Commercial Analyst MedlineCommercial AnalystNorthfield, IL$67,000–$101,000 / yearBuild scenario-based models across commercial levers — including pricing, base cost, margin, and compensation — to quantify financial impact and inform annual planning and in-year strategy. Support the design and continuous improvement of reporting processes and business definitions to reduce manual effort and improve data accuracy, consistency, and timeliness.
Senior Operations Consultant/Senior Business Operations Analyst Galaxy Management Group, Inc.Senior Operations Consultant/Senior Business Operations AnalystChicago, ILRemoteTheir consultants work directly with CEOs, private equity firms, business owners, and executive leadership teams to identify opportunities for operational improvement and deliver measurable financial results. This is an outstanding opportunity for an experienced management consultant who enjoys solving complex business challenges, leading client engagements, and helping organizations achieve sustainable business improvement.
Financial Analyst Molson CoorsFinancial AnalystChicago, ILBring a challenger mindset to challenge ways of working and seek to implement sustainable deliverables leveraging automation while also simplifying front end process for marketing customers [making it easy for your customers to meet monthly deliverables: LE, Marketing MBR’s, AOP build and ZBB, financial asking as needed. Generate a monthly LE: Latest estimate of brand spend estimating where current month and quarter financial performance is expected to be requiring constant communication with brand personnel to fine tune monthly estimated expenses and key program commitments to arrive at a monthly LE.
NewSenior Accounting Analyst CFSSenior Accounting AnalystChicago, IL$95,000–$105,000 / yearWork closely with asset management, acquisitions, and leadership teams for high visibility and impact. • The Senior Accounting Analyst will support month-end and year-end close processes.
Sr. Technical BA | Investment MGT | Trading Lifecycle | Relo to Atlanta Living TalentSr. Technical BA | Investment MGT | Trading Lifecycle | Relo to AtlantaChicago, IL$165,000–$180,000 / yearInstitutional & Retail Investment Management Full Trading Lifecycle | Portfolio Construction & Rebalancing to Execution & Reporting | New Digital Tooling for Portfolio Managers Location Atlanta, GA (Midtown). Sit at the intersection of investment ops and platform development — supporting a wealth management platform across the full trading lifecycle, from portfolio construction and rebalancing through execution and reporting.
Private Investment Operations Portfolio Analyst, Bank Loans PPM AmericaPrivate Investment Operations Portfolio Analyst, Bank LoansChicago, IllinoisExperience with any of the following preferred: Knowledge of syndicated loan settlement documentation (LSTA Trade Confirms, Assignment Agreement, Funding Memo); Basic knowledge of investment-grade private credit instruments and related documentation; Working knowledge of S&P Syndicated Loan tools (ClearPar; Wall Street Office (WSO) Administrator and Reporting); Understanding/proficiency in navigating Moody’s and S&P’s loan related ratings; Working knowledge of BlackRock’s Aladdin tool; and/or. The Private Investment Operations Portfolio Analyst is part of a team that handles a range of functions and disciplines and has the opportunity to engage in other operational activities, as the broader Portfolio Services team regularly seeks opportunities to cross-train across various asset types and processes in an effort to develop and deepen the skill set of team members.
NewAssociate/Senior Associate, Quantitative Investment Analyst, Portfolio Solutions Brookfield CorpAssociate/Senior Associate, Quantitative Investment Analyst, Portfolio SolutionsChicago, IL$150,000–$180,000 / yearThe Investment Solutions Group (ISG) at Brookfield is responsible for designing and managing customized investment strategies across the firm's global alternatives platform, including real estate, infrastructure, renewable power, private equity, and credit. The team partners closely with institutional and wealth clients to develop tailored portfolio solutions that align with specific objectives such as income generation, inflation protection, and long-term capital appreciation.
Analyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor Lending Capital One Financial CorpAnalyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor LendingChicago, IL$119,400–$136,200 / yearEvaluate accounts and credit facilities by performing financial statement analysis, reviewing spreads, calculating adherence to compliance statements & loan covenants, and assessing the overall risk within the client's business, industry, customer base and geography. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
Sr. Portfolio Analyst UllicoSr. Portfolio AnalystChicago, IllinoisPrepare, secure approval and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics and General Account Valuation. Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, business operations "driver" analysis (critical success factors) and analysis of comparative performance with other companies in industry.
