Portfolio Manager Jobs in Texas
Portfolio Manager jobs in Texas are among the most active in the country, concentrated in investment management, banking, real estate, and energy finance, with openings at every level from junior analyst to senior portfolio manager. Houston, Dallas, and Austin lead hiring, anchored by established firms like Fidelity Investments, JPMorgan Chase, and BlackRock, all of which maintain significant Texas operations. The most in-demand specialties are fixed income, equity portfolio management, and real estate asset management. 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 an Underwriting Portfolio Manager 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:
- Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance.
- Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc.
- Serves as a secondary point of contact for client relationships.
- Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service.
- Perform other duties as required.
Qualifications
- Typically requires a bachelor’s degree in Business, Finance or a related field and 4+ years’ experience with commercial or corporate loans, spreading financial statements, or other directly related experience.
- An equivalent combination of education and experience may meet qualifications.
- Local candidates strongly preferred.
- Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures is required.
- Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
- Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests.
- Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills.
- PC skills required. Other duties as assigned.
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 an Underwriting Portfolio Manager 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:
- Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance.
- Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc.
- Serves as a secondary point of contact for client relationships.
- Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service.
- Perform other duties as required.
Qualifications
- Typically requires a bachelor’s degree in Business, Finance or a related field and 4+ years’ experience with commercial or corporate loans, spreading financial statements, or other directly related experience.
- An equivalent combination of education and experience may meet qualifications.
- Local candidates strongly preferred.
- Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures is required.
- Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
- Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests.
- Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills.
- PC skills required. Other duties as assigned.
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 51 Portfolio Manager Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Portfolio Manager JobsPortfolio Manager Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Portfolio Manager Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- East West Bank6
- Huntington Bank5
- Associated Banc-Corp4
- Texas Capital Bank3
- Teza Technologies3
Top Industries Hiring
- Banking & Financial Services34
- Investment & Asset Management9
- Fintech6
- Technology & Software5
- Insurance2
What Texas Employers Look For
The qualifications that appear most often in portfolio manager jobs across Texas.
- CFA designation or active progress toward CFA charterholder status strongly preferred
- Bachelor's degree in finance, economics, or accounting required by most Texas employers
- Three or more years of investment analysis or asset management experience expected
- Proficiency in Bloomberg Terminal, FactSet, or comparable portfolio analytics platforms
- Demonstrated ability to manage multi-asset or sector-specific portfolios independently
- Series 65 or Series 66 license required for roles involving investment advisory services
Portfolio Manager Jobs in Texas: Frequently Asked Questions
How do you become a portfolio manager in Texas?
Most portfolio managers in Texas start with a bachelor's degree in finance, economics, or a related field, then build experience as a financial analyst or research associate. Roles involving investment advisory services typically require a Series 65 or Series 66 license, registered through FINRA and the Texas State Securities Board. Earning or pursuing the CFA designation significantly strengthens candidacy at asset management firms, banks, and family offices across the state.
Which companies hire portfolio managers in Texas?
Employers hiring portfolio managers in Texas right now include East West Bank, Huntington Bank, and Associated Banc-Corp, based on current listings on Migrate Mate as of June 2026. Texas's concentration of energy companies, major regional banks, and large corporate headquarters creates consistent demand for both equity and fixed income portfolio management talent.
Which Texas cities have the most portfolio manager jobs?
Dallas, Austin, and Houston have the most portfolio manager openings in Texas. Houston's energy finance sector and large banking presence drive the most volume, while Dallas is home to major asset managers and financial services headquarters, and Austin's growing technology investment community has added meaningful demand in recent years.
Are there remote portfolio manager jobs in Texas?
Yes, and more than most fields, given the analytical and desk-based nature of the work. About 22% of portfolio manager openings tied to Texas are remote or hybrid as of June 2026, reflecting the role's compatibility with distributed work. Responsibilities like quantitative research, model maintenance, and reporting tend to be most remote-friendly, while client-facing and trading-floor roles typically require in-office presence.
How can I get hired as a portfolio manager in Texas with little or no experience?
The most realistic entry path is through a financial analyst or investment analyst role at a Texas bank, asset management firm, or insurance company, where you build the modeling and research skills portfolio managers rely on daily. Firms like Fidelity Investments and JPMorgan Chase run structured analyst programs in Texas that funnel strong performers into portfolio management tracks. Completing CFA Level I and obtaining a Series 65 license through the Texas State Securities Board gives candidates a measurable edge even before their first portfolio management title.
Where can I find and apply to portfolio manager jobs in Texas?
You can find and apply to portfolio manager jobs in Texas on Migrate Mate, which lists current Texas openings across investment management, banking, real estate, and energy finance. Find roles that fit your experience and specialization and apply directly.
See All 51 Portfolio Manager Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Portfolio Manager Jobs