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.
Portfolio Manager, Community Advantage
- Barrington, IL (15 miles from Lake Forest, IL)
- 30+ days ago
- Barrington, IL (15 miles from Lake Forest, IL)
- 30+ days ago
The Portfolio Manager will liaise between all parties to ensure timely and efficient analysis that meets the expectations of the Borrowers and Lenders....
- Des Plaines, IL (12 miles from Lake Forest, IL)
- 2 days ago
- Des Plaines, IL (12 miles from Lake Forest, IL)
- 2 days ago
Vaco is hiring for a Risk Asset Manager opportunity. The Asset Risk Manager will be responsible for the development, operation, and maintenance of approaches, tools and processes used for...
Principal Business Risk Specialist
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 2 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 2 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...
Risk Manager (Hybrid: Onsite and Remote Work)
- Rosemont, IL (16 miles from Lake Forest, IL)
- 2 days ago
- Rosemont, IL (16 miles from Lake Forest, IL)
- 2 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...
/21416/c454b940-fc97-49b0-8aef-fb94fb6ab953.png&z=8&s=FIN&ih_t=3%2F14%2F2025+7%3A55%3A10+PM&utm_medium=internal%20referrer&utm_campaign=affiliate_uwm_ms-data-science&utm_content=university-of-wisconsin--milwaukee&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Global Cybersecurity Risk Analyst
- Northbrook, IL (8 miles from Lake Forest, IL)
- 3 days ago
- Northbrook, IL (8 miles from Lake Forest, IL)
- 3 days ago
Assist with focused information risk assessments of existing or new services and technologies, along with business counterparts. Provides consultative advice to information governance or security...
- Addison, IL (22 miles from Lake Forest, IL)
- 5 days ago
- Addison, IL (22 miles from Lake Forest, IL)
- 5 days ago
GENERAL DESCRIPTION OF POSITION The Portfolio Manager is responsible for the management of a loan portfolio as well as underwriting and presenting commercial and consumer loans for approval....
- Wilmette, IL (13 miles from Lake Forest, IL)
- 6 days ago
- Wilmette, IL (13 miles from Lake Forest, IL)
- 6 days ago
As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride...
Portfolio Risk Specialist - Distribution Finance
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 7 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 7 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 Work- Northbrook, IL (8 miles from Lake Forest, IL)
- 7 days ago
- Northbrook, IL (8 miles from Lake Forest, IL)
- 7 days ago
As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride...
Senior Business Risk Control Specialist
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 9 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 9 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...
Principal Portfolio Management
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 10 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 10 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...
Senior Investment Portfolio Manager / Wealth Management
- Barrington, IL (15 miles from Lake Forest, IL)
- 12 days ago
- Barrington, IL (15 miles from Lake Forest, IL)
- 12 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)
- 15 days ago
- Riverwoods, IL (4 miles from Lake Forest, IL)
- 15 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...
- Buffalo Grove, IL (6 miles from Lake Forest, IL)
- 16 days ago
- Buffalo Grove, IL (6 miles from Lake Forest, IL)
- 16 days ago
Salary: $ 110,000.00 We have partnered with an Electric Power Generation in the Buffalo Grove, IL area to provide them with a Asset Manager. Please review the description below and let us know if...
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 17 days ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 17 days ago
The Facilities Mgmt Country Sr Mgr accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area....
Demographic Data for Lake Forest, IL
Moving to Lake Forest, IL? Find some basic demographic data about Lake Forest, IL below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
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
- Cash Forecasting
- Treasury
- Wealth Management
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Management Reporting
- Treasury Management
- Derivatives
- Foreign Exchange
- Credit Underwriting
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Lending
- Investment Management
- Financial Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Underwriting
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Finance
- Real Estate
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Flexibility
- Collaboration
- Coaching
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »