Model Portfolio Strategist — Institutional Clients
Goldman Sachs Group, Inc.
Goldman Sachs Asset Management seeks a Model Portfolio Specialist in Chicago to drive growth by selling multi-asset portfolio solutions to institutional clients. You will work with financial advisors, deliver investment solutions, and leverage data to identify opportunities. The role requires a Bachelor’s degree, strong communication, and the ability to work independently in a fast-paced environment. CFP/CIMA/CFA preferred and on-site collaboration is expected. #J-18808-Ljbffr Goldman Sachs Group, Inc.
- The Goldman Sachs Group in Chicago seeks a client‑facing investment professional to deliver multi‑asset portfolio solutions for institutional clients and financial advisors, leveraging GSAM’s global platform to build long‑term relationships. You will present investment...Suggested
$100k - $230k
...Management is an opportunity to help clients across the globe realize their potential... ...thoughtful investment solutions for institutional clients across the globe. Our diverse... ...Providing expertise on Goldman Sachs’s Model Portfolios to sell whole portfolio solutions to the...SuggestedFull timeTemporary workPart time- ...management, dedicated to delivering exceptional client service and innovative investment... ...strategies and services. As a Model Portfolio Specialist within the dynamic team at JPMorgan... ..., one of the oldest financial institutions, offers innovative financial solutions...Suggested
- Goldman Sachs seeks a Model Specialist in Chicago to drive growth of our Model Portfolio business with financial advisor partners. You will sell full portfolio solutions... ...Asset Management's multi-asset solutions through client meetings and events. Ideal candidates bring 5+...Suggested
- Goldman Sachs Asset & Wealth Management is seeking a Model Specialist to drive growth in model portfolios and enrich client relationships across the advisor channel. You will present comprehensive portfolio solutions, leverage data insights, and collaborate with tech partners...Suggested
- JPMorgan Asset Management seeks a Model Portfolio Specialist to support client advisors and promote model portfolio sales across the Central Division. You will collaborate with advisors to implement portfolios, leveraging MAS views and market insights. You will manage...
- ...trillion in AUM.* Our clients include individual... ...scheme members and global institutions, who invest alongside... ...within client portfolios, 2) being client-led... ...solutions focus. Client Strategists lead client servicing... ...and portfolio modeling systems, ensuring alignment...Full timeTemporary workLocal areaWorldwideFlexible hours
- Goldman Sachs Asset Management is seeking a Model Specialist in Chicago to drive growth in its multi-asset Model Portfolios business. You will sell whole portfolio solutions... ...and portfolio construction. With 5+ years of client-facing experience, you’ll deliver GSAM...
- Goldman Sachs, Chicago, is seeking a seasoned Client Solutions professional to drive model portfolio solutions for large advisor networks. You will present multi-asset investment ideas, tailor portfolios, and lead discussions with financial professionals to foster long...
- Northern Trust Corp in Chicago, IL is seeking a Multi-Asset Portfolio Specialist to serve as a conduit between investment professionals, clients, and distribution partners. You will articulate investment philosophy, portfolio positioning, market views, and construction...
- ...operate in a high-functioning team environment, handling platform trade order processing, platform client communications, investment manager model delivery trading, and portfolio accounting system administration. This full-time role offers benefits and advancement...Full time
$164.6k - $288k
...award-winning financial institution that has been in... ...’s most sophisticated clients using leading technology... ...Senior Balance Sheet Strategist is responsible for leading... ...Liquidity, Investment Portfolio, and Funding desk, as... ...enhancement of balance sheet models, data infrastructure,...Full timeH1bWork at officeWork from homeFlexible hours$85k - $110k
Officer, Model Risk Management page is loaded## Officer, Model Risk... ...banking roots. We serve clients in all 50 states with more than... ...Wintrust is a $66 billion financial institution based in Rosemont, Illinois,... ...Benchmarking for material portfolios.* Maintain status updates and...Temporary workRemote workFlexible hours- Bayer CropScience Limited is launching a new Institutional & Specialty Sales team for Asundexian, a next-gen stroke prevention therapy. As a Pharmaceutical Sales Representative, you will drive clinical adoption and build vital relationships across the Chicago area. Ideal...
