Investment Portfolio Manager, Sr. jobs in Illinois

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Sr Manager of Investment Operations
  • Sidley Austin LLP
  • Chicago, IL OTHER
  • Summary

    The Senior Manager of Investment Operations will oversee and manage the operation of the Firm pension investments (the Firm-Directed Portfolio) and partner investment programs. He/she is responsible for the development and oversight of the operational and financial controls and procedures associated with the investment programs.  The Senior Manager of Investment Operations supports the Firm’s Retirement Plans Committee and the Investment Managers for the partner investment programs.

    Duties and Responsibilities

    • Manage and support partner investment programs and the associated investment vehicles established within those programs
    • Oversee the management of the investment operations associated with the Firm-Directed Portfolio in the Firm’s cash balance retirement plans
    • Articulate and lead an operations strategy that best supports the various partner investment programs and the Firm-Directed Portfolio
    • Build best practices, overlapping controls, and a best-in-class operational infrastructure to support current investment programs with flexibility for growth
    • Identify and raise process improvements and automation opportunities and work with IT to implement
    • Oversee and advise on the implementation of fund administration software including how to further leverage the software’s capabilities
    • Evaluate investment program opportunities and provide analysis and recommendations on operational and financial considerations to the Investment Managers
    • Own preparation of materials for financial review by Investment Managers and reporting to investors in the partner investment programs
    • Oversee the annual audit process and tax filings
    • Assist with the preparation of legal documents such as subscription and redemption documents
    • Respond to questions and requests from investors with the highest level of service
    • Own special projects and cross-functional tasks, as needed
    • Develop productive, effective and collaborative working relationships with vendors, the Investment Managers, the other teams in Partner Matters and Firm Sr. Staff
    • Manage and train investment operations team
    • Other job duties and analysis as assigned

    Qualifications

    To perform this job successfully, an individual must be able to perform the Duties and Responsibilities (Duties) above satisfactorily and meet the requirements below. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job. If you need such an accommodation, please email staffrecruiting@sidley.com (current employees should contact Human Resources). 

    Education and/or Experience: 

    Required:

    • Bachelor’s Degree
    • A minimum of 10 years of relevant experience, including oversight of investment operations, financial, and/or data management functions, within a relevant buy-side organization including family office, endowments, foundations, hedge fund, other asset managers, and consulting firms
    • Experience in fund accounting, audit & tax process for private funds
    • Strong computer skills (MS Office including Excel) and adeptness at learning new software

    Preferred:

    • Advanced degree and/or CPA designation a plus
    • Understanding of the investment regulatory environment and industry best practices

    Other Skills and Abilities:

    In addition to the above, the following may also be required of the successful candidate:

    • Familiarity and comfort with overseeing and managing relevant outsourced service providers
    • Superior organizational skills with a strong attention to detail
    • Experience with software systems and implementation, relevant to investment management
    • Exceptional attention to detail and commitment to improving accuracy of data and preventing errors, yet able to effectively “see the big picture” and execute what need to be done to accomplish goals and objectives
    • Superior ability for effective time management & meeting deadlines, multi-tasking, and ability to work well under pressure
    • A demonstrated ability to work effectively with all constituencies

    Sidley Austin LLP is an Equal Opportunity Employer

  • 23 Days Ago

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Sr Fleet Portfolio Analyst or Manager, Fleet Portfolio
  • GATX
  • Chicago, IL FULL_TIME
  • Overview Founded in 1898 and headquartered in Chicago, IL, GATX Corporation (NYSE: GATX) is an industry leader with 125 years of success—success that is powered by our people. We are proud of our high...
  • 4 Days Ago

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Portfolio Accountant
  • *US LIM-LaSalle Investment Management, Inc.
  • Chicago, IL FULL_TIME
  • LaSalle Investment Management (“LaSalle”) is a global real estate investment manager with $89 billion of private and public real estate assets under management and over 900 people in 13 countries. Our...
  • 15 Days Ago

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Investment Analyst, Portfolio Management
  • myGwork - LGBTQ+ Business Community
  • Chicago, IL FULL_TIME
  • This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ business community. Job DescriptionAs a leading investment consulting firm, we help organizations manage inve...
  • 2 Days Ago

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Project Manager (Manufacturing)
  • Trivest Portfolio Partners
  • Schaumburg, IL FULL_TIME
  • Northfield Industries is hiring for an experienced Project Manager (Manufacturing) in Schaumburg, IL due to growth through onboarding new OEM’s. The fastest-growing new accounts are John Deere and Yas...
  • 4 Days Ago

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Fleet Manager
  • Sound Investment
  • Chicago, IL FULL_TIME
  • Job DescriptionProgressive audiovisual and event production company seek a Fleet Manager to support live events and the production department. Our full scope of services includes comprehensive AV prod...
  • 2 Days Ago

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Asset & Wealth Management - Investing & Portfolio Management - XIG -Administrative Assistant - New York
  • Goldman Sachs
  • New York, NY
  • Responsibilities: * Provides administrative support in a complex team environment to a senior group or executive * Coord...
  • 6/11/2024 12:00:00 AM

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Trust Advisor
  • gpac
  • San Antonio, TX
  • Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
  • 6/11/2024 12:00:00 AM

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Trust Advisor
  • gpac
  • Plano, TX
  • Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
  • 6/11/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 6/11/2024 12:00:00 AM

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Family Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/10/2024 12:00:00 AM

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Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/9/2024 12:00:00 AM

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Cash Investment Portfolio Manager - Trader - Executive Director
  • JPMorgan Chase
  • New York, NY
  • The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
  • 6/8/2024 12:00:00 AM

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 6/7/2024 12:00:00 AM

Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP), the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$187,573 to $299,685

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020