Portfolio Manager Jobs in Lake Forest, IL
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
Principal Consumer Credit Risk Specialist Analytics
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 1 day ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 1 day ago
Discover. A brighter future. With us, youll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
- Des Plaines, IL (12 miles from Lake Forest, IL)
- 6 days ago
- Des Plaines, IL (12 miles from Lake Forest, IL)
- 6 days ago
Asset Manager Company: Aston Carter Location: Des Plaines, IL Date Posted: 4/11/25, 4:05 AM Job Title: Asset Manager hybrid + permanent Must Have Qualifications Bachelor's degree in finance,...
- Morton Grove, IL (14 miles from Lake Forest, IL)
- 6 days ago
- Morton Grove, IL (14 miles from Lake Forest, IL)
- 6 days ago
Aftermarket Portfolio Manager Aftermarket Portfolio Manager remote type Hybrid locations Morton Grove, Illinois Pittsburgh, Pennsylvania time type Full time posted on Posted Yesterday job requisition...
Senior Portfolio Manager, Commercial Banking
- Northfield, IL (10 miles from Lake Forest, IL)
- 10 days ago
- Northfield, IL (10 miles from Lake Forest, IL)
- 10 days ago
Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as...
- Highwood, IL (3 miles from Lake Forest, IL)
- 14 days ago
- Highwood, IL (3 miles from Lake Forest, IL)
- 14 days ago
Senior Risk Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Join Ulines risk management team and play a key role in protecting our business. As a Senior Risk Analyst,...
Counterparty Credit Risk Analyst
- Rosemont, IL (16 miles from Lake Forest, IL)
- 15 days ago
- Rosemont, IL (16 miles from Lake Forest, IL)
- 15 days ago
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its Different Approach, Better Results...
Senior Risk Analyst, Credit Planning
- Itasca, IL (20 miles from Lake Forest, IL)
- 21 days ago
- Itasca, IL (20 miles from Lake Forest, IL)
- 21 days ago
Are you ready to take your career to the next level with a leading independent commercial finance company? Our client specializes in providing innovative financing solutions across diverse sectors...
- Abbott Park, IL (5 miles from Lake Forest, IL)
- 22 days ago
- Abbott Park, IL (5 miles from Lake Forest, IL)
- 22 days ago
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses...
Associate, Portfolio Management and Underwriting, (Commercial/Emerging Middle Market)
- Libertyville, IL (5 miles from Lake Forest, IL)
- 30+ days ago
- Libertyville, IL (5 miles from Lake Forest, IL)
- 30+ days ago
Application Deadline: 04/17/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
Asset Manager - Electrical Generation Assets
- Buffalo Grove, IL (6 miles from Lake Forest, IL)
- 30+ days ago
- Buffalo Grove, IL (6 miles from Lake Forest, IL)
- 30+ days ago
Come join our team in Buffalo Grove, Illinois! Apply today! Client, a leader in the development and operation of renewable and conventional power, as well as a bio-fuel pellet facility, is looking...
Risk Manager (Hybrid: Onsite and Remote Work)
- Rosemont, IL (16 miles from Lake Forest, IL)
- 30+ days ago
- Rosemont, IL (16 miles from Lake Forest, IL)
- 30+ days ago
This position has been segmented as Hybrid meaning there is a combination of three onsite days and the rest remote. Responsibilities: Insurance: Partner with Director, Risk Management in the...
Portfolio Risk Specialist - Distribution Finance
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 30+ days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 30+ days ago
Description Summary: The Portfolio Risk Specialist is responsible for portfolio control related activities for Huntington Distribution Finance (HDF). Accountable for monitoring, analyzing and...
Remote WorkSenior Investment Portfolio Manager / Wealth Management
- Barrington, IL (15 miles from Lake Forest, IL)
- 45+ days ago
- Barrington, IL (15 miles from Lake Forest, IL)
- 45+ days ago
Application Deadline: 03/30/2025 Address: 201 S Grove Avenue Job Family Group: Wealth Sales & Service CFA, CIMA, or CFP Certifications Experience in working in like position at competitive firms...
Principal Consumer Credit Risk Specialist
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 45+ days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 45+ days ago
Discover. A brighter future. With us, youll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed...
Demographic Data for Lake Forest, IL
Moving to Lake Forest, IL? Find some basic demographic data about Lake Forest, IL below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Lake Forest, IL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Lake Forest, IL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Consulting
- Presentation
- Collaboration
- Documentation
- Reporting
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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