Last updated: 2025-05-01

42 Investment Finance jobs in Dallas.

Hiring now: Dir Investor Relations @ Greenbrier, Quantitative Research Int @ Vwh, Specialty Asset Managemen @ Bank Of Am, Underwriting Technical Sp @ Argo, Originator @ Marcus Mil, Paraplanner @ Farther, Sr Financial Analyst @ Berkadia, Vice President Investment @ Portage Po, Sr Asset Mgr @ Stronghold, Ma Analyst @ Trusted Ho.Explore more at jobswithgpt.com.

🔥 Skills

financial modeling (8) financial analysis (8) communication skills (7) portfolio management (7) project management (5) real estate (4) Asset Management (4) client service (3) Underwriting (3) Portfolio Management (3)

📍 Locations

Dallas (32) Irving (3) Plano (3) Frisco (2) Colleyville (1) Fort Worth (1)
🔍 Go to full job search

Greenbrier

Director Investor Relations Colleyville
Skills & Focus: investor relations, financial communications, financial performance, stakeholder management, market analysis, regulatory compliance, strategic communication, c-suite collaboration, financial modeling, crisis management
About the Company: The Greenbrier Companies (NYSE:GBX) is powering the movement of products around the world as a leading designer, manufacturer and supplier of freight rail tran…
Experience: 5-7 years in investor relations and 3-5 years in FP&A and/or corporate finance.
Type: Hybrid

Vwh

Quantitative Research Intern Dallas
Skills & Focus: Quantitative, Research, Intern, Empirical Analysis, Statistical Models, Backtests, Investment Decision Making, Risk, Loan Performance, Mortgage

Bank Of America

Specialty Asset Management Associate II - Client Service Dallas
Skills & Focus: client service, specialty assets, fiduciary, real estate, private banking, collaboration, executive communication, investment performance, project management, analytical thinking
About the Company: Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. The company is committed to being a di…
Experience: 2+ years hands on experience working with High Net Worth or Affluent clients.
Salary: $75,000.00 - $125,000.00
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, and resources and support for employees.

Argo Group

Underwriting Technical Specialist, Construction, Middle Market Dallas
Skills & Focus: Underwriting, Construction, Middle Market, Broker Relations, Profitability, Marketing, Communication Skills, Analytical Skills, Portfolio Management, Customer Service
About the Company: Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. An innovative organization that’s sm…
Experience: 8 years of underwriting experience
Benefits: Comprehensive health, wellness, and financial planning options, includes dental, disability, life insurance, medical, v…

Marcus & Millichap Capital Corporation

Originator Dallas
Skills & Focus: debt sourcing, equity sourcing, permanent loans, bridge loans, construction loans, capital sources, commercial banks, CMBS lenders, insurance companies, private equity
About the Company: A subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)

Farther

Paraplanner Dallas
Skills & Focus: financial planning, wealth management, financial advisors, client experience, financial analyses, financial products, investment opportunities, risk assessments, financial planning software, RIA
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: 1-3 years of experience in financial services or wealth management
Type: Full-time
Benefits: Competitive comp package that rewards impact, Full health benefits + 401(k) matching & Roth options, Unlimited PTO

Berkadia

Senior Financial Analyst Dallas
Skills & Focus: financial analysis, Commercial Real Estate, Excel modeling, data analytics, market intelligence, P&L statements, market data, economic trends, demographic trends, presentation skills
About the Company: Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledg…
Experience: Three to five years prior experience in a similar position.
Benefits: Monthly paid volunteer hours and donation matching, Employee Resource Groups, Fertility and family planning services, U…

Portage Point Partners

Vice President, Investment Banking // Industrials Mergers & Acquisitions (M&A) Dallas
Skills & Focus: Investment Banking, Mergers and Acquisitions, Financial Modeling, Corporate Finance, Valuation Methodologies, Business Development, Client Relationships, Team Collaboration, High-Pressure Environments, Financial Advisory Services
About the Company: Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue …
Experience: Seven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred.
Salary: $400,000 - $600,000 a year
Type: Full-time

