Last updated: 2025-05-22

47 Investment Finance jobs in Dallas.

Hiring now: Dir Investor Relations @ Greenbrier, Underwriting Technical Sp @ Argo, Sr Credit Underwriter @ Bank Of Am, Sr Asset Mgr @ Stronghold, Associate Corporate Portf @ Portage Po, Associate Asset Managemen @ Vwh, Principal Asset Mgr @ Blue Owl N, Acquisition Agent @ New Wester, Real Estate Asset Managem @ Sixth Stre, Land Acquisition Mgr @ Homebound.Explore more at at kaamvaam.com

🔥 Skills

financial analysis (13) financial modeling (11) real estate (8) portfolio management (6) communication skills (6) due diligence (5) collaboration (4) negotiation (4) underwriting (4) Asset Management (4)

📍 Locations

Dallas (37) Plano (3) Fort Worth (2) Irving (2) Colleyville (1) Frisco (1) Southlake (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

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…

Bank Of America

Senior Credit Underwriter Dallas
Skills & Focus: financial analysis, credit documentation, loan structuring, risk assessment, portfolio management, communications, collaboration, negotiation, underwriting, credit approval
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: 3-5+ years of commercial/private wealth management credit experience
Salary: $86,900.00 - $119,300.00 annualized salary
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to our employees.

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

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

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.
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

Stronghold Investment Management

Investment Associate Dallas
Skills & Focus: investment opportunities, financial analysis, due diligence, financial models, transaction underwriting, portfolio management, valuation, Monte Carlo simulations, data analytics, oil and gas industry
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: Three to five years of financial work experience
Salary: $100,000 - $200,000 USD (Total Compensation Range $125,000 - $400,000 USD)
Benefits: Market-competitive compensation, Fully paid benefits (Medical, Dental and Vision), Fully Funded HSA (with HDHP), 401k +…

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

Vwh

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

Allworth Financial

Director of Investment Operations Dallas
Skills & Focus: investment management, financial planning, portfolio accounting, data integrity, financial systems, process improvement, client satisfaction, team leadership, data analysis, regulatory compliance
About the Company: An independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. Established in Sacramento, C…
Experience: Minimum 5 years of experience in the financial services industry
Type: Full-time
Benefits: Medical, Dental, Vision insurance; Healthcare savings accounts with company contribution; Flexible working arrangements…

Invitation Homes

Analyst, Investment Dallas
Skills & Focus: real estate, financial modeling, investment properties, market analysis, underwriting, DCF, IRR, Cap Rates, NPV, market survey
About the Company: Invitation Homes is a publicly traded REIT that specializes in single-family rental homes, offering a range of services from leasing to property management. Th…
Experience: 2-5 years in financial modeling, real estate experience preferred
Salary: $46,050 to $79,820 per year
Type: Full-time
Benefits: Health, dental, vision, and life insurance; long-term and short-term disability; paid time off; 401(k) with matching; b…

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

Portage Point Partners

Vice President, Investment Banking // Restructuring Dallas
Skills & Focus: investment banking, restructuring, M&A, financial modeling, valuation analysis, liability management, transaction execution, bankruptcy, credit agreements, professional development
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 professional experience, including four plus years of investment banking transaction experience.
Salary: $400,000 - $600,000 a year
Type: Full-time

Hippo

Reinsurance Analyst Dallas
Skills & Focus: Reinsurance, insurance, analytical, data, collaboration, contracting, portfolio, management, financial strength, presentation
About the Company: Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We …
Experience: 3-6 years of insurance industry experience/expertise
Benefits: Multiple medical plans, 100% employer covered dental & vision plans, 401(k), disability, life insurance, FSA, EAP, equi…

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…

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

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)

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

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

Cushman & Wakefield

Manager, Financial Analysis Hub (Equity Debt & Structured Finance) Dallas
Skills & Focus: Financial analysis, Valuation modeling, Commercial real estate, Debt underwriting, Equity structuring, Capex analysis, Market analysis, Portfolio management, Process improvement, Automation
About the Company: Cushman & Wakefield is a global real estate services firm providing solutions for complex transactions including valuation, capital markets, legal, leasing, re…
Experience: 7+ years of Equity, Debt, and Structured Finance financial analysis and underwriting modeling experience
Salary: $119,000.00 - $140,000.00
Type: Full-time
Benefits: Health, vision, dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, …

