32 financial analyst jobs found in Dallas, TX

About this role Fund Administration is responsible for all administration work surrounding a specific fund or group of funds. As an Analyst, you will be part of a high impact team focused on delivering exceptional customer service within the Tax & Compliance group. Reporting to a Vice President and working closely with team Associates, you will be responsible for the delivery of timely, accurate and high-quality tax information and administration support for our clients' tax and compliance reporting. You will have the opportunity to pursue and cultivate a rewarding career with a forward-thinking organization. As an Analyst, you will have the ability to start adding value to the Tax and Compliance operation. People are at core of all that we do - based on the consistent achievement of Key Performance Indicators (KPIs), there are opportunities for development and career progression. This role ideal for a recent Business/Account graduate looking to start their career within...

First Horizon National Corporation Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. Reports To: Head of Strategic Initiatives, Consumer Banking About the Role As a Data Integration Analyst at First Horizon, you will play a key role in enhancing the measurement capabilities of our consumer and small business banking teams. This includes collecting, verifying, and integrating monthly performance data from across the bank into a logical, scalable database to support scorecards, dashboards, and key metrics. A critical aspect of this role involves leveraging your expertise in geographic information systems (GIS) to support geospatial analysis and mapping, including the implementation of new GIS tools currently under development. The ideal candidate will have a strong grasp of data workflows, database design, and the ability to transform complex datasets into actionable insights through...

First Horizon National Corporation Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. Reports To: Head of Strategic Initiatives, Consumer Banking About the Role As a Data Integration Senior Analyst at First Horizon, you will serve as a strategic partner to Consumer and Small Business Banking leadership, driving data-informed decision-making through robust integration and analysis. You will lead efforts to collect, validate, and synthesize performance data across the bank into scalable, centralized systems that power scorecards, dashboards, and key metrics. Your expertise in geographic information systems (GIS) will be instrumental in advancing geospatial analytics and supporting the rollout of new GIS tools. This role requires a strong command of data architecture, visualization, and cross-functional collaboration to deliver actionable insights that shape strategic initiatives....

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Artificial Intelligence Technology Product Owner is responsible for managing the development and delivery of various Artificial Intelligence products and services supporting IT and Business partner initiatives. The Artificial Intelligence Technology Product Owner works closely with the product team, which consists of AI Analysts, AI Engineers, Data Scientists, Data Architects, Front End Developers, and other cross-functional teams (both internally to IT as well as the business), to define the product vision, a business and technology roadmap, features, and user stories. The Technology Product Owner also...

Lincoln Property Company Lincoln Property Company ("Lincoln") is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years. Primary Responsibilities Acquisitions & Investments Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations....

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING! This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below. "Beware of scams. S3 never asks for money during its onboarding process." Job Title: Alts Private Portfolio Services Analyst Contract: 5+ Months Hybrid Schedule Location: Dallas, TX 75201 Job ref# 242698 Job Description: Operational risk management of the firm's cash flows related to lending and trading activities. Settlement functions include support of trading/sales, settlement execution and daily reporting while accurately managing the firm s books and records. Perform regular due diligence by evaluating client payments inbound and outbound globally Leverage analytical skills by reviewing legal documents and ad-hoc reports for the client and internal business groups Display your ability to function as a team...

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING! This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below. "Beware of scams. S3 never asks for money during its onboarding process." Job Title: Investment Guidelines Analyst Location: Dallas TX Hybrid Work (2-3 days on site a week) Duration: 6+ Months Job ref# 242011 Job Summary and Responsibilities: Work on a team in Dallas that is responsible for post-trade guidelines exceptions monitoring, resolution and reporting Perform daily portfolio and trading surveillance to ensure that AWM meets client stipulated guidelines and applicable regulations across all types of financial instruments and portfolio management strategies Partner with the AWM business for investment guideline related issues covering a range of client accounts and funds with the shared goal of risk mitigation...

NorthMarq Investment Sales Analyst - Commercial Real Estate Northmarq - Dallas, TX Northmarq is seeking an Investment Sales Analyst in their Dallas, TX office to join an active and top performing multifamily brokerage team. The candidate must have prior experience within the commercial real estate industry, and an intimate familiarity with multifamily investments is preferred. The individual will be expected to tour properties with investment sale team members and subsequently interpret the physical and financial information into a comprehensive marketing strategy that will be used in all relevant materials shared with clients. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply. The individual must be able to efficiently manage a variety of responsibilities for each individual assignment with the ability to work both independently and cohesively within a team...

