Post job

Portfolio manager jobs in Villa Park, IL - 787 jobs

All
Portfolio Manager
Audit Manager
Risk Manager
Finance Manager
Branch Manager
Senior Investment Analyst
  • Sr. Audit Manager

    Zurich Insurance Company Ltd. 4.8company rating

    Portfolio manager job in Schaumburg, IL

    Zurich North America is seeking a Senior Audit Manager to join our Group Audit team in our North American headquarters in Schaumburg, Illinois. Group Audit (GA) is an international team of 250 colleagues from 33 different nationalities, working as one function. We work with a common purpose: to keep Zurich safe. Together, we look to bring our skills, capabilities, and unique strengths to provide real insights to our stakeholders. We work to be the best we can be at spotting danger for our company; continuously learning and trying to get better and better at what we do. Working closely with GA leaders this is a unique opportunity to drive the evolution of the function, and to transform our ways of working. We believe that a clear common purpose, promoting authenticity of individuals and creating a learning environment will help our teams bring their best. Up for a challenge? Interested in becoming a part of our growing team? We would love to hear from you! As a Senior Audit Manager your main responsibilities will be of a global nature and involve: Work with Functional and Regional Audit Executives, as well as country / legal entity heads of audit, to perform risk assessments and develop and shape the audit plan in line with key risks and trends, ensuring appropriate coverage across the group. Oversee and manage a diverse portfolio of risk-based audits (local, ‘connected' and global thematic reviews) in line with quality, time and budget requirements. Ensure appropriate resourcing and technical expertise for delivery of assigned portfolio. Provide subject matter expertise and insight across audit processes, including scoping, audit reports and critical stakeholder meetings. Oversee relevant tracking and closure of agreed actions. Support the continuous evolution of audit capabilities in Group Audit and drive the development of the wider team through upskilling initiatives and technical knowledge sharing sessions. Identify trends and themes patterns in results and support influencing key stakeholders in broader actions as well as reporting themes to Group and local executives and Audit Committees. Provide technical input into control environment reporting. Build technical / commercial knowledge and industry awareness across a range of areas by accessing diverse resources and interacting with a broad range of internal and external stakeholders. Support Business Audit Leaders in stakeholder discussions and develop strong and influential peer relationships with Business stakeholders across the group. Oversee the performance of team members assigned (career management responsibilities) and take necessary actions to support their development. Basic Qualifications: Bachelor's Degree and 10 or more years of experience in the Audit or Finance area OR High School Diploma or Equivalent and 12 or more years of experience in the Audit or Finance area OR Zurich Certified Insurance Apprentice including an Associate's Degree and 10 or more years of experience in the Audit or Finance area Preferred Qualifications: 8-10 years of relevant experience in auditing, and 2-4 years holding senior roles at a Senior Manager level, OR VP/Director level or equivalent. Experience in third-party, outsourcing and project management auditing. Experience in the Finance Industry, specifically Insurance is an advantage. A good track record in implementing change and transformation, as well implementing a learning culture in a flat hierarchy. Excellent project management skills, ability to organize teams, prioritize tasks, guide and coach the team to deliver on time to high quality standards. Ability to work without close supervision and to take decisions autonomously, subject to verification. Strong verbal and written communication skills. Experience within complex, global organizations and virtual teams, as well outsourced services. Ability to influence teams and senior management executives. Collaborative, customer focused, flexible, persistent, and results-oriented mindset. International work experience. At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The proposed salary range for this position is $124,500.00 - $203,700.00, with short-term incentive bonus eligibility set at 20%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Schaumburg Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-MM1 #LI-DIRECTOR
    $124.5k-203.7k yearly 3d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Market Risk Manager

    Insight Global

    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.
    $140k yearly 1d ago
  • Finance Manager

    Savills North America 4.6company rating

    Portfolio manager job in Chicago, IL

    About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
    $84k-120k yearly est. 4d ago
  • Branch Manager

    RÖHlig Logistics

    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 ***************
    $37k-54k yearly est. 4d ago
  • Quantitative Equity Portfolio Manager

    Ntrs

    Portfolio manager job in Chicago, IL

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Major Duties: Manages strategies/portfolios to meet client objectives within specified guidelines, regulatory frame-work and corporate policies. Rebalances strategies as needed to invest cash and/or accommodate admissions/withdrawals, effecting security purchases and sales through effective communication with the trading desk. Reports on performance of strategies/portfolios, explaining returns across multiple relevant dimensions of attribution. Supports on-going research efforts related to alpha generation, analytic techniques or risk management by: 1) reading current and relevant papers. 2) contributing to discussions on topics of interest. 3) conducting thoughtful and accurate analysis. 4) expressing recommendations for improvement. 5) supporting research/data infrastructure as required. Responds accurately and promptly to client/partner inquiries regarding performance of strategies/ portfolios. Knowledge: Solid understanding of equity markets and portfolio management theory. Skilled in the application of quantitative financial methods, statistical and econometric procedures using standard software packages such as SAS. Knowledge of quantitative datasets such as Compustat, IBES, or Worldscope. Experience: Three to six years of experience in an investment management environment. Advanced degree in finance, statistics, engineering, or hard science required. CFA preferred. Salary Range: $137,400 - 233,600 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.
    $137.4k-233.6k yearly Auto-Apply 19d ago
  • Portfolio Manager PMO

