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  • Asset Manager

    Timber Hill Group

    Portfolio manager job in Chicago, IL

    COMPANY: Timber Hill Group LLC (“THG”). For more information, please visit our website at ************************ We are a real estate acquisition company that is dedicated to building wealth and creating legacies. Our niche is creating value in logistic centric real estate and relationships. We have developed a system that handles all aspects of real estate opportunities in partnership with our investors, tenants, vendors, and clients. With a heavy focus on Industrial, and a narrower focus on industrial outdoor storage (IOS), managed truck parking, and industrial service facilities (ISF) opportunities, Timber Hill Group is seeking value-add, opportunistic and core-plus investments. CORE VALUES - WHAT WE LIVE BY: It is important to have all Timber Hill Group team members assess their job and decisions using our common core values as a guide. Timber Hill's core values are listed and described below. Ø BE A PROFESSIONAL o We like to view ourselves as a professional ball club. Must practice, outhustle, and outperform the competition. Ø BE TRANSPARENT o Use the truth as a tool. Ø PLAY AS A GREAT TEAMMATE o Follow the “golden rule”. Ø ILLUSTRATE DISCIPLINED SELF MANAGEMENT o Hard work leads to success, builds character, is contagious, and is rewarding. Ø ENJOY THE WORK. HAVE FUN! o Your time is important. Love what you do. Ø RELENTLESS DRIVE TO SUCCEED o Never settle. Approach every challenge with determination, grit, and an unwavering commitment to excellence. Position Summary: The Asset Manager is responsible for executing the business plan and maximizing the performance of a portfolio of industrial properties, including IOS, truck parking, and ISF assets. This role oversees leasing, financial performance, capital improvements, and disposition strategies, ensuring that each property achieves or exceeds targeted returns. The Asset Manager works closely with internal teams, operations partners, leasing brokers, and capital partners to drive value creation through proactive management, strategic decision-making, and disciplined execution. The ideal candidate combines strong financial acumen with operational insight, is highly organized, and demonstrates the ability to think both strategically and analytically in a fast-paced, entrepreneurial environment. The Asset Manager reports to the Chief Operating Officer. Key Responsibilities: Portfolio Oversight & Market Presence Oversee the financial and operational performance of portfolio assets, ensuring each property meets or exceeds targeted business plan objectives. Maintain a strong presence in Timber Hill's core and emerging markets. Actively participate in industry events, conferences, and local market networking opportunities to strengthen THG's brand and market relationships. Develop and execute value-add and leasing strategies for assets across the portfolio. Coordinate with strategic partners to ensure efficient daily operations and tenant satisfaction. Evaluate capital needs and oversee capital expenditure planning and execution Prepare annual business plans and quarterly reforecasts for each property. Financial Management & Reporting Review and analyze monthly financial statements, rent rolls, and operating reports. Track and report on key performance indicators (NOI, IRR, occupancy, rent growth, etc.). Prepare investor and ownership reporting packages, including variance analyses and commentary. Partner with accounting to ensure accuracy of budgets, accruals, and cash flow forecasts. Leasing & Market Strategy Work with leasing brokers and internal teams to drive leasing velocity and optimize tenant mix. Approve leasing proposals and support lease negotiations consistent with ownership goals. Monitor competitive market conditions and update pricing assumptions as needed. Collaborate with marketing and leasing partners to position assets effectively within the market. Property Operations & Tenant Relations Provide oversight of day-to-day property operations in collaboration with Property Managers. Ensure assets are maintained to the highest operational and safety standards. Establish and monitor preventive maintenance programs and capital improvements. Oversee tenant relations by ensuring a professional, proactive, and solutions-oriented approach to communication and service. Review tenant performance, lease compliance, and renewal opportunities to enhance retention and stability. Transaction Management Support acquisition underwriting and due diligence for new investments, providing input on operating assumptions and post-closing strategies. Participate in refinancing processes and assist in evaluating disposition opportunities. Oversee preparation of hold/sell analyses and recommend strategies to maximize returns. Investor & Partner Relations Serve as a point of contact for investors, lenders, and joint venture partners regarding asset performance. Deliver high-quality, transparent communications and presentations on portfolio activity and performance. Ensure all reporting obligations to capital partners are met timely and accurately. Strategic Planning Identify opportunities for revenue growth, expense optimization, and capital enhancement. Contribute to long-term portfolio planning, including acquisition/disposition pipelines and market expansion strategies. Provide market intelligence and performance feedback to guide firmwide investment strategy. Qualifications: · Bachelor's degree in real estate, finance, business administration, or a related field (MBA or MSRE preferred). · 5-8 years of experience in asset management or related roles in commercial or industrial real estate. · Strong financial modeling and analytical skills, including proficiency with Excel and ARGUS (preferred). · Deep understanding of industrial real estate markets, particularly IOS and ISF assets. · Proven experience managing third-party property managers and leasing teams. · Exceptional organizational, communication, and presentation skills. · Ability to think strategically, act decisively, and execute business plans efficiently. · Familiarity with real estate financing, joint venture structures, and capital markets. · Team-oriented mindset aligned with Timber Hill's core values. COMPENSATION: Market, dependent on level of experience. The compensation package includes salary and incentive bonuses. In addition, the position includes an attractive benefits package including health insurance, vision coverage, and 401k (after vesting period) LOCATION: 8770 W Bryn Mawr Avenue, Suite 1350, Chicago, IL 60631 (near I-90 and Cumberland) CONTACT: For more information, please contact Ryan Battistoni, Partner, *******************************
    $71k-106k yearly est. 4d ago
  • Senior Risk Manager (Market Making)

    Algo Capital Group

    Portfolio manager job in Chicago, IL

    Operational Risk Manager - Risk Controls & Process Optimization A top-tier quantitative trading firm is looking to hire a exceptional Operational Risk Manager ( Market Making) to strengthen their risk oversight capabilities in Chicago. This role offers direct exposure to trading operations while building and enhancing enterprise-wide risk management frameworks. About the team: The Risk team operates at the intersection of trading, technology, and compliance, ensuring seemless operational controls across high-velocity trading environments. You'll partner with diverse stakeholders to identify risk exposures, streamline control processes, and drive data-driven risk management decisions that protect and enable business growth. What you'll do: This is an IC role Design and implement operational risk monitoring processes for trading and technology systems Partner with business units to embed risk awareness and strengthen control environments Investigate operational incidents and drive systematic improvements to prevent recurrence Develop risk reporting and metrics to provide transparency to senior management Collaborate with compliance and audit teams on regulatory examinations and assessments Build relationships across the organization to influence risk culture and best practices Your background: Years in operational risk (Market Making), controls, audit, or compliance within financial services Experience in trading firms, investment banks, or similar dynamic financial environments Understanding of market risk, operational processes, and regulatory requirements Strong analytical skills with ability to synthesize complex information into actionable insights Self-starter with excellent communication skills and stakeholder management abilities Bachelor's degree in Finance, Economics, Business, or related field Knowledge of FINRA, SEC, or other relevant regulatory frameworks preferred This opportunity provides competitive compensation, performance-based incentives, comprehensive benefits, and the chance to make meaningful impact in a dynamic, growth-oriented environment.
    $90k-129k yearly est. 3d ago
  • Finance Manager, VBC

