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5 results for Portfolio Manager in Dallas, TX

Portfolio Administrator

Fort Worth, TX
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a Portfolio Administrator to support portfolio operations, client servicing, and reporting activities for a financial services team in Austin, Texas. This position plays a key role in maintaining accurate account records, coordinating with custodians and brokers, and preparing high-quality materials that support client relationships and investment oversight. The ideal candidate brings strong organizational skills, attention to detail, and the ability to manage time-sensitive administrative and compliance-related tasks in a fast-paced environment. Responsibilities:• Oversee daily account reconciliation by comparing cash balances and holdings with custodian records and resolving discrepancies promptly.• Administer account-level guidelines by tracking portfolio restrictions, cash reserve targets, and allocation parameters to help maintain compliance with client policies.• Maintain trading and account instruction records, and follow trade activity through settlement by coordinating with brokers and custodians to address exceptions.• Process operational account changes, including new account setup, account updates, closures, and maintenance of client information within portfolio administration systems.• Handle corporate action events and support accurate billing by reviewing charges, investigating outstanding items, and responding to client inquiries related to invoices.• Prepare and distribute recurring client correspondence, including quarterly communications and account statements, with a high standard of accuracy and timeliness.• Coordinate custodian-related service requests such as account openings, cash movements, and account maintenance changes, while assisting clients with documentation and administrative follow-up.• Develop client meeting and reporting materials by analyzing portfolio results against benchmarks, calculating growth trends, preparing presentation spreadsheets, and assembling final presentation packages.• Monitor portfolio asset allocation and benchmark data to support ongoing adherence to investment policy expectations and reporting needs.• Assist with audit, reporting, and class action support requests by gathering required information and delivering documentation to clients and internal stakeholders.
2026-08-03T00:00:00Z

Project Manager

Irving, TX
onsite
Temporary / Contract
33 - 36 USD / Hourly
We are looking for a Marketing Project Manager to support marketing-driven initiatives across teams in Irving, Texas. This Long-term Contract position will coordinate work spanning digital experiences, brand and creative services, product-related efforts, and campaign execution while partnering with stakeholders across the organization. The ideal candidate brings a strong background in managing complex timelines, aligning cross-functional contributors, and improving the way marketing projects move from planning through delivery. Responsibilities:• Lead project planning and day-to-day coordination for multiple marketing-related initiatives, ensuring priorities, milestones, and deliverables remain on track.• Partner with creative, digital, UX, product, and brand-focused teams to align schedules, dependencies, and expectations across concurrent workstreams.• Guide campaign and product launch efforts by organizing tasks, facilitating communication, and driving timely execution from kickoff through completion.• Collaborate with stakeholders and leadership to clarify scope, manage risks, and resolve blockers that could affect progress or outcomes.• Use Adobe Workfront to oversee projects, create reporting views, maintain dashboards, and improve visibility into team workload and status.• Evaluate existing workflows and recommend practical enhancements that strengthen efficiency, consistency, and platform adoption.• Support spend-related and operational initiatives by maintaining organized plans, tracking progress, and ensuring follow-through on agreed actions.• Drive meetings, status updates, and follow-up activities that keep cross-functional teams informed and accountable.• Manage several projects at once in a fast-paced marketing environment while maintaining high standards for communication and execution.
2026-08-07T00:00:00Z

Contracts Manager

Carrollton, TX
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for an experienced Contracts Manager to support legal and business teams with a wide range of commercial agreements in Carrollton, Texas. This role focuses on reviewing, negotiating, and improving contracts tied to construction, leasing, procurement, and vendor relationships while helping reduce contractual risk. The ideal candidate brings strong judgment, clear communication, and the ability to manage multiple matters in a fast-moving environment. Responsibilities: • Partner with business stakeholders throughout sourcing, negotiation, and agreement execution to provide practical contract guidance. • Examine draft contracts, amendments, releases, and service or supplier agreements to identify legal, compliance, and financial risk. • Mark up and negotiate commercial terms in construction-related and other operational agreements to protect company interests. • Maintain and refine standard contract forms so they align with current legal standards and internal practices. • Work closely with the legal team on daily priorities, escalations, and broader departmental initiatives. • Interpret contract language and technical documentation to confirm obligations, required provisions, and exposure areas. • Support timely contract turnaround by balancing responsiveness with careful issue spotting and follow-through.
2026-07-22T00:00:00Z

Finance Manager

Irving, TX
onsite
Temporary / Contract
57 - 66 USD / Hourly
We are looking for a Finance Manager to support enterprise planning, forecasting, and performance reporting for a leading food retail organization in Irving, Texas. This Long-term Contract position will focus on strengthening financial planning processes, improving analytics capabilities, and delivering meaningful insights that guide operational and strategic decisions. The role also partners across departments to maintain planning tools, enhance reporting quality, and support disciplined data governance across finance activities. Responsibilities: • Direct the planning framework for budgeting, forecasting, and long-range financial analysis by ensuring teams have reliable data, practical tools, and timely reporting resources. • Serve as the finance lead for modernizing business and financial analytics, including support for enterprise reporting solutions built on Microsoft Azure and Power BI. • Establish standards and oversight for analytics practices to improve consistency, accuracy, and governance across reporting and decision support activities. • Drive the rollout and ongoing use of departmental planning applications, including solutions that support long-range planning and forecast management. • Coordinate the companywide bi-monthly forecast cycle by gathering input from cross-functional stakeholders and evaluating changes against prior submissions. • Produce and maintain recurring management reports on daily, weekly, and monthly schedules to inform key business and operational decisions. • Translate business performance, leadership priorities, and strategic risks into clear financial insights that help senior leaders evaluate opportunities and make informed decisions. • Provide training and functional support for internal financial systems so users can apply planning and reporting tools effectively. • Perform variance analysis and financial modeling to identify trends, explain results, and support continuous improvement in finance processes.
2026-08-03T00:00:00Z

Account Manager

Arlington, TX
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
We are looking for a driven Sales - Account Manager to support customer growth and strengthen client relationships within a manufacturing environment in Arlington, Texas. This role focuses on inside sales activity, account support, and identifying new business opportunities while delivering responsive service to customers. The ideal candidate is comfortable managing multiple priorities, communicating clearly, and contributing to revenue goals through proactive outreach and follow-up. My client is hiring for an Account manager position. Strong inside sales backgrounds are being considered immediately. Account Manager – Arlington, TX (Hybrid | Direct Hire) 1-2 days in office once trained (60 day training is typical) Love helping customers and closing deals in the construction & building products industry? Join a tight-knit team that builds high-quality custom products with short lead times and a strong reputation.We’re seeking someone with excellent customer service skills and inside sales experience to manage accounts, handle quotes/orders, upsell, and grow revenue. Work alongside a great sales coach in a supportive small-company environment with real room to grow and strong leadership.Pay: $50–65k base + up to $8–10k bonus (industry experience lands at the top) Benefits: Competitive package included Schedule: Hybrid – only 1–2 days in office once trainedIf you’re organized, results-driven, and ready to make an impact, apply today. 1-5+ years of experience Joe.Faradie at roberthalf com for immediate consideration
2026-07-31T00:00:00Z