    Rush University Medical Center

    Portfolio manager job in Chicago, IL

    Business Unit: Rush Medical Center Hospital: Rush University Medical Center Department: Enterprise IT Strategy & Plang Work Type: Full Time Remote (Total FTE between 0.9 and 1.0) Shift: Shift 1 Work Schedule: 8 Hr (7:00:00 AM - 3:00:00 PM) Rush offers exceptional rewards and benefits learn more at our Rush benefits page (***************************************************** Pay Range: $55.75 - $83.07 per hour Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case. Summary: The Portfolio Manager provides accountable oversight to a portfolio of projects, applying industry best practices to manage the intake, scoping, planning, staffing, execution methodology, and long-term road mapping of projects within the assigned portfolio. The Portfolio Manager coordinates internal demand and capacity management activities, as well as establishing processes to measure and improve maturity, efficiency, and value. The individual who holds this position exemplifies the Rush mission, vision, and values and acts in accordance with Rush policies and procedures. Other information: Required Job Qualifications: * Bachelor's degree required. * At least 10 years of work experience in a project management capacity, leading multiple initiatives in excess of $1M and/or 12 months in duration required. * At leave five years of program management experience required. * Relevant industry certification such as PMI Project/Program/Portfolio Management Professional (PMP, PgMP, PfMP), Six Sigma Black Belt, Lean, Certified Agile Scrum Master, etc. required. 15 years of project management experience leading multiple initiatives in excess of $1M and/or 12 months in duration will be considered in lieu of current certification. * Demonstrated success in leading large, complex, and high-visibility groups of concurrent projects. * Strong verbal and written communication skills, including large group and executive-level facilitation and presentation skills. * Proficiency with the Microsoft Office Suite, including strong PowerPoint skills. Preferred Job Qualifications: * Master's degree preferred. * Healthcare experience strongly preferred, preferably within a large healthcare provider system. * Experience with project demand, intake management, resource and capacity management, portfolio management, methodology design and implementation preferred. * Process improvement experience preferred, such as Kaizen, Lean, Six Sigma, etc. * Strategic planning experience preferred, including experience driving organizational transformation in partnership with operational leaders. * Change management planning and implementation experience preferred. * Communication planning and implementation experience preferred. Responsibilities: * Partners with relevant business clinical, and department leadership stakeholders to align programs and their constituent projects with enterprise strategy and business/clinical/departmental goals. * Ensures successful adoption and change management within and across programs and projects. * Designs, delivers, and monitors execution and value realization plans associated with the assigned portfolio. * Provides program leadership for large, strategic, and/or cross-functional initiatives by collaborating with internal and external stakeholders to define program and project scope, budgets, change management plans, communication plans, value realization plans, and to manage project timelines and deliverables. * Builds positive working relationships across the organization; engages effectively with staff, management, and senior leadership in order to ensure the success of program and project-related initiatives. * Partners with operational leadership and sponsors to ensure program and project alignment with business needs, productive working relationships, and open lines of communication. * Supports leadership in strategic planning efforts. * Proactively identifies opportunities to deliver value to the organization and works with relevant leadership and governance bodies to triage, approve, and charter programs and projects that align with enterprise strategic objectives. * Provides coordination and/or facilitation role within applicable governance forums, assisting leadership with organizing programs and projects to align with enterprise strategy and objectives. * Develops executive-level presentations and program status updates for key leadership stakeholders, as well as operational and executive sponsors. * Coordinates ongoing measurement/reporting of process efficiency, compliance, maturity and value. * Serves as program and project management methodology subject matter expert, consulting within the organization to apply industry best practices and ensure execution success. * Oversees the work of junior staff, ensuring process adherence, customer service, and value-based outcomes are delivered as projected. * Creates a culture of continuous improvement within the assigned program and project teams. * Frequently and effectively communicates the vision and capabilities throughout the organization. * Collaborates with leadership to increase the visibility of the department and its successes inside and outside of the organization (e.g. conducting internal roadshows, presenting at industry events, publishing articles and thought leadership, applying for external awards and recognition, etc.). Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
    $55.8-83.1 hourly 11d ago
  • Portfolio Manager

    Bank of Montreal

    Portfolio manager job in Chicago, IL

    Application Deadline: 01/01/2026 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. Signs off on new, renewal and extension loans within delegated authority. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. Leads proposal development and delivers presentations to capture new business and expand client relationships. Networks with industry contacts to gather competitive insights and best practices. Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Deep knowledge and technical proficiency gained through extensive education and business experience. Foundational level of proficiency: Structuring Deals Advanced level of proficiency: Problem Solving Collaboration Detail-Oriented Customer Service Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Expert level of proficiency: Financial analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $88.8k-165.6k yearly Auto-Apply 60d+ ago
  • Strategy Portfolio Manager