    Duly Health and Care

    Portfolio manager job in Downers Grove, IL

    Finance Manager, Value Based Care Hours: 40 hrs., 8-5 M-F Work Schedule: Hybrid, in office Tues/Wed/Thurs. Remote Mondays and Fridays. Candidate must live in Illinois. Responsibilities Lead financial analysis and modeling for value-based care initiatives, including Medicare, Medicare Advantage, and commercial risk arrangements. Prepare, monitor, and analyze annual budgets and monthly variance reports to support decision-making and performance improvement. Develop and manage financial forecasts, including revenue and expense projections related to VBC contracts. Partner with operational and clinical leaders to translate data into actionable insights, highlighting trends and opportunities for cost reduction and quality improvement. Design and implement automated reporting and analytical tools to streamline financial and operational performance tracking. Produce and present financial reports and insights to senior leadership and other stakeholders. Support contract modeling and evaluation for new or existing value-based agreements. Collaborate with data analytics teams to ensure accuracy and integrity of financial and clinical data used in performance assessments. Participate in continuous improvement initiatives to enhance finance processes, reporting capabilities, and data-driven decision-making. Stay current on regulatory changes, payer policies, and industry trends impacting value-based reimbursement and healthcare finance. Qualifications Education: Bachelor's degree in finance, Accounting, Economics, or related field required. Master's degree or MBA preferred. Experience: Minimum of 5+ years of progressive experience in healthcare finance, financial planning & analysis (FP&A), or related roles. Experience in a Value-Based Care organization, Accountable Care Organization (ACO), or payer environment (Medicare / Medicare Advantage focus) strongly preferred. Demonstrated experience in budgeting, forecasting, and variance analysis. Proficiency in financial modeling and data analytics. Experience automating and improving financial processes or reporting tools is a plus. Skills & Competencies: Strong analytical and quantitative skills, with the ability to translate complex data into actionable insights. Excellent presentation and communication skills, with the ability to influence and inform senior leadership. Advanced Excel and financial modeling capabilities; experience with BI tools (Power BI, Tableau, or similar) preferred. Knowledge of healthcare reimbursement models, especially risk-based and shared savings arrangements. Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced environment. Collaborative mindset and proven ability to work cross-functionally. The compensation for this role includes a base pay range of $107K-$161K, with the actual pay determined by factors such as skills, experience, education, certifications, geographic location, and internal equity. Additional compensation may be available through shift differentials, bonuses, and other incentives. Base pay is only a portion of the total rewards package.
    $107k-161k yearly 3d ago
  • Tax Manager - Public Accounting

    Spheric

    Portfolio manager job in Chicago, IL

    We're partnering with a highly respected regional CPA firm in Chicago that is growing and looking for a Tax Manager to join their team on-site . This firm is known for its strong culture, true work-life balance, and long-term career development. Why this opportunity stands out: Stable, respected regional firm Real work-life balance (no excessive busy seasons) Collaborative, people-first culture Clear path for advancement What you'll do: Lead and manage client engagements Build strong client relationships and provide expert tax guidance Advise on complex business tax issues Drive process improvement through technology and automation Mentor and develop junior team members What you need: ✔ Active CPA ✔ 5+ years of tax management experience (public accounting preferred) ✔ Bachelor's in Accounting/Finance/Tax ✔ Strong communication and leadership skills Nice to have: Master's in Accounting/Tax Experience with business tax laws Background mentoring junior staff Location: On-site in Chicago, IL Job Type: Full-time, permanent 👉 If you're looking for a stable, growth-oriented firm that values balance and collaboration, we'd love to connect.
    $75k-104k yearly est. 1d ago
  • Risk Manager

    Hirewell

    Portfolio manager job in Chicago, IL

    Key Responsibilities: Insurance Administration & Strategy Lead annual insurance renewal strategy for property, general liability, builder's risk, and ancillary policies. Analyze coverage needs across the portfolio and collaborate with brokers to evaluate renewal options and policy design. Collect, compile, and present underwriting data to brokers during renewal cycles. Coordinate and track insurance estimates for new developments, acquisitions, and rehab projects. Monitor and maintain the organization's insurance portfolio, including premiums, coverage limits, deductibles, and Total Insured Values (TIVs). Prepare year-over-year insurance cost comparisons and historical claim analyses for executive review. Claims & Incident Management Oversee the full lifecycle of insurance claims, including: Intake and review of incident reports Conducting staff interviews and collecting documentation Coordinating with executive leadership and ownership on claim strategy Serving as primary point of contact with carriers and brokers through closeout Create and manage internal reporting tools and tracking systems for all open and closed claims. Maintain comprehensive claims history and loss data by asset. Develop standardized processes for claim intake and communication with Regional Supervisors and site teams. Risk Mitigation & Strategy Partner with facilities and construction leadership to identify trends and implement safety measures that reduce incident frequency and cost. Monitor emerging risks, track claim patterns, and present recommendations to leadership on prevention strategies. Support site teams with insurance-related training, awareness, and compliance communication. Corporate Support & Special Projects Participate in strategic planning, budgeting, and forecasting related to risk services. Support the development division with required insurance documentation during acquisition and closing phases. Assist with coordinating training related to insurance, safety, and claims procedures. Participate in companywide initiatives, meetings, and cross-functional collaborations as needed. Education & Experience Bachelor's degree required (preferably in risk management, business, finance, or related field). Minimum of 5 years of experience in property risk management, commercial insurance, or claims oversight. Experience in multifamily housing, affordable housing programs, and/or real estate development is a plus. Licenses & Certifications Preferred but not required: Property & Casualty Insurance Producer License Associate in Risk Management (ARM) Certified Risk Manager (CRM)
    $90k-129k yearly est. 5d ago
  • Manager, Investor Relations

    The Kraft Heinz Company 4.3company rating

    Portfolio manager job in Chicago, IL

    Here at Kraft Heinz, we grow our people to grow our business, because we believe that great people make great companies. When you join our table, you can expect access to an array of holistic wellness benefits* and perks, including medical, dental and vision coverage, 7% 401(k) matching, Business Resource Groups (BRGs) to help foster diversity, inclusion, and belonging for all employees, an industry-leading total rewards package that emphasizes a high discretionary bonus. *Benefits begin 30 days after hire for hourly employees, and immediately upon hire for salaried employees. Get a peek into life here at Kraft Heinz through our Instagram and TikTok channels! Manager, Investor Relations at a Glance…. As a member of the Kraft Heinz Investor relations team, the Manager will support in the efforts to provide the investment community with a clear understanding of Kraft Heinz strategy, results and expectations. The primary responsibilities within this role will include gathering investor insights, competitive intelligence and benchmarking, shareholder analysis, and capital markets updates for the benefit of our executive team. The role provides direct visibility to the executive leadership team and is a great opportunity for a unique blend of exposure to finance, corporate strategy, and capital markets. What's on the menu? Track, summarize, and disseminate analyst reports on peers and industry trends on a weekly and ad hoc basis to senior management and other functions Execution of financial and qualitative benchmarking of Kraft Heinz versus its peers including production of regular updates and maintenance of benchmarking databases Track consensus model updates for Kraft Heinz and reconcile to internal forecasts, working back with sell side analysts as necessary to provide guidance as needed Owner of shareholder base analysis and targeting, providing insights into current and prospective shareholders Support in monitoring capital markets and economic updates on a daily basis, providing insight into stock performance and valuation Support the quarterly earnings process and investor conferences by gathering supporting data, pulling together required materials, and assisting with post presentation write-ups Manage the Investor Relations budget and relationships with third party vendors Track MBO/KPI performance for the Investor Relations team Support the overall Investor Relations function, assisting with the day-to-day and any long-term projects Recipe for Success - apply now if this sounds like you! Bachelor's degree required in Finance, Accounting, Business Administration or related field Minimum of 3 years' experience in related field Proficient in Excel and creating presentations in PowerPoint Interest in capital markets and the macro-economic landscape Excellent communication skills, both written and verbal An independent learner with intellectual curiosity who is able to work efficiently while maintaining high quality results Detail oriented with ability to be thorough and productive 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. New Hire Base Salary Range: $102,100.00 - $127,600.00 Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents. The compensation offered will take into account internal equity and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors Benefits: Coverage for employees (and their eligible dependents) through affordable access to healthcare, protection, and saving for the future, we offer plans tailored to meet you and your family's needs. Coverage for benefits will be in accordance with the terms and conditions of the applicable plans and associated governing plan documents. Wellbeing: We offer events, resources, and learning opportunities that inspire a physical, social, emotional, and financial well-being lifestyle for our employees and their families. You'll be able to participate in a variety of benefits and wellbeing programs that may vary by role, country, region, union status, and other employment status factors, for example: Physical - Medical, Prescription Drug, Dental, Vision, Screenings/Assessments Social - Paid Time Off, Company Holidays, Leave of Absence, Flexible Work Arrangements, Recognition, Training Emotional - Employee Assistance Program , Wellbeing Programs, Family Support Programs Financial - 401k, Life, Accidental Death & Dismemberment, Disability Location(s) Chicago/Aon Center Kraft Heinz is an Equal Opportunity Employer - Underrepresented Ethnic Minority Groups/Women/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity and other protected classes. In order to ensure reasonable accommodation for protected individuals, applicants that require accommodation in the job application process may contact *********************** for assistance.
    $102.1k-127.6k yearly Auto-Apply 27d ago
  • Portfolio Manager - Securitized Products