NewArchitecture Portfolio Analyst Mitchell MartinArchitecture Portfolio AnalystChicago, IL$44.10–$63 / hourEnterprise Architecture Tools | Data Management Solutions | Governance Platforms. Prepare materials for architecture governance forums and track review outcomes.
Portfolio Analyst Northern Trust CorpPortfolio AnalystChicago, IL$114,500–$194,700 / yearRole Overview: The Portfolio Analyst will play a critical role in the implementation, monitoring, and ongoing management of multi‑asset investment strategies across institutional and high‑net‑worth client portfolios. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Senior Portfolio Analyst Hilco GlobalSenior Portfolio AnalystNorthbrook, IllinoisHilco Global, a subsidiary of ORIX Corporation USA, is a diversified financial services company that delivers integrated professional services and capital solutions that help clients maximize value and drive performance across the retail, commercial and industrial, real estate, manufacturing, brand and intellectual property sectors, and more. Partner with IT and data teams to manage portfolio data architecture across Microsoft Lakehouse, Allvue, Oxane, and other systems, ensuring data mapping, business logic, and queries are properly configured and validated to support accurate portfolio-level and asset-level reporting.
ETF Portfolio Management Analyst Milliman IncETF Portfolio Management AnalystChicago, IL$97,865–$161,575 / year3-5 years of experience in fixed income or derivatives portfolio management, trading, fund accounting, corporate actions processing, or index research (experience with ETFs is desirable). At any given time, the portfolios may hold various financial instruments including equities, treasuries, futures, swaps, and options depending on the specific strategy and market conditions.
Portfolio Operations Analyst Nautilus Solar EnergyPortfolio Operations AnalystChicago, IL$80,000–$85,000Nautilus Solar Energy’s Portfolio Operations Analyst will be responsible for supporting the management and operations of Nautilus’ generating portfolio. Ability to work effectively remotely with different levels and functions of the organization as well as with external parties such as banks, lawyers, customers and contractors.
Portfolio Strategy Analyst, Data Center Energy Meta Platforms IncPortfolio Strategy Analyst, Data Center EnergyChicago, ILPeople who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. In this role, you will drive analytical frameworks and strategic insights that shape how Meta evaluates, develops, and optimizes energy supply and demand across its rapidly growing infrastructure footprint.
Portfolio Oversight Analyst Artisan PartnersPortfolio Oversight AnalystChicago, New York$100,000–$150,000 / yearDay-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.
Analyst, Private Credit - Portfolio & Account Management Antares CapitalAnalyst, Private Credit - Portfolio & Account ManagementChicago, IllinoisAs a member of the account management team, conduct financial and business due diligence, including company and industry research, cash flow modeling, financial and dataroom analysis to determine creditworthiness of borrower related transactions including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings. Based in Chicago and Atlanta, the high‐performing team utilizes an industry coverage model to generate portfolio insights, monitor portfolio performance and market trends, and manage portfolio related activity including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings.
Data Analytics Analyst - Portfolio Management CNA Financial CorpData Analytics Analyst - Portfolio ManagementChicago, IL$47,000–$78,000 / yearIf you are passionate about data-driven decision making, consider joining CNA Insurance's Portfolio Management Data Analytics team, which partners closely with Underwriting and business leadership to drive strategy execution, accountability, and profitable growth through analytics and insight. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $47,000 to $78,000 annually.
Business Analyst - PMS Portfolio Clearwater Analytics Holdings IncBusiness Analyst - PMS PortfolioChicago, IL$88,800–$115,200 / yearDrive the design of new Portfolio Construction features from initial concept through release, balancing client needs, technical feasibility, and product strategy. Solid market and domain knowledge, including hedge fund strategies, portfolio construction, trade workflows, and trade allocations.