    Sagesure

    Portfolio manager job in Chicago, IL

    If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we're hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Strategy Portfolio Manager. This exciting role will be pivotal in helping senior leadership achieve our multi-year strategy plan and effectively grow the organization. We seek a highly motivated candidate skilled in strategic ideation and design, project execution, process improvement, and change management. This position offers exposure to executive and senior leadership, providing consultative services to effectively deliver strategic priorities and collectively drive success. If you're results-driven, have a growth mindset, and are passionate about collaborating across the organization to drive business outcomes, we'd love for you to apply. What you'd be doing: Strategic Capability Execution Lead execution capabilities that will enable effective delivery of top strategic priorities across the organization Lead and optimize execution of Quarterly Planning Meeting framework to ensure leaders have a forum to regularly discuss their strategic priorities, any material changes from prior quarter, and what support they need to achieve results Lead and optimize execution of Leadership Committee meetings to ensure executive leaders connect, collaborate, problem solve, align on evolving priorities, and proactively identify and address cross-functional opportunities or concerns Strategic Leadership Consulting Provide dedicated support to senior leadership, ensuring consistency across teams in how we articulate our strategic priorities, where additional investment is needed, and where cross-functional support is critical Partner with senior leaders as they strengthen their team's strategic muscles in efforts to effectively and sustainably grow as a company We're looking for someone who has: At least 5-year track record of successful implementations of cross-functional projects Strong strategic ideation and design skillset with ability to translate ideas into tangible action Desire to challenge status quo and understand the “why” Exceptional problem-solving skills Highly effective written and verbal communication skills Strong ability to execute, adapt, and drive change in a results-driven environment Adept at building and leveraging relationships across an organization to achieve objectives Ability to influence and gain buy-in from senior leadership Experience leading operational improvement initiatives with large corporations Detail-oriented and well-organized, yet effectively able to overcome ambiguity and operate in an entrepreneurial organization Highly preferred candidates also have: At least 5 years of P&C insurance experience Leadership consulting experience Experience developing and launching change management initiatives Experience with corporate strategic development initiatives Experience leading operational improvement initiatives with small companies Experience engaging with C-suite executives About SageSure: Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington. SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more. SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work. Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.
    $79k-144k yearly est. Auto-Apply 17d ago
  • HFT Portfolio Manager (35% - 60% Payout)

    Fionics

    Portfolio manager job in Chicago, IL

    ▸ Company: Top-paying HFT firm globally, seeking HFT PMs or Desk Heads to build and lead a desk focused on Western and Asian markets - not Tower Research. ▸ Overview: One of the most successful HFTs in the US is offering the industry's best cost structure and PnL payout model for new HFT desks. The core team consists of PhDs, top-tier HFT Quants, and leaders from leading US firms. They provide infrastructure and data at cost, with full access to their cutting-edge trading infrastructure. Enjoy unmatched payout terms and the backing of a world-class, collaborative team. ▸ Key Responsibilities: Establish and drive an HFT desk to profitability within 12-18 months, with a target Sharpe ratio of 8-10+ and a goal of generating $10M+ in PnL annually. Develop and implement a comprehensive business plan with a long-term vision to scale the desk's PnL to $50M+ per year. Execute high-frequency trading strategies, continually optimizing for performance and profitability. Work closely with the core team to leverage the firm's infrastructure and resources for maximum efficiency and success. Regularly track and report on desk performance, making data-driven adjustments to ensure targets are met or exceeded. ▸ Qualifications: Proven experience at a top-tier HFT firm. Demonstrated success with profitable, recent trades. A strong belief in your own capabilities and readiness to take calculated risks. Consistent year-over-year personal financial growth. #LI-ML1
    $79k-144k yearly est. 60d+ ago
  • Portfolio Success Manager

    Shipbob, Inc. 3.8company rating

    Portfolio manager job in Chicago, IL

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

    Sonoma Consulting

    Portfolio manager job in Oak Brook, IL

    Sonoma Consulting is one of the fastest growing national IT Consulting and Executive Search company in the United States, which was founded in 2011 by Mark McGee, the President and CEO. Sonoma Consulting has two business divisions - IT Consulting Services & Executive Search to serve its 150 national clients which range from entrepreneurial start-ups to Global Fortune 500. Job Description SUMMARY: PMO Portfolio Managers will be responsible for managing and monitoring the strategic planning, sequencing and execution of the portfolio to align to organizational objectives and complying/utilizing COE standards, processes and tools. In this role, they will identify barriers to change within their respective portfolios and make recommendations to improve the probability of success and identify tradeoffs and decisions to help portfolio optimization as a whole. This person is keen to drive measurable value out of the portfolio. POSITION RESPONSIBILITIES: Design, develop and manage the portfolio operating model and roles and responsibilities Develop and drive portfolio management best practices and standards that will improve productivity, investment decision making and realize targeted business outcomes. Collaborates with the business to deliver functional and enterprise level capabilities and ensure they align to the projects supporting their portfolios. Collaborates with the PMO COE Methods and Tools Manager to ensure use of standard methodologies, processes, PPM tools and reporting metrics (KPIs) across their portfolio. Work with the BRM representatives to make sure that appropriate program and project managers are allocated to portfolio projects and programs proactively. Develops a set of executive and portfolio related dashboards to communicate up and down the organization the status of the program portfolio Manages a the intake and demand management function and maintains the capital and expense budgets across the program portfolio Tracks, monitors and manages resource and capacity management conflicts and demands Responsible for the adoption of portfolio management methodology and provides suitable interpretation to all stakeholders within the organization Contributes to the development of overall Business and IT strategy as it relates to the project portfolio and performance of that portfolio Review, track and monitor business case input and results Creates and reports on benefits realization based on the justification in the business case for each project and/or program Contributes to training for portfolio management functions OTHER SKILLS and ABILITIES: Strong influence management skills; ability to work cooperatively at all levels in a matrix environment to build and maintain the positive relationships required to accomplish organizational goals Excellent communication skills and interpersonal/team effectiveness - ability to succinctly and accurately communicate to various levels of management and employees Team with training, resource management, integration management and analytics functions to make sure they have the appropriate methods and tools Exceptional analytical, strategic, planning, organization, and time management skills to effectively execute project plans and budgets Clear understanding of the roles and responsibilities of cross- functional project teams and functional management Exceptional portfolio, program, and project management skills Business acumen; ability to think from an overall “best for the business” perspective Demonstrates initiative; results oriented Excellent decision making skills - ability to negotiate and balance decisions and manage competing priorities across multiple functional areas DAY IN THE LIFE INTERACTION Portfolio Managers work closely with functional VPs to drive alignment between initiative(s) and work stream teams, monitor areas of significant program risk in conjunction with executive/steering committees, program leaders, and initiative leaders, and the Senior Director of PMO The person in this role will interact weekly or daily with PMO Program Managers to understand program health, resolve issues, and mitigate risks. Proactively work with the BRM to make the right assignments needed for the programs in the portfolio to successfully plan, launch and get executed. Team with the COE analytics team to leverage data analysis processes and tools to help identify trends and Portfolio Managers will team with Program Managers and COE Methods and Tools Manager to execute intake and demand management, financial, estimating and resource management processes They will own the accountability for the financial health of their portfolio Participate in the stage gate process for a particular projects and programs. Report to the Director of the COE on a weekly basis and provide status as to where value has been generated across the function and what activity was accomplished to drive standardization and transparency in a given week. Qualifications BASIC QUALIFICATIONS: EDUCATION REQUIRED: Bachelor's degree in Management Information Systems, Business, or related field YEARS OF EXPERIENCE: 10+ years of experience in program, project, and portfolio management 7+ years of experience with the functions within program and portfolio management 7+ years with delivery methodologies and tools SPECIALIZED KNOWLEDGE REQUIRED: Project, Program, and Portfolio leadership experience Program manager experience or people manager experience (with direct reports) Portfolio, capacity, and financial management experience Experience managing global initiatives Experience driving change management initiatives across an organization DESIRED/PREFERRED QUALIFICATIONS: Self-motivated individual with passion to succeed Demonstrated leadership for process harmonization across an organization Experience implementing initiatives through effective influence management skills at multiple levels in the organization Excellent verbal and written communication and presentation skills Experience in creating and delivering presentations to leadership Excellent facilitation and issue resolution skills Previous experience operating in a matrix organization Ability to work independently or collaboratively to determine and develop approaches to solutions with very little to no supervision or direction Experience providing work direction and leadership to people and teams in a management role Experience with Planview, MS Project, MS Excel, MS PowerPoint and MS Word Master's degree in Management Information Systems, Business, or related field PHYSICAL JOB REQUIREMENTS: While performing the duties of this job, the employee is regularly required to be independently mobile Required to interact with a computer and communicate with peers and co-workers Additional Information Titles: PMO Manager, PMO Program Manager, Program Manager, PMO Program Manager, Portfolio PMO Manager, Portfolio Program Manager Skills : PPM, PMO, Portfolio, KPI
    $79k-144k yearly est. 14h ago
  • Portfolio Manager - Arkansas/Western Tennessee