Stronghold Investment Management

Senior Asset Manager Dallas
Skills & Focus: Asset Management, Financial Planning, Investment Strategy, Maximizing Asset Value, Capital Allocation, Financial Optimization, Due Diligence, Risk Management, Stakeholder Engagement, Reservoir Engineering
About the Company: Stronghold Investment Management (“Stronghold,” “SIM,” or “the Firm”) is a technology-driven, vertically integrated investment manager focused on real-assets a…
Experience: 7-10 years of asset management, financial planning, or upstream oil & gas operations experience.
Salary: $150,000 — $180,000 USD
Type: Full-Time
Benefits: Market-competitive compensation, Fully paid benefits (Medical, Dental and Vision), Fully Funded HSA (with HDHP), 401k +…

Portage Point Partners

Associate, Corporate / Portfolio Valuations Dallas
Skills & Focus: valuation analysis, financial models, DCF, market multiple, market transaction, option pricing, client interviews, business development, team-based culture, communication skills
About the Company: Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market.
Experience: Minimum two years experience constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts and other intangible asset models
Salary: $110,000 - $210,000
Type: Full-time

Trusted Home Service Partners

M&A Analyst Dallas
Skills & Focus: M&A, analytical skills, due diligence, valuation analysis, investment review, purchase agreements, team player, Excel proficiency, communication skills, consulting firm
About the Company: Trusted Home Service Partners (“THSP”) is a private-equity backed, Dallas-based, customer-focused and people-centric group of home service businesses focused o…
Experience: 1-3 years of prior analyst-level experience in accounting, FP&A, investment banking, private equity, corporate development, or direct lending; or ideally with a top-tier consulting firm in due diligence or M&A
Salary: Highly competitive compensation consisting of base salary and an annual performance bonus
Type: Full-time
Benefits: Highly competitive compensation and annual performance bonus

Vwh

Associate, Asset Management Dallas
Skills & Focus: Asset Management, default servicing, due diligence, mortgage loans, REO, vendor management, collateral documents, performance monitoring, state regulations, Key Performance Indicators

Blue Owl (Nyse: Owl)

Principal Asset Manager Dallas
Skills & Focus: Asset Management, credit monitoring, financial analysis, covenant monitoring, compliance tracking, credit analysts, financial reports, negotiations, legal documentation, team leadership
About the Company: Blue Owl is a leading asset manager that is redefining alternatives, with over $250 billion in assets under management. The firm provides private capital solut…
Experience: 10+ years of experience at a commercial bank or investment firm with credit monitoring experience
Type: Full-time
Benefits: Equal Opportunity Employer

Bernstein Private Wealth Management

Private Wealth Associate Dallas
Skills & Focus: asset allocation, capital markets, portfolio analytics, wealth planning, client service, financial advisors, investment management, communication skills, analytical skills, team players
About the Company: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Experience: 1-2 years client service experience, financial services industry experience a plus
Type: Full-time

Uworld

CFA Content Specialist Dallas
Skills & Focus: CFA, content creation, finance education, question bank, collaboration, high-quality, curriculum blueprint, professional development, remote work, flexibility
About the Company: UWorld is dedicated to creating innovative educational content in the finance sector, particularly for CFA preparation, aiming to shape the future of finance e…
Experience: Minimum 3-5 years of experience in an investment or academic setting; CFA charter required
Salary: Competitive compensation (contingent on experience)
Type: Full-time
Benefits: Paid time off, parental leave, comprehensive benefits package including medical, vision, dental, life, and disability i…

Cushman & Wakefield

Manager, Financial Analysis Hub (EDSF) Dallas
Skills & Focus: financial analysis, capital markets, real estate, valuation modeling, banking, financial modeling, debt advisory, transaction management, team leadership, workflow processes
About the Company: Cushman & Wakefield’s Equity, Debt, and Structured Finance group is a premier capital markets team providing solutions for complex transactions on behalf of in…
Experience: 7+ years of Equity, Debt, and Structured Finance financial analysis and underwriting modeling experience; Commercial Real Estate experience required.
Type: Full time
Benefits: Cushman & Wakefield provides eligible employees with an opportunity to enroll in a variety of benefit programs, general…

