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
$175k - $225k
...Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages... ...$6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment... ...strategy serving a diverse client base.As a Senior Portfolio Manager, you will be a key contributor...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- ...Children’s Research Fund in Chicago is seeking a Sr. Research Financial Portfolio Manager to oversee financial data management and advisement for principal investigators. This role requires strong proficiency in grant management and regulatory compliance, with past experience...Senior
$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- ...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...SeniorWorldwide
$164.6k - $225k
...As a global leader in innovative wealth management, asset servicing, asset management and banking... ...and exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office Group Job... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorH1bWork at officeWorldwideFlexible hours- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorFull timeWork experience placementWork at office
- Northern Trust is seeking a seasoned Fixed Income Portfolio Manager within NTAM to lead multi-sector corporate credit efforts. You will manage investments, analyze risk, and contribute to strategy underpinned by a disciplined investment philosophy. The role requires strong...Senior
- Sammons Financial Group is seeking an experienced senior investment professional to oversee outsourced investment managers and provide disciplined portfolio oversight for investment objectives and risk tolerances. The role emphasizes strong fixed income and insurance investment...Senior
$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- ...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
- 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
- Northern Trust's Global Family Office in Chicago is hiring a Senior Credit Portfolio Manager to oversee credit risk and profitability for a portfolio of clients. The role emphasizes financial/credit analysis, underwriting, and covenant monitoring. Responsibilities include...SeniorRotational programWork at office
$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- Northern Trust in Chicago, IL is seeking a Sr. Credit Portfolio Manager to oversee credit product risk and profitability for a portfolio of credit clients, monitor loan performance, and support Relationship Managers with underwriting. The role involves evaluating financial...Senior
- 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$175k - $220k
...you'll be doingCommercial Banking supports clients with tailored financing, risk management, and strategic advice to help their businesses grow with confidence. As a Senior Group Portfolio Manager, you'll lead portfolio management and first line of accountability risk management...SeniorFull timeRemote work- Northern Trust's Global Family Office (GFO) is hiring a Senior Credit Portfolio Manager in Chicago to manage credit product risk and profitability for a portfolio of credit clients - financial and credit analysis, underwriting, credit memoranda, legal documentation, covenant...SeniorRotational programWork at office
$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$150k - $170k
...Senior Fund Manager Hybrid in any of the following cities: Chicago, Denver, Dallas, Boston, New York City, Miami, Seattle, Portland or Walnut... ...acquisitions, dispositions, income recognition, and portfolio company transactions Assist with fund-level cash management...SeniorFull timeWork at office$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- Northern Trust is seeking an experienced accounting professional to join Private Capital Administration. You will handle private equity accounting, financial reporting, and regulatory filings for fund clients, collaborating with a team on complex analyses. Ideal candidates...Senior
$90k - $110k
...Location: Chicago, IL (Hybrid Role) Job Summary: We’re seeking a Senior Fund Accountant with 3‑6 years of public audit experience with... ...variance analysis and reconcile fund activity. Mentor junior staff and manage client relationships. Prepare investor reports and handle ad‑hoc...SeniorFull time- ...Senior Fund Accountant – Private Equity at Oliver James A boutique Private Equity firm is looking for a Fund Accountant to join an expanding team handling internal fund accounting. The role is based on a hybrid schedule in downtown Chicago, offering competitive compensation...SeniorFull timeWork at office
$115k - $130k
...reports to/from marketing, separate custodians, and investment management Coordinate and liaise between fund administrators and external... ...Geneva preferred CPA preferred Salary $115,000-$130,000 Seniority level Mid-Senior level Employment type Full-time Job function...SeniorFull timeWork at office$92k - $115k
...Job Description We are seeking a detail‑oriented and experienced Senior Accountant to join our growing Fund Accounting team at Ocorian.... ..., and perform account reconciliations Calculate and review management fees, carried interest, capital allocations, and waterfalls Support...Senior
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