Associate Client Portfolio Manager AdvyzonAssociate Client Portfolio ManagerLisle, ILThis person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP.
Client Portfolio Manager AdvyzonClient Portfolio ManagerLisle, ILThis person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM’s TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP.
NewPortfolio Manager - Quantum Software InfleqtionPortfolio Manager - Quantum SoftwareChicago, ILManage a portfolio of complex projects into a cohesive program including managing purchases, subcontracts, cost, schedule, status, staffing, reporting, risks, and overall communication cadence; prepare schedules and budgets in collaboration with technical leads, principal investigators and key stakeholders across project teams. Support proposal development and contract updates by working with contracts, legal, and proposal teams to develop technical volumes, work plans, statements of work (SOWs), project management plans, communication plans, quality assurance plans, risk management plans, and budgeting inputs.
NewPortfolio Manager - Quantum Software Infleqtion IncPortfolio Manager - Quantum SoftwareChicago, ILManage a portfolio of complex projects into a cohesive program including managing purchases, subcontracts, cost, schedule, status, staffing, reporting, risks, and overall communication cadence; prepare schedules and budgets in collaboration with technical leads, principal investigators and key stakeholders across project teams. Support proposal development and contract updates by working with contracts, legal, and proposal teams to develop technical volumes, work plans, statements of work (SOWs), project management plans, communication plans, quality assurance plans, risk management plans, and budgeting inputs.
VP Commercial Portfolio Manager - To 145K - Glencoe, IL - Job # 3719 The Symicor GroupVP Commercial Portfolio Manager - To 145K - Glencoe, IL - Job # 3719Glencoe, ILVP Commercial Portfolio Manager responsibilities include: Review loan underwriting and work directly with underwriters to get a complete and accurate loan write-up to the appropriate approval queues. Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.
Associate II - Portfolio Manager, Multi Asset Strategy Wintrust Financial Corp.Associate II - Portfolio Manager, Multi Asset StrategyChicago, IL$85,000–$110,000 / yearExecute model changes for multiple trading strategies on the firm's trading and portfolio management systems including Security APL, Advent APX, Moxy, and Genesis along with Morningstar Direct and proprietary SQL databases. Work with the Multi-Asset Strategy team members to analyze the investment performance and risks of multiple asset classes as they conduct proprietary research on asset allocation strategies and portfolio construction techniques.
NewGroup Manager, ABL Portfolio Mgmt Fifth Third BankGroup Manager, ABL Portfolio MgmtChicago, Illinois$155,100–$333,500 / yearReview and advise the Portfolio Managers to ensure quality write-ups, accurate risk ratings, field exam responses, problem loan reports provide the initial approval of all credit requests before being submitted to the Head of ABL and to the Bank's Credit Approval Department. Group Manager, ABL Portfolio MgmtTotal Base Pay Range 155,100.00 - 333,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.
Portfolio Manager II, Business Banking Wintrust Financial CorpPortfolio Manager II, Business BankingIL$85,000–$110,000 / yearWe serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. The Portfolio Manager, Business Banking analyzes small to mid-size business and real estate opportunities submitted by origination teams and works closely with lending officers in all aspects of the loan request.
Director, Assistant Portfolio Manager TIAADirector, Assistant Portfolio ManagerChicago, Illinois$163,600–$195,000 / yearWorks to support the fund raising and investor relations efforts including: setting and executing capital raising strategy, annual investor conference, advisory committee meetings, Due Diligence Questionnaire (DDQ) and Request for Proposal (RFP) review, fulfilling investor requests for information, investor on-site meetings, and ongoing investor relations management. Related SkillsAsset/Investment Modeling, Business Development, Client Relationship Management, Communication, Consultative Communication, Executive Presence, Financial Acumen, Financial Modeling, Investor Relationship Management, Market/Industry Dynamics, Natural Capital Investments, Portfolio Management Anticipated Posting End Date:
Portfolio Manager Canadian Imperial Bank of CommercePortfolio ManagerChicago, ILWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Cross-functional Collaboration - Partner with the Diligence Team, Credit Risk Management, and senior management to support client needs and manage risk.
