Senior Investment Associate - Portfolio & Client Services
Northern Trust Corp
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 ensuring risk controls and compliance. The role includes participation in client meetings and ongoing collaboration with the team. You will benefit from CFA/ CFP coursework progress, strong analytical and communication skills, #J-18808-Ljbffr Northern Trust Corp
- Northern Trust is seeking a Sr. Investment Associate to handle all administrative aspects of client portfolios, including file setup, reporting, and certificate processing... ...communication skills, 1-3 years in financial services, and CFA/ CFP coursework. A discretionary...Senior
$88.8k - $165.6k
...credit solutions in an assigned portfolio of clients. Makes credit decisions and... ...an exceptional client service environment. Responsibilities... ...that optimize returns with investment objectives. Leads proposal... ...Credit Qualifications and associated credit knowledge and skills...SuggestedWork experience placementWork at officeLocal area$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$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- Associated Banc‑Corp in Chicago is seeking a financial analyst to manage and analyze a specialized portfolio within the Power & Utilities sector. You will evaluate financial statements... ...managers to provide exceptional client service. The ideal candidate holds a Bachelor...Suggested
- 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
$100k - $130k
...Group in Oak Brook, Illinois, is seeking a skilled ETF Portfolio Manager. This role focuses on managing and... ...year, engaging in day-to-day trading operations and collaborating with investment and operations teams to enhance services and solutions. #J-18808-Ljbffr...Senior- BMO Financial Group is seeking a Manager, Portfolio Risk Management in Chicago to oversee independent risk oversight across consumer lending... ...credit risks, analytics, and governance, partnering with senior leadership on risk reporting and strategy. The position emphasizes...Senior
$7.5k
.... We pride ourselves on supporting clients by providing unparalleled service, from the loan application through... ...Position Summary: The position of Senior Credit Analyst is responsible for... ...of Lending to manage the existing portfolio in regards to loan extensions, modifications...SeniorWork at office$122.4k - $228k
...solutions in an assigned portfolio of clients. Makes credit... ...an exceptional client service environment. Negotiates... ...optimize returns with investment objectives. Handles... ...specialist resource to senior leaders and... ...Credit Qualifications and associated credit knowledge and...Contract workPart timeWork experience placementWork at officeLocal areaShift work$200k - $240k
Truist is searching for a professional in Chicago to manage a portfolio of Asset Based Lending transactions. The role encompasses assessing credit quality, managing a team of asset managers to mitigate risks, and ensuring compliance with operational policies and regulatory...Senior$69k - $127.8k
...loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and... ...while maintaining an exceptional client service environment. Performs financial analysis... ...Qualifiable job, Credit Qualifications and associated credit knowledge and skills according...Work experience placementWork at officeLocal area- AAM - Insurance Investment Management in Chicago is seeking an Assistant Portfolio Manager (APM) to support the investment process for multiple insurance clients. You will be involved in public investment-grade fixed income and gain experience across asset classes. The...
$96.5k - $207.5k
A financial services provider is seeking a Commercial Senior Portfolio Manager to oversee a complex portfolio of commercial accounts in Chicago. Responsibilities include managing credit decisions, collaborating with analysts, and mentoring junior staff. The ideal candidate...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
$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- ...expertise to ensure competitive pricing and work alongside multiple teams, making impactful decisions for the company's portfolio. This role offers a competitive salary and comprehensive benefits in a hybrid working environment. #J-18808-Ljbffr Kalepa Insurance Services, LLCSenior
- 247Hire is looking for a skilled Program Manager to provide senior management and IT with integrated insights on project progress and... ...business strategies. You will lead change control boards, manage portfolio finance, and communicate effectively with all stakeholders to...Senior
- UL Standards & Engagement is seeking a Senior Investment & Treasury Analyst to manage the investment portfolio and support treasury operations in Evanston, Illinois. The successful candidate will monitor investments, develop financial models, and assist with tax filings...SeniorFlexible hours
$96.5k - $207.5k
Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Chicago. The ideal candidate will manage a complex portfolio of commercial clients, review and recommend credit decisions, and collaborate closely with analysts and relationship managers. This role requires...Senior$95k - $130k
Tidal Financial Group in Oak Brook, IL is looking for an AVP of Trading and Portfolio Management. This role involves managing and implementing ETF portfolios and requires at least 5 years of trading experience, a Bachelor's degree in a relevant field, and strong analytical...Senior$95k - $130k
Tidal Financial Group in Oak Brook, IL seeks a skilled AVP of Trading and Portfolio Management to implement and manage various ETF portfolios. Key responsibilities include overseeing daily portfolio functions, providing operational support, and ensuring compliance. Ideal...Senior- 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
$96.8k - $145.2k
...growth for Zebra through investments in new technologies, new businesses... ...to our businesses. The Senior Investment Associate will work with the Zebra... ...investment targets and portfolio companies Maintain internal... .... We offer community service days, in addition to the traditional...SeniorSummer workWork at officeLocal areaRemote workFlexible hours- ...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 while...Senior
$105.4k - $124k
...successfully manage ICG Credit PM 3 - Professional Services and Contractors credit account relationships. Grows revenue as directed by senior management by successfully closing new... ...exposure, managing an assigned credit portfolio, successfully closing new business...Temporary workFor contractorsWork experience placementLocal 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$62k - $82k
Invenergy, LLC is seeking a Senior Analyst for Thermal Settlements and Portfolio Analytics in Chicago. This role involves settling energy transactions and enhancing reporting processes for domestic and international projects. The ideal candidate will have a background...Senior$122.4k - $228k
...lending decisions for commercial banking loans. The ideal candidate will negotiate loan structures and terms, evaluate portfolio performance, and engage clients effectively. This role requires a Bachelor's degree, 7+ years of relevant experience, and strong skills in credit...Senior$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...Senior
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