Analyst, Private Credit - Portfolio & Account Management Antares Holdings LP (Inactive)Analyst, Private Credit - Portfolio & Account ManagementChicago, IL$90,000–$110,000 / yearAs a member of the account management team, conduct financial and business due diligence, including company and industry research, cash flow modeling, financial and dataroom analysis to determine creditworthiness of borrower related transactions including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings. Based in Chicago and Atlanta, the high‐performing team utilizes an industry coverage model to generate portfolio insights, monitor portfolio performance and market trends, and manage portfolio related activity including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings.
Energy Analyst, Portfolio Meta Platforms IncEnergy Analyst, PortfolioChicago, ILAnalyze energy market data, utility tariffs, and rate structures to support procurement decisions for data center energy supply Develop and maintain financial models to evaluate energy costs, forecast capital and operational expenditures, and assess the economics of utility interconnection options Support the negotiation and execution of power purchase agreements, utility service agreements, and energy interconnection contracts Track and report on energy consumption, billing accuracy, and cost variance across the data center portfolio Collaborate with real estate, construction, and data center operations teams to align energy procurement timelines with infrastructure development milestones Monitor regulatory and policy developments in energy markets relevant to data center siting and operations Assist in evaluating clean energy procurement opportunities, including renewable energy certificates and power purchase agreements tied to new generation Maintain internal tracking systems and dashboards to support energy portfolio reporting and stakeholder communication Coordinate with utility providers and internal finance partners to resolve billing issues and ensure accurate cost allocationBachelor's degree in a relevant technical field, finance or business discipline, or equivalent practical experience 3+ years of relevant work experience using data analytics to answer energy and electricity market questions, preferably with electric utilities, large energy consumers, energy service providers, or consultancies Proven ability to apply quantitative methodologies to analyze the energy market risks and opportunities Experience in analyzing utility tariffs, energy market structures, or power procurement economics Experience building financial models to support energy cost forecasting and scenario analysis Experience managing cross-functional projects and communicating findings to technical and non-technical stakeholders Knowledge of data center power infrastructure, including utility service requirements and electrical load planning Experience in AI tooling development, structure, and data governance Experience with large-scale commercial or industrial energy procurement, including utility interconnection processes or power purchase agreements Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews) Demonstrated ongoing AI skill development (e.g., prompt/context engineering, agent orchestration) and staying current with emerging AI technologies Familiarity with renewable energy markets, clean energy procurement structures, or sustainability reporting frameworks Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements)Meta builds technologies that help people connect, find communities, and grow businesses. Meta is seeking an Energy Analyst to join the Infrastructure Data Center (IDC) Energy team, which is responsible for commercial energy procurement, utility interconnection, and energy strategy across Meta's expanding data center portfolio.
NewPricing Analyst - Enterprise Portfolio Solutions, Leasing Advisory Jones Lang LaSalle IPPricing Analyst - Enterprise Portfolio Solutions, Leasing AdvisoryChicago, ILManage the data inputs to inform the structuring of commercial solutions for sales and solution teams in support of complex, global, large, and small TM pursuits; Build transaction commission and volume projections and understand the impact of differing transaction types, speculative revenue, commission pay structures and rebates on profitability related to leasing transactions and advisory services; Collaborate with and integrate pricing inputs from Product Teams, Business Lines, Service Line SME's, Account Management representatives and pursuit team into a final pricing solution; Perform internal proforma analysis and support the internal deal approval process, including working with counterparts in Europe, Latin America and Asia Pacific to consolidate P&Ls and client solutions across Regions; Perform multiple rounds of scenario modeling, analysis and assumptions to support the initial solutioning process and potential multiple bid rounds; Assist in populating pricing templates for submission to clients; Assist in creating pricing related Exhibits and Schedules for the RFP process, through and including negotiations and contracting. Preferred Qualifications: 3 years of relevant real estate work experience, preferably in Transaction Management with exposure to leasing advisory or brokerage; Transaction Management and/or brokerage experience in similar roles strongly preferred; Understanding of leasing transactions, market dynamics, and advisory services is highly valued; Strong business and financial acumen; Strong communication, intellectual curiosity, and interpersonal skills; Strong organization skills with strong focus on accuracy, thoroughness and attention to detail; Self-starter with focus, energy and leadership ability to drive projects forward; Independent worker with a team player attitude; Ability to work effectively in remote settings and across global time zones; Proficiency using Excel and similar tools.
