Senior Investment Associate - Portfolio & Client Solutions
001 The Northern Trust Company
Northern Trust is seeking a Sr. Investment Associate to handle all administrative aspects of client portfolios, including file setup, reporting, and certificate processing. You will support Investment Advisors, prepare material for reviews, and ensure accuracy with proprietary tools. The role requires strong analytical and communication skills, 1–3 years in financial services, and CFA/ CFP coursework. A discretionary bonus program and comprehensive benefits are offered. #J-18808-Ljbffr 001 The Northern Trust Company
- Northern Trust Corp is seeking a Sr Investment Associate in Chicago to manage administrative aspects of portfolios, prepare client materials, and support Investment Advisors. You will retrieve reports from multiple systems, set up client files, and process requests while...Senior
- Mercer, a Marsh & McLennan company, seeks a Senior Investment Consultant to advise institutional clients and optimize fiduciary outcomes. You will lead capital market analyses, construct portfolios for large clients, and present updates to executive committees. The role...SeniorWork at office3 days per week
$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$128k - $192k
...Make an Impact As Senior Principal of MarTech on the Client Engagement team at... ...’s data & tech solutions for an enterprise... ...represent how solution investment brings value to... ...Cloud products and associated services. What You... ...’s comprehensive portfolio of capabilities across...SeniorLocal areaFlexible hours$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$140k - $190k
...goals is the best way to help our clients and advance our business. We take that... ...career. Join us as a Client Portfolio Manager The BBH Investment Research Group (IRG) is the centralized... ..., specialist expertise, technology solutions and partnership approach to client...Work at officeLocal area- ...Illinois. In this role, you will have the freedom to offer solutions from a comprehensive portfolio of financial products while leveraging a strong network... ...of professionals. Responsibilities include prospecting clients, maintaining relationships, and providing tailored...
$96.5k - $207.5k
Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager in Chicago, Illinois to oversee transactions and portfolio management. This role requires maintaining accountability for risk while ensuring a positive customer experience. The ideal candidate will...Senior- ...role. You will lead the structuring, underwriting, and closing of credit solutions for assigned clients, coordinating with Relationship Management and Credit Admin. You will also manage portfolios, mentor junior staff, stay ahead of market trends, and ensure credit quality...Senior
$128k - $192k
Job Description How You ’ll Make an Impact As Senior Principal on the Client Success: Marketing Solutions team at Epsilon, you’ll serve as the primary point of... ...Epsilon People Cloud products and ensure strong associated services delivery. What You’ll Achieve Represent...SeniorTemporary workFreelanceLocal area$105.4k - $124k
Credit Portfolio Manager, Professional Services and Contractors - Institutional Client Group Location: Chicago, IL (Pay Range: $105,400.00 - $124,000.00) Join U.S. Bank and make a difference. We are an Equal Opportunity Employer and welcome applicants from all backgrounds...Temporary workFor contractorsWork experience placement- ...experienced Wealth Advisor to deliver advisory-based sales and holistic financial planning to a portfolio of clients. You will lead client reviews, craft integrated solutions, and coordinate experts to meet client needs while pursuing regional growth targets. The role...Senior
$150k - $170k
Job Description The Senior Investment Associate is responsible for the origination... ...for L&G Asset Management clients. This role will be... ...managing a growing global portfolio of more than $30 billion.... ...and to develop investment solutions for borrowers and other market...SeniorFull timeTemporary workLocal areaFlexible hours$150k - $170k
...trillion in AUM.* Our clients include individual... ...global institutions, who invest alongside L&G’s own... ...Job Description The Senior Investment Associate is primarily... ...discussing pipeline and portfolio updates with clients... ...clients, and help the solutions team develop new...SeniorRotational programFull timeTemporary workLocal areaWorldwideFlexible hours$150k - $170k