Multi-Asset Portfolio Manager Harbor FundsMulti-Asset Portfolio ManagerChicago, IL$200,000–$300,000 / yearHarbor's internal Multi Asset Solutions Team (MAST) provides asset management and advisory services to clients through OCIO, allocation models, multi-manager investing, macro/total return investing, quantitative equity and derivative/structured-outcome based strategies. 7+ years of direct experience in buy side research including equities, FICC, multi-asset, asset allocation, capital markets research, macro strategy, or on a buy-side / sell-side trading desk; open to different levels of experience as we are willing to tailor the role to the right candidate.
Commercial Portfolio Manager I - Healthcare/G&I Fifth Third BancorpCommercial Portfolio Manager I - Healthcare/G&IIL$71,100–$145,900 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. While operating within the Bank''s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Research Financial Portfolio Manager - 32321 Ann & Robert H Lurie Children's Hospital of ChicagoResearch Financial Portfolio Manager - 32321Chicago, IL$70,720–$115,627.20 / yearThe Research Financial Portfolio Manager will serve as lead subject expert regarding Lurie Children's and Stanley Manne Children's Research Institute post-award policies, procedures and systems and assist with management of the finances of the sponsored projects for assigned Departments, Divisions and PIs. Minimum of five years of work experience involving grant/research administration, combined with experience with legal terminology, reviewing detailed legal documents, and language relevant to award administration, and/or accounting related experience to include tracking and reconciling accounts.
Sr. Research Financial Portfolio Manager Ann & Robert H Lurie Children's Hospital of ChicagoSr. Research Financial Portfolio ManagerChicago, IL$76,960–$125,840 / yearThe Research Financial Portfolio Manager, Sr will serve as lead subject expert regarding Lurie Children's and Stanley Manne Children's Research Institute post-award policies, procedures and systems and assist with management of the finances of the sponsored projects for assigned Departments, Divisions and PIs. Minimum of five years of work experience involving grant/research administration, combined with experience with legal terminology, reviewing detailed legal documents, and language relevant to award administration, and/or accounting related experience to include tracking and reconciling accounts.
NewAssociate Director - Global Advisory And Working Capital Finance Portfolio Manager Huntington Bancshares IncAssociate Director - Global Advisory And Working Capital Finance Portfolio ManagerChicago, ILDuties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Corporate Banking Portfolio Manager Team Lead for Asset Based Finance U.S. BancorpCorporate Banking Portfolio Manager Team Lead for Asset Based FinanceChicago, IL$181,730–$213,800 / yearThis leader is responsible for a large portfolio of very active clients, which includes routinely assessing complex loan requests, working closely with the team to ensure that our customers are appropriately risk rated and managed, and developing relationships with highly-valued clients in ABF as well as Relationship Managers, Risk Management and other key internal partners. Corporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high-performing team of Portfolio Managers and a Credit Analyst for the Asset Based Finance (ABF) team.
AVP/Underwriter Portfolio Manager IV-Sponsor First Citizens BankAVP/Underwriter Portfolio Manager IV-SponsorChicago, Illinois$125,000–$150,000 / yearFull timeMinimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Commercial Lending or Credit Analysis, financial statement spreading, preparation of projections, and trailing twelve month analysis. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
Portfolio Manager - Asset Based Lending US BankPortfolio Manager - Asset Based LendingChicago, IL$133,365–$156,900 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Manages an assigned portfolio by monitoring credit risk, ensuring compliance, and supporting customer credit needs through underwriting and transaction execution while partnering with internal teams.
IRG Client Portfolio Manager Brown Brothers Harriman & CoIRG Client Portfolio ManagerChicago, ILThe CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients' portfolios reflect IRG's best thinking, balanced with each client's respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation. He/she will interact with existing and potential clients as an investment representative from IRG, perform ad hoc investment analyses as requested by clients, and oversee clients' asset allocation and portfolio construction alongside the clients' Relationship Manager, who serves as the primary point of contact for each client.
Oracle EPM Manager PwCOracle EPM ManagerSeattle, WA$99,000–$232,000 / yearProfitability and Cost Management Cloud Services; and, Demonstrates extensive abilities and/or a proven record of success as a team leader leading technical development of: General Oracle EPM configuration; Business Rule / Calculation Development; Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management; and, Report Development. Demonstrates extensive abilities with success managing the identification and addressing client needs: building relationships with clients; developing an awareness of Firm services; communicating with the client in an organized and knowledgeable manner; delivering clear requests for information; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to a supervisor.