Portfolio Specialist Salary in Dallas, Texas

How much does a Portfolio Specialist make?

As of December 01, 2024, the average annual pay of Portfolio Specialist in Dallas, TX is $121,647. While Salary.com is seeing that Portfolio Specialist salary in Dallas, TX can go up to $161,676 or down to $88,084, but most earn between $104,079 and $142,600. Salary.com shows the average base salary (core compensation), as well as the average total cash compensation for the job of Portfolio Specialist in the United States.

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Salary range for a Portfolio Specialist

$104,079 to $142,600

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Portfolio Specialist

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Job Openings for Portfolio Specialist in Dallas, TX

What does a Portfolio Specialist do?

Common responsibilities of a Portfolio Specialist

Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

March 08, 2023

Assist in coordinating and managing requirements gathering, analysis, evaluation and recommendation of proper implementation of intelligence and/or law enforcement program directives ensuring state-of-the-art methodologies to address emerging wireless technologies.

December 17, 2022

Review cross-product margining cash movements daily to ensure collateral calls are in line with internal projections and dispute where necessary.

February 02, 2023

Completes the most complex re-balancing tasks across different accounts using various tools, models, and portfolio optimization technique.

March 01, 2023

Demonstrated understanding of and ability to deliver content regarding behavioral finance concepts and their application in a financial planning and investment setting.

March 11, 2023

Prepare investment strategies updates for presentation to internal and external audiences, including clients, consultants and prospects, by portfolio managers, client management, and business development colleagues.

March 14, 2023

Provide input to Investment Professionals, Relationship Management teams, and Product Management to support the development and promotion of current and prospective product offerings.

April 08, 2023

Develops marketing themes and sales ideas with the distribution team and addresses topical issues by creating documents that can be used internally and externally.

May 09, 2023

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Portfolio Specialist Salary By Experience Levels in Dallas, TX

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RELEVANT JOB EXPERIENCE

Length of experience is a pay differentiator. Those with greater experience may have an advantage in negotiating salary. For those with less experience, other factors such as education or special skills could impact your pay. Please visit Professional Salary Report for more details.

Portfolio Specialist Salary By Level of Education in Dallas, TX

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LEVEL OF EDUCATION

Depending on the job, educational levels may have a significant impact on pay levels. Be informed and understand how things like education and certifications can help to increase potential earnings for the career you are interested in. Please visit Professional Salary Report for more details.

Average Salary Range for Portfolio Specialist in Dallas, TX

Average Base Salary

Core compensation

104079

142600

121647

Average Total Cash Compensation

Includes base and annual incentives

117011

159396

138476

What is the average salary for Portfolio Specialist in 2024?

These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Portfolio Specialist in Dallas, TX. The base salary for Portfolio Specialist ranges from $104,079 to $142,600 with the average base salary of $121,647. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $117,011 to $159,396 with the average total cash compensation of $138,476.

View Average Salary for Portfolio Specialist as table

	Average Salary	Average Salary Range
Base Salary	$121,647	$104,079 - $142,600
Bonus	$16,830	$12,932 - $16,796
Total Pay	$138,476	$117,011 - $159,396

* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.

* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.

Portfolio Specialist Salary Near Dallas, TX

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Dallas, TX
CITY, STATE Garland, TX	AVERAGE SALARY RANGE $104,764 - $143,539	COMPARE TO Dallas, TX
CITY, STATE Grand Prairie, TX	AVERAGE SALARY RANGE $104,540 - $143,231	COMPARE TO Dallas, TX
CITY, STATE Irving, TX	AVERAGE SALARY RANGE $104,764 - $143,539	COMPARE TO Dallas, TX
CITY, STATE Richardson, TX	AVERAGE SALARY RANGE $104,764 - $143,539	COMPARE TO Dallas, TX
CITY, STATE Mesquite, TX	AVERAGE SALARY RANGE $104,652 - $143,386	COMPARE TO Dallas, TX
CITY, STATE Carrollton, TX	AVERAGE SALARY RANGE $104,708 - $143,462	COMPARE TO Dallas, TX

See salaries for Portfolio Specialist in locations close to Dallas, TX. Pay for the same job may vary based on the location and on the location and on other factors such as the size of company, the industry, and other local conditions.

About Dallas, Texas

Dallas (/ˈdæləs/), officially the City of Dallas, is a city in the U.S. state of Texas and the seat of Dallas County, with portions extending into Collin, Denton, Kaufman and Rockwall counties. With an estimated 2017 population of 1,341,075, it is the ninth most-populous city in the U.S. and third in Texas after Houston and San Antonio. It is also the eighteenth most-populous city in North America as of 2015. Located in North Texas, the city of Dallas is the main core of the largest metropolitan area in the Southern United States and the largest inland metropolitan area in the U.S. that lacks ...

Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia

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The Portfolio Specialist job could be listed using titles that are not exactly the same, but actually are for the same or very similar job. Here are some job titles in Dallas, TX that might be a good fit for the type of job and salary you are looking for.

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