Senior Portfolio Manager
4 weeks ago
As a Senior Trader at Advyzon, you will play a leading role in the evolution of the trade team and its processes. Your primary responsibilities will include analyzing client portfolios, trading mutual funds, ETFs, equities, and other securities in client accounts, using Advyzon's Quantum Rebalancer as well as custodian and other tools.
Key Responsibilities- Portfolio Analysis: Analyze client portfolios to identify opportunities for growth and optimize investment strategies.
- Trade Execution: Execute trades in client accounts, using Advyzon's Quantum Rebalancer and other tools to ensure efficient and accurate transactions.
- Process Improvement: Collaborate with the trade team to identify areas for process improvement and implement changes to enhance efficiency and productivity.
- Stakeholder Management: Maintain productive relationships with key stakeholders, including advisors, portfolio managers, custodians, and third-party vendors.
- Problem-Solving: Identify and resolve complex trade flow, accounting issues, and transactional discrepancies.
- Education: Bachelor's degree, with an MBA, CFP, or CFA a plus.
- Experience: Trading and risk management experience for large positions preferred.
- Skills: Advanced Excel skills, excellent communication skills, and a strong attention to detail.
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Senior Portfolio Manager
4 weeks ago
Chicago, Illinois, United States Prairie Full timeJob Title: Senior Portfolio ManagerJob Summary:We are seeking a highly skilled Senior Portfolio Manager to join our team at Prairie. As a Senior Portfolio Manager, you will be responsible for managing a portfolio of programs and projects, ensuring timely delivery and effective stakeholder engagement.Key Responsibilities:Manage delivery through effective...
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Senior Portfolio Manager
4 weeks ago
Chicago, Illinois, United States Peapod Digital Labs Full timeJob Summary:We are seeking a highly experienced Senior Portfolio Manager to lead our IT portfolio management efforts. The successful candidate will be responsible for planning, organizing, and directing the completion of large, complex portfolios of projects while managing risks and issues to minimize scope, budget, and schedule impacts. Key...
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Senior Portfolio Manager
4 weeks ago
Chicago, Illinois, United States Davita Inc. Full timeAt Davita Inc., we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Davita Inc. may be the right place for you.Job DescriptionWe invite you to view the opportunity...
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Associate Portfolio Manager
4 weeks ago
Chicago, Illinois, United States Legal & General Investment Management America Full timeJob SummaryThe Associate Portfolio Manager is responsible for supporting Senior Portfolio Managers in investing client portfolios in line with LGIMA's investment strategy views. This role involves working as part of a team to monitor portfolio position weights and risk analytics, construct trade orders, and execute trades as directed by Senior Portfolio...
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Senior Manager, Credit Portfolio Management
4 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeJob SummaryIn support of the Credit Portfolio Management, this role leads the creation, maintenance and oversight of the Credit Concentration Risk Management Framework as well as support Credit Portfolio Management. This role is a key point of integration between the frameworks including Risk Appetite, Risk Identification, and Credit Risk Management as well...
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Senior Portfolio Manager
1 month ago
Chicago, Illinois, United States Tidal Financial Group Full timeAbout Tidal Financial GroupTidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. Our expertise and innovative partnership approaches enable us to offer comprehensive, value-generating ETF solutions.Role OverviewWe are seeking a highly skilled and experienced ETF Portfolio Manager to join our...
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Senior Portfolio Director
4 weeks ago
Chicago, Illinois, United States Lincoln Property Company Full timeJob SummaryThe Senior Portfolio Director will oversee all strategic, transactional, and operations issues for a to-be-determined portfolio of primarily office and industrial assets located across the United States. This role requires a proven track record of success and leadership in managing complex, diverse commercial real estate portfolios.Key...
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Strategic Portfolio Manager
3 weeks ago
Chicago, Illinois, United States Prairie Consulting Services Full time**Job Title:** Senior Program Manager Job Description: As a Senior Program Manager at Prairie Consulting Services, you will be responsible for overseeing the enhancement of our risk management and controls, remediation of regulatory and audit findings, and the administration of regulatory affairs. Key Responsibilities:• Manage delivery through effective...