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

Atlantichousingfoundation

Financial Analyst Dallas
Skills & Focus: financial analysis, modeling, cash flow, pro forma, market research, demographics, investment, due diligence, financial transactions, real estate

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…

Allworth Financial

Director of Investment Operations Dallas
Skills & Focus: investment, operations, portfolio, data, system, client, performance, team, process, compliance
About the Company: An independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management, with a focus on fee-based, f…
Experience: Minimum 5 years in the financial services industry
Benefits: Medical (Blue Shield, Kaiser), Dental, Vision, Flexible spending accounts, 401K, paid time off, holidays, equity purcha…

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…
Financial Analyst, Capital Markets (Multifamily) Dallas
Skills & Focus: financial analysis, capital markets, multifamily, valuation models, Excel modeling, market research, cash flow, investment analysis, property analysis, real estate
Experience: 0-2 years of financial analysis and Excel modeling experience, Capital Markets and/or multifamily underwriting experience a plus
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.

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

Aecom

Investor Relations Sr. Manager or Director Dallas
Skills & Focus: Investor Relations, Corporate Finance, Business Analysis, Financial Reporting, Competitor Analysis, Shareholder Targeting, Investor Engagement, Financial Planning, Communications, Analyst Relationships
Type: Full-time

Allworth Financial

Director of Investment Operations Dallas
Skills & Focus: investment management, financial planning, portfolio accounting, data integrity, system integration, process improvement, client satisfaction, team management, data analysis, regulatory compliance
About the Company: An independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management, with a focus on client well-…
Experience: Minimum 5 years in the financial services industry
Benefits: Medical, Dental, Vision, Flexible Spending Accounts, 401K, Flexible working arrangements, Paid time off, Holidays, Equi…

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

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…

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.

Berkadia

Senior Financial Analyst Dallas
Skills & Focus: financial analysis, Seniors Housing, real estate, P&L statements, data analytics, market intelligence, client presentations, Excel, VBA, Adobe Creative Suite
About the Company: Berkadia’s investment sales platform offers high-quality deal marketing resources and technology that marries local expertise with capital markets knowledge.
Experience: 3-5 years prior experience in a similar position
Benefits: Monthly paid volunteer hours, donation matching, Employee Resource Groups, fertility and family planning services, up t…

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

Bank Of America

Senior Credit Underwriter Fort Worth
Skills & Focus: financial analysis, credit documentation, loan structuring, risk assessment, portfolio management, communications, collaboration, negotiation, underwriting, credit approval
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: 3-5+ years of commercial/private wealth management credit experience
Salary: $86,900.00 - $119,300.00 annualized salary
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to our employees.

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…

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…

Public Storage

Manager, Real Estate Finance Plano
Skills & Focus: real estate, finance, underwriting, investment analysis, team management, data analytics, market analysis, financial analysis, training program, property investment
About the Company: Public Storage is a self-storage company that offers services for individuals and businesses. It has a presence in the real estate market with a significant ca…
Experience: significant experience in real estate investment analysis

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.

Federal Express Corporation

Assoc Financial Analyst Plano
Skills & Focus: financial expertise, analysis, operations, projects, proposals, business plan, capital plan, financial modeling, profitability studies, analytical skills
Experience: None or Two (2) years experience in Financial Analysis, Financial Planning, Business Consulting, Project Management, Accounting, Audit, or Operational Analysis
Salary: $3,891.60/month - $6,745.44/month
Type: Full Time
Benefits: health, vision and dental insurance, retirement, and tuition reimbursement

Aecom

Investor Relations Sr. Manager or Director Southlake
Skills & Focus: Investor Relations, Corporate Finance, Business Analysis, Financial Reporting, Competitor Analysis, Shareholder Targeting, Investor Engagement, Financial Planning, Communications, Analyst Relationships
Type: Full-time