Asset Manager
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, *******************************
Market Risk Manager
Portfolio manager job in Chicago, IL
Market Risk Manager, Asset & Liability Management
Duration: 6-month contract to hire
Shift: 8:30am-5pm CST (flexible)
Conversion Salary: $140,000
Requirements:
Bachelor's degree in finance, engineering, or related.
7+ years of market risk experience, SPECIFICALLY, doing Asset and Liability Management (ALM) or trading market risk.
Expertise in risk governance procedures, such as evaluating controls, updating existing documentation, and reconstructing risk templates.
Background in banking industry (CAT I-III Financial Institution).
Excellent written and verbal communication skills and ability to interface cross-functionally.
Strong critical thinker.
Plusses:
Familiar with QRM and Ai.
Senior Risk Manager (Market Making)
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.
Finance Manager, VBC
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.
Risk Manager
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)
Branch Manager
Portfolio manager job in Mount Prospect, IL
Shaping the Future of Logistics- Your Career Starts at Röhlig
Whether it's sea freight, air freight, or contract logistics, at Röhlig Logistics you'll help create tailor-made solutions that move the world forward. As a global, family-owned company founded in Bremen, Germany in 1852, we've built our reputation on reliability and trusted partnerships.
Röhlig USA is a global freight forwarder specializing in air, ocean, and contract logistics.
We deliver customized supply chain solutions through a network of over 2,700 employees worldwide. As a privately owned company, we focus on long-term partnerships and high-quality service. Our U.S. team is growing rapidly, driven by innovation, reliability, and customer success.
We are seeking a results-driven Branch Manager for our Mount Prospect location. The ideal candidate brings strong leadership experience, deep expertise in freight forwarding, and a customer-focused mindset.
What you will do:
Operational Functions
Coordinate the operations for both Imports & Exports departments, monitoring workflows and management of resources to ensure and verify timely and accurate operational processes.
Ensure speedy delivery of cargo to customers.
Compliance with all regulations of USA Customs/IATA/TSA and other governing bodies.
Assists Human Resources in the hiring and termination of employees.
Financial and Accounting Outcomes
Set goals and objectives for the branch in accordance with company guidelines and key performance areas/indicators, number of jobs, revenue and cost per job, expenses & revenue ratio.
Full P/L responsibility, set Budget and target and present to Management.
Collaborate with Sales to integrate operations and sales budgets.
Develop a business plan in conjunction with his/her key staff, to achieve the stated company outcomes.
Use established indicators and tools (e.g. daily invoicing and job numbers, financial reports etc.) appropriately.
Ensure all accounting matters are finalized to maximize revenue and all accounting functions in the branch are dealt with in a timely manner.
Client, Supply Management, and Business Development
Management of allocated customers using established tools (e.g. client activity reports) in order to achieve and exceed targets.
Negotiation of contracts with customers, suppliers and overseas agents. Deployment of information on all contracts with customers and suppliers to all parties.
Prospect new business and Sales Development.
Resolve discrepancies, while keeping record of discrepancies via the Innovations and Incidents 16. Management (IIM) to ensure compliance.
People Management
Lead, motivate, and manage operations and sales teams.
Retain adequate staffing levels.
Conduct annual performance reviews July and January; Establish targets and objectives.
Monitor staff performance - work with HR on employee relations and training issues.
Uses discretion and judgment to make decisions on job status and succession planning recommendations to Human Resources.
Keeps in touch with competitor activities and industry trends. Attend industry-related functions when required
What you bring:
1.High school graduate, some college preferred
2.Knowledge of related computer applications: EDI/Cargowise, CRM
3.Familiarity with all freight forwarding procedures and financials: TSA, CBP, IATA, FMC, BIS
4.Business unit & Cost center supervision experience: P&L, Debtors, AR/AP
5.Essentially six plus years of industry related experience required
6.Demonstrated Leadership and People Management skills
7.Proven sales ability
8.Highly motivated and results driven
9.Outstanding people skills; customer driven, business savvy
10.Able to handle complex problems, knows how to multitask
What we offer you:
1.Comprehensive Medical, Dental, and Vision Insurance - Keeping you and your family healthy is our priority.
