Portfolio Manager job Chicago Illinois
Portfolio Manager job Chicago Illinois
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Portfolio Manager Job

Employer Name: SpiderID: 12747379
Location: Chicago, Illinois Date Posted: 7/14/2022
Wage: Negotiable Category: Finance/Investment
Job Code: m21m portfolio manag

Job Description:

Job Description

Our strategy and people help us deliver the industry's most successful top-down, bottom-up investment process. Now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. In this role, you'll support the full project lifecycle for a large portfolio, with a focus on leading project-level reviews, optimizing and maintaining project standards, proactively identifying improvement, analytical reporting, and training staff. Not only will you be comfortable having high-level conversations with business leaders to understand individual portfolios, you'll help us define KPIs and create a roadmap of company-wide operations.

Objectives of this Role

  • Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level

  • Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth

  • Deliver sound investment advice and strategies strategy based on market performance

  • Develop and implement project management methodologies and best practices to build on your team's skills and capabilities

  • Contribute to the establishment of a common set of practices, tools and templates for portfolio, program, and project-level management and ensure standards are being followed

Daily and Monthly Responsibilities

  • Manage the day-to-day operations of the portfolio, establish the working plan of each project phase

  • Analyze and appraise the effectiveness of sales methods, costs, and results

  • Facilitate project review and checkpoint meetings

  • Produce and analyze portfolio/project-level reports against key performance indicators

  • Escalate issues that threaten portfolio and project success

Skills and Qualifications

  • Bachelor's degree in finance or related field

  • Current certificates, which may include CFA, CFP, CAIA

  • 4-5 years of financial or investment experience

  • Knowledge of securities, insurance, and mutual fund industries

  • Personal integrity and the ability to keep client and company confidences

  • Proficient with financial planning software

Preferred Qualifications

  • Master's degree

  • 66 or 67 Securities Registration

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: GPAC Company Type:
Company: GPAC

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