7 Results for Portfolio Manager Jobs in Plano, 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.
2026-10-09T00:00:00Z

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

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.
2026-10-07T00:00:00Z

Vendor Management

Coppell, TX
onsite
Temporary / Contract
35 - 42 USD / Hourly
We are looking for an experienced Vendor Management specialist to support contingent workforce operations. This is a long-term contract opportunity suited for someone who can step in quickly, manage supplier relationships, and bring structure to sourcing and contract activities. The role works closely with internal business partners and external vendors to improve service delivery, strengthen oversight, and drive consistent workforce program performance. Responsibilities: • Lead day-to-day coordination of contingent workforce requests, from intake through onboarding and assignment support. • Build and maintain productive partnerships with suppliers, service providers, and internal stakeholders to support business needs. • Guide the sourcing process by aligning hiring requests with the appropriate vendors and ensuring timely follow-through. • Manage contract-related activities, including preparing language, reviewing terms, supporting negotiations, and tracking renewals. • Monitor supplier performance through regular reviews, compliance oversight, and service-level evaluation. • Develop practical vendor strategies that reduce risk, improve quality, and increase value across the supplier network. • Provide clear communication and operational guidance to business teams throughout contingent workforce engagements. • Maintain organized records, reporting, and tracking processes to ensure visibility across supplier and workforce activity.
2026-10-06T00:00:00Z

FP&A Manager (contract)

Irving, TX
onsite
Temporary / Contract
75 - 75 USD / Hourly
We are looking for an FP&A Manager to join a team in Irving, Texas on a Long-term Contract basis. This position is suited for a detail-oriented finance specialist who can build reliable models, interpret operational and financial trends, and turn complex results into clear guidance for leadership. The role will contribute to forecasting, liquidity planning, performance reporting, and broader business planning efforts while working closely with partners across finance and operations.This is a 2-3 month contract positionHybrid work schedule (in office Monday, Tuesday, and Thursday)MUST HAVE Mortgage Servicing industry experience FP&A Manager (contract position):Responsibilities:• Build, refine, and maintain forecasting models that support financial planning, liquidity visibility, and overall business performance management.• Produce near-term and longer-range cash flow outlooks to help leadership evaluate business needs and make informed decisions.• Track daily and periodic cash activity, review liquidity patterns, and assess metrics that reflect financial health and operating performance.• Create scheduled and on-demand reporting materials that summarize results, trends, and key insights for senior executives.• Evaluate differences between projected and actual performance, determine underlying causes, and explain the impact of business drivers.• Convert financial findings into practical recommendations that support planning priorities and operational decision-making.• Collaborate with accounting, treasury, finance, and business teams to gather inputs, confirm assumptions, and improve forecast quality.• Contribute to budgeting cycles, periodic forecasts, annual planning efforts, executive presentations, board-level materials, and other strategic assignments.• Identify and implement improvements that strengthen reporting efficiency, increase model accuracy, and enhance financial planning processes.
2026-09-11T00:00:00Z

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>
2026-10-05T00:00:00Z

7 results for Portfolio Manager in Plano, TX