Portfolio Manager IV

3 weeks ago


Chicago, Illinois, United States Brown Brothers Harriman Full time
Relationship Manager IV

Brown Brothers Harriman is seeking a seasoned Relationship Manager IV to join our Private Banking Wealth Management team in Chicago. As a key member of our team, you will be responsible for managing high-net-worth client relationships, including business development, client service, and portfolio management.

Key Responsibilities:
  • Develop and implement business strategies to grow client relationships and increase revenue.
  • Manage complex client accounts, providing tailored investment solutions and ensuring exceptional client service.
  • Collaborate with colleagues to identify new business opportunities and develop long-term client relationships.
  • Stay up-to-date on market trends and regulatory requirements to provide expert advice to clients.
Requirements:
  • 10+ years of experience in portfolio management, equities, bonds, or both.
  • Proficiency in Spanish (Professional or Native level).
  • Excellent client service skills, with a strong focus on building long-term relationships.
  • Superior oral and written communication, analytical, and thought leadership skills.
  • Knowledge of asset allocation, trust, and fiduciary principles.
  • Strong team player with a strong work ethic.
What We Offer:
  • A collaborative and inclusive work environment.
  • Opportunities for career growth and professional development.
  • A comprehensive benefits package, including health, financial security, and peace of mind.
  • A culture of inclusion and diversity, with a focus on employee well-being.

  • Portfolio Manager IV

    2 weeks ago


    Chicago, Illinois, United States Brown Brothers Harriman Full time

    Relationship Manager IVBrown Brothers Harriman is seeking a seasoned Relationship Manager IV to join our Private Banking Wealth Management team in Chicago. As a key member of our team, you will be responsible for managing high-net-worth client relationships, including business development, client service, and portfolio management.Key Responsibilities:Develop...

  • Financial Analyst

    1 month ago


    Chicago, Illinois, United States Portfolio Verlag Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Portfolio Verlag. As a Portfolio Analyst, you will play a critical role in facilitating decisions and analysis of all types of credit information to support lending decisions and processes for the bank.Key ResponsibilitiesAnalyze financial information, tax returns, credit...


  • Chicago, Illinois, United States Brown Brothers Harriman Full time

    Relationship Manager IV Job DescriptionBrown Brothers Harriman is seeking a seasoned Relationship Manager IV to join our Private Banking Wealth Management team in Chicago.In this role, you will serve as the primary point of contact for high-net-worth clients, responsible for business development, client service, and portfolio management.You will manage...


  • Chicago, Illinois, United States Brown Brothers Harriman Full time

    About the RoleBrown Brothers Harriman is seeking a seasoned Relationship Manager IV to join our Private Banking Wealth Management team in Chicago. As a key member of our team, you will be responsible for serving high-net-worth clients, including business development, client service, and portfolio management.Key ResponsibilitiesRelationship Management and...

  • Portfolio Manager

    2 weeks ago


    Chicago, Illinois, United States Tidal Financial Group Full time

    About Tidal Financial GroupTidal Financial Group is a leading provider of ETF investment technology solutions. Our platform combines expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.Role OverviewWe are seeking a highly skilled ETF Portfolio Manager to join our team. The successful candidate will be...

  • Portfolio Manager

    5 days ago


    Chicago, Illinois, United States Tidal Financial Group Full time

    About Tidal Financial GroupTidal Financial Group is a leading provider of ETF investment technology solutions. Our platform combines expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.Job SummaryWe are seeking a highly skilled ETF Portfolio Manager to join our team. The successful candidate will be...

  • Portfolio Manager

    4 weeks ago


    Chicago, Illinois, United States United Airlines Full time

    {"Job Overview": "Portfolio Project ManagerUnited Airlines is seeking a skilled Portfolio Project Manager to oversee multiple projects within a portfolio, ensuring alignment with the department's strategic objectives.", "Responsibilities": "Collaborate with senior leadership to define portfolio strategy and ensure alignment with departmental...

  • Portfolio Manager

    1 week ago


    Chicago, Illinois, United States Selby Jennings Full time

    Job Title: Portfolio ManagerAt Selby Jennings, we are seeking an experienced Portfolio Manager to join our team. The ideal candidate will have a proven track record in managing long/short equity portfolios, with a deep understanding of market dynamics and sector-specific trends.Key Responsibilities:Develop and implement investment strategies based on...

  • Portfolio Manager

    6 days ago


    Chicago, Illinois, United States Leadenhall Search & Selection Full time

    Head of Portfolio Implementation Job DescriptionLeadenhall Search & Selection is partnering with an investment advisory firm to find a skilled Head of Portfolio Implementation. This role is responsible for assisting with portfolio development, investment execution, and creating new funds. The ideal candidate will work closely with the front office to provide...

  • Portfolio Manager

    2 weeks ago


    Chicago, Illinois, United States Waterton Full time

    About WatertonWaterton is a leading real estate investment and management firm that has grown significantly over the years. Our commitment to delivering exceptional results and exceeding expectations has remained constant. We value performance, investor, guest, and resident service excellence, and strive to create an extraordinary experience for our talented...

  • Portfolio Manager

    4 weeks ago


    Chicago, Illinois, United States American Industrial Transport Full time

    Job SummaryThe Railcar Fleet Manager is responsible for overseeing the management of American Industrial Transport's railcar fleet, including lease remarketing, renewal analysis, lease structuring, pricing analysis, and scrap decisions. This role also provides key inputs and supports new railcar acquisitions, secondary market transactions, and...

  • Portfolio Manager

    1 week ago


    Chicago, Illinois, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Our commitment to service, expertise, and integrity has earned us numerous awards...

  • Portfolio Manager

    2 weeks ago


    Chicago, Illinois, United States Neuberger Berman Group LLC Full time

    Job Title: Portfolio AnalystThe Securitized Products Analyst will be a key member of the Securitized Products team, responsible for supporting the team's research and portfolio management efforts. This role will involve working closely with senior Portfolio Managers to develop investment recommendations and assist in strategy implementation.Key...


  • Chicago, Illinois, United States Chicago Community Loan Fund Full time

    Portfolio Management Analyst RoleThe Portfolio Management Analyst plays a critical role in supporting the Chicago Community Loan Fund's (CCLF) Portfolio Management, Lending, and Marketing teams. This position involves a wide range of duties and responsibilities, including providing substantive support to Asset Managers and the Portfolio Management Team.Key...


  • Chicago, Illinois, United States Chicago Community Loan Fund Full time

    Portfolio Management Analyst RoleThe Portfolio Management Analyst provides critical support to CCLF's Portfolio Management, Lending, and Marketing teams. This role involves a wide range of duties and responsibilities, including direct and indirect contact with CCLF's borrowers and investors.Key Responsibilities:Support the work of Asset Managers and the...


  • Chicago, Illinois, United States Fifth Third Full time

    Job SummaryFifth Third Bank is seeking a highly skilled Emerging Middle Market Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with our largest existing portfolio of companies, with annual gross sales of at least $10MM and generally less than $100MM...


  • Chicago, Illinois, United States Chicago Community Loan Fund Full time

    Portfolio Management Analyst RoleThe Portfolio Management Analyst plays a critical role in supporting the work of CCLF's Portfolio Management, Lending, and Marketing teams. This position involves a wide range of duties and responsibilities, including direct and indirect contact with and service to CCLF's borrowers and investors.Key responsibilities...

  • Portfolio Manager

    3 weeks ago


    Chicago, Illinois, United States Brown Brothers Harriman Full time

    Relationship Manager - Private BankingBrown Brothers Harriman is seeking a skilled Relationship Manager to join our Private Banking Wealth Management team in Chicago. As a key member of our team, you will be responsible for serving high-net-worth clients, focusing on complex relationships, client service, and portfolio management.Key Responsibilities:Provide...


  • Chicago, Illinois, United States Roy Talman & Associates Full time

    OverviewThe Portfolio Manager is responsible for the short- and long-term profitability of one or more automated trading portfolios. This role involves maximizing profits while managing risk and capital constraints.ResponsibilitiesOversee day-to-day trading operations for portfolio(s)Monitor and evaluate portfolio profitability on an ongoing basisManage risk...


  • Chicago, Illinois, United States Allstate Insurance Company Full time

    Job SummaryThe Allstate Corporation is seeking a highly skilled Investment Portfolio Manager to join its Private and Alternatives Investment Group (PAIG). As a key member of the Portfolio Management & Analytics (PM&A) team, you will play a critical role in improving investment and portfolio management decisions through the use of data and analytics.Key...