    Vantive Manufacturing

    Portfolio manager job in Deerfield, IL

    Vantive is a vital organ therapy company on a mission to extend lives and expand possibilities for patients and care teams everywhere. For 70 years, our team has driven meaningful innovations in kidney care. As we build on our legacy, we are deepening our commitment to elevating the dialysis experience through digital solutions and advanced services, while looking beyond kidney care and investing in transforming vital organ therapies. Greater flexibility and efficiency in therapy administration for care teams, and longer, fuller lives for patients- that is what Vantive aspires to deliver. We believe Vantive will not only build our leadership in the kidney care space, it will also offer meaningful work to those who join us. At Vantive, you will become part of a community of people who are focused, courageous and don't settle for the mediocre. Each of us is driven to help improve patients' lives worldwide. Join us in advancing our mission to extend lives and expand possibilities. Your role at Vantive The Portfolio Manager (PM) leads all strategy across the chronic PD portfolio for Arkansas/Western Tennessee . Coordinates resource cohesion, collaboration, and implementation across the geography. Develops and maintains strategic physician and business led relationships. Coordinates the resources aligned to their geography with their PD Clinical Specialists (PDCS). Must understand all therapies, products and selling process. Responsible for negotiating all local contracts and serves as the point for all contractual communications. What you'll be doing Expand and grow PD therapy utilization focusing on increased PD referrals (new patients on PD) through strategic physician and business led relationships. Leads all strategy across PD therapies, while driving pre-tax associated margin and market share growth through direct provider engagement aligned with organizational strategic initiatives. Responsible for local contract creation and negotiation aligned with strategic pricing initiatives. Utilize business tools to target and grow high opportunity providers, focused on patient growth and retention. Prioritize and implement market initiatives to meet territory forecasts and goals. Conducts scientific/ technical sales presentations and discussions related to the portfolio Continuously increase and sharpen knowledge as well as selling, negotiation, and presentation skills. Maintain educational level of relevant tools and resources. Create, manage, and grow territory sales opportunity funnel to close new business and expand market share. Maximize territory growth via strong collaboration with various strategic accounts initiatives. Responsible for capturing and maintaining all relevant customer interactions via pristine boost (Salesforce) entries. What you'll bring Bachelors Degree or 5+ years of relevant medical device and/or clinical sales experience Must have proven track record of closing new business Physician engagement experience in a selling environment is required. Experience calling on nephrologists and having established networks of physicians is preferred. Must be proficient at full sales cycle management (prospecting, lead qualification, solution selling and closing) Minimum of 3 years sales experience in a medical field required This person should have a track record of managing multiple projects and/or businesses while consistently meeting or exceeding sales objectives Advanced consultative sales skills including excellent interpersonal relationship skills. Ability to relate to various levels of management and staff in the clinic environment Demonstrated Negotiating Skills with ability to initiate, execute and close associated contractual processes Demonstrated forecasting skills Demonstrated ability to work collaboratively with other team members to ensure successful new business conversions and development at customer sites while supporting the goals of the business Demonstrated ability to negotiate and manage pricing contracts and renewals Ability to travel on average at least 50% of the time Must have valid Driver's License Comply with customer access guidelines and expectations (vendor credentialing) We understand compensation is an important factor as you consider the next step in your career. At Vantive, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. The estimated base salary for this position is $104,000 - $125,000 annually. The estimated range is meant to reflect an anticipated salary range for the position. We may pay more or less than the anticipated range based upon market data and other factors, all of which are subject to change. Individual pay is based upon location, skills and expertise, experience, and other relevant factors. For commercial roles, the estimated range does not include potential commission or other incentives. For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview. US Benefits at Vantive This is where your well-being matters. Vantive offers comprehensive compensation and benefits packages for eligible roles. Our health and well-being benefits include medical, dental and vision coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Aon Pooled Employer Plan (“Aon PEP”), Vantive's 401(k) retirement savings plan, to help you prepare for your future. The Aon PEP is designed to help improve retirement outcomes by providing retirement resources more efficiently. The plan offers a robust set of investment options, financial education, and a suite of resources to support your retirement goals. We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. Join us and enjoy the competitive compensation and benefits we offer to our employees. For additional information regarding Vantive's US Benefits, please speak with your recruiter or visit our Benefits site: Benefits | Vantive Equal Employment Opportunity Vantive is an equal opportunity employer. Vantive evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Know Your Rights: Workplace Discrimination is Illegal Reasonable Accommodation Vantive is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information. Form Link Recruitment Fraud Notice Vantive has discovered incidents of employment scams, where fraudulent parties pose as Vantive employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice.
    $104k-125k yearly Auto-Apply 25d ago
  • Project Portfolio Manager