Senior Investment Associate - Corporate Debt Full‑time Permanent/Regular or Fixed... ...533 trillion in AUM.* Our clients include individual savers,... ...discussing pipeline and portfolio updates with clients.... ...potential clients, and help the solutions team develop new products...SeniorRotational programPermanent employmentFull timeTemporary workFixed term contractLocal areaWorldwideFlexible hours- Myriad360 is seeking a Senior Client Solutions Architect in Chicago, Illinois to shape technical strategy and manage solution architecture. The role emphasizes guiding clients towards strategic outcomes while collaborating closely with Account Executives and technical leaders...Senior
$94.56k - $160.73k
Senior Marketing Manager, Client Solutions Morningstar is a global leader in independent investment research, data, and investment management, with over $350B in AUM and operations... ...understanding of investment products, portfolio construction concepts, and the...SeniorTemporary workWork at officeFlexible hours$100k - $130k
...in Oak Brook, Illinois, is seeking a skilled ETF Portfolio Manager. This role focuses on managing and... ...0 per year, engaging in day-to-day trading operations and collaborating with investment and operations teams to enhance services and solutions. #J-18808-Ljbffr...Senior- Brown Brothers Harriman (BBH) is seeking a Client Portfolio Manager in Chicago to represent BBH’s investment strategies to clients and prospects. You will interact with clients, perform ad hoc investment analyses, and oversee asset allocation and portfolio construction...Senior
- Northern Trust is seeking a senior professional to act as an IRAS specialist, managing complex client relationships and leading projects. You will... ..., and Directors, providing solutions and analytical insights to guide investment decisions. The role requires a bachelor...Senior
$140k - $165k
...Chemistry is seeking a Senior Director, Client Experience Media to... ...strategies across a portfolio of healthcare... ...integrated planning, investment strategy, measurement... ...technologies, and measurement solutions that create... ...develop Directors, Associate Directors, and Managers...SeniorWork experience placementRemote work2 days per week- LinkedIn is looking for a Sr. Client Solutions Manager to enhance client relationships within our growth mid-market segment. This hybrid position, based in either San Francisco, Chicago, or New York City, involves leveraging media knowledge and analytical skills to maximize...Senior
- Koitecc Solutions is seeking an Associate Relationship Banker in Chicago, Illinois. This role involves providing exceptional service, using financial knowledge to assist clients, and completing branch operations effectively. The ideal candidate will possess over a year...
- JPMorgan Chase & Co. in Illinois seeks a Retail Banking Sales Associate to help clients with financial needs, deliver friendly service, and build... ...tools, and collaborate with specialists for complex solutions. The role requires 1+ year of sales in retail banking, strong...
- ...Relationship Banker to provide warm, knowledgeable service in a branch setting. You will acquire, manage, and retain client relationships, tailoring financial solutions to meet needs and expand financial wellness. You will guide clients through digital tools and collaborate...
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker to welcome clients in-branch, understand financial needs, and offer thoughtful solutions. You will use Chase Mobile App, Chase.com, and ATMs to support customers, while building lasting relationships and...Flexible hoursAfternoon shift
$104.31k
...customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The... ...'s degree in criminal justice, business or a related field Associate’s degree in criminal justice, business or a related field...Contract workWork at officeLocal areaRemote work$75k - $95k
A leading wealth management firm in Chicago is seeking a Consulting Analyst to enhance client experiences through investment analysis and portfolio management. The ideal candidate will possess a Bachelor’s degree preferably in Finance or Economics along with 2-5 years...- Burling Bank in Chicago’s Loop seeks a Senior Credit Analyst to underwrite commercial loans, manage portfolio quality, and support the lending function. The role includes... ...on structuring and pricing opportunities, advancing toward client and #J-18808-Ljbffr Burling BankSenior
- JLL is seeking a Senior Project Manager to lead multiple complex projects in our commercial real estate portfolio. You will manage diverse project types, coordinate among... ..., and deliver strategic solutions that achieve client goals. The ideal candidate has over...SeniorRemote work
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