NewAssociate Analyst – Investment Analytics & Performance Beta-Search, IncAssociate Analyst – Investment Analytics & PerformanceChicago, IL$110,000–$130,000 / yearFull timeThe role will partner closely with portfolio management, investment teams, and other stakeholders to deliver accurate and timely analytics that support investment decision-making, portfolio oversight, client reporting, and broader business requirements. The position requires a strong understanding of investment products and financial markets, particularly fixed income instruments and derivatives, along with the ability to work with large datasets and investment analytics platforms.
Portfolio Analyst Allianz SEPortfolio AnalystChicago, IL$90,000–$110,000 / yearThe Chief Technical Office (CTO) is responsible for working with technical functions including Pricing, Product Management, Underwriting Integrity, Reinsurance, Portfolio and Accumulation Steering including Catastrophe Management, and Risk Consulting to ensure we are building Technical Excellence across our North America region, and in alignment with the overall global approach. Reporting to the Regional Head of Portfolio Steering - North America, you will be play a central role in supporting the strategic steering of regional portfolios for assigned Line(s) of Business, ensuring alignment with organizational goals and market conditions.
Architecture Portfolio Analyst Mitchell MartinArchitecture Portfolio AnalystChicago, IL$44.10–$63 / hourEnterprise Architecture Tools | Data Management Solutions | Governance Platforms. Prepare materials for architecture governance forums and track review outcomes.
Sr. Portfolio Analyst UllicoSr. Portfolio AnalystChicago, IllinoisPrepare, secure approval and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics and General Account Valuation. Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, business operations "driver" analysis (critical success factors) and analysis of comparative performance with other companies in industry.
NewFactoring Portfolio Analyst Wintrust Financial CorpFactoring Portfolio AnalystChicago, IL$59,000–$77,000 / 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. Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses.
Portfolio Analyst Northern TrustPortfolio AnalystChicago, IL$114,500–$194,700 / yearRole Overview: The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi‑asset investment strategies across institutional and high‑net‑worth client portfolios. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Senior Portfolio Analyst Hilco GlobalSenior Portfolio AnalystNorthbrook, Illinois$110,000–$120,000 / yearHilco Global, a subsidiary of ORIX Corporation USA, is a diversified financial services company that delivers integrated professional services and capital solutions that help clients maximize value and drive performance across the retail, commercial and industrial, real estate, manufacturing, brand and intellectual property sectors, and more. Partner with IT and data teams to manage portfolio data architecture across Microsoft Lakehouse, Allvue, Oxane, and other systems, ensuring data mapping, business logic, and queries are properly configured and validated to support accurate portfolio-level and asset-level reporting.
NewCommercial Portfolio Analyst BMO (Bank of Montreal)Commercial Portfolio AnalystChicago, IL$55,000–$110,000 / yearThe role supports commercial lending teams through ongoing credit administration, with a primary focus on financial covenant compliance and related portfolio monitoring activities. Apply working knowledge of accounting principles and financial statements (income statement, balance sheet, cash flow) to support credit analysis and underwriting.
Portfolio Oversight Analyst – Investment Compliance Artisan PartnersPortfolio Oversight Analyst – Investment ComplianceChicago, New York$100,000–$150,000 / yearDay-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.
Portfolio Oversight Analyst - Investment Compliance Artisan PartnersPortfolio Oversight Analyst - Investment ComplianceChicago, IL$100,000–$150,000 / yearDay-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.
Business Analyst - PMS Portfolio Clearwater AnalyticsBusiness Analyst - PMS PortfolioChicago, New YorkDrive the design of new Portfolio Construction features from initial concept through release, balancing client needs, technical feasibility, and product strategy. • Solid market and domain knowledge, including hedge fund strategies, portfolio construction, trade workflows, and trade allocations.
NewSr. Credit Analyst - Commercial Underwriting and Portfolio Risk WheelsSr. Credit Analyst - Commercial Underwriting and Portfolio RiskSchaumburg, IllinoisThis role's primary objective is to conduct detailed financial statement analysis for both public and privately held businesses, continuously manage credit exposures, and perform customer due diligence for new and existing clients to ensure that the Wheels US credit portfolio is of strong credit quality and within the established risk appetite. Credit Analyst - Com mercial Underwriting and Portfolio Risk role is responsible for the timely and accurate underwriting of new and existing commercial credit lines through business financial statement analysis, investigations and communications with all relevant stakeholders.
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations Houlihan Lokey Europe GmbHExperienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple LocationsChicago, IL$75,000–$120,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Scope: Within our Portfolio Valuation Complex Securities practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Business Analyst - PMS Portfolio Clearwater Analytics Holdings IncBusiness Analyst - PMS PortfolioChicago, IL$88,800–$115,200 / yearDrive the design of new Portfolio Construction features from initial concept through release, balancing client needs, technical feasibility, and product strategy. Solid market and domain knowledge, including hedge fund strategies, portfolio construction, trade workflows, and trade allocations.
2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple Locations Houlihan Lokey Europe GmbH2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple LocationsChicago, IL$80,000–$95,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our PV practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate Capital OneAnalyst, Speciality Underwriter & Portfolio Manager - Healthcare Real EstateChicago, IllinoisCapital One Healthcare Real Estate is a part of Capital One Commercial Banking, which leverages a relationship-based banking model that seamlessly delivers an array of products and services including loans and deposit accounts, treasury management services, merchant services, investment banking, international services and correspondent banking. Analyst, Speciality Underwriter & Portfolio Manager - Healthcare Real Estate The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans.
NewAnalyst, Specialty Underwriting and Portfolio Management - FIG Capital One Financial CorpAnalyst, Specialty Underwriting and Portfolio Management - FIGChicago, IL$119,400–$136,200 / yearCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com.
Data Analytics Analyst - Portfolio Management CNA Financial CorpData Analytics Analyst - Portfolio ManagementChicago, IL$47,000–$78,000 / yearIf you are passionate about data-driven decision making, consider joining CNA Insurance's Portfolio Management Data Analytics team, which partners closely with Underwriting and business leadership to drive strategy execution, accountability, and profitable growth through analytics and insight. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $47,000 to $78,000 annually.
Portfolio Data Analyst Motorola Solutions IncPortfolio Data AnalystChicago, ILWe are unifying siloed voice and data networks into an ecosystem that provides actionable intelligence for end users while fostering an outcome-driven product culture where success is measured by how precisely we solve pervasive market problems. Predictive Foresight & Value-Add Discovery: Proactively discover and quantify the ROI of new feature opportunities, leverage predictive models to anticipate competitive shifts, market changes, and customer behaviors.
Senior Analyst, Thermal Settlements and Portfolio Analytics Invenergy LLCSenior Analyst, Thermal Settlements and Portfolio AnalyticsChicago, IL$62,000–$82,000 / yearBuild and maintain inventory of international operating project processes with regards to risk management and settlements across all technologies and recommend and implement supporting and validating procedures to assist local teams. With 25 years of trusted execution, we deliver reliable, affordable energy through a diverse portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and domestic manufacturing.