    Ntrs

    Portfolio manager job in Chicago, IL

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. 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. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The Bank Portfolio Manager is responsible for managing a significant part of the bank's investment portfolio (Consumer ABS, CMBS, Agency MBS/CMO's, etc.) and executes the investment transactions of the lead bank, holding company, and subsidiary banks. Additionally, this role will develop and implement fixed income strategies designed to achieve the investment objectives of the bank and optimize portfolio allocation. Major Duties : 1. Manages a part of the bank's investment portfolio (Consumer ABS, CMBS, Agency MBS/CMO's, etc.) and executes the investment transactions for the lead bank, holding company, and subsidiary banks. 2. Assists in evaluating and developing investment objectives and guidelines as appropriate given risk tolerance. 3. Develops fixed income investment strategies that are designed to achieve investment objectives. 4. Analyzes (using OAS when appropriate) and implements overall portfolio structure utilizing knowledge of economic and financial market conditions to meet the investment objectives. 5. Complies with all policies and guidelines (Board, ALCO, Credit, etc.) in managing the investment portfolio. 6. Maintain good communication with brokers and dealers to monitor the market and to develop strategies. 7. Participates in sub-group or task force to revise or modify existing internal or external procedures, guidelines or to review new products. 8. Maintains awareness of current and pending legal and regulatory issues that impact institutional investments. 9. Works closely with internal partners (operations, accounting, credit, legal, etc.), and coordination of manage issues related to the investment portfolio specifically or Treasury generally, working across groups to execute solutions. Knowledge : • Knowledge of investment products, securitized product structuring, services, and terminology, usually acquired through experience and formal education • Knowledge of current banking regulations and applications to the investment portfolio are necessary to determine proper portfolio allocations and risk analysis • Exceptional ability to organize and execute responsibilities with minimal supervision • Strong written and verbal communication skills • Exceptional analytical, quantitative skills and critical thinking Experience : A college or university degree is preferred. 3 - 5 years of fixed income investment experience is required. Salary Range: $99,600 - 169,200 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $99.6k-169.2k yearly Auto-Apply 60d+ ago
  • Portfolio Manager - Commercial Real Estate

    Bank of Montreal

    Portfolio manager job in Chicago, IL

    Application Deadline: 12/30/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service This position is a key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S. The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the performance of an assigned portfolio of customers, ensuring that all reviews / renewals of loans are reviewed / re-documented in a timely manner (as necessary). Credit Assessment & Risk Management (40%) Client Performance / Portfolio Management (35%) Sales Support and Partnership (25%) Credit Assessment & Risk Management Operate as key member of the deal team to analyze and prepare lending proposals, provide loan structuring expertise and identify opportunities to maximize penetration and returns. Provide accurate financial analysis and oversight of assigned portfolio of customers as well as new customers. Evaluate appropriate loan structure with respect to ability to repay, collateral and ownership. Prepare and present credit applications to Credit Officers to obtain necessary credit approvals. Negotiate loans with clients. Protect the Bank's assets and maintain quality of portfolio, ensuring credit proposals and security valuations are in accordance with sound credit-granting principles and in compliance with the Bank's policies and related procedures. Client Performance/ Portfolio Management Actively manage assigned portfolio to maximize return and credit quality. Prepare concise, well-reasoned credit correspondence. Responsible for monitoring covenants of clients within assigned portfolio. Identify deteriorating credit conditions and compliance with loan agreements. Ensure that loan renewals, annual reviews and high-risk loan monitoring are completed on a timely basis. Oversee documentation and ongoing monitoring of asset and client performance. Sales Support and Partnerships Provide exceptional customer service to clients. Maintain contact and attend meetings with lending clients in conjunction with Relationship Managers. Collaborate with Relationship Managers to generate ideas, identify client solutions, pursue marketing efforts, cover clients, and deliver timely solutions. Collaborate closely with deal team members across functions - including deal specialist, legal and Credit - to analyze, structure, and execute transactions. Communicate effectively to ensure alignment and consistency in underwriting approach and investment rationale. Assist Relationship Managers with preliminary screening and underwriting of loan packages. Work with Treasury / Capital Markets / Wealth specialists as needed to support cross-sell opportunities. Increase share of wallet with customer by identifying cross-sell opportunities or enhance existing services by recommending, credit, deposit, cash management, etc. Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates. Coach and mentor junior team members by providing guidance, feedback, and support to build technical skills, analytical thinking, and industry knowledge. Help cultivate a learning environment that fosters professional growth and ownership. Knowledge: An undergraduate degree, preferably in finance, economics, accounting, or real estate. Completion of a major corporate credit training program (or equivalent experience) and prior lending authority. 7 or more years of underwriting and portfolio management experience, preferably in a commercial real estate lending environment for loan sizes > $15MM. In-depth understanding of commercial banking products, commercial real estate lending, loan structuring, legal documentation, and all supporting processes and technology. Deep understanding of commercial real estate (CRE) underwriting principles, including asset valuation, market risk assessment, analysis of investment property cash flows (construction, value-add, and stabilized), commercial rent rolls, commercial leases, third party reports and deal structuring across property types (multifamily, industrial, office, retail, land). Experience underwriting transactions for or in partnership with institutional real estate investors such as REITs, pension funds, life insurance companies, family office or private equity sponsors. Assess guarantor financial strength by analyzing personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth to determine repayment support and mitigate credit risk. Skills: Highly developed written and oral communication skills including the ability to write clear, concise and cogent credit correspondence. Exceptional analytical skills. Strong interpersonal skills. Detail-oriented and well-organized, able to manage multiple projects under pressure. Team player, that thrives in a collaborative environment. Self-motivated with a history of meeting and exceeding goals. Ability to advocate persuasively. Ability to coach others. Ability to work under limited supervision. Proficient with MS Office products (Word, Excel, Power Point). Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $88.8k-165.6k yearly Auto-Apply 39d ago
  • Portfolio Success Manager

    Shipbob, Inc. 3.8company rating

    Portfolio manager job in Chicago, IL

    Job Description As a member of the ShipBob Team, you will... Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob. Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights. Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories. Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI Role Description: The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success. What you'll do: Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience. Manage a book of high revenue clients and grow their business within ShipBob. Source and close expansion deals within your merchant book of business. Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants. Collaborate cross departmentally with multiple stakeholders. Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation. Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies. Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business. Experience with data analytics - reviewing and utilizing data to make decisions. Additional duties and responsibilities as necessary. What you'll bring to the table: 8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred. Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives. Established ability to negotiate and deliver contractual partnership deals. Demonstrated ability to manage and foster a positive team culture. Ability to build consultative and executive-level customer relationships. Excellent conflict resolution abilities and negotiation experience. Advanced written and verbal communication skills. Desire to work in a fast-paced environment. Advanced experience in Microsoft Office Suite. This role will require up to 15% of travel. Perks & Benefits: Medical, Dental, Vision & Basic Life Insurance Paid Maternity/Parental Leave Program Flexible Time Off Program Paid Sick Leave Wellness Days (1 day/quarter) 401K Match Comprehensive Benefits Package >>> ******************************** See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob) We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions. About You: The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain. Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/). About Us: ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago. ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.
    $85k-144k yearly est. 10d ago
  • Portfolio Manager - Securitized Products

