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 Portfolio Manager, Specialized Lending
- Rosemont, IL (16 miles from Lake Forest, IL)
- 3 days ago
- Rosemont, IL (16 miles from Lake Forest, IL)
- 3 days ago
The Senior Portfolio Manager, Specialized Lending is responsible for overseeing the credit process and portfolio administration of a $500MM to $1B+ specialized commercial loan portfolio, focused on...
Director - Business Performance Management - Portfolio
- Niles, IL (14 miles from Lake Forest, IL)
- 6 days ago
- Niles, IL (14 miles from Lake Forest, IL)
- 6 days ago
Lead supplier review meetings alongside Portfolio Managers, driving follow-ups and actionable steps to align internal teams and key suppliers....
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 6 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 6 days ago
The Portfolio Manager will be responsible for operational management of IT governance adherence....
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 8 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 8 days ago
Principal, Risk Specialist Does the idea of working with and guiding professional, highly trained accountants, product, technology and other professionals inspire you? Are you a professional with...
Portfolio Manager - Private Asset Management
- Evanston, IL (15 miles from Lake Forest, IL)
- 9 days ago
- Evanston, IL (15 miles from Lake Forest, IL)
- 9 days ago
Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized...
Senior Director, IT Portfolio Management & Strateg
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 10 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 10 days ago
at Quest Diagnostics Inc in Schaumburg, Illinois, United States Job Description Job Description The Senior Director of IT Portfolio Management & Strategic Operations plays a critical, highly...
Sr. Risk Manager, Data Risk Management
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 12 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 12 days ago
Sr. Risk Manager, Data Risk Management Do you want to be part of an organization that's dedicated to helping Capital One manage data and, identify and effectively mitigate risk - for our...
Risk Manager, Enterprise Risk Management
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 12 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 12 days ago
Risk Manager, Enterprise Risk Management The ERM Risk Foundations team is seeking a highly motivated Risk Manager to apply their risk, communication, and analytical skills in support of our...
Entry - Level Credit Risk Specialist
- Itasca, IL (20 miles from Lake Forest, IL)
- 14 days ago
- Itasca, IL (20 miles from Lake Forest, IL)
- 14 days ago
This job is located at our headquarters in Itasca, IL. As a Credit Risk Management Specialist, you will be responsible for conducting credit analysis for both new and existing customers,...
Senior Commercial Portfolio Manager - Equipment Finance
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 21 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 21 days ago
Description Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established...
Remote Work- Northbrook, IL (8 miles from Lake Forest, IL)
- 29 days ago
- Northbrook, IL (8 miles from Lake Forest, IL)
- 29 days ago
at CF Enterprises, Inc. in Northbrook, Illinois, United States Job Description At CF Industries, our mission is to provide clean energy to feed and fuel the world sustainably. Our employees are...
- Camp Lake, WI (24 miles from Lake Forest, IL)
- 30+ days ago
- Camp Lake, WI (24 miles from Lake Forest, IL)
- 30+ 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,...
Senior Portfolio Manager, Commercial Real Estate
- Rosemont, IL (16 miles from Lake Forest, IL)
- 30+ days ago
- Rosemont, IL (16 miles from Lake Forest, IL)
- 30+ days ago
Manager, CRE will assist and manage a portfolio of commercial real estate credits/relationships in a fast-paced, regulated environment....
Portfolio Manager Team Lead, Commercial Real Estate
- Libertyville, IL (5 miles from Lake Forest, IL)
- 30+ days ago
- Libertyville, IL (5 miles from Lake Forest, IL)
- 30+ days ago
workflow of all Portfolio Managers and Credit Analysts within a Lending Division....
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...
Demographic 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
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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
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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