New Western

Acquisition Agent Dallas
Skills & Focus: residential real estate, Acquisition Agents, investment real estate, ARV, BRRRR, Wholesaling, lucrative opportunities, rising interest rates, competitive market, dedicated team
About the Company: New Western is an award-winning team in the real estate investment sector.
Experience: 2+ years in residential real estate

Sixth Street

Real Estate Asset Management Associate Dallas
Skills & Focus: asset management, real estate, investment, financial modeling, commercial real estate, portfolio management, risk-adjusted returns, analysis, communication skills, project management
About the Company: Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growt…
Experience: At least 3 years of proven experience originating/investing in and/or asset managing commercial real estate equity (and/or credit) positions.
Type: Full-time
Benefits: Equal Opportunity employer, reasonable accommodation as needed.

Bank Of America

Commercial Credit Underwriter I-II Dallas
Skills & Focus: Credit worthiness, Financial analysis, Underwriting, Portfolio management, Credit policies, Complex client relationships, Credit solutions, Financial modeling, Loan structuring, Economic analysis
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…
Experience: 3+ years of solid experience in Commercial Banking performing financial analysis, structuring, underwriting and portfolio management
Type: Full-time

Invitation Homes

Sr. Analyst, Asset Management Dallas
Skills & Focus: investment reporting, portfolio analysis, capital budgeting, financial metrics, data analysis, market research, automation, investment management, data visualization, real estate cash flows
About the Company: Invitation Homes (NYSE: INVH) is the leading owner and operator of single-family rental homes in the United States with a portfolio of over 100,000 owned and m…
Experience: 2-4 years relevant work experience required
Salary: $61,650.00 - $106,860.00
Type: Full-time
Benefits: Annual bonus program, Health, dental, vision, and life insurance, Long-term and short-term disability insurance, Genero…

Bank Of America

Portfolio Management Officer II/III-Asset Based Finance Dallas
Skills & Focus: underwriting, credit transactions, financial analysis, portfolio management, term sheets, documentation, negotiation, collateral management, decision making, commercial credit
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 5+ years of solid experience in commercial credit underwriting, financial analysis and commercial loan portfolio management
Salary: $82,100.00 - $120,300.00
Type: Full-time
Benefits: We provide industry-leading benefits, access to paid time off, resources and support to our employees.

Busey Bank

Investment Portfolio Manager Dallas
Skills & Focus: investment strategy, portfolio management, fiduciary guidelines, client communication, relationship management, financial solutions, risk profile, portfolio rebalancing, business development, investment regulations
About the Company: Busey is a financial institution committed to delivering service excellence and providing a diverse and inclusive workplace, striving to recruit, develop and r…
Experience: 5+ years of investment management experience
Salary: $130,000 - $190,000/Year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan…

Sixth Street

Real Estate Asset Management Vice President Dallas
Skills & Focus: Asset Management, Real Estate, Investment, Commercial Real Estate, Business Plan Execution, Financial Modeling, Strategic, Portfolio Management, Risk-adjusted Returns, Collaboration
About the Company: Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growt…
Experience: At least 7 years of proven experience investing in and/or asset managing commercial real estate
Type: Full-time

Cim Group

Senior Analyst Dallas
Skills & Focus: Senior Analyst, loan asset management, commercial real estate, construction loans, bridge loans, credit vehicles, AUM, property types, asset management, financial analysis
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Experience: Senior
Type: Full-time

Vwh

Associate Portfolio Manager/Trader Dallas
Skills & Focus: portfolio management, trading activities, U.S. residential mortgages, securitized products, financing options, capital market executions, risk position, portfolio P&L, loan portfolios, senior management reports
About the Company: VWH opportunistically invests in U.S. residential whole loans and securities.