    Northern Trust 4.6company rating

    Portfolio manager job in Chicago, IL

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. 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. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The Bank Portfolio Manager is responsible for managing a significant part of the bank's investment portfolio (Consumer ABS, CMBS, Agency MBS/CMO's, etc.) and executes the investment transactions of the lead bank, holding company, and subsidiary banks. Additionally, this role will develop and implement fixed income strategies designed to achieve the investment objectives of the bank and optimize portfolio allocation. Major Duties : 1. Manages a part of the bank's investment portfolio (Consumer ABS, CMBS, Agency MBS/CMO's, etc.) and executes the investment transactions for the lead bank, holding company, and subsidiary banks. 2. Assists in evaluating and developing investment objectives and guidelines as appropriate given risk tolerance. 3. Develops fixed income investment strategies that are designed to achieve investment objectives. 4. Analyzes (using OAS when appropriate) and implements overall portfolio structure utilizing knowledge of economic and financial market conditions to meet the investment objectives. 5. Complies with all policies and guidelines (Board, ALCO, Credit, etc.) in managing the investment portfolio. 6. Maintain good communication with brokers and dealers to monitor the market and to develop strategies. 7. Participates in sub-group or task force to revise or modify existing internal or external procedures, guidelines or to review new products. 8. Maintains awareness of current and pending legal and regulatory issues that impact institutional investments. 9. Works closely with internal partners (operations, accounting, credit, legal, etc.), and coordination of manage issues related to the investment portfolio specifically or Treasury generally, working across groups to execute solutions. Knowledge : • Knowledge of investment products, securitized product structuring, services, and terminology, usually acquired through experience and formal education • Knowledge of current banking regulations and applications to the investment portfolio are necessary to determine proper portfolio allocations and risk analysis • Exceptional ability to organize and execute responsibilities with minimal supervision • Strong written and verbal communication skills • Exceptional analytical, quantitative skills and critical thinking Experience : A college or university degree is preferred. 3 - 5 years of fixed income investment experience is required. Salary Range: $99,600 - 169,200 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $99.6k-169.2k yearly Auto-Apply 60d+ ago
  • Manager, Portfolio Forecasting

    Sagesure

    Portfolio manager job in Chicago, IL

    If you're seeking the stability of a growing, profitable company with the agility of a startup, we invite you to join SageSure, a leader in catastrophe-exposed property insurance. We're hiring a Manager - Portfolio Forecasting to help drive some of the company's most critical processes and support SageSure leaders in overall carrier portfolio management. This high-impact role sits within the Carrier Operations team, which reports in through the Office of the CEO. In this position you'll combine strong analytical and technical expertise with functional leadership to deliver high-quality financial projections and portfolio insights. This is a unique opportunity to further shape portfolio forecasting best practices while working closely with senior leadership on portfolio strategy. What you'd be doing: Forecasting Leadership Own the end-to-end carrier portfolio premium and exposure forecasting processes leveraging a Python and SQL-based simulation model Collaborate with Portfolio Managers and Business Unit Leaders to align forecasting assumptions with evolving product strategies and market plans Analyze actual portfolio performance across a range of KPIs to monitor business outcomes Draft and deliver executive summaries for Senior Leadership on actual and projected results Manage and mentor analyst staff supporting forecasting and performance analysis activities Strategic & Ad Hoc Support Generate insights on risk, exposure, and market positioning to guide strategic decision-making Assist in the development of board materials, external carrier portfolio reviews, and investor presentations as needed Partner cross-functionally to support financial modeling, due diligence efforts, and key business initiatives Process & Tool Enhancements Collaborate with the Senior Manager of Carrier Operations and internal software teams to improve and further scale forecasting capabilities Drive further automation of existing procedures through process enhancements or creation/procurement of additional tooling Design and manage DOMO-based applications supporting portfolio performance tracking Develop and maintain standard operating procedures (SOPs) for all aspects of the portfolio projections process We're looking for someone who has: Bachelor's degree in computer science, data science, actuarial science, statistics, finance, or a related field 5+ years of experience in financial analysis, forecasting, or related functions-preferably within insurance or reinsurance. Strong command of Python, SQL, Excel, VBA, Alteryx, and data visualization tools (e.g., DOMO, Tableau, Power BI) Experience building and maintaining complex forecasting models Strong knowledge of P&C insurance concepts Proven leadership skills with the ability to develop talent and foster collaboration in a high-performance environment Excellent analytical, problem-solving, and communication skills Highly preferred candidates also have: Master's degree in a relevant discipline Professional certifications such as ARe or CPCU Familiarity with general data management principles About SageSure: Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington. SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more. SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work. Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.
    $79k-144k yearly est. Auto-Apply 38d ago
  • PMO Porftfolio Manager (Local ti Chicago)

    Sonoma Consulting

    Portfolio manager job in Oak Brook, IL

    Sonoma Consulting is one of the fastest growing national IT Consulting and Executive Search company in the United States, which was founded in 2011 by Mark McGee, the President and CEO. Sonoma Consulting has two business divisions - IT Consulting Services & Executive Search to serve its 150 national clients which range from entrepreneurial start-ups to Global Fortune 500. Job Description SUMMARY: PMO Portfolio Managers will be responsible for managing and monitoring the strategic planning, sequencing and execution of the portfolio to align to organizational objectives and complying/utilizing COE standards, processes and tools. In this role, they will identify barriers to change within their respective portfolios and make recommendations to improve the probability of success and identify tradeoffs and decisions to help portfolio optimization as a whole. This person is keen to drive measurable value out of the portfolio. POSITION RESPONSIBILITIES: Design, develop and manage the portfolio operating model and roles and responsibilities Develop and drive portfolio management best practices and standards that will improve productivity, investment decision making and realize targeted business outcomes. Collaborates with the business to deliver functional and enterprise level capabilities and ensure they align to the projects supporting their portfolios. Collaborates with the PMO COE Methods and Tools Manager to ensure use of standard methodologies, processes, PPM tools and reporting metrics (KPIs) across their portfolio. Work with the BRM representatives to make sure that appropriate program and project managers are allocated to portfolio projects and programs proactively. Develops a set of executive and portfolio related dashboards to communicate up and down the organization the status of the program portfolio Manages a the intake and demand management function and maintains the capital and expense budgets across the program portfolio Tracks, monitors and manages resource and capacity management conflicts and demands Responsible for the adoption of portfolio management methodology and provides suitable interpretation to all stakeholders within the organization Contributes to the development of overall Business and IT strategy as it relates to the project portfolio and performance of that portfolio Review, track and monitor business case input and results Creates and reports on benefits realization based on the justification in the business case for each project and/or program Contributes to training for portfolio management functions OTHER SKILLS and ABILITIES: Strong influence management skills; ability to work cooperatively at all levels in a matrix environment to build and maintain the positive relationships required to accomplish organizational goals Excellent communication skills and interpersonal/team effectiveness - ability to succinctly and accurately communicate to various levels of management and employees Team with training, resource management, integration management and analytics functions to make sure they have the appropriate methods and tools Exceptional analytical, strategic, planning, organization, and time management skills to effectively execute project plans and budgets Clear understanding of the roles and responsibilities of cross- functional project teams and functional management Exceptional portfolio, program, and project management skills Business acumen; ability to think from an overall “best for the business” perspective Demonstrates initiative; results oriented Excellent decision making skills - ability to negotiate and balance decisions and manage competing priorities across multiple functional areas DAY IN THE LIFE INTERACTION Portfolio Managers work closely with functional VPs to drive alignment between initiative(s) and work stream teams, monitor areas of significant program risk in conjunction with executive/steering committees, program leaders, and initiative leaders, and the Senior Director of PMO The person in this role will interact weekly or daily with PMO Program Managers to understand program health, resolve issues, and mitigate risks. Proactively work with the BRM to make the right assignments needed for the programs in the portfolio to successfully plan, launch and get executed. Team with the COE analytics team to leverage data analysis processes and tools to help identify trends and Portfolio Managers will team with Program Managers and COE Methods and Tools Manager to execute intake and demand management, financial, estimating and resource management processes They will own the accountability for the financial health of their portfolio Participate in the stage gate process for a particular projects and programs. Report to the Director of the COE on a weekly basis and provide status as to where value has been generated across the function and what activity was accomplished to drive standardization and transparency in a given week. Qualifications BASIC QUALIFICATIONS: EDUCATION REQUIRED: Bachelor's degree in Management Information Systems, Business, or related field YEARS OF EXPERIENCE: 10+ years of experience in program, project, and portfolio management 7+ years of experience with the functions within program and portfolio management 7+ years with delivery methodologies and tools SPECIALIZED KNOWLEDGE REQUIRED: Project, Program, and Portfolio leadership experience Program manager experience or people manager experience (with direct reports) Portfolio, capacity, and financial management experience Experience managing global initiatives Experience driving change management initiatives across an organization DESIRED/PREFERRED QUALIFICATIONS: Self-motivated individual with passion to succeed Demonstrated leadership for process harmonization across an organization Experience implementing initiatives through effective influence management skills at multiple levels in the organization Excellent verbal and written communication and presentation skills Experience in creating and delivering presentations to leadership Excellent facilitation and issue resolution skills Previous experience operating in a matrix organization Ability to work independently or collaboratively to determine and develop approaches to solutions with very little to no supervision or direction Experience providing work direction and leadership to people and teams in a management role Experience with Planview, MS Project, MS Excel, MS PowerPoint and MS Word Master's degree in Management Information Systems, Business, or related field PHYSICAL JOB REQUIREMENTS: While performing the duties of this job, the employee is regularly required to be independently mobile Required to interact with a computer and communicate with peers and co-workers Additional Information Titles: PMO Manager, PMO Program Manager, Program Manager, PMO Program Manager, Portfolio PMO Manager, Portfolio Program Manager Skills : PPM, PMO, Portfolio, KPI
    $79k-144k yearly est. 60d+ ago
  • National Security Portfolio Manager

