Results for Portfolio Manager Jobs in Dallas, TX

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Portfolio Administrator

Austin, 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.
2026-10-02T00:00:00Z

Project Manager

Flower Mound, TX
onsite
Temporary to Hire
30.0865 - 34.837 USD / Hourly
We are looking for a Project Manager to join a growing operations team in Texas on a contract basis with the potential for a permanent role. This role will oversee field installation projects from initial planning through final completion, ensuring schedules, resources, and documentation stay on track. The ideal candidate brings strong leadership skills, operational discipline, and the ability to work across teams while maintaining a high standard of customer service and project execution. Responsibilities: • Direct installation projects through each phase, from kickoff and scheduling to closeout and follow-up. • Provide day-to-day leadership for project supervisors and subcontracted partners to keep work aligned with quality and timeline expectations. • Organize field logistics, material availability, project records, and regulatory documentation to support smooth execution. • Visit job sites to assess progress, perform inspections, capture photos, and address operational issues in real time. • Partner with internal teams such as Operations and Sales to coordinate priorities and maintain clear communication across departments. • Oversee vendor and subcontractor compliance by tracking licensing, insurance, agreements, and related qualifications. • Guide team performance through coaching, training, feedback discussions, and ongoing employee development efforts. • Track budgets, schedules, service quality, and client satisfaction metrics while preparing updates and project reports.
2026-10-14T00:00:00Z

Marketing Project Manager

Dallas, TX
onsite
Temporary / Contract
40 - 45 USD / Hourly
Marketing Project Manager – 3+ Month Contract, Hybrid in Dallas-Fort Worth, 40 hours a week!!Robert Half, Marketing & Creative is looking for a Marketing Project Manager for a client in the DFW area. The Marketing Project Manager will be managing schedules, budgets, creating timelines and allocating resources. Marketing Project Manager will be working with both marketing, design and development teams to complete campaigns and deliverables accordingly.
2026-10-13T00:00:00Z

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.
2026-09-21T00:00:00Z

Financial Planning & Analysis Manager

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to support strategic financial decisions through thoughtful forecasting, budgeting, and analytical insight. This role partners closely with commercial and operational teams to evaluate demand trends, guide pricing decisions, and strengthen inventory planning. Based in Plano, Texas, this position is ideal for someone who combines strong financial modeling skills with a practical understanding of business performance drivers. Responsibilities: • Build and maintain financial models that support forecasting, budgeting, and long-range planning activities. • Analyze sales patterns, customer demand, and inventory performance to improve planning accuracy and business decision-making. • Partner with sales and cross-functional stakeholders to translate market activity into actionable financial insights. • Develop pricing analyses that help the business evaluate product margin performance and revenue opportunities. • Prepare budgets, forecasts, and variance reports for leadership, highlighting risks, trends, and key drivers. • Support demand planning efforts by aligning financial expectations with inventory needs and operational assumptions. • Review inventory-related metrics and contribute to planning processes tied to stock levels and annual physical inventory activities. • Deliver clear recommendations to leadership based on financial analysis, scenario modeling, and business performance reviews.
2026-10-13T00:00:00Z

Manager of FP&A

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a strategic finance leader to oversee long-range planning and enterprise forecasting for our organization in Dallas, Texas. This role will guide the development of forward-looking financial insights, support capital planning decisions, and translate complex performance trends into clear recommendations for senior leadership. The ideal candidate brings strong modeling expertise, sound business judgment, and the ability to work effectively across finance and operational teams. Responsibilities: • Lead the ongoing management and enhancement of the company’s long-term financial planning model, ensuring reliability, precision, and scalability. • Oversee consolidated forecasting across key areas such as revenue, operating costs, capital spending, staffing, debt activity, and full financial statements. • Build scenario-based analyses that help leadership evaluate strategic options, investment priorities, and resource allocation decisions. • Work closely with Investor Relations to prepare earnings support materials, presentation content, and financial messaging for external stakeholders. • Partner with Treasury and Capital Markets teams to provide financial information needed for lenders, refinancing activities, and rating agency engagement. • Compare planning outputs against actual performance, approved budgets, and prior outlooks to identify meaningful shifts and trends. • Research significant variances and explain the operational or financial factors influencing changes in results. • Collaborate with Accounting, Operations, Construction, and business leaders to confirm assumptions and strengthen forecast inputs. • Improve reporting processes through stronger automation, clearer documentation, enhanced controls, and more consistent output formats. • Produce monthly and quarterly reporting materials, including variance reviews, executive dashboards, and board-level financial presentations.
2026-10-15T00:00:00Z

Project Manager Healthcare

Plano, TX
onsite
Temporary / Contract
75 - 85 USD / Hourly
We are looking for a Project Manager to support a healthcare initiative focused on building and launching a transportation reimbursement program for Medicaid patients in Louisiana. This is a Contract position based in Plano, Texas, and the person in this role will help shape a scalable operating model starting with an initial pilot site. The ideal candidate will bring strong experience in business process improvement, cross-functional project leadership, and operational documentation to turn an identified reimbursement opportunity into a repeatable, sustainable program. This is remote, with some travel to Louisiana. Responsibilities:• Evaluate existing transportation reimbursement activities to identify operational gaps, control weaknesses, and missed revenue opportunities.• Create and document improved end-to-end workflows that support accurate reimbursement capture and consistent execution.• Lead project activities from discovery through implementation, keeping milestones, deliverables, and stakeholder alignment on track.• Partner with internal departments and external vendors to coordinate processes, clarify responsibilities, and improve reimbursement flow.• Develop standard operating procedures, governance materials, and supporting documentation to strengthen process consistency.• Guide change management efforts by preparing teams for new ways of working and helping drive adoption across impacted groups.• Produce training resources and facilitate knowledge transfer so users can effectively follow the new procedures.• Build a repeatable framework that can be expanded from the pilot location to additional facilities in the future.
2026-10-15T00:00:00Z

Asset / Transfers Analyst

Dallas, TX
onsite
Temporary / Contract
35 - 39 USD / Hourly
We are looking for a detail-oriented Transfers Analyst for a Long-trem Contract position based in Dallas, TX. This role centers on examining transactional and behavioral data to uncover irregular patterns, strengthen anti-fraud efforts, and provide actionable insights to business partners. The ideal candidate brings strong analytical judgment, experience working with fraud-related datasets, and the ability to turn findings into clear recommendations. Key Responsibilities<ul><li>Review transfer documentation to ensure all paperwork is complete, accurate, and in good order.</li><li>Process and submit electronic and manual asset transfer requests, including ACAT and non-ACAT transactions.</li><li>Monitor transfers through completion and proactively follow up on outstanding requests.</li><li>Communicate with contra firms to resolve transfer delays, restrictions, and other obstacles impacting client requests.</li><li>Assist with daily operational reporting and tracking of transfer activity.</li><li>Research and resolve transfer-related issues while maintaining accuracy and service standards.</li><li>Identify opportunities for process improvements, efficiencies, and operational innovation.</li><li>Build strong relationships with internal teams and external partners to support a seamless client experience.</li><li>Ensure compliance with company policies, regulatory requirements, AML guidelines, and risk mitigation procedures.</li><li>Maintain detailed and accurate records within internal systems.</li></ul>
2026-10-14T00:00:00Z

8 results for Portfolio Manager in Dallas, TX