Portfolio Analyst

Financial firm in the Western Suburbs is currently seeking a Portfolio Analyst for our Separately Managed Accounts Team.

On the portfolio management side, this role supports trading, model portfolio maintenance, portfolio implementation, and performance reporting. On the operations side, it supports account setup and maintenance, cash flow processing, billing, fact sheets, and proxy voting. This position is for someone who enjoys variety, has a strong eye for detail, and wants broad exposure to how an investment management business runs end to end.

The preferred candidate will have a bachelor's degree in finance, economics, business, or a related field; excellent written and verbal communication skills; proficiency in Excel; familiarity with portfolio management and custodian platforms; the ability to work independently while collaborating across teams; and the ability to manage multiple projects, prioritize, and meet deadlines.

Benefits:

• 401(k)
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Work Location: In person