    Security Director In San Diego, California

    Portfolio manager job in Chicago, IL

    Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Enterprise Account Portfolio Manager to support a large global entertainment client. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. Position can be based in Chicago, IL, New York, NY, or Los Angeles, CA and will be onsite daily. RESPONSIBILITIES: Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings. Ability to travel domestically from 50% monthly based on client and company needs Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews Time and Operational Oversight: Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance Financial Performance and Growth: Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry Minimum of two (2) years of account management experience driving customer solutions Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events PREFERRED QUALIFICATIONS (NICE TO HAVE): Military veteran, law enforcement, or contract or proprietary security services experience Experience supporting entertainment client COMPENSATION & BENEFITS: Pay rate: $93,000 to $123,000 per year Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Bonus #LI-CW1 Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1460669
    $93k-123k yearly Auto-Apply 44d ago
  • Portfolio Manager

    Mitsubishi HC Capital America Inc.

    Portfolio manager job in Itasca, IL

    The Portfolio Manager is responsible managing a portfolio of commercial floorplan dealers and vendor partners across truck, trailer, construction, and specialty vehicle segments supporting the Inventory Finance portfolio of dealers located in the US and Canada. The Portfolio Manager will consistently deliver exceptional service levels while concurrently ensuring robust portfolio and risk control. The role is keenly focused on the areas of risk mitigation and collections, as well as acting as a front-facing representative of the company. The Portfolio Manager will lead coordination of the inventory inspection (floorplan audit) function and be the primary contact with the field auditors, including review and analysis of results and irregularities. The Portfolio Manager will spearhead the collection of all dealer accounts including principal, interest, curtailments, and maturities. Commitment to Internal Control: The incumbent must understand, abide, and uphold the system of internal controls related to the essential duties and responsibilities of the position. Essential Duties and Responsibilities: Provide exceptional customer service to dealer and manufacturer partners. Interface as necessary to resolve operational issues or concerns and provide support for various inquiries. Collaborate and effectively communicate with Mitsubishi staff members across USA and Canada as needed. Interact with dealers & manufacturers via phone and email to handle all aspects of account management and customer service. Act as the primary contact for the ongoing inventory inspection process performed by a given audit provider. Lead reconciliation of inspection results with dealers, identify areas of concern, and ensure the Wholesale system accurately reflects collateral status and that collection notes are up to date. Communicate with audit providers as necessary to address special requests and service-related concerns. Lead collection activity and portfolio management with consistent operational cadence. Initiate contact with delinquent dealers with appropriate frequency to resolve issues and secure payments. Identify and escalate problematic situations as they arise, communicating frequently with the Funding & Operations Manager and the Risk Department. Leverage the Wholesale system to fully document all dealer related activities, conversations, and correspondence in a timely manner. Obtain and forward all necessary documents for requests to modify curtailments and maturities to the Credit team. Collaborate closely with the Funding & Operations Manager to meet or exceed monthly portfolio KPI's and mitigate risk while identifying potential problems accounts. Coordinate with Funding & Operations Manager on escalated and sensitive collection activity including demand and default notices, repossessions, and commencement of legal action if necessary. Participate in company training as required and assist with training new members of the Inventory Finance team. Serve as Lead contact on key Vendor / Portfolio program relationships. Prepare designated reports on managed program and portfolio relationships. Contribute to the creation of policy and procedures for the IF teams in the US and Canada. Play an active role in streamlining and maximizing processes efficiencies, automating routine processes wherever possible. Assist / back-up Manager on Portfolio Management duties as needed. Perform other job duties as required. Qualifications/Competencies Abilities: Desire to work within a team environment, positive attitude. Highly organized, detail-oriented self-starter, ability to work productively with minimal supervision. Excellent interpersonal and communication skills, both verbal and written Strong analytical and problem-solving skills. Flexible and willing to modify approach for evolving business needs. Must understand the unique risks associated with Wholesale Inventory Finance Customer centric mindset with focus on ease of doing business and swift execution. Commitment to company values and policies. Must be PC/Windows literate; knowledge of Microsoft Office (Word, Excel, PowerPoint, etc.) and Internet; able to learn customized software and programs utilized by Inventory Finance team. Education and Experience: Bachelor's degree or equivalent experience required. Minimum 3-5 years in Inventory Finance Dealer Commercial Floorplan Collection or Portfolio Management experience Experience reconciling Audit / Floorchecks and completing rental verifications with dealers and rental houses. Experience working with dealers in the construction, agriculture, material handling and other industries a plus Knowledge of various floorplan operating systems, valuation guides, reporting tools and credit / financial statement analysis a plus Must have excellent customer service skills, self-motivational skills, self-confidence, and a positive attitude. Licensing and Certification: May be required for specific job assignments. Working Hours: A typical 8-hour workday, however, hours may vary and require evening work, and may require working overtime. Tools and Equipment Used: Personal computer, copier, fax, phone, and other typical office equipment. Webcam or other video devices used for video calls, as necessary. Travel: Minimal, as needed for business needs. Physical Demands: Digital dexterity and hand/eye coordination in operation of office equipment. Light lifting and carrying of supplies, files, etc. Ability to speak to and hear customers and/or other employees via phone or in person. Body motor skills sufficient to enable incumbent to move from one office location to another. The job description does not constitute an employment contract, implied or otherwise, other than an “at will” relationship and is subject to change by the employer as the needs of the employer and requirements of the job change. The position is non-exempt and the salary will be between $70,000.00 and $97,000.00 with an opportunity to earn a discretionary annual bonus. The salary range is determined and based on internal equity, market data/ranges, applicant's skills, prior relevant experience and education. Additional benefits: - Medical, Dental, and vision plans - 401(k) and matching - Paid Time Off - Company Paid Life Insurance - Employee Assistance Program - Training and Development Opportunities - Employee Discounts
    $70k-97k yearly 4d ago
  • Portfolio Manager - Impact Accelerators - HRSD