2.401(k) Plan with Company Match - We're invested in your future and help you save for retirement.
3.Generous Paid Time Off (PTO) - Whether you're planning a vacation, taking care of personal needsor just need a mental health day, we've got you covered.
4.Supportive Work Environment - From career development opportunities to a collaborative culture, we ensure you feel valued every step of the way.
Join our international team of more than 2,700 colleagues across 35+ countries and collaborate on exciting projects for customers around the world. You'll work in a supportive, trust-based, and collaborative environment that values open communication and empowers you to share your ideas and grow professionally. At Röhlig, we're committed to helping you build a long-term career while maintaining a healthy work-life balance - because we believe success is best achieved together.
Apply now and shape the future of logistics with us!
For further information about the position or the application process, please reach out to:
Mark Aulisio
Talent Acquisition Manager
***********************
More information on ***************
Portfolio Manager - Securitized Products
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.
Auto-ApplyPortfolio Success Manager
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.
Bank Portfolio Manager - Interest Rate Derivatives and Hedging
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.
As part of the Treasury team, the Portfolio Manager is responsible for managing interest rate risk in the bank's investment portfolio and executing derivatives transactions as necessary to achieve targeted risk profile. The Specialist will develop and implement hedging strategies designed to achieve the interest rate risk and accounting objectives of the bank and optimize portfolio performance.
Major Duties:
Develop hedging strategies, consistent with U.S. GAAP hedge accounting guidance, to manage interest rate risk within the bank's investment portfolio, utilizing single asset/liability and macro level hedging.
Manage the US Treasury and Sovereign, Supernational investments.
Own and manage valuation and testing model while performing initial and ongoing effectiveness testing for hedging relationships.
Works closely with internal partners (operations, accounting, credit, legal, etc.), providing leadership and coordination to manage issues related to the investment portfolio hedging program specifically, or Treasury generally, working across groups to execute solutions.
Assists in evaluating and developing investment objectives and guidelines as appropriate given risk tolerances.
Assists with execution of client related derivatives hedging as necessary.
Complies with all policies and guidelines (Board, ALCO, Credit, Controllers, etc.) in managing interest rate risk.
Maintain communication with brokers and dealers to monitor the market and to develop strategies.
Participates in, or leads, sub-group or task force to revise or modify existing internal or external procedures, guidelines, or to review new products or strategies.
Maintains awareness of current and pending legal and regulatory issues that impact the derivatives market or hedge accounting rules.
Knowledge:
Knowledge of hedge accounting rules, derivatives products, bank balance sheet and asset/liability behaviors, usually acquired through experience and formal education, are needed.
Knowledge of current banking regulations, and application to the balance sheet and investment portfolio, are necessary to determine proper portfolio allocations and risk analysis.
Analytical and organizational skills, with knowledge of risk management and market data systems (Summit, QRM, Bloomberg) along with Excel are needed to analyze statistical information on investments, exposures and interest rate risk.
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 in is preferred. 7-10 years of in 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.
Auto-ApplyManager, Portfolio Forecasting
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.
Auto-ApplyPortfolio Manager
Portfolio manager job in Barrington, IL
Application Deadline:
12/30/2025
Address:
201 S Grove Avenue
Job Family Group:
Wealth Sales & Service
Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.
Develops investment proposals and participates in meetings with prospects/clients.
Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Acts as the prime subject matter expert for internal/external stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Monitors and tracks performance, and addresses any issues.
Designs and produces regular and ad-hoc reports, and dashboards.
Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform.
Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.
Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.
May provide specialized support for other internal and external regulatory requirements.
Oversees the design, development, and implementation of tools and training required to deliver business results.
Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
Leads/supports contract negotiations with vendors, balancing cost, risk and performance.
Leads/participates in the design, implementation and management of core business/group processes.
Develops and manages a business/group program.
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Performs sales & service support activities as required to meet client needs and maintain overall service levels.
Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports.
Meets high-quality service standards to maximize relationship retention and growth.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
MBA or Finance certification preferred.
In-depth / expert understanding of portfolio management principles and asset mix determination.
In-depth / expert understanding of fiduciary law and applicability to trust investment accounts.
In-depth / expert knowledge of equity and fixed income markets.
In-depth / expert understanding of tax-related issues affecting investments.
In-depth / expert knowledge of the regulatory environment.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Salary:
$74,000.00 - $138,000.00
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.
Auto-ApplyNational Security Portfolio Manager
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
Auto-ApplyPMO Porftfolio Manager (Local ti Chicago)
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
Portfolio Manager
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
Portfolio Manager - Impact Accelerators - HRSD
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.
Manager Innovation Portfolio
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: ***********************************
Auto-ApplyManager, Research and Portfolio Management -UIC
Portfolio manager job in Chicago, IL
UNIVERSITY OF ILLINOIS FOUNDATION
has an immediate opening for an
Manager, Research and Portfolio Management (UIC)
The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University.
The Manager, Research and Portfolio Management manages a team of Prospect Development Analysts (PDAs) to provide strategic prospect research, biographical report preparation, and data enhancement in support of University of Illinois Foundation and the University of Illinois development program. The Manager will also have PDA duties and liaison responsibilities for some university advancement units.
DUTIES & RESPONSIBILITIES:
1. Manage a team of Prospect Development Analysts by supervising, directing, and prioritizing their work. Responsible for hiring, staff development, time-off approval, scheduling, and managing individual performance. Set annual goals and create staff development plans for direct reports, including identifying skills to be acquired or improved, and suggesting relevant professional development opportunities.
2. Receive, prioritize, and delegate requests for research needs related to UI development events at assigned universities. Guarantee that work is completed and deadlines are met.
3. Monitor research request queue, adjust entries to conform to RPM service catalog, and assign requests to team members. Review reports to confirm that requests are completed in a timely fashion.
4. Collaborate with other RPM managers to identify and recommend changes to procedures and policies that encourage the department to function more efficiently, robustly, or strategically.
5. Perform proactive and reactive research for contact information, employment and community involvement, wealth and giving capacity, philanthropic interests, education history, board service, and professional memberships.
6. Identify and refer prospects to advancement units for qualification of major giving potential. Use research resources and perform analysis to determine which prospects should be referred, and to which units. Deliver targeted prospecting lists on request by curating collections of the best referrals identified for a specific objective.
7. Build strong relationships with advancement clients by scheduling portfolio review sessions, attending team meetings, and providing prompt, thorough, and accurate service through the completion of research requests. Partner with advancement units to review and optimize portfolios by following guidelines to onboard, engage, and sunset prospects.
8. Maintain the accuracy and completeness of advancement data by auditing, updating, and cleaning prospect management data. Review contact reports entered by advancement staff and port data to structured fields.
9. Serve as subject matter expert for prospect management data and practices. Educate fundraising staff as appropriate and make them aware of available materials in iLearn or other resources. Adhere to standards for University of Illinois Foundation advancement work as detailed in policies, processes, and procedures manuals. Ensure that direct reports follow standards and meet expectations for accuracy, completeness, and promptness.
10. Use data retrieval tools for prospect identification and analysis, including specialized dashboards, CRM query tools, and SQL.
11. Participates in appropriate professional organizations and activities; reads professional literature to stay
current with trends in the field; identifies and circulates new information sources; understands general
fundraising principles; exhibits willingness to learn about Foundation and University programs.
