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Portfolio Analyst Jobs in Pilsen, IL

Base Pay:.

In addition to the CLO responsibilities, the Private Investment Operations Associate has the opportunity to engage in operational activities with respect to other private investments, as the broader Private Investment Operations team regularly seeks opportunities to cross train across various asset types and processes in an effort to deepen the skill set of all team members.

15 days ago

Chicago, IL
  • Full time

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. The Research Associate is responsible for supporting work related to investment analytics, asset allocation, portfolio construction, manager selection and monitoring, and best practices in portfolio management.

30+ days ago

Chicago, IL
  • $200,000–$250,000 / year

p>Required Qualifications Minimum of 10 years of experience managing discretionary client portfolios Background at an investment counseling firm, registered investment adviser (RIA), or financial institution Demonstrated experience with equity and fixed-income portfolio management Strong understanding of tax-efficient investing for taxable investors Proven ability to build and maintain trusted client relationships.

Client Relationship Management Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients Communicate portfolio strategy, performance, and market perspectives clearly and effectively Provide integrated financial guidance in coordination with client tax, estate, and business advisors Support multi-generational client relationships and continuity planning.

30+ days ago

Chicago, IL
  • $74,480–$127,680 / year

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Provide support to components of the ongoing management and administration of the investment function through participation in teams involved in one or more of the following:

  • Development and administration of compliance policies and procedures; Providing individual security research to the group;

  • Providing external manager/fund research to the group;

  • Providing macro research and asset allocation analysis to the group;

  • Managing model portfolios and/or Research and development of new investment processes/products.

    We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

    • 7 days ago

    IL

    Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. Key Responsibilities include: Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations.

    22 days ago

    IL
    • $150,000–$200,000 / year

    Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success.

    22 days ago

    Chicago, IL
    • $78,000–$156,720 / year

    Analytical Approach, Banking Products, Big Data Management and Analytics, Business Analytics, Credit Risk, Mathematics of Financial Instruments, Operational Risk, Performance Measurement, Predictive Analytics, Pricing Models and Analytics, Regulatory Environment - Financial Services, Risk Management Banking. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    30+ days ago

    Chicago, Illinois

    li style="margin-bottom:0in">Oversee the release process for non-renewed assets, including assessing future marketability and coordinating with Operations and Fleet Order Execution to optimize repair scope and minimize maintenance spend.

  • Develop and implement strategies to optimize fleet utilization, including defining appropriate levels of “ready cars” based on demand forecasts, expected releases, and idle fleet levels.

    • 30+ days ago

    Chicago, IL
    • $125,000–$135,000 / year

    The Investment Solutions Group (ISG) at Brookfield is responsible for designing and delivering customized investment strategies across the firm's global alternatives platform, including real estate, infrastructure, renewable power, private equity, and credit. Client Service and Marketing: Collaborate with client service, marketing, and operations teams to deliver analytics and materials that clearly articulate portfolio construction, cash flow dynamics, and investment strategy.

    30+ days ago

    Chicago, IL
    • $180,000–$200,000 / year

    Experience in working out, including liquidation, of challenging ABL is preferred Balanced approach to enable focus on both business unit goals and risk management objectives Strong understanding of general credit and risk principles, mitigants, and banking policies and procedures Experienced in developing and implementing tactical solutions in support of structuring new and existing ABL credits Able to multi task and function under pressure to meet deadlines Strong written and verbal communication and negotiation skills BA/BS degree, and/or MBA preferably in Finance, Business Administration or Accounting. Liaise with portfolio management team leaders, credit risk and workout colleagues on deteriorating credits Partner with product and operations units including loan operations, cash management, derivatives, corporate card, leasing, to proactively manage issues so that revenue opportunities are maximized and customer satisfaction is maintained.

    30+ days ago

    Chicago, IL
    • $165,000–$175,000 / year

    The Portfolio Manager independently handles non-routine servicing matters and risk-related issues and collaborates extensively with business line managers, product partners, Credit Risk Management, and colleagues across Citizens. The Citizens Asset Finance Senior Portfolio Manager II role provides primary client management for an assigned portfolio of Asset Finance leases and loans.

    30+ days ago

    Chicago, IL
    • $165,000–$175,000 / year

    The Portfolio Manager independently handles non-routine servicing matters and risk-related issues and collaborates extensively with business line managers, product partners, Credit Risk Management, and colleagues across Citizens.

    The Citizens Asset Finance Senior Portfolio Manager II role provides primary client management for an assigned portfolio of Asset Finance leases and loans.

    13 days ago

    Chicago, IL
    • Full time

    Based in Chicago, this Quantitative Fixed Income Portfolio Manager's responsibilities include but are not limited to performing day-to-day portfolio management functions, participate in team trading discussions, evaluate the risk and positioning of strategies, build and implement trades as required, interact with partners in quant research, operations, front and middle office on issues critical to portfolio management, and support the client relationship and sales process. Northern Trust Asset Management (NTAM) is a trillion-dollar investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.

    30+ days ago

    Chicago, IL
    • $145,000–$225,000 / year

    Our 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, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation 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.

    30+ days ago

    Oak Lawn, IL
    • Full time

    Direct portfolio management responsibilities include gathering, analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan relationship while performing portfolio management tasks including the underwriting of annual reviews and renewals, completing covenant testing verifications, managing reporting and documentation exceptions, and ensuring the loan portfolio is accurately risk rated. The Team Lead Portfolio Management, Commercial Banking manages the administration of a sizable commercial banking portfolio and supports commercial banking teams in new business initiatives, accomplishing these objectives through the supervision of a team of Portfolio Managers and Credit Analysts with varying experience levels.

    30+ days ago

    Northfield, IL
    • Full time

    Direct portfolio management responsibilities include gathering, analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan relationship while performing portfolio management tasks including the underwriting of annual reviews and renewals, completing covenant testing verifications, managing reporting and documentation exceptions, and ensuring the loan portfolio is accurately risk rated. TheTeam Lead Portfolio Management, Commercial Bankingmanages the administration of a sizable commercial banking portfolio and supports commercial banking teams in new business initiatives, accomplishing these objectives through the supervision of a team of Portfolio Managers and Credit Analysts with varying experience levels.

    30+ days ago

    Chicago, IL
    • $96,500–$207,500 / year

    Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

    29 days ago
    New

    Chicago, Illinois
    • $82,100–$172,500 / year

    Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Manage underwriting, approval and documentation process for transactions which may include new money, loan extensions, amendments, waivers and ancillary products, including treasury management, FX, interest rate derivatives, and commodity exposure.

    3 days ago

    Chicago, Illinois
    • $96,500–$207,500 / year

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    The 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.

  • Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.

    • 14 days ago

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