    Servicenow 4.7company rating

    Portfolio manager job in Chicago, IL

    At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless curiosity and a drive for ingenuity. We know that your best work happens when you live your best life and share your unique talents, so we do everything we can to make that possible. We dream big together, supporting each other to make our individual and collective dreams come true. The future is ours, and it starts with you. ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500 Learn more on Life at Now blog and hear from our employees about their experiences working at ServiceNow. Job Description The role of a Portfolio Manager is part of ServiceNow Impact, our newest product. ServiceNow Impact personalizes customers' digital transformation journey on the Now Platform and accelerates customers' time-to-value. As part of the global customer excellence organization, the Portfolio Manager plays a critical global role and is accountable for both creating and maintaining a portfolio of Technical, Strategic and Architectural accelerators. Our Impact accelerators help customers to unlock business value, accelerate ServiceNow product adoption, as well as stay current and healthy. Read about Impact Accelerators & watch the videos below to learn more: **************************************************************************************** · ******************************************* · ******************************************************* What you get to do: As a Portfolio Manager within ServiceNow Impact, you will be instrumental in shaping and scaling our accelerator portfolios that drive customer success. You'll work globally to design, launch, and support our solutions that personalize and accelerate digital transformation journeys on the Now Platform. You will act as the ServiceNow subject matter expert and bring together ServiceNow best practices, innovations, capabilities and content to help customers achieve their goals. We have high expectations and a career at ServiceNow means challenging yourself to always be better. The ideal candidate is someone with significant experience in the ServiceNow platform, has experience building offerings and content whilst leveraging their real-world implementation and transformation experiences, and who wants to help our client base with their digital/AI capabilities. Responsibilities · Portfolio Development - Create and maintain a portfolio of Impact accelerators across ServiceNow technical domains, their governance, architecture and the strategic operations to support them, which can include engagement flows, supporting technical automations, workshop presentations. · Communication - Communicate effectively with people having a broad range of knowledge. (Internally, partners and customers, from Customer CIO's & Product Owners to implementation specialists/engineers) · Enablement and Delivery Support - Launch and support the delivery of accelerators by global team of experts and consultants in the form of assisting with delivery questions, delivering webinars, and internal enablement. · Create consultative Partnerships - Collaboration with ServiceNow Business Units and Product Success Teams to establish how Impact Accelerators can support customers with product adoption, respond to barriers to success and increase knowledge and utilization of the capabilities within their portfolio · Strategic Thought leadership - Provides strategic and technical thinking, to build and execute on a roadmap to meet team objectives. · Advocacy and Expertise - Serve as the subject matter expert on assigned technical/product domain and act as a thought leader within the role. Capable of guiding both internal and external audiences by providing deep subject matter expertise. · Cross-Functional collaboration - Develop a network of relationships and collaborate closely with colleagues across geographies, product lines and disciplines. · Innovation and forward looking - Explore new cutting-edge technologies for potential incorporation into different accelerators. This may be by assessing the impact of an upcoming family release to existing accelerators to identify the need for new or adjusted deliverables considering new functionality and customer needs, to considering ways we our customers can consume our accelerators. · Prioritization and problem solving - Analyze intricate problem scenarios and develop creative solutions. Understanding timelines and commitments required to meet release timeframes and targets. Qualifications To be successful in this role you have: · Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry. · Interacts well with both technical and non-technical audiences, attains relevant technical and business requirements, analyzes information, and designs comprehensive solutions. · 5+ years Proficiency with, and understanding of, multiple product suites available on the Now Platform, their interoperability, and impact within the context of the platform as a whole. With experience of AI/ML technology, preferably bring experiences with products from our Core Business Services Workflow (HRSD, Talent, Employee etc) · A passion to continually learn new areas of the Now Platform through instruction and self-training. · Capable of understanding and defining the bigger picture. This role requires continuous translation between technical capabilities, business outcomes, and customer value. · Highly data-driven when determining opportunities and making decisions. A commitment to drive customer engagement towards business outcome and value realization. · Creative, entrepreneurial spirit with comfort running initiatives and programs independently within a “start-up paced” environment. · Experience working with Agile methodologies · Excellent interpersonal skills, customer-centric attitude and experience working with cross-functional teams and multi-level stakeholders · Keen attention to detail and the ability to multitask in a self-managed environment. · Customer-centric mentality. Relentless focus on Customer value and will break down all barriers to ensure customer success Additional Information Work Personas We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service. Equal Opportunity Employer ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. Accommodations We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [email protected] for assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
    $108k-149k yearly est. 1h ago
  • Manager Innovation Portfolio

    Ann & Robert H. Lurie Children's Hospital of Chicago 4.3company rating

    Portfolio manager job in North Chicago, IL

    Ann & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest pediatric provider in the region with a 140-year legacy of excellence, kids and their families are at the center of all we do. Ann & Robert H. Lurie Children's Hospital of Chicago is ranked in all 10 specialties by the U.S. News & World Report. Location Simpson Querrey Biomedical Research Center Job Description Ann & Robert H. Lurie Children's Hospital of Chicago and Stanley Manne Children's Research Institute foster a vibrant culture of innovation, research, scholarship, and education aimed at advancing knowledge and technologies that promote the health and well-being of children and their families. The Innovate2Impact (I2I) Program supports many forms of innovation within the hospital and research institute, with a focus on sustainable, scalable solutions that drive meaningful impact in pediatric health. This position will manage a portfolio of medical device and digital health innovations within the I2I program, encompassing technologies developed by Lurie Children's innovators as well as those originating from external partners. The Portfolio Manager will be responsible for sourcing and evaluating new projects, providing internal support and oversight for active projects, and cultivating external relationships and partnerships to advance the technologies. As a core member of the small and agile I2I team, the Portfolio Manager will contribute to many program-specific and organization-wide initiatives that promote innovation and translational impact. Success in this role requires a balance of program management expertise, scientific and clinical literacy, and the ability to navigate the operational landscape of both the hospital and research institute. The ideal candidate will be skilled in industry engagement and business development, with experience interacting with startups, medtech companies, and other organizations in the healthcare innovation ecosystem. This role encompasses intellectual property and technology transfer work, along with negotiation and management of licenses and other contracts. We are seeking a candidate with hands-on experience in healthcare technology development, whether in startups, academic programs, or industry settings. A demonstrated understanding of the innovation process is essential. The candidate should have a proven ability to bridge perspectives across clinicians, engineers, researchers, and business leaders to drive projects forward and accelerate innovation. Knowledge, Skills and Abilities: Education - BS in Engineering or Science Preferable: Biomedical Engineering B.S Preferable: Advanced Degree such as an MBA Certification/Licensure/Registration: N/A Years of Relevant Experience: 10 years Computer Skills: Microsoft Suite, including MS Teams Equipment: N/A Other Skills (all are preferable, unlikely a single candidate will have this entire background). Knowledge of Artificial Intelligence as applied to health care and intellectual property. medical device/drug development knowledge. clinical background in patient care. experience in licensing or other deal making. familiar with regulatory aspects of healthcare product development. Familiar with Intellectual Property basics. Essential Job Functions: Facilitate Innovators through our I2I Stage Gate Process. Solicit and hold first conversation with physicians, nurses and bench scientists (aka Innovators) about their idea. Assisting in filing of Intellectual Property Disclosures, with INVO. Assess technical idea feasibility by working with Innovators and external parties (such as prototyping and product development firms). Assess idea value by researching market, and regulatory feasibility/pathway. Facilitate process of agreements with outside parties as follows: Confidentiality Agreements with vendors Confidentiality and License agreements with potential licensees Prepare marketing pitch decks to assist with idea promotion Create financial spreadsheets to assist leaders in making decisions about specific projects. May manage and direct other employee(s) work. Other job functions as assigned. Education Bachelor's Degree (Required) Pay Range $83,200.00-$137,280.00 Salary At Lurie Children's, we are committed to competitive and fair compensation aligned with market rates and internal equity, reflecting individual contributions, experience, and expertise. The pay range for this job indicates minimum and maximum targets for the position. Ranges are regularly reviewed to stay aligned with market conditions. In addition to base salary, Lurie Children's offer a comprehensive rewards package that may include differentials for some hourly employees, leadership incentives for select roles, health and retirement benefits, and wellbeing programs. For more details on other compensation, consult your recruiter or click the following link to learn more about our benefits. Benefit Statement For full time and part time employees who work 20 or more hours per week we offer a generous benefits package that includes: Medical, dental and vision insurance Employer paid group term life and disability Employer contribution toward Health Savings Account Flexible Spending Accounts Paid Time Off (PTO), Paid Holidays and Paid Parental Leave 403(b) with a 5% employer match Various voluntary benefits: Supplemental Life, AD&D and Disability Critical Illness, Accident and Hospital Indemnity coverage Tuition assistance Student loan servicing and support Adoption benefits Backup Childcare and Eldercare Employee Assistance Program, and other specialized behavioral health services and resources for employees and family members Discount on services at Lurie Children's facilities Discount purchasing program There's a Place for You with Us At Lurie Children's, we embrace and celebrate building a team with a variety of backgrounds, skills, and viewpoints - recognizing that different life experiences strengthen our workplace and the care we provide to the Chicago community and beyond. We treat everyone fairly, appreciate differences, and make meaningful connections that foster belonging. This is a place where you can be your best, so we can give our best to the patients and families who trust us with their care. Lurie Children's and its affiliates are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, ancestry, age, disability, marital status, pregnancy, protected veteran status, order of protection status, protected genetic information, or any other characteristic protected by law. Support email: ***********************************
    $83.2k-137.3k yearly Auto-Apply 60d+ ago
  • Senior Analyst, Real Assets and Sustainable Investments

