Chicago, Illinois11 days ago
div>
Job Description.
IL30+ days ago
p>Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Chicago, IL25 days ago
- $139,530–$161,083 Per Year
Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
Chicago, IL30+ days ago
- $200,000–$250,000 Per 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.
Chicago, IL30+ days ago
- $82,100–$172,500 Per Year
GENERAL FUNCTION: A Portfolio Manager will have primary responsibility for managing a portfolio of commercial loans and ancillary credit exposure through their review of updated financial statements and proactive monitoring of the business. 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.
Chicago, IL30+ days ago
- $96,500–$207,500 Per Year
p>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. GENERAL FUNCTION: A Senior Portfolio Manager will have primary responsibility for managing a portfolio of commercial loans and ancillary credit exposure through their review of updated financial statements and proactive monitoring of the business.
Chicago, IL30+ days ago
- $180,000–$200,000 Per 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.
Chicago, IL30+ days ago
- $140,000–$200,000 Per Year
L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G's own balance sheet. 7+ years emerging market hard currency credit portfolio management experience; Experience operating as part of a portfolio management team across multiple strategies and benchmarks; Strong macroeconomic and credit cycle background in Emerging markets sovereign space.
Chicago, IL30+ days ago
- Full-time
Northern Trust Asset Management is seeking a Client Portfolio Manager (CPM) to support and enhance the firm's $860 billion Equity platform, including quantitative, Index, and Tax‑Advantaged Equity (TAE) capabilities. 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.
Chicago, IL30+ days ago
- $96,500–$207,500 Per 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.
Chicago, IL30+ days ago
- $104,100–$174,300 Per Year
This role supports the establishment and ongoing management of portfolio governance processes that ensure alignment across short‑, medium‑, and long‑term planning horizons, including Demand Management, TS&EP owned program execution health and coordination, monthly operations review coordination, coordination between finance and TS&EP leadership for Annual Operating Plan (AOP) development, and visibility to the enterprise project portfolio. In addition to salary, PepsiCo offers a comprehensive benefits package to support our employees and their families, subject to elections and eligibility: Medical, Dental, Vision, Disability, Health, and Dependent Care Reimbursement Accounts, Employee Assistance Program (EAP), Insurance (Accident, Group Legal, Life), Defined Contribution Retirement Plan.
Chicago, IL18 days ago
- $117,400–$177,600 Per Year
This highly cross-functional role partners closely with Pillar Portfolio Managers (PPMs), senior analysts, business stakeholders, Finance, and DET leadership to ensure portfolio data is trusted, dashboards provide meaningful insights, and the organization can operate and scale effectively. This role serves as the primary resource for portfolio tooling support, data quality management, reporting enablement, and operational excellence across Airtable, Linear, Tableau, Slack integrations, and emerging portfolio management platforms.
Chicago, IL24 days ago
- $76,960–$125,840 Per Year
The 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.
Chicago, IL30+ days ago
- $70,720–$115,627.20 Per Year
The 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.