
- Electronics & Hardware
What Texas Employers Look For
The qualifications that appear most often in portfolio management analyst jobs across Texas.
- Bachelor's degree in finance, economics, or a related quantitative field required
- CFA designation or active candidacy strongly preferred by Texas investment employers
- Proficiency in Bloomberg Terminal and portfolio management systems such as Advent or Aladdin
- Experience with performance attribution analysis and risk-adjusted return reporting
- Strong Excel modeling skills including VBA macros and financial data manipulation
- Familiarity with SEC compliance standards and GIPS performance reporting guidelines
Portfolio Management Analyst Jobs in Texas: Frequently Asked Questions
How do you become a portfolio management analyst in Texas?
Start with a bachelor's degree in finance, economics, accounting, or a quantitative field from a Texas university or an accredited program. Texas does not require a state-issued license for this role, but most employers expect progress toward the CFA designation, which is administered by the CFA Institute. Candidates who also hold FINRA Series 65 or Series 66 registrations are competitive for roles at Texas-registered investment advisers and broker-dealers.
How much do portfolio management analysts make in Texas?
Portfolio management 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 management analysts in Texas?
Employers hiring portfolio management analysts in Texas right now include JPMorganChase, HP, and Western Alliance Bank, based on current listings on Migrate Mate as of August 2026. Texas's concentration of insurance holding companies, regional bank headquarters, and large university endowments creates consistent year-round demand across the state.
Which Texas cities have the most portfolio management analyst jobs?
Austin, Plano, and Dallas have the most portfolio management analyst openings in Texas. Houston's energy-sector wealth management and large bank offices drive its volume, Dallas benefits from major asset manager regional headquarters and insurance carriers, and Austin's growing fintech sector and university endowment activity support a smaller but expanding pool of openings.
Are there remote portfolio management analyst jobs in Texas?
Yes, and more than most fields, given that the role centers on data analysis, modeling, and reporting rather than on-site operations. About 50% of portfolio management analyst openings tied to Texas are remote or hybrid as of August 2026, reflecting employer flexibility for experienced analysts. Performance reporting, research support, and risk analytics functions tend to be the most remote-eligible parts of the role.
How can I get hired as a portfolio management analyst in Texas with little or no experience?
The most realistic entry path is landing an investment operations or junior analyst role at a Texas bank, insurance company, or registered investment adviser, then building toward a portfolio analyst title. Large Texas employers like USAA in San Antonio and Fidelity's Southwest offices run structured rotational programs and new-graduate cohorts. A completed CFA Level I exam, a personal investment portfolio with documented returns, or an internship at a Texas wealth management firm gives candidates a measurable edge over applicants without experience.
Where can I find and apply to portfolio management analyst jobs in Texas?
You can find and apply to portfolio management analyst jobs in Texas on Migrate Mate, which lists current Texas openings updated regularly. Find the roles that fit your background and apply directly to each one.
See All 22 Portfolio Management Analyst Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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