REQUIRED QUALIFICATIONS:
· A bachelors degree
· 5+ years of experience performing both prospect research and unit liaison/relationship-management duties, or similar work supporting business operations and frontline staff
· Familiarity with general research techniques, methodology, and online and subscription resources.
· Extensive experience navigating and utilizing the standard online and internal data resources and tools relied on by prospect development professionals such as Lexis Nexus, Office 360, Blackbaud CRMs, and wealth rating tools like Windfall.
· Proven ability to recognize the relevance of information and to deal with materials of a sensitive nature professionally and confidentially.
· Proven ability to communicate effectively, verbally and in writing, and to formulate productive partnerships with individuals and groups of all levels of university staff, particularly development officers, faculty, and administration.
· Experience initiating and collaborating on projects, delivering expected results.
· Basic office skills, and the ability to work independently and meet deadlines, work well under pressure, and prioritize tasks for self and others.
PREFERRED QUALIFICATIONS:
· Master's degree in Non-profit Management, Information Science, Business, Analytics, or related areas
· Supervisory experience managing a team of employees
· Prospect research experience and knowledge of academic fundraising operations
The starting salary range for this position is projected to be $64,000-$70,000 per year. While our job postings include salary ranges, your compensation will be based on your specific experience and qualificationswe're not limited by these posted ranges.
Your comprehensive benefits package includes medical, vision, and dental coverage, company paid life insurance, generous vacation time including 24 days annually, and more. Generous pension benefits are also included. We invest in your present and future wellbeing, providing the support you need to succeed.
Application Deadline: January 4th, 2026
Application Process: For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through ******************************* For further information regarding application procedures, contact Foundation Human Resources at *******************************.
THE UNIVERSITY OF ILLINOIS FOUNDATION
IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
Requirements:
PIdd5203a0b27c-31181-39222339
Senior Analyst, Real Assets and Sustainable Investments
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.
Auto-ApplyBank Portfolio Manager - Interest Rate Derivatives and Hedging
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.
As part of the Treasury team, the Portfolio Manager is responsible for managing interest rate risk in the bank's investment portfolio and executing derivatives transactions as necessary to achieve targeted risk profile. The Specialist will develop and implement hedging strategies designed to achieve the interest rate risk and accounting objectives of the bank and optimize portfolio performance.
Major Duties:
Develop hedging strategies, consistent with U.S. GAAP hedge accounting guidance, to manage interest rate risk within the bank's investment portfolio, utilizing single asset/liability and macro level hedging.
Manage the US Treasury and Sovereign, Supernational investments.
Own and manage valuation and testing model while performing initial and ongoing effectiveness testing for hedging relationships.
Works closely with internal partners (operations, accounting, credit, legal, etc.), providing leadership and coordination to manage issues related to the investment portfolio hedging program specifically, or Treasury generally, working across groups to execute solutions.
Assists in evaluating and developing investment objectives and guidelines as appropriate given risk tolerances.
Assists with execution of client related derivatives hedging as necessary.
Complies with all policies and guidelines (Board, ALCO, Credit, Controllers, etc.) in managing interest rate risk.
Maintain communication with brokers and dealers to monitor the market and to develop strategies.
Participates in, or leads, sub-group or task force to revise or modify existing internal or external procedures, guidelines, or to review new products or strategies.
Maintains awareness of current and pending legal and regulatory issues that impact the derivatives market or hedge accounting rules.
Knowledge:
Knowledge of hedge accounting rules, derivatives products, bank balance sheet and asset/liability behaviors, usually acquired through experience and formal education, are needed.
Knowledge of current banking regulations, and application to the balance sheet and investment portfolio, are necessary to determine proper portfolio allocations and risk analysis.
Analytical and organizational skills, with knowledge of risk management and market data systems (Summit, QRM, Bloomberg) along with Excel are needed to analyze statistical information on investments, exposures and interest rate risk.
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 in is preferred. 7-10 years of in 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.
Auto-ApplyManager Innovation Portfolio
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: ***********************************
Auto-Apply