    MacArthur Foundation 4.7company rating

    Portfolio manager job in Chicago, IL

    The John D. and Catherine T. MacArthur Foundation is one of the nation's largest independent foundations. The Foundation supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. We work on a few big bets that strive toward transformative change in areas of profound concern, including the existential threats of climate change, the challenges of criminal justice reform, revitalizing local news in the U.S., and corruption in Nigeria. In addition, we maintain enduring commitments in our hometown Chicago, where we invest in people, places, and partnerships to build a more inclusive Chicago and in journalism and media, where we invest in more just and inclusive news and narratives. We also make awards to extraordinarily creative individuals through the MacArthur Fellows program and for solutions to critical problems of our time through 100&Change. For more information, please visit our website at ***************** The Foundation's investment team is responsible for managing the Foundation's $9 billion investment portfolio. The money is managed in a globally diversified/multi asset class portfolio with the objective of earning a 5% real return annually. This portfolio is the source of funds for the Foundation's grant making activity and other organizational expenses. The Senior Analyst, Real Assets and Sustainable Investments supports and works closely with the Managing Director, Real Assets and Sustainable Investments in all areas associated with managing the collective portfolios of real estate, natural resources and sustainable investments, which, in aggregate, comprise approximately 10% of the Foundation's endowment. Essential Duties and Responsibilities: Participate in all aspects of portfolio management including sourcing, evaluating, selecting and monitoring investment managers for the portfolio. Specific responsibilities include: Proactively searching for potential investment opportunities Meeting with prospective investment managers Conducting appropriate market and investment research Performing investment and operational due diligence Preparing documentation and presentations associated with new and follow-on investments Monitor the performance and activities of the Foundation's real asset and sustainable portfolio; meet with existing investment managers and stay informed on activities of each fund and the organizational changes of each manager Manage the financial reporting of the portfolio, including return reconciliation and performance attribution Primarily responsible for coordinating and managing administrative support as it relates to the Real Assets and Sustainable portfolios May perform other duties as assigned. Qualifications: A bachelor's degree in business, finance or related field; advanced degree or master's degree in business, finance or related field preferred Progress toward a professional credential (e.g. CFA charter holder) is a plus At least five years of work experience, including at least three years of investment experience in evaluating investment opportunities and making recommendations from an institutional and/or long-term perspective, with working knowledge of real estate and/or private equity investments preferred. Strong understanding of capital markets and diverse investment strategies Excellent written and verbal communication skills Strong MS Office skills; proficient in Excel A self-starter who has demonstrated intellectual curiosity and deep interest in investing, with the ability to conduct independent research on various subjects A person of high ethical standards and integrity Excellent team player with a collaborative work style Comfortable working in a fast- paced environment The position is hybrid and based in Chicago, Illinois. Annual salary for this role will start at $150,000. This position is also eligible for an incentive bonus of up to 70% of the base salary. We offer a generous total compensation package that emphasizes both base salary and a comprehensive benefits package to support your life, health, and well-being. Physical Requirements and Work Environment The work environment is an office setting. Intermittent physical activities will include bending, reaching, sitting, and moving around the office during working hours. Requests for reasonable accommodations will be considered to enable a person with disabilities to perform the job. Reasonable accommodations are also available during the interview process.
    $150k yearly Auto-Apply 60d+ ago
  • PMO Porftfolio Manager (Local ti Chicago)

    Sonoma Consulting

    Portfolio manager job in Oak Brook, IL

    Sonoma Consulting is one of the fastest growing national IT Consulting and Executive Search company in the United States, which was founded in 2011 by Mark McGee, the President and CEO. Sonoma Consulting has two business divisions - IT Consulting Services & Executive Search to serve its 150 national clients which range from entrepreneurial start-ups to Global Fortune 500. Job Description SUMMARY: PMO Portfolio Managers will be responsible for managing and monitoring the strategic planning, sequencing and execution of the portfolio to align to organizational objectives and complying/utilizing COE standards, processes and tools. In this role, they will identify barriers to change within their respective portfolios and make recommendations to improve the probability of success and identify tradeoffs and decisions to help portfolio optimization as a whole. This person is keen to drive measurable value out of the portfolio. POSITION RESPONSIBILITIES: Design, develop and manage the portfolio operating model and roles and responsibilities Develop and drive portfolio management best practices and standards that will improve productivity, investment decision making and realize targeted business outcomes. Collaborates with the business to deliver functional and enterprise level capabilities and ensure they align to the projects supporting their portfolios. Collaborates with the PMO COE Methods and Tools Manager to ensure use of standard methodologies, processes, PPM tools and reporting metrics (KPIs) across their portfolio. Work with the BRM representatives to make sure that appropriate program and project managers are allocated to portfolio projects and programs proactively. Develops a set of executive and portfolio related dashboards to communicate up and down the organization the status of the program portfolio Manages a the intake and demand management function and maintains the capital and expense budgets across the program portfolio Tracks, monitors and manages resource and capacity management conflicts and demands Responsible for the adoption of portfolio management methodology and provides suitable interpretation to all stakeholders within the organization Contributes to the development of overall Business and IT strategy as it relates to the project portfolio and performance of that portfolio Review, track and monitor business case input and results Creates and reports on benefits realization based on the justification in the business case for each project and/or program Contributes to training for portfolio management functions OTHER SKILLS and ABILITIES: Strong influence management skills; ability to work cooperatively at all levels in a matrix environment to build and maintain the positive relationships required to accomplish organizational goals Excellent communication skills and interpersonal/team effectiveness - ability to succinctly and accurately communicate to various levels of management and employees Team with training, resource management, integration management and analytics functions to make sure they have the appropriate methods and tools Exceptional analytical, strategic, planning, organization, and time management skills to effectively execute project plans and budgets Clear understanding of the roles and responsibilities of cross- functional project teams and functional management Exceptional portfolio, program, and project management skills Business acumen; ability to think from an overall “best for the business” perspective Demonstrates initiative; results oriented Excellent decision making skills - ability to negotiate and balance decisions and manage competing priorities across multiple functional areas DAY IN THE LIFE INTERACTION Portfolio Managers work closely with functional VPs to drive alignment between initiative(s) and work stream teams, monitor areas of significant program risk in conjunction with executive/steering committees, program leaders, and initiative leaders, and the Senior Director of PMO The person in this role will interact weekly or daily with PMO Program Managers to understand program health, resolve issues, and mitigate risks. Proactively work with the BRM to make the right assignments needed for the programs in the portfolio to successfully plan, launch and get executed. Team with the COE analytics team to leverage data analysis processes and tools to help identify trends and Portfolio Managers will team with Program Managers and COE Methods and Tools Manager to execute intake and demand management, financial, estimating and resource management processes They will own the accountability for the financial health of their portfolio Participate in the stage gate process for a particular projects and programs. Report to the Director of the COE on a weekly basis and provide status as to where value has been generated across the function and what activity was accomplished to drive standardization and transparency in a given week. Qualifications BASIC QUALIFICATIONS: EDUCATION REQUIRED: Bachelor's degree in Management Information Systems, Business, or related field YEARS OF EXPERIENCE: 10+ years of experience in program, project, and portfolio management 7+ years of experience with the functions within program and portfolio management 7+ years with delivery methodologies and tools SPECIALIZED KNOWLEDGE REQUIRED: Project, Program, and Portfolio leadership experience Program manager experience or people manager experience (with direct reports) Portfolio, capacity, and financial management experience Experience managing global initiatives Experience driving change management initiatives across an organization DESIRED/PREFERRED QUALIFICATIONS: Self-motivated individual with passion to succeed Demonstrated leadership for process harmonization across an organization Experience implementing initiatives through effective influence management skills at multiple levels in the organization Excellent verbal and written communication and presentation skills Experience in creating and delivering presentations to leadership Excellent facilitation and issue resolution skills Previous experience operating in a matrix organization Ability to work independently or collaboratively to determine and develop approaches to solutions with very little to no supervision or direction Experience providing work direction and leadership to people and teams in a management role Experience with Planview, MS Project, MS Excel, MS PowerPoint and MS Word Master's degree in Management Information Systems, Business, or related field PHYSICAL JOB REQUIREMENTS: While performing the duties of this job, the employee is regularly required to be independently mobile Required to interact with a computer and communicate with peers and co-workers Additional Information Titles: PMO Manager, PMO Program Manager, Program Manager, PMO Program Manager, Portfolio PMO Manager, Portfolio Program Manager Skills : PPM, PMO, Portfolio, KPI
    $79k-144k yearly est. 1h ago
  • TPS Sales Portfolio Manager - Cross-Border