Senior Analyst, Thermal Settlements and Portfolio Analytics Invenergy LLCSenior Analyst, Thermal Settlements and Portfolio AnalyticsChicago, IL$62,000–$82,000 / yearBuild and maintain inventory of international operating project processes with regards to risk management and settlements across all technologies and recommend and implement supporting and validating procedures to assist local teams. With 25 years of trusted execution, we deliver reliable, affordable energy through a diverse portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and domestic manufacturing.
Senior Catastrophe Portfolio Modeling Analyst Ryan Specialty GroupSenior Catastrophe Portfolio Modeling AnalystChicago, IllinoisThis role provides subject-matter expertise in RMS and AIR modeling platforms, develops high-quality exposure and loss analyses, and delivers technical solutions to improve modeling accuracy, efficiency, and reporting. The Senior Catastrophe Portfolio Modeling Analyst at Ryan Re is responsible for supporting enterprise-wide catastrophe risk analytics across account, portfolio, and reinsurance layers.
Senior Analyst, Portfolio Analytics and Thermal Settlements InvenergySenior Analyst, Portfolio Analytics and Thermal SettlementsChicago, IL$62,000–$82,000 / yearBuild and maintain inventory of international operating project processes with regards to risk management and settlements across all technologies and recommend and implement supporting and validating procedures to assist local teams. With 25 years of trusted execution, we deliver reliable, affordable energy through a diverse portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and domestic manufacturing.
NewSenior Analyst, Thermal Settlements & Portfolio Analytics InvenergySenior Analyst, Thermal Settlements & Portfolio AnalyticsChicago, ILThe role requires strong analytical skills, experience with energy markets, and proficiency in Excel and ETRM tools. The base pay range is $62,000 to $82,000 USD with an annual bonus of 15% included in the package, along with other benefits.#J-18808-Ljbffr.
NewSenior Energy Settlements & Portfolio Analytics Analyst InvenergySenior Energy Settlements & Portfolio Analytics AnalystChicago, IL$62,000–$82,000 / yearThis role involves settling energy transactions and enhancing reporting processes for domestic and international projects. Invenergy, LLC is seeking a Senior Analyst for Thermal Settlements and Portfolio Analytics in Chicago.
Senior Analyst, Portfolio Analytics And Thermal Settlements InvenergySenior Analyst, Portfolio Analytics And Thermal SettlementsChicago, IL$62,000–$82,000 / yearBuild and maintain inventory of international operating project processes with regards to risk management and settlements across all technologies and recommend and implement supporting and validating procedures to assist local teams. With 25 years of trusted execution, we deliver reliable, affordable energy through a diverse portfolio that includes natural gas, solar, land-based wind, energy storage, transmission, and domestic manufacturing.
Experienced Financial Analyst, Portfolio Valuation And Fund Advisory Services - Multiple Locations Houlihan LokeyExperienced Financial Analyst, Portfolio Valuation And Fund Advisory Services - Multiple LocationsChicago, IL$75,000–$120,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Sr. Analyst, Innovation Quality - Portfolio Brands The Kraft Heinz CoSr. Analyst, Innovation Quality - Portfolio BrandsGlenview, IL$89,800–$112,200 / yearThis position works closely with the business units and cross functional teams to provide successful commercialization of new products, line extensions and product renovations. Our Total Rewards philosophy is to provide a meaningful and flexible spectrum of programs that equitably support our diverse workforce and their families and complement Kraft Heinz' strategy and values.
Sr. Analyst, Innovation Quality – Portfolio Brands Kraft HeinzSr. Analyst, Innovation Quality – Portfolio BrandsGlenview, IllinoisThis position works closely with the business units and cross functional teams to provide successful commercialization of new products, line extensions and product renovations. Our Total Rewards philosophy is to provide a meaningful and flexible spectrum of programs that equitably support our diverse workforce and their families and complement Kraft Heinz’ strategy and values.
Senior Portfolio Manager - Front Barnett Team Mesirow Financial Holdings IncSenior Portfolio Manager - Front Barnett TeamChicago, IL$200,000–$250,000 / yearRequired Qualifications Minimum of 10 years of experience managing discretionary client portfolios Background at an investment counseling firm, registered investment adviser (RIA), or financial institution Demonstrated experience with equity and fixed-income portfolio management Strong understanding of tax-efficient investing for taxable investors Proven ability to build and maintain trusted client relationships. Client Relationship Management Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients Communicate portfolio strategy, performance, and market perspectives clearly and effectively Provide integrated financial guidance in coordination with client tax, estate, and business advisors Support multi-generational client relationships and continuity planning.
Corporate Banking Portfolio Manager - VP Associated Banc-CorpCorporate Banking Portfolio Manager - VPChicago, IL$88,060–$150,960 / yearCoordinate loan renewals, due diligence, and credit documentation by working closely with clients, credit teams, and internal business partners. 5+ years of experience in Commercial Banking, Commercial Real Estate, Corporate Banking, Specialized Banking, or Credit Approval.
Vice President, Portfolio Valuations Lincoln International LLCVice President, Portfolio ValuationsILLincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. Key Responsibilities include: Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations.
Experienced Associate, Portfolio Valuations Lincoln International LLCExperienced Associate, Portfolio ValuationsIL$150,000–$200,000 / yearLincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success.
Vice President, Portfolio Valuation And Fund Advisory Services - Multiple Locations Houlihan LokeyVice President, Portfolio Valuation And Fund Advisory Services - Multiple LocationsChicago, IL$145,000–$225,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Associate Director, IT Portfolio Management Kirkland & Ellis LLPAssociate Director, IT Portfolio ManagementChicago, IL$203,000–$253,000 / yearTechnical & Tools Proficiency: Familiarity with Project and Portfolio Management tools (e.g., ServiceNow, Microsoft Project), Agile tools (e.g., JIRA, Azure DevOps), and Microsoft 365 tools such as Teams, SharePoint, Visio, and Power BI. We tackle the most sophisticated legal challenges with bold ideas and innovative solutions, powered by the exceptional experience and ambition of our 7,000+ people, including 4,000+ attorneys, across 24 offices worldwide.
Special Assets Portfolio Manager II Fifth Third BancorpSpecial Assets Portfolio Manager IIChicago, IL$82,100–$172,500 / yearAssists Workout Officers in coordinating the accumulation of all files (Credit, Collateral, SBA, shadow, side, etc.) to perform a thorough review of high risk banking relationships, ensuring financial statements are current and spread correctly to allow for a detailed review/analysis of: a)Balance Sheet leverage and liquidity; b) Income Statement margin performance and profitability/loss and resulting operating cash flows; c) collateral liquidation coverage margin vs. GENERAL FUNCTION: The Special Assets Portfolio Manager II is a key member of the "coverage team", directly accountable for managing a portfolio of more complex, and typically larger stressed banking relationships through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analysts and SAG Relationship Managers.
Asset-Based Lending Senior Portfolio Manager Citizens Financial Group IncAsset-Based Lending Senior Portfolio ManagerChicago, IL$180,000–$200,000 / yearExperience in working out, including liquidation, of challenging ABL is preferred Balanced approach to enable focus on both business unit goals and risk management objectives Strong understanding of general credit and risk principles, mitigants, and banking policies and procedures Experienced in developing and implementing tactical solutions in support of structuring new and existing ABL credits Able to multi task and function under pressure to meet deadlines Strong written and verbal communication and negotiation skills BA/BS degree, and/or MBA preferably in Finance, Business Administration or Accounting. Liaise with portfolio management team leaders, credit risk and workout colleagues on deteriorating credits Partner with product and operations units including loan operations, cash management, derivatives, corporate card, leasing, to proactively manage issues so that revenue opportunities are maximized and customer satisfaction is maintained.
Senior Asset Finance Underwriter/Portfolio Manager II Citizens Financial Group IncSenior Asset Finance Underwriter/Portfolio Manager IIChicago, IL$165,000–$175,000 / yearThe Portfolio Manager independently handles non-routine servicing matters and risk-related issues and collaborates extensively with business line managers, product partners, Credit Risk Management, and colleagues across Citizens. The Citizens Asset Finance Senior Portfolio Manager II role provides primary client management for an assigned portfolio of Asset Finance leases and loans.
