Senior Portfolio Manager
Insight Global
Insight Global is hiring a Senior Portfolio Manager for one of our largest reinsurance clients. The Portfolio Manager will oversee the administration of insurance and/or reinsurance accounts and contracts. Establishing and maintaining contractual data, processing the insurance and/or reinsurance account bookings, claims handling and manage the related cash flow. The Senior Portfolio Manager will also supports the underwriters in administrative activities related to the underwriting process. Roles and Responsibilities Manage the full administration of reinsurance/insurance accounts, including entering and updating contracts, Terms & Conditions, and ensuring accuracy across underwriting and accounting systems. Process and reconcile accounts and claims, investigate discrepancies with stakeholders (underwriters, claims experts, brokers, cedents), and maintain complete documentation in the DMS. Oversee an independent portfolio of medium to complex accounts, resolve complex issues, and provide mentorship and knowledge‑sharing support to junior team members. Handle all cashflow activities such as client bank account setup, incoming/outgoing payments, monitoring open balances, and performing required Internal Control System (ICS) checks. Ensure compliance with sanctions/embargo guidelines, support audit requirements, analyze client account data, produce reports for stakeholders, and maintain strong communication through internal and external meetings. Must Haves: 5+ years of experience in accounting and underwriting assistance and/or controlling within the insurance or reinsurance industry Advanced MS Office skills (focus on MS Excel and Power Query) Advanced analytical skills and accuracy Strong communication and team collaboration skills with both internal and external stakeholders and team members Strong problem solving skills and flexibility/adaptability to changes Plusses: Business Objects skills (SAP Business Objects/ SAP BO) Experience working with Power Bi and/or Tableau #J-18808-Ljbffr Insight Global
- Senior Portfolio ManagerGlobal Innovation | JBT MarelLocation: Boxmeer (NL),Aarhus (DK), Helsingborg (SE), Gardabaer (IS), Chicago or Lakeland (US)Build the Future of Portfolio Management at JBT MarelAt JBT Marel, we are transforming the future of food processing technology...SeniorFull timeWorldwide
$98.4k - $199k
...community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client...SeniorWork experience placementWork at officeLocal area- ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...and exceptional service. Sr. Credit Portfolio ManagerJob Description:This is an office... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorRotational programFull timeH1bWork at officeWorldwideFlexible hours
$127.6k - $191.4k
InforCapital, partnership in Chicago is looking for a Project Manager for People Operations Intake & Portfolio. The role involves owning the intake process, managing requests through Jira, and developing an AI agent to streamline workflow. Required qualifications include...SeniorFull timeContract work- U.S. Bank seeks a Wealth Management Investment Portfolio Manager to oversee individual and trust assets, aligning with client goals and firm guidelines. You will work with a Trust Officer to grow and retain Wealth Management relationships, using technology to improve efficiency...Senior
- William Blair in Chicago is seeking a Manager, PWM Fixed Income to shape and implement fixed income investment strategies for high-net-worth and institutional clients. You will lead portfolio construction, perform in-depth bond research, and present investment proposals...Senior
- Core Spaces seeks a seasoned Portfolio Manager for its Closed End Fund Series to lead strategy, oversight, and performance across our fund vehicles. You will shape portfolio construction, capital deployment pacing, and governance, partnering with Acquisitions, Asset Management...Senior
- Cross Street Group in Chicago is seeking a Portfolio Leasing Manager to lead leasing operations for multiple residential portfolios on behalf of third-party owners. You will mentor leasing staff, monitor metrics across markets, and coordinate renewals, pricing, and marketing...SeniorLocal area
- Capital One is seeking a Principal Associate in Portfolio Management within the Community Finance team in Chicago, IL. You will oversee risk management, performance monitoring, and liquidity for LIHTC and debt facilities, ensuring covenants and reporting requirements are...Senior
- Huntington Bank is seeking a senior Commercial Portfolio Manager III for Equipment Finance. The role underwrites large, complex facilities, analyzes financial statements and collateral, and guides risk decisions with independent judgment. Mentors junior team members and...Senior
$150k
A financial services firm in Chicago is seeking an experienced Commercial Portfolio Manager to manage a diverse loan portfolio. The successful candidate will maintain and expand relationships, manage credit underwriting, and ensure compliance with lending regulations. Ideal...Senior- A leading staffing firm is seeking a Senior Portfolio Manager in Chicago to oversee the administration of insurance and reinsurance accounts. The successful candidate will manage contracts, process claims, and handle cash flow activities while mentoring junior team members...Senior