    4iG Nyrt

    Portfolio manager job in Countryside, IL

    Rheinmetall 4iG Digital Services (R4) is a joint venture between Rheinmetall, a globally leading supplier of defense and automotive products, and 4iG, Hungary's leading IT systems integrator. R4 has been founded end of 2022 with its headquarters in Budapest and the initial mission to provide project- and operations-related IT services to Rheinmetall's local subsidiaries in Hungary and worldwide. Based on business requirements and opportunities, R4 plans to progressively expand the scope of its services for internal and external customers alike. In a nutshell, R4 is like a start-up with guaranteed success. Equipped with a hands-on mentality, it significantly benefits from the support and tremendous growth of both Rheinmetall and 4iG. The designated business and solid setup offer outstanding development potentials for R4 itself but consequently also for all employees, because there will be lots of interesting jobs in an international and dynamic work environment. In order to achieve our common goals, we count on you * Manage and maintain a consolidated view of the enterprise-wide IT project and program portfolio. * Drive portfolio planning, prioritization, and resource balancing in alignment with strategic objectives. * Evaluate and assess new IT project proposals based on strategic fit, value, risk, and capacity. * Monitor portfolio performance, interdependencies, risks, and benefits realization. * Prepare portfolio reports, dashboards, and decision proposals for IT leadership and governance bodies. * Oversee portfolio-level budgeting, forecasting, and financial transparency. * Coordinate portfolio review cycles and support governance and decision-making processes. * Collaborate closely with IT Project Managers, IT Strategy, Finance, and the Enterprise Project Management Organization. * Maintain and continuously improve portfolio management tools, standards, and data quality. What you will need for successful work * Strong knowledge of portfolio management frameworks (e.g. MoP, PMI Portfolio Management or comparable standards). * Proven experience managing complex, cross-functional IT project portfolios within large or enterprise environments. * Solid understanding of IT portfolio / project management (governance), budgeting, financial management, and strategic alignment. * Strong analytical skills with the ability to assess business cases and investment scenarios. * Hands-on experience with portfolio and project management tools (e.g. ServiceNow,). * Excellent communication, coordination, and stakeholder management skills. * Ability to work effectively with senior management and governance bodies. * Familiarity with agile, hybrid, and waterfall delivery approaches. * Good English and German knowledge What we offer * Take over an important and challenging role with high visibility * Become part of the unique growth stories of Rheinmetall and 4iG, which offer outstanding development and career opportunities * Gain insight into the defense and automotive industry * Make use of the broad network with over 40.000 great colleagues at Rheinmetall and 4iG worldwide * Benefit from various professional trainings and events * Enjoy our international and flexible work environment with an official office in Budapest but up to 90% mobile work
    $79k-144k yearly est. 17d ago
  • Independent Portfolio Manager

