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2 results for Portfolio Manager in Fort Worth, TX
- Austin, TX
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily account reconciliation by comparing cash balances and holdings with custodian records and resolving discrepancies promptly.</p><p>• Administer account-level guidelines by tracking portfolio restrictions, cash reserve targets, and allocation parameters to help maintain compliance with client policies.</p><p>• Maintain trading and account instruction records, and follow trade activity through settlement by coordinating with brokers and custodians to address exceptions.</p><p>• Process operational account changes, including new account setup, account updates, closures, and maintenance of client information within portfolio administration systems.</p><p>• Handle corporate action events and support accurate billing by reviewing charges, investigating outstanding items, and responding to client inquiries related to invoices.</p><p>• Prepare and distribute recurring client correspondence, including quarterly communications and account statements, with a high standard of accuracy and timeliness.</p><p>• Coordinate custodian-related service requests such as account openings, cash movements, and account maintenance changes, while assisting clients with documentation and administrative follow-up.</p><p>• Develop client meeting and reporting materials by analyzing portfolio results against benchmarks, calculating growth trends, preparing presentation spreadsheets, and assembling final presentation packages.</p><p>• Monitor portfolio asset allocation and benchmark data to support ongoing adherence to investment policy expectations and reporting needs.</p><p>• Assist with audit, reporting, and class action support requests by gathering required information and delivering documentation to clients and internal stakeholders.</p>
- 2026-10-02T00:00:00Z
- 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.<br><br>Responsibilities:<br>• Direct installation projects through each phase, from kickoff and scheduling to closeout and follow-up.<br>• Provide day-to-day leadership for project supervisors and subcontracted partners to keep work aligned with quality and timeline expectations.<br>• Organize field logistics, material availability, project records, and regulatory documentation to support smooth execution.<br>• Visit job sites to assess progress, perform inspections, capture photos, and address operational issues in real time.<br>• Partner with internal teams such as Operations and Sales to coordinate priorities and maintain clear communication across departments.<br>• Oversee vendor and subcontractor compliance by tracking licensing, insurance, agreements, and related qualifications.<br>• Guide team performance through coaching, training, feedback discussions, and ongoing employee development efforts.<br>• Track budgets, schedules, service quality, and client satisfaction metrics while preparing updates and project reports.
- 2026-10-14T00:00:00Z