$100k - $196k
About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue $25MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. .In this role, you will:Research...SeniorFull timeWork experience placementWork at office- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...Senior$97.74k - $147.65k
We are looking for a Portfolio Solutions Sr. Project Manager to join our team. This will be a hybrid role based in O’Fallon, Chicago, Alpharetta, or New York. Your Team Join the North American Portfolio Solutions team, where we focus on supporting delegated authority facilities...SeniorLocal areaFlexible hours$125k - $255k
DescriptionOverviewThe Sr Treasury Management Portfolio Manager for Pricing leads the strategy, development, and performance of the bank’s enterprise... ...within the Treasury Management (TM)organization. This senior leader oversees a portfolio that includes pricing...SeniorFull timeWork at officeRemote workWork from homeFlexible hours$125k
...jurisdictions. This role will work with the senior members of the fund administration team... ...client inquiries, product development, management and performance fee calculations, legal... ...of company products.Assist portfolio management teams regarding ad hoc portfolio...Senior- Alter Domus is seeking a Senior Fund Accountant / Assistant Fund Manager for our Real Estate Fund Administration team in Chicago. The role involves supervising... ...accurate financial reporting across real estate portfolios. The ideal candidate holds a Bachelor’s in...Senior
$130k - $160k
GCM Grosvenor is seeking a Fund Controller in Chicago who will manage fund accounting for private equity, real estate, and infrastructure investments. Ideal candidates will have a BA/BS in Accounting/Finance, 6+ years of relevant experience, and a CPA preferred. The role...Senior$76.96k - $125.84k
...specialties by the U.S. News & World Report.LocationSimpson Querrey Biomedical Research CenterJob DescriptionThe Research Financial Portfolio Manager, Senior is responsible for communicating accurate and timely financial data and providing financial advisement to principal...SeniorHourly payFull timePart timeWork experience placementWork at office- ...financial data clearly to partners and investors within a rigorous investment process in real estate. The successful candidate will manage fund reporting with CAO collaboration, review statements and allocations, and work with fund administrators on daily accounting,...Senior
$200k - $250k
...regulatory obligations. The ideal candidate will have over 10 years of experience in a private equity environment and be adept at managing relationships with various financial service providers. A compelling benefits package and a base salary of $200,000 - $250,000 plus...SeniorFull time$60k - $90k
...House" in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals... ...alterdomus.com Alter Domus is currently seeking a new Senior Fund Accountant to join our Private Credit Fund Administration...SeniorWork at officeLocal areaFlexible hours- ...Senior Fund Accountant At Ocorian, we're looking for a talented and detail-oriented... ...stakeholders, and supporting a diverse portfolio of investment structures. As part of... ...reporting packages. Calculate and review management fees, carried interest allocations, fund...Senior
$88.06k - $150.96k
...recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.Join Associated Bank as a Portfolio Manager and play a key role in managing and growing a diverse commercial banking portfolio. You'll partner with Relationship Managers...Full time- ...private markets alternative investment manager focused on industries and companies where... ...member of the Fund Accounting team, the Senior Fund Accountant – Credit will play a... ...including corporate accounting, operations, portfolio management, and compliance/legal teams....Senior
$60k - $105k
...House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals... ...more about life at Alter Domus at careers.alterdomus.com Senior Fund Accountant / Assistant Fund Manager (Real Estate)...SeniorLocal areaFlexible hours$88.8k - $165.6k
...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in... ...-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and...Full timeContract workPart timeWork experience placementWork at officeLocal area- Portfolio Manager, Private Asset ManagementThe Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Manager. Be the first to apply!
- funding manager Chicago, IL
- equity portfolio manager Chicago, IL
- fixed income portfolio manager Chicago, IL
- portfolio manager Chicago, IL
- senior portfolio manager Chicago, IL
- equity fund manager Chicago, IL
- fund accounting manager Chicago, IL
- hedge fund manager Chicago, IL
- senior maintenance supervisor Chicago, IL
- senior operations associate Chicago, IL