- C.H. Robinson in Chicago, IL seeks a Capacity Portfolio Manager - I to manage over-the-road carrier accounts, drive growth, and ensure carrier satisfaction using digital and manual booking solutions. You will analyze carrier goals, negotiate capacity, and lead reviews to...Worldwide
- Ia Collaborative, Llc is seeking a Senior GenAI Solutions Strategist to research, design, and deploy innovative GenAI solutions for diverse clients. You will balance user needs with technical implementation, collaborate with internal teams, and contribute to business development...Work at officeVisa sponsorship
$100k - $120k
...engagements for a diverse range of clients—from established institutions navigating hybrid work to... ..., developing emerging strategists, and defining what... ...space calculations, scenario modeling, test fits, occupancy... ...programming, real‑estate portfolio strategy, or management consulting...Full timeWork at officeLocal areaFlexible hours- A leading insurance and consulting firm in Chicago is seeking an Enterprise Client Leader to enhance relationships with its most strategic clients. This role involves driving growth, ensuring retention, and collaborating with various stakeholders. The ideal candidate will...
$100k - $120k
...term position includes overseeing operations, managing budgets, and fostering partnerships while driving the overall strategy of the institute. The role requires significant administrative and supervisory experience to ensure effective operational processes and compliance....- The Kitchen North America is seeking a Senior Strategist to lead day-to-day strategic work across multiple brands within the Kraft Heinz portfolio from Chicago. You will shape occasion-based campaigns and drive shopper-focused plans, translating insights into big ideas...
- A leading client success firm is seeking a Client Onboarding & Deployment Strategist to enhance the adoption of their self-guided touring solutions across multifamily communities. Responsibilities include leading onboarding for new clients, conducting training for leasing...
- Bristol Myers Squibb is seeking a Senior Institutional Mental Health Account Specialist, Neuroscience, to drive engagement with Community Mental Health Centers, Certified Community Behavioral Health Centers, and Hospitals across the Chicago area. You will promote approved...
$100k - $120k
ROLE: SENIOR STRATEGIST (PORTFOLIO/RETAIL) TEAM: THE KITCHEN NORTH AMERICA LOCATION: CHICAGO COMPANY OVERVIEW: The Kitchen brings together a range of disciplines and capabilities. It's a team of creatives, producers, data analysts and social experts working together to...Live in- Swiss Re is seeking an Underwriting Portfolio Manager to shape the underwriting portfolio and advise on capital allocation decisions. You will analyze portfolios using Palantir and other analytics platforms, test hypotheses, and translate data into actionable portfolio...
- ...a Sr. Treasury Advisor to drive consultative sales and relationship management for treasury and payment solutions. You will manage client engagement, lead generation, and execution of implementation activities while ensuring regulatory compliance and optimal cash flow...
- ...analyze credit information and support lending decisions for a portfolio of clients. You will perform financial analysis, evaluate risk,... ...relevant experience, a Bachelor's degree, and proficiency with financial modeling and MS Office. #J-18808-Ljbffr Bank of Montreal
$145k - $172.5k
...develop the HOLT systematic equity valuation model and downstream analytics• Analyze... ...scorecards, frameworks and datasets for client use• Research and enhance methodologies... ...franchise and brand recognition across major institutional investors, hedge funds and wealth...Full timeFlexible hours- ...technical expertise to meet clients where they are and guide them... ...outcomes.We are seeking a Migration Strategist to serve as one of our... ...Migration offerings and service portfolio.What You’ll Bring* Bachelor's... ...including ETL/ELT, data modeling, pipeline architecture, cloud...Temporary workLocal area
$88k - $124k
Build and manage relationships with clients virtually or face to face by meeting with multiple clients on a daily basis and develop an... ...advertisers, agencies, or clients.Ability to manage and prioritize a portfolio in an advertising or media sales context, and achieve goals to...$88k - $125k
Identify and build trusted relationships with key client decision-makers, engage effectively (often virtually) to understand their business... ...quality agreements, and align on ambitious goals that maximize portfolio value and contribute to quarterly growth goals.Build Google Ads...
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