Yieldstreet

Investment Operations Manager Dallas
Skills & Focus: Investment Operations, Broker-Dealer, Financial Services, Project Management, SEC Regulations, FINRA Regulations, Alternative Investments, Accounting, Compliance, Reconciliation
About the Company: Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That…
Experience: 5+ years of experience in private capital focused on broker-dealer operations and financial operations
Salary: Competitive compensation packages including equity
Benefits: Health, dental & vision coverage with FSA/HSA options; Unlimited PTO; 401k Match; Paid lunch once a week; Commuter bene…

Busey Bank

Financial Planning Specialist Dallas
Skills & Focus: financial planning, Wealth Advisor, communication skills, analysis, numerical data, project management, Microsoft Office, Smartsheet, Certified Financial Planner, FINRA
About the Company: Busey is a community bank committed to serving with excellence and providing a variety of financial services.
Experience: 2 – 4 years in financial planning
Salary: $60,000 - $90,000/Year
Type: Full-time
Benefits: Competitive benefits package including 401(k) match, profit sharing, employee stock purchase plan, and more.

Homebound

Land Acquisition Manager Dallas
Skills & Focus: land acquisition, financial modeling, feasibility studies, real estate market analysis, zoning approvals, entitlement processes, negotiation, project management, communication skills, urban planning
About the Company: Homebound is on a mission to make it possible for anyone, anywhere, to build a home using technology. Created by an experienced team of construction, real esta…
Experience: 3+ years of experience in residential land acquisition or a closely related industry
Salary: $86K – $103K
Type: Full-time

Texas Residential, Llc

Acquisition Associate Dallas
Skills & Focus: residential real estate, acquisitions, market research, property valuations, financial modeling, negotiation, CRM systems, deal pipeline, investment properties, due diligence
About the Company: Texas Residential, LLC is a fast-growing real estate investment company focused on acquiring, renovating, and managing residential properties in Dallas, Texas …
Experience: 1–3 years of experience in real estate acquisitions, sales, or related field
Salary: $24,000 - $24,000 USD
Type: Full-time
Benefits: Competitive salary + performance-based bonuses, Health, dental, and vision insurance, PTO and flexible work arrangement…

Blue Owl

Associate - Real Estate Private Equity Accounting Dallas
Skills & Focus: financial reporting, consolidated financials, accounting principles, variance analysis, financial information, budgeting, cash requirements, internal controls, REIT rules, investment activity
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $250 billion in assets under management as of December 31, 2024, we…
Experience: 2+ years of private equity real estate accounting experience
Type: Full-time

Mohawk Industries

Real Estate Analyst Dallas
Skills & Focus: financial modeling, market research, portfolio analysis, real estate strategies, data-driven insights, asset performance, lease negotiations, occupancy cost analysis, performance evaluation, reporting tools
About the Company: Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries. …
Experience: 2-4 years’ relevant experience or equivalent education and/or experience.
Benefits: Company Match on 401k, Employee Purchase Discount, and Tuition Reimbursement.

Busey Bank

Wealth Advisor Dallas
Skills & Focus: relationship management, wealth management, financial planning, investment strategy, asset allocation, client communication, high-net-worth individuals, portfolio management, client service, finance
About the Company: Busey Bank provides personalized financial services and is dedicated to serving each of its customers with strength and integrity.
Experience: Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience
Salary: $113,000 - $145,000/year
Type: Full-time
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life i…

Marcus & Millichap Capital Corporation

Analyst Dallas
Skills & Focus: financial modeling, market due diligence, sponsor due diligence, offering memorandum, financing transactions, commercial real estate, debt origination, equity origination, transaction execution, analysis
About the Company: A subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) focused on commercial real estate debt and equity origination.
Type: Full-time

New Western

Acquisition Agent Fort Worth
Skills & Focus: residential real estate, Acquisition Agent, investment properties, ARV, BRRRR, Wholesaling, lucrative opportunities, competitive market, rising interest rates, demand growth
About the Company: New Western is a redefined real estate company specializing in investment properties.
Experience: 2+ years in residential real estate
Type: Full-time

T-Mobile Usa, Inc.