    Worldquant 4.6company rating

    Portfolio manager job in Chicago, IL

    WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies. Our teams work collaboratively to drive the production of alphas and financial strategies - the foundation of a balanced, global investment platform. WorldQuant is built on a culture that pairs academic sensibility with accountability for results. Employees are encouraged to think openly about problems, balancing intellectualism and practicality. Excellent ideas come from anyone, anywhere. Employees are encouraged to challenge conventional thinking and possess an attitude of continuous improvement. Our goal is to hire the best and the brightest. We value intellectual horsepower first and foremost, and people who demonstrate an outstanding talent. There is no roadmap to future success, so we need people who can help us build it. The Role: * We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategies Job Responsibilities (include, but not limited to the following) * Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety of asset classes including global equities and/or ETFs, futures, currencies and options * Independently lead, manage and grow quantitative investment portfolio (portfolio will have a separately identifiable track record) * Autonomy to build your own research pipeline and grow your team What You'll Bring: * 2+ years' experience in developing systematic strategies including a verifiable track record with positive PnL and Sharpe * Strong programming skills in mainstream quant programming languages, such as Python and C++ The Independent Portfolio Manager Opportunity: * Transparent and formula-based compensation * Meaningful allocation with growth potential based on performance and scalability * Access to a deep and broad menu of datasets supported by a dedicated data team * Cross-asset execution led by a multi-regional trading team * Opportunity for select engagement with the CIO Office in support of your research and strategy development Our Benefits: * Core Benefits: Fully paid medical and dental insurance for employees and dependents, flexible spending account, 401k, fully paid parental leave, generous PTO (paid time off) that consists of: * twenty vacation days that are pro-rated based on the employee's start date, at an accrual of 1.67 days per month, * three personal days, and * ten sick days. * Perks: Employee discounts for gym memberships, wellness activities, healthy snacks, casual dress code * Training: learning and development courses, speakers, team-building off-site * Employee resource groups Pay Transparency: WorldQuant is a total compensation organization where you will be eligible for a base salary, discretionary performance bonus, and benefits. To provide greater transparency to candidates, we share base pay ranges for all US-based job postings regardless of state. We set standard base pay ranges for all roles based on job function and level, benchmarked against similar stage organizations. When finalizing an offer, we will take into consideration an individual's experience level and the qualifications they bring to the role to formulate a competitive total compensation package. The Base Pay Range For This Position Is $150,000 - $200,000 USD. At WorldQuant, we are committed to providing candidates with all necessary information in compliance with pay transparency laws. If you believe any required details are missing from this job posting, please notify us at [email protected], and we will address your concerns promptly. #LI-JG1 By submitting this application, you acknowledge and consent to terms of the WorldQuant Privacy Policy. The privacy policy offers an explanation of how and why your data will be collected, how it will be used and disclosed, how it will be retained and secured, and what legal rights are associated with that data (including the rights of access, correction, and deletion). The policy also describes legal and contractual limitations on these rights. The specific rights and obligations of individuals living and working in different areas may vary by jurisdiction. Copyright 2025 WorldQuant, LLC. All Rights Reserved. WorldQuant is an equal opportunity employer and does not discriminate in hiring on the basis of race, color, creed, religion, sex, sexual orientation or preference, age, marital status, citizenship, national origin, disability, military status, genetic predisposition or carrier status, or any other protected characteristic as established by applicable law.
    $150k-200k yearly 16d ago
  • Senior Investment & Treasury Analyst

    Ulse

    Portfolio manager job in Evanston, IL

    At UL Research Institutes and UL Standards & Engagement, we know why we come to work. We have an exciting opportunity for a Senior Investment & Treasury Analyst at UL Research Institutes and UL Standards & Engagement, based in our Evanston, Illinois, office. The Senior Investment & Treasury Analyst is responsible for monitoring and evaluating existing investments and overseeing the organization's investment portfolio, including asset allocation and performance reporting for UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE). The role will support treasury and investment operations, as well as tax-related analysis within the Treasury office. The Senior Investment & Treasury Analyst must demonstrate strong analytical and risk-management capabilities, with knowledge of financial markets, investment strategies, financial models, and reporting. This is a hybrid role. UL Research Institutes and UL Standards & Engagement At UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE), we expand the boundaries of safety science to create a more secure and sustainable world. For more than a century, we have studied the unintended consequences of innovation, designed solutions to mitigate risk, created new safety standards and shared our findings with academia, scientists, manufacturers, and policymakers across industries. We identify critical safety and sustainability issues, asking the tough questions because we believe a safer world begins with knowledge. What you'll learn and achieve: As the Senior Investment & Treasury Analyst you will play a key role in the rapid growth of UL as you: Coordinate outsourced investment portfolio meetings and prepare related reporting materials. Support performance monitoring processes, including recalculating and reconciling investment returns, reviewing manager performance, and conducting outlier analysis to ensure portfolio alignment and compliance. Monitor and evaluate existing investments to support ongoing portfolio decisions. Supporting an on-going Investment operations Support annual audit related work for investment and treasury matters Develop advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses. Support banking operations, including account administration, wire transfer payments, and credit card program administration Assist in developing cash flow forecasts and supporting day-to-day cash management activities Assist in preparing federal, state, and local tax filings, including Forms 990, 990-T, and 4720. Support tax function on-going compliance initiatives Coordinate across Finance, accounting, and legal to meet shared goals and objectives. Contribute to other treasury department specific and cross-functional initiatives. What you'll experience working at UL Research Institutes and UL Standards & Engagement: For the organizations across the UL enterprise, corporate and social responsibility isn't new. We have pursued our mission of working for a safer, more secure, and sustainable world for nearly 130 years, embedding conscientious stewardship into everything we do. People: Our people make us special. You'll work with a diverse team of experts respected for their independence and transparency and build a network, because our approach is collaborative. We collaborate across disciplines, organizations, and geographies to build the global scientific response that today's global challenges require. Interesting work: Every day is different for us here. We see what's on the horizon and use our expertise to build the foundations of a safer future. You'll have the opportunity to push the boundaries of human understanding as part of a team working to advance the public good. Grow and achieve: We learn, work, and grow together through targeted development, reward, and recognition programs. Values. Four core values guide our work: collaboration, respect, integrity, and beneficence. By living our values, we inspire the trust essential to fulfilling our mission and foster the partnerships that enable us to pursue a beneficent future in which we all can thrive. Total Rewards: All employees at UL Research Institutes and UL Standards & Engagement are eligible for bonus compensation. We offer comprehensive medical, dental, vision, and life insurance plans and a generous 401k matching structure of up to 5% of eligible pay. Moreover, we invest an additional 4% into your retirement saving fund after your first year of continuous employment. Depending on your role, you may be able to discuss flexible working arrangements with your manager. We also provide employees with paid time off, including vacation, holiday, sick, and volunteer days. What makes you a great fit: While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes: Knowledge of investment portfolio management and treasury operations acquired through relevant and increasingly complex work experience. Excellent financial modeling skills, including portfolio modeling, sensitivity analysis, and forecasting. Ability to combine quantitative and qualitative analysis; think critically; evaluate multiple perspectives; and translate complex information into recommendations that guide leadership decision-making. Strong verbal and written communication skills, with the ability to tailor delivery based on audience and context. Strong interpersonal and relationship-building skills, with the ability to collaborate across all levels of the organization. Superior quantitative and analytical capabilities, including advanced Excel and PowerPoint proficiency; experience with financial systems. Professional education and experience requirements for the role include: Bachelor's degree in accounting, finance, or equivalent. Professional qualification such as CPA, CMA or CA, preferred. Minimum five years direct work experience in various treasury functions. About UL Research Institutes and UL Standards & Engagement UL Research Institutes and UL Standards & Engagement are nonprofit organizations dedicated to advancing safety science research through the discovery and application of scientific knowledge. We conduct rigorous independent research and analyze safety data, convene experts worldwide to address risks, share knowledge through safety education and public outreach initiatives, and develop standards to guide safe commercialization of evolving technologies. We foster communities of safety, from grassroots initiatives for neighborhoods to summits of world leaders. Our organization employs collaborative and scientific approaches with partners and stakeholders to drive innovation and progress toward improving safety, security, and sustainability, ultimately enhancing societal well-being. Our wholly owned subsidiary, UL Solutions, advances our shared public safety mission. We fund our work through grants, the licensing of standards documents and the business activities of UL Solutions, which conducts testing, verification and certification, and provides training and advisory services, along with data-driven reporting and decision-making tools for customers around the world. To learn more, visit our websites UL.org and ULSE.org. Salary Range: $81,456.37-$112,002.51 Pay type: Salary
    $81.5k-112k yearly Auto-Apply 18d ago
  • Portfolio Manager PMO