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Chicago, Illinois, United States Komatsu Full timeJob OverviewThe Strategy and Transformation Portfolio Senior Manager will play a key role in the Strategy and Transformation Management Office (STMO) to enable Komatsu North America to shape and execute its strategies. This role will be a central orchestrator across senior leadership members to ensure the organization's work is strategically aligned to...
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Chicago, Illinois, United States KOMATSU AMERICA Full timeJob OverviewThe Strategy and Transformation Portfolio Senior Manager will play a key role in the Strategy and Transformation Management Office (STMO) to enable Komatsu North America's strategies.This role will be a central orchestrator across senior leadership members to ensure the organization's work is strategically aligned to Komatsu's overall vision,...
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Senior Marketing Manager
4 weeks ago
Chicago, Illinois, United States McGraw-Hill Education Full timeAbout the RoleWe are seeking a Senior Marketing Manager to lead the go-to-market strategy and execution for a portfolio of products at McGraw Hill Education. This is a critical role that will drive growth through executing thought leadership campaigns, deploying strategic lead-generation tactics, building relationships with customers, and developing...
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Agile Portfolio Manager
4 weeks ago
Chicago, Illinois, United States Ahold Delhaize Full timeAbout the Role:This is an exciting opportunity to join Ahold Delhaize USA as a Senior Manager, IT Agile Portfolio Management. As a key member of our IT organization, you will be responsible for leading our Agile portfolio management efforts, ensuring the successful delivery of our IT projects and programs.Key Responsibilities:• Plan, organize, and direct...
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Senior Portfolio Manager, Middle Market Banking
4 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timeJob SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our Middle Market Commercial Banking team. As a key member of our team, you will be responsible for managing a portfolio of commercial customers, analyzing financial statements, and providing credit recommendations to support business growth and risk management.Key...
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Senior Vice President, Portfolio Management Lead
4 weeks ago
Chicago, Illinois, United States Boundless Learning Full timeAbout Boundless Learning | Empowering Partners to Reach Learners WorldwideWe are a leading online learning solutions provider, partnering with academic institutions and organizations to create and service online learning experiences.Our mission is to keep the success of the learner at the heart of everything we do, and we're committed to delivering...
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Portfolio Management Analyst
4 weeks ago
Chicago, Illinois, United States PGIM Full timeAbout the Role:We are seeking a highly skilled Portfolio Management Analyst to join our team at PGIM Private Capital. As a key member of our Portfolio Management team, you will be responsible for overseeing a portfolio of private credit loans and providing insights directly to our investment committee that will impact investment decisions.Key...
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Portfolio Manager
4 weeks ago
Chicago, Illinois, United States Waterton Full timeAbout 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 believe that our talented associates are the key to our success, and we strive to provide them with an extraordinary experience. Our...
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Portfolio Manager
4 weeks ago
Chicago, Illinois, United States Wintrust Financial Full timePortfolio Manager Job DescriptionWintrust Financial is seeking a skilled Portfolio Manager to join our Middle Market Commercial Banking team. As a Portfolio Manager, you will be responsible for managing an assigned portfolio of commercial customers, providing support and oversight of reporting, and coordinating collection and review of financial statements....
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Associate Portfolio Manager
4 weeks ago
Chicago, Illinois, United States CIBC Full timeJob SummaryWe are seeking a highly skilled and motivated Associate Portfolio Manager to join our team at CIBC. As a key member of our Commercial Healthcare Group, you will be responsible for assisting Relationship Managers, Portfolio Managers, and Group Portfolio Managers with client activities, reports, and escalations.Key ResponsibilitiesAssist...
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Investment Portfolio Analyst
4 weeks ago
Chicago, Illinois, United States National Guard Employment Network Full timeJob DescriptionAt National Guard Employment Network, we're committed to providing exceptional investment services to our clients. We're seeking a highly skilled Associate Analyst to join our multi-asset group, working on client portfolios backing property & casualty insurance businesses as well as company pension assets.Key ResponsibilitiesClient interfacing...
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Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution with a rich history dating back to 1889. We are committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core values of service, expertise,...