Risk Operations Manager Frisco
Skills & Focus: Risk Management, Credit Management, Financial Analysis, Portfolio Management, Collection, Underwriting, Business Process Analysis, Project Management, Communication, Relationship Building
About the Company: T-Mobile is committed to investing in its employees with a comprehensive Total Rewards Package, including competitive salaries and multiple wealth-building opp…
Experience: 7-10 years relevant work experience in Credit Management or similar Financial Management related role
Salary: $76,400 - $137,900
Type: Full Time
Benefits: Medical, dental, and vision insurance, flexible spending account, 401(k), employee stock grants, paid time off, up to 1…

Keurig Dr Pepper

Director, Investor Relations Frisco
Skills & Focus: investor relations, financial modeling, valuation analysis, communication skills, analytical skills, presentation building, corporate finance, equity research, investment banking, self-motivated
About the Company: Keurig Dr Pepper (NASDAQ: KDP) is a modern beverage company with a bold vision built to deliver growth and opportunity. They operate with a differentiated busi…
Experience: 10+ years
Type: Full-Time
Benefits: Robust benefits to support health and wellness as well as personal and financial well-being; professional growth and de…

Gartner

Sr. Manager, Global Portfolio Manager Irving
Skills & Focus: real estate, portfolio management, financial analysis, client, vendor, corporate real estate, customer focus, budgeting, KPI, data analysis
About the Company: At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective ins…
Experience: 5+ years of progressive lease transaction management and financial analysis experience.
Salary: 92,000 USD - 131,000 USD
Type: Full-time
Benefits: Gartner offers market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, and the oppo…

Mckesson

Lead Portfolio Analyst - Technology Irving
Skills & Focus: data modeling, PowerBI, analytics, portfolio management, project management, resource management, capacity planning, data visualization, stakeholder management, financial analysis
About the Company: McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and service…
Experience: 10+ years of experience, with at least 5+ years in data and analytics
Salary: $131,100 - $218,500
Benefits: Competitive compensation package, annual bonus, long-term incentive opportunities, health benefits, financial benefits,…

Signet Jewelers

Director, Real Estate Strategy & Analytics Irving
Skills & Focus: Real Estate, Analytics, Market Optimization, Financial Models, Data Visualization, Executive Summaries, Agile, Capital Investments, Predictive Analytics, GIS Capabilities
About the Company: Signet Jewelers is the world's largest retailer of diamond jewelry, operating more than 2,800 stores worldwide under the iconic brands: Kay Jewelers, Zales, Ja…
Experience: 10+ years of experience in Real Estate Analysis; 10+ years of experience managing market planning and analytic teams
Type: Full-time
Benefits: Competitive healthcare, dental & vision insurance; 401(k) matching after one year of employment; Generous time off + co…

Premier Trailer Leasing

Director of Industrial & Commercial Real Estate Plano
Skills & Focus: real estate portfolio management, lease negotiations, property acquisitions, financial management, budget management, compliance, risk management, asset value, market trends, branch development
About the Company: Premier Trailer Leasing is a 'USA Today Top Work Place' and one of the largest trailer leasing and rental companies in the nation, specializing in long-term le…
Experience: Minimum of 7 years in industrial and commercial real estate acquisition and portfolio management, with at least 3 years in a leadership role.

Citizens

Private Client Relationship Manager Plano
Skills & Focus: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture that supports our customers, colleagues, an…
Type: Full-time
Benefits: Citizens offers benefits and resources to support healthy habits and career growth.

Loandepot

Investor Reporting Analyst Plano
Skills & Focus: investor reporting, compliance, reconciliation, servicing agreements, Fannie Mae, Freddie Mac, Ginnie Mae, loan transfers, auditing, financial analysis
About the Company: loanDepot is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revol…
Experience: Minimum of six (5) + years of experience required in investor reporting
Benefits: Comprehensive benefits package including Medical/Dental/Vision, wellness program, generous paid time off.

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