    Rush University Medical Center

    Portfolio manager job in Chicago, IL

    Business Unit: Rush Medical Center Hospital: Rush University Medical Center Department: Enterprise IT Strategy & Plang **Work Type:** Full Time Remote (Total FTE between 0.9 and 1.0) **Shift:** Shift 1 **Work Schedule:** 8 Hr (7:00:00 AM - 3:00:00 PM) Rush offers exceptional rewards and benefits learn more at our Rush benefits page (***************************************************** **Pay Range:** $55.75 - $83.07 per hour Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case. **Summary:** The Portfolio Manager provides accountable oversight to a portfolio of projects, applying industry best practices to manage the intake, scoping, planning, staffing, execution methodology, and long-term road mapping of projects within the assigned portfolio. The Portfolio Manager coordinates internal demand and capacity management activities, as well as establishing processes to measure and improve maturity, efficiency, and value. The individual who holds this position exemplifies the Rush mission, vision, and values and acts in accordance with Rush policies and procedures. **Other information:** **Required Job Qualifications:** - Bachelor's degree required. - At least 10 years of work experience in a project management capacity, leading multiple initiatives in excess of $1M and/or 12 months in duration required. - At leave five years of program management experience required. - Relevant industry certification such as PMI Project/Program/Portfolio Management Professional (PMP, PgMP, PfMP), Six Sigma Black Belt, Lean, Certified Agile Scrum Master, etc. required. 15 years of project management experience leading multiple initiatives in excess of $1M and/or 12 months in duration will be considered in lieu of current certification. - Demonstrated success in leading large, complex, and high-visibility groups of concurrent projects. - Strong verbal and written communication skills, including large group and executive-level facilitation and presentation skills. - Proficiency with the Microsoft Office Suite, including strong PowerPoint skills. **Preferred Job Qualifications:** - Master's degree preferred. - Healthcare experience strongly preferred, preferably within a large healthcare provider system. - Experience with project demand, intake management, resource and capacity management, portfolio management, methodology design and implementation preferred. - Process improvement experience preferred, such as Kaizen, Lean, Six Sigma, etc. - Strategic planning experience preferred, including experience driving organizational transformation in partnership with operational leaders. - Change management planning and implementation experience preferred. - Communication planning and implementation experience preferred. **Responsibilities:** - Partners with relevant business clinical, and department leadership stakeholders to align programs and their constituent projects with enterprise strategy and business/clinical/departmental goals. - Ensures successful adoption and change management within and across programs and projects. - Designs, delivers, and monitors execution and value realization plans associated with the assigned portfolio. - Provides program leadership for large, strategic, and/or cross-functional initiatives by collaborating with internal and external stakeholders to define program and project scope, budgets, change management plans, communication plans, value realization plans, and to manage project timelines and deliverables. - Builds positive working relationships across the organization; engages effectively with staff, management, and senior leadership in order to ensure the success of program and project-related initiatives. - Partners with operational leadership and sponsors to ensure program and project alignment with business needs, productive working relationships, and open lines of communication. - Supports leadership in strategic planning efforts. - Proactively identifies opportunities to deliver value to the organization and works with relevant leadership and governance bodies to triage, approve, and charter programs and projects that align with enterprise strategic objectives. - Provides coordination and/or facilitation role within applicable governance forums, assisting leadership with organizing programs and projects to align with enterprise strategy and objectives. - Develops executive-level presentations and program status updates for key leadership stakeholders, as well as operational and executive sponsors. - Coordinates ongoing measurement/reporting of process efficiency, compliance, maturity and value. - Serves as program and project management methodology subject matter expert, consulting within the organization to apply industry best practices and ensure execution success. - Oversees the work of junior staff, ensuring process adherence, customer service, and value-based outcomes are delivered as projected. - Creates a culture of continuous improvement within the assigned program and project teams. - Frequently and effectively communicates the vision and capabilities throughout the organization. - Collaborates with leadership to increase the visibility of the department and its successes inside and outside of the organization (e.g. conducting internal roadshows, presenting at industry events, publishing articles and thought leadership, applying for external awards and recognition, etc.). Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. **Position** Portfolio Manager PMO **Location** US:IL:Chicago **Req ID** 23959
    $55.8-83.1 hourly 12d ago
  • Portfolio Manager - Securitized Products