    Bank of Montreal

    Portfolio manager job in Chicago, IL

    Application Deadline: 01/01/2026 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Manages a portfolio of Canadian based Midmarket clients with US Treasury and Payment Solutions (TPS) needs. Collaborate with clients to deliver TPS solutions supporting cross-border operations and growth. Runs point for sales activities such as presentations, bids/proposals, and requests for information. Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: 4 - 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. While not required, French language skills are a strong asset given the client base and cross-border nature of this role. Advanced level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $57.5k-106.5k yearly Auto-Apply 28d ago
  • Manager Innovation Portfolio

    Ann & Robert H. Lurie Children's Hospital of Chicago 4.3company rating

    Portfolio manager job in North Chicago, IL

    Ann & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest pediatric provider in the region with a 140-year legacy of excellence, kids and their families are at the center of all we do. Ann & Robert H. Lurie Children's Hospital of Chicago is ranked in all 10 specialties by the U.S. News & World Report. Location Simpson Querrey Biomedical Research Center Job Description About the Consortium for Technology & Innovation in Pediatrics (CTIP) The Consortium for Technology & Innovation in Pediatrics (CTIP) is a pediatric medical device accelerator centered at Lurie Children's Hospital. Established in 2011 and funded by the FDA's Pediatric Device Consortia program, CTIP supports the development, commercialization, and clinical adoption of innovative medical devices that address unmet needs for children. CTIP's unique model engages clinicians, engineers, regulators, industry leaders, and patient advocates to help early-stage innovators overcome barriers in MedTech development. CTIP's portfolio spans more than 100 startups and academic projects across the United States, with projects ranging from concept-stage technologies to commercially available devices. Through funding, strategic guidance, and a national ecosystem of partners, CTIP accelerates device innovation from idea to impact. The Portfolio Manager will play a central role in managing CTIP's diverse portfolio of medical device innovators, with a special focus on projects funded through the Additional Ventures x CTIP Partnership, a new multi-year initiative to support device innovation for single ventricle congenital heart disease. This individual will oversee milestone-driven projects, provide operational and strategic support to innovators, and serve as a key liaison between CTIP leadership, Additional Ventures, and external stakeholders. The role requires a balance of program management skills, scientific/technical literacy, and the ability to navigate the complexities of medical device development across both pediatric and adult populations. We are seeking a candidate with prior work in early-stage medical device development, whether within startups, academic programs, or industry, with demonstrated understanding of how innovations progress from concept through prototyping, preclinical validation, and early regulatory interactions. Experience working with technology in organ systems relevant to single ventricle heart disease, including cardiovascular, lymphatic, hepatic, renal, musculoskeletal, and neurologic systems. Familiarity with the unique challenges of developing Class III or other high-risk medical devices, including regulatory strategy, reimbursement pathways, and commercialization considerations. Proven ability to bridge perspectives across clinicians, engineers, researchers, and business leaders to accelerate innovation. Essential Job Functions: Facilitate Innovators through our I2I Stage Gate Process. Solicit and hold first conversation with physicians, nurses and bench scientists (aka Innovators) about their idea. Assisting in filing of Intellectual Property Disclosures, with INVO. Assess technical idea feasibility by working with Innovators and external parties (such as prototyping and product development firms). Assess idea value by researching market, and regulatory feasibility/pathway. Facilitate process of agreements with outside parties as follows: Confidentiality Agreements with vendors Confidentiality and License agreements with potential licensees Prepare marketing pitch decks to assist with idea promotion Create financial spreadsheets to assist leaders in making decisions about specific projects. May manage and direct other employee(s) work. Other job functions as assigned. Knowledge, Skills and Abilities: Education required - BS in Engineering or Science Preferred: Biomedical Engineering B.S Preferred: Advanced Degree such as an MBA Certification/Licensure/Registration: N/A Years of Relevant Experience: 10 years Computer Skills: Microsoft Suite, including MS Teams Knowledge of Artificial Intelligence as applied to health care and intellectual property. Medical device/drug development knowledge. Clinical background in patient care. Experience in licensing or other deal making. Familiar with regulatory aspects of healthcare product development. Familiar with Intellectual Property basics. Education Bachelor's Degree (Required) Pay Range $83,200.00-$137,280.00 Salary At Lurie Children's, we are committed to competitive and fair compensation aligned with market rates and internal equity, reflecting individual contributions, experience, and expertise. The pay range for this job indicates minimum and maximum targets for the position. Ranges are regularly reviewed to stay aligned with market conditions. In addition to base salary, Lurie Children's offer a comprehensive rewards package that may include differentials for some hourly employees, leadership incentives for select roles, health and retirement benefits, and wellbeing programs. For more details on other compensation, consult your recruiter or click the following link to learn more about our benefits. Benefit Statement For full time and part time employees who work 20 or more hours per week we offer a generous benefits package that includes: Medical, dental and vision insurance Employer paid group term life and disability Employer contribution toward Health Savings Account Flexible Spending Accounts Paid Time Off (PTO), Paid Holidays and Paid Parental Leave 403(b) with a 5% employer match Various voluntary benefits: Supplemental Life, AD&D and Disability Critical Illness, Accident and Hospital Indemnity coverage Tuition assistance Student loan servicing and support Adoption benefits Backup Childcare and Eldercare Employee Assistance Program, and other specialized behavioral health services and resources for employees and family members Discount on services at Lurie Children's facilities Discount purchasing program There's a Place for You with Us At Lurie Children's, we embrace and celebrate building a team with a variety of backgrounds, skills, and viewpoints - recognizing that different life experiences strengthen our workplace and the care we provide to the Chicago community and beyond. We treat everyone fairly, appreciate differences, and make meaningful connections that foster belonging. This is a place where you can be your best, so we can give our best to the patients and families who trust us with their care. Lurie Children's and its affiliates are equal employment opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, ancestry, age, disability, marital status, pregnancy, protected veteran status, order of protection status, protected genetic information, or any other characteristic protected by law. Support email: ***********************************
    $83.2k-137.3k yearly Auto-Apply 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Des Plaines, IL?

The average portfolio manager in Des Plaines, IL earns between $61,000 and $189,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Des Plaines, IL

$107,000

What are the biggest employers of Portfolio Managers in Des Plaines, IL?

The biggest employers of Portfolio Managers in Des Plaines, IL are:
  1. Huntington National Bank
  2. Ann & Robert H. Lurie Children's Hospital of Chicago
  3. Zurich
  4. Mitsubishi HC Capital America Inc.
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