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.
Senior Investment Portfolio Manager / Wealth Management
- Barrington, IL (15 miles from Lake Forest, IL)
- 3 days ago
- Barrington, IL (15 miles from Lake Forest, IL)
- 3 days ago
In-depth / expert knowledge of equity and fixed income markets. In-depth / expert understanding of tax-related issues affecting investments....
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 3 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 3 days ago
Job Description: KEY ACCOUNTABILITIES INCLUDE: Maintain the global logistics insurance program, including supporting business and sales teams on insurance sales. Manage the global property &...
- Des Plaines, IL (12 miles from Lake Forest, IL)
- 4 days ago
- Des Plaines, IL (12 miles from Lake Forest, IL)
- 4 days ago
Risk Asset Manager Vaco $140,000.00 - $143,000.00 / yr 401(k), retirement plan United States, Illinois, Des Plaines Jun 07, 2025 Vaco is hiring for a Risk Asset Manager opportunity. The Asset Risk...
- Glenview, IL (11 miles from Lake Forest, IL)
- 4 days ago
- Glenview, IL (11 miles from Lake Forest, IL)
- 4 days ago
The Portfolio Manager will report to the Market President, a Relationship Manager II, or Portfolio Manager Team Lead....
Senior Portfolio Manager, Commercial Banking
- Northbrook, IL (8 miles from Lake Forest, IL)
- 9 days ago
- Northbrook, IL (8 miles from Lake Forest, IL)
- 9 days ago
Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as...
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Portfolio Manager I - Equipment Finance
- Rosemont, IL (16 miles from Lake Forest, IL)
- 11 days ago
- Rosemont, IL (16 miles from Lake Forest, IL)
- 11 days ago
GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
Portfolio Manager will be a main contact for all team member questions and issues around IT projects....
Senior Portfolio Manager - Remote
- Elk Grove Village, IL (16 miles from Lake Forest, IL)
- 12 days ago
- Elk Grove Village, IL (16 miles from Lake Forest, IL)
- 12 days ago
As a Senior Portfolio Manager on the Virtual Care and the Ambient Technology team, you will help drive the strategic direction of our connected ecosystem....
Remote WorkPortfolio Management Director - External Sales and Balances
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 12 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 12 days ago
The CoBrand External Sales & Balances Director reports to the Head of Portfolio Management and Analytics for CRS. The mandate for the role is to own and grow Cobrand external sales, balcon, and...
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 13 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 13 days ago
Objective of Position : The Portfolio Manager is responsible for supporting Sr....
- Bensenville, IL (19 miles from Lake Forest, IL)
- 14 days ago
- Bensenville, IL (19 miles from Lake Forest, IL)
- 14 days ago
National Fleet Asset Manager Full Time Management Bensenville, IL, US Yesterday Requisition ID: 1836 Salary Range: $90,000.00 To $110,000.00 Annually Summary of Position: The National Fleet Asset...
Senior Director, Asset Based Lending Portfolio Management
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 15 days ago
- Schiller Park, IL (21 miles from Lake Forest, IL)
- 15 days ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The...
- Fort Sheridan, IL (4 miles from Lake Forest, IL)
- 16 days ago
- Fort Sheridan, IL (4 miles from Lake Forest, IL)
- 16 days ago
Senior Risk Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Join Ulines risk management team and play a key role in protecting our business. As a Senior Risk Analyst,...
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 17 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 17 days ago
The Portfolio Manager will report to the Market President or a Relationship Manager II....
Demographic Data for Lake Forest, IL
Moving to Lake Forest, IL? Find some basic demographic data about Lake Forest, IL below.
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Title Synonyms
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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
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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