    Ntrs

    Portfolio manager job in Chicago, IL

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

    Bank of Montreal

    Portfolio manager job in Barrington, IL

    Application Deadline: 03/30/2026 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 investment proposals and participates in meetings with prospects/clients. Develops investment plan for clients and/or prospects using trading, liquidity, hedging and/or tax strategies. Produces client reports based on analysis of client-specific investment data. Provides guidance to the relationship manager on portfolio management issues. Evaluates investment markets, portfolio characteristics and investment manager performance. Reviews and reports on the economy, stock/bond market performances, economic trends and changes in regulations affecting investments. Consults portfolio managers and relationship managers in the development of optimal portfolios for prospective and existing clients. Performs asset allocation studies and recommends changes allocation strategies. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. 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 liaison between trading desks to assist clients with specialized equity needs including management of concentrated positions and hedging strategies. 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. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Uses models to structure a portfolio based on specific criteria. Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Oversees assigned accounts in accordance with internal procedures and policies. Makes recommendations regarding the maintenance and implementation of the supervisory system for managed accounts. Provides input into the planning and implementation of operational programs. 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. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 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 understanding of portfolio management principles and asset mix determination. In-depth knowledge of equity and fixed income markets. In-depth understanding of tax-related issues affecting investments In-depth knowledge of the regulatory environment. Proficiency with investment management software. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. 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.
    $74k-138k yearly Auto-Apply 18d ago
  • Manager, Portfolio Forecasting

    Sagesure

    Portfolio manager job in Chicago, IL

    If you're seeking the stability of a growing, profitable company with the agility of a startup, we invite you to join SageSure, a leader in catastrophe-exposed property insurance. We're hiring a Manager - Portfolio Forecasting to help drive some of the company's most critical processes and support SageSure leaders in overall carrier portfolio management. This high-impact role sits within the Carrier Operations team, which reports in through the Office of the CEO. In this position you'll combine strong analytical and technical expertise with functional leadership to deliver high-quality financial projections and portfolio insights. This is a unique opportunity to further shape portfolio forecasting best practices while working closely with senior leadership on portfolio strategy. What you'd be doing: Forecasting Leadership Own the end-to-end carrier portfolio premium and exposure forecasting processes leveraging a Python and SQL-based simulation model Collaborate with Portfolio Managers and Business Unit Leaders to align forecasting assumptions with evolving product strategies and market plans Analyze actual portfolio performance across a range of KPIs to monitor business outcomes Draft and deliver executive summaries for Senior Leadership on actual and projected results Manage and mentor analyst staff supporting forecasting and performance analysis activities Strategic & Ad Hoc Support Generate insights on risk, exposure, and market positioning to guide strategic decision-making Assist in the development of board materials, external carrier portfolio reviews, and investor presentations as needed Partner cross-functionally to support financial modeling, due diligence efforts, and key business initiatives Process & Tool Enhancements Collaborate with the Senior Manager of Carrier Operations and internal software teams to improve and further scale forecasting capabilities Drive further automation of existing procedures through process enhancements or creation/procurement of additional tooling Design and manage DOMO-based applications supporting portfolio performance tracking Develop and maintain standard operating procedures (SOPs) for all aspects of the portfolio projections process We're looking for someone who has: Bachelor's degree in computer science, data science, actuarial science, statistics, finance, or a related field 5+ years of experience in financial analysis, forecasting, or related functions-preferably within insurance or reinsurance. Strong command of Python, SQL, Excel, VBA, Alteryx, and data visualization tools (e.g., DOMO, Tableau, Power BI) Experience building and maintaining complex forecasting models Strong knowledge of P&C insurance concepts Proven leadership skills with the ability to develop talent and foster collaboration in a high-performance environment Excellent analytical, problem-solving, and communication skills Highly preferred candidates also have: Master's degree in a relevant discipline Professional certifications such as ARe or CPCU Familiarity with general data management principles About SageSure: Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington. SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more. SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work. Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.
    $79k-144k yearly est. Auto-Apply 13d ago
  • PMO Porftfolio Manager (Local ti Chicago)

    Sonoma Consulting

    Portfolio manager job in Oak Brook, IL

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

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Villa Park, IL?

The average portfolio manager in Villa Park, IL earns between $60,000 and $189,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Villa Park, IL

$107,000

What are the biggest employers of Portfolio Managers in Villa Park, IL?

The biggest employers of Portfolio Managers in Villa Park, IL are:
  1. Huntington National Bank
  2. Sonoma Consulting
  3. Wintrust Financial
  4. 4iG Nyrt
Job type you want
Full Time
Part Time
Internship
Temporary