Portfolio Manager Jobs in Lake Forest, IL
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
Portfolio Manager, Business Banking
- Wintrust Financial Corp.
- Northfield, IL (10 miles from Lake Forest, IL)
- 15 hours ago
- Northfield, IL (10 miles from Lake Forest, IL)
- 15 hours ago
The Portfolio Manager contributes to the recommendations as it relates to the structure of a loan request, as well as identification of broader banking and relationship opportunities throughout the...
In PersonCommunity Association Manager, Portfolio
- FirstService Corporation
- Hoffman Estates, IL (15 miles from Lake Forest, IL)
- 1 day ago
- Hoffman Estates, IL (15 miles from Lake Forest, IL)
- 1 day ago
Description Job Overview: As a Community Association Manager - Portfolio, you'll provide strong leadership and management direction on behalf of the Board of Directors and FirstService...
In Person- Capital One
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 7 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 7 days ago
Principal Risk Specialist Do you like working in the spotlight? Are you ready to work on the front line of a top 10 Bank? Can you build relationships as well as develop and implement innovative...
In PersonCounterparty Risk Analyst Principal Associate
- Capital One
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 12 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 12 days ago
Counterparty Risk Analyst Principal Associate As a Principal Risk Associate at Capital One you'll be responsible for working with business partners to identify and mitigate potential risks to...
In PersonPortfolio Manager II, Business Banking
- Wintrust
- Northfield, IL (10 miles from Lake Forest, IL)
- 12 days ago
- Northfield, IL (10 miles from Lake Forest, IL)
- 12 days ago
The Portfolio Manager contributes to the recommendations as it relates to the structure of a loan request, as well as identification of broader banking and relationship opportunities throughout the...
In PersonVice President, Market Risk Manager
- Wedbush Securities
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 12 days ago
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 12 days ago
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and...
In PersonSenior Manager - Information Security Portfolio Management (Hybrid)
- AbbVie, Inc
- North Chicago, IL (5 miles from Lake Forest, IL)
- 13 days ago
- North Chicago, IL (5 miles from Lake Forest, IL)
- 13 days ago
Company Description About AbbVie AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of...
HybridCard Vertical Risk Manager, Card Data - Principal Associate
- Capital One
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 14 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 14 days ago
Card Vertical Risk Manager, Card Data - Principal Associate The Card Vertical Risk Manager (VRM) role will support Card Data leadership in the primary areas of controls oversight & innovation,...
In Person- Averosoft Inc.
- North Chicago, IL (5 miles from Lake Forest, IL)
- 14 days ago
- North Chicago, IL (5 miles from Lake Forest, IL)
- 14 days ago
Key Skills Required Program/Portfolio Management (min. 8 years) Financial Management - CAPEX & OPEX (min. 4-5 years), including POs, SOWs, RFQs PMP Certification (required; strong experience may...
In Person- TEKsystems
- North Chicago, IL (5 miles from Lake Forest, IL)
- 14 days ago
- North Chicago, IL (5 miles from Lake Forest, IL)
- 14 days ago
Role Overview We are seeking a Senior Portfolio Manager to lead a portfolio of complex, multi-million-dollar initiatives within a Business Technology Solutions (BTS) Operations organization, supporting...
Hybrid Contract- W.W. Grainger, Inc.
- Lake Forest, IL
- 19 days ago
- Lake Forest, IL
- 19 days ago
Position Details The Portfolio Manager is a cross-functional leader who combines deep technical expertise with strategic portfolio oversight....
In PersonThe Portfolio Manager contributes to the recommendations as it relates to the structure of a loan request, as well as identification of broader banking and relationship opportunities throughout the...
In PersonSoftware Asset Manager (Hybrid)
- Connection
- North Chicago, IL (5 miles from Lake Forest, IL)
- 22 days ago
- North Chicago, IL (5 miles from Lake Forest, IL)
- 22 days ago
Introduction Be part of the team that drives our company forward, transforming ideas into real-world tools and platforms that support the business and spur innovation. Overview Connection has a...
Hybrid- Capital One
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 28 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 28 days ago
Principal Risk Manager The Principal Risk Specialist is responsible for performing business compliance and operational risk and control activities. They are also responsible for educating and...
In PersonConsumer Finance Direct Portfolio/Risk Specialist
- Huntington Bancshares Inc
- Rosemont, IL (16 miles from Lake Forest, IL)
- 29 days ago
- Rosemont, IL (16 miles from Lake Forest, IL)
- 29 days ago
Description This position can be located at any Huntington Bank Corporate office location. Summary The Consumer Finance Direct Lending Portfolio & Risk Specialist plays a key role in overseeing...
RemoteDemographic Data for Lake Forest, IL
Moving to Lake Forest, IL? Find some basic demographic data about Lake Forest, IL below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Lake Forest, IL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Lake Forest, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »