Chicago, Illinois12 days ago
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The Research Financial Portfolio Manager, Senior is responsible for communicating accurate and timely financial data and providing financial advisement to principal investigators in the financial administration of grants, contracts clinical trials and other internally funded support. Simpson Querrey Biomedical Research Center
Job Description.
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The Research Financial Portfolio Manager is responsible for communicating accurate and timely financial data and providing financial advisement to principal investigators in the financial administration of grants, contracts clinical trials and other internally funded support.
Job Description.
Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
This highly cross-functional role partners closely with Pillar Portfolio Managers (PPMs), senior analysts, business stakeholders, Finance, and DET leadership to ensure portfolio data is trusted, dashboards provide meaningful insights, and the organization can operate and scale effectively. This role serves as the primary resource for portfolio tooling support, data quality management, reporting enablement, and operational excellence across Airtable, Linear, Tableau, Slack integrations, and emerging portfolio management platforms.
Partners 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.
Experience 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.
L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G's own balance sheet. 7+ years emerging market hard currency credit portfolio management experience; Experience operating as part of a portfolio management team across multiple strategies and benchmarks; Strong macroeconomic and credit cycle background in Emerging markets sovereign space.
Northern Trust Asset Management is seeking a Client Portfolio Manager (CPM) to support and enhance the firm's $860 billion Equity platform, including quantitative, Index, and Tax‑Advantaged Equity (TAE) capabilities. 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.