Team Lead Portfolio Management, Commercial Wintrust Financial Corp.Team Lead Portfolio Management, CommercialOak Lawn, IL$117,000–$175,000 / yearDirect portfolio management responsibilities include gathering, analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan relationship while performing portfolio management tasks including the underwriting of annual reviews and renewals, completing covenant testing verifications, managing reporting and documentation exceptions, and ensuring the loan portfolio is accurately risk rated. The Team Lead Portfolio Management, Commercial Banking manages the administration of a sizable commercial banking portfolio and supports commercial banking teams in new business initiatives, accomplishing these objectives through the supervision of a team of Portfolio Managers and Credit Analysts with varying experience levels.
Commercial Senior Portfolio Manager- CRE Fifth Third BancorpCommercial Senior Portfolio Manager- CREChicago, IL$96,500–$207,500 / yearPartners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
Commercial Portfolio Manager- CRE Fifth Third BankCommercial Portfolio Manager- CREChicago, Illinois$96,500–$207,500 / yearPartners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
NewCredit Underwriter II-Commercial Real Estate-Portfolio Management Bank of America CorpCredit Underwriter II-Commercial Real Estate-Portfolio ManagementChicago, IL$95,000–$144,000 / yearResponsibilities:Leads the credit analysis process with the support of other analysts and associatesPartners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirementsMonitors operating performance and financial condition, proactively identifying issues and opportunitiesAssists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureMay have primary coverage responsibility for a portfolio of clients with limited complexity and credit approval for certain credit actionsParticipate in loan structure conversations and completion of loan documentation with internal/external legal partnersExecutes post‑close credit activities, including documenting conditions, administering approved extensions, and coordinating related legal documentationPerforms comprehensive portfolio monitoring and maintenance activities, including covenant compliance, construction and collateral reviews, financial and guarantor analysis, and ongoing risk assessmentContributes to process improvement and simplification initiatives to enhance portfolio oversight, credit execution, and operational efficiencyRequired Qualifications: 5+ years commercial real estate credit related experienceFinancial analysis and portfolio management experienceFinancial accounting, financial modeling and loan structuring experienceDesired Qualifications: Bachelor's degree in finance, accounting, economics or similarCertificate from accredited real estate educational programLarge money center bank experienceCRE portfolio management experienceCommercial Credit TrainingSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The Credit Underwriter II is responsible for the ongoing management and primary accountability for all monitoring and maintenance activities for an assigned portfolio of commercial real estate loans, primarily consisting of larger/complex client relationships.
Portfolio Manager Byline BankPortfolio ManagerSchaumburg, IL$72,000–$89,000 / yearObjective of Position: The Portfolio Manager is responsible for the ongoing administration, credit oversight, and risk management of an assigned commercial loan portfolio, supporting the bank by monitoring credit quality, ensuring compliance, and proactively managing risk. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024.
Equity Portfolio Manager Morningstar IncEquity Portfolio ManagerChicago, IL$181,950–$327,500 / yearThe Group: The Investment Management group is guided by Morningstar's investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, research, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar, Inc.
NewFixed Income Portfolio Manager Northern Trust CorpFixed Income Portfolio ManagerChicago, IL$137,400–$233,600 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Knowledge of structural economic principles and trends across various markets, the roles of various industry participants, as well as management techniques related to retail and institutional portfolios, including risk management, monitoring, and reporting.
Vice President Portfolio Manager The Emerald Recruiting GroupVice President Portfolio ManagerChicago, KansasA leading multinational commercial bank is seeking a Vice President, Loan Portfolio Manager to oversee the performance, risk management, and strategic direction of a diverse commercial credit portfolio. You’ll be the key link between origination, underwriting, credit, and risk—responsible for maintaining portfolio quality, supporting deal execution, and identifying opportunities to optimize returns.
Corporate Banking Director, Portfolio Management Huntington Bancshares IncCorporate Banking Director, Portfolio ManagementChicago, ILThe Director will frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, Treasury Management, and other product partners in optimizing customer relationships. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Chicago, IL$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.