Truist Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Grade: 110 Please review the following job description: Resolves complex technical issues for Truist's Network applications. As a Lead Infrastructure Engineer on the Mainframe Engineering Team, this SME role will be responsible for enterprise level expertise with zOS Products that includes all maintenance and support of those software items pertaining to the installation / configuration / administration and support. Please note that for this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.) ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week This role can be located in Dallas, Cleveland or New York. Business Overview: The Customer Advocacy Complaints Team supports the Service Experience Value Stream through complaint review for life, variable, and annuity products, as well as select horizontal teams including Product Interviews/Onboarding, Suitability, and the Regulation 60 unit. The Research and Resolution team manages customer and agent escalations through to completion, including direct communication on outcomes. This role also oversees the In-Force Illustrations team, responsible for delivering policy illustrations for agents. Role Overview: The Corporate Vice President must demonstrate strong leadership; deep product and process knowledge; strong problem-solving, conflict-resolution, and communication skills; and a continuous improvement, customer- and agent-centric mindset. The CVP will guide Senior...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Solution Architect is accountable for ensuring that solution designs support sound financial accounting practices,accuratefinancial reporting, and audit-ready outcomes.The Solution Architect is the senior functional and technical authority for Microsoft Dynamics 365 Finance and Supply Chain implementations. This role owns solution design frompre-salesthrough delivery, ensures alignment to client business outcomes, and leads consultants through successful execution. The Solution Architect acts as a trusted advisor to client stakeholders, partners closely with Program Managers, and ensures solutions are scalable, supportable, and aligned with Arctic IT best practices. Responsibilities: ESSENTIAL FUNCTIONS: Solution Ownership Own end to end solution design for Dynamics 365 F&SCM implementations Translate business requirements into scalable functional and technical designs Align thesolution...

First Horizon National Corporation Location: On site in Houston, TX and Dallas, TX Job Description: This position serves as a Senior Credit Officer for C&I credit requests to Commercial and Private Client borrowers in the West Region (markets located in Texas, primarily Houston and Dallas/Ft. Worth). This position evaluates credit requests for existing borrowers and prospective clients, reviews annual analyses, identifies potential and emerging credit risks, and performs proactive portfolio management through ongoing monitoring. Some travel to call on clients/prospects with the line is required. Duties and Responsibilities: Review credit packages, assist in structuring, and decision requests for existing borrowers and prospects. Provide recommendations and feedback to the line teams regarding specific loan requests as well as overall portfolio management. Evaluate existing borrower and prospective credit requests within established standards. Ensure that...

Guild Mortgage Essential Job Functions: Originate self-sourced reverse mortgages and other mortgages as a Loan Officer and close at least two (2) loans a quarter. Obtain accurate and thorough 1009 and other application documents. Collect supporting documentation from borrower Obtain executed disclosures within regulations time frame. Analyze credit report and financial scenario, determining appropriate loan product(s). Determine (price) a profitable loan and communicate fees to ops team. Submit a complete loan package to processing. Review Closing Docs and participate in the closing when necessary Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Visit assigned branches in person at least once per month. Provide Mentor services for assigned branch...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Collections Agent plays an important role in the organization by performing a variety of activities directly related to the company’s loan counseling functions. The role is primarily responsible, under direct to moderate supervision, to assist homeowners through inbound and outbound calls in a high-volume call center environment to determine the best possible method to address early defaults using a variety of collections and workout solutions. The primary objective of this role is to collect payments or aid homeowners experiencing a financial hardship. Compensation This role is a non-exempt...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Senior DataOps Engineer is responsible for executing the organization’s data management and storage system strategy ensuring timely access to secure, resilient, scalable, and accurate data. The role is responsible for designing, implementing, and maintaining the infrastructure and tools necessary to support our data pipelines and storage systems, as well as improving our monitoring, automation, and deployment processes. Additional responsibilities include building and maintaining ancillary systems and solutions that enhance the security, stability, availability, and performance of data pipeline and...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary A Compliance Analyst II, Fair Lending is responsible for ensuring that an organization complies with fair lending laws and regulations. They analyze lending data, identify potential fair lending risks, and develop strategies to mitigate those risks. They conduct audits and reviews to ensure compliance with fair lending policies and procedures. Additionally, they provide guidance and training to staff members on fair lending practices and regulations. Compensation This role is an exempt position with a Targeted Salary Range of $55,000 to $83,000 annually. Compensation at Guild is influenced by a...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Internal Product Sales Representative plays an important role in the organization by supporting a number of activities related to the company’s Capital Markets functions. The Internal Product Sales Representative drives mortgage production in Guild’s retail channel by providing expert loan structuring, product guidance, and training to field teams. This person responds immediately to loan scenarios, identifies opportunities to bring brokered business in-house, and delivers feedback to enhance Guild’s product strategy. This role serves as the key link between Loan Officers, operations, and product teams,...

First Horizon National Corporation Location: On site at location listed in job posting. Schedule: Monday through Friday, 9:00am to 5:00PM Summary The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files Ability to convey technical information in a way that is easy for others...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Corporate Initiatives Analyst plays an important role in the organization by performing a number of activities related to the company’s corporate functions. The role, under the direction of the Director of Corporate Initiatives, will support stakeholders across Corporate with projects, reporting and ad-hoc requests. Some ongoing initiatives that will be supported by this role include but are not limited to, portfolio retention reporting, reporting and analyzing the effectiveness of marketing campaigns, production, sales and FTE reporting. Additionally, this role may support any initiative that aligns...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loss Mitigation (LM) QC Specialist plays an important role in the organization by performing a variety of tasks related to the company’s Loss Mitigation functions. The role is responsible for acting as Quality Control subject matter expert in the Loss Mitigation area, including Call Quality monitoring activities. The LM QC Specialist performs a secondary review of Loss Mitigation evaluation decisions, including cancelation, approval, or denial outcomes. This position requires expertise in performance of financial evaluations, timeline management and understanding of regulatory, investor, or insurer...