Investment Manager jobs in Waukegan, IL

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

Recently Added Investment Manager jobs

M
Regional Investment Consultant, North Central Region
  • Meeder Investment Management
  • Great Lakes, IL FULL_TIME
  • Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
    Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
    Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
    The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. The Great Lakes Region includes Illinois, Wisconsin, North Dakota, and South Dakota. The ideal candidate would currently reside within the territory.
    Primary Responsibilities
    • Partner with existing Senior Regional Consultant in the Central Plains during the transition of existing clients in the assigned states.
    • Provide Internal Consultant type support for the balance of the Central Plains territory.
    • Quickly become a subject matter expert on all investment solutions and services.
    • Successfully implement the company's consultative sales process.
    • Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales and activity targets.
    • Build and maintain strong advisor relationships to achieve asset retention goals.
    • Identify and develop client prospects
    • Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
    • Present at client seminars and training sessions; attend industry conferences as assigned.
    • Demonstrate effective territory management, including efficient scheduling, appropriate CRM completion and adherence to travel and expense budgets.
    • Work with Manager and Senior Regional Consultant to build and manage territory.
    Critical Success Factors
    • Have conviction and passion for the firm’s investment solutions and services.
    • Demonstrate leadership qualities, ambition and be a self-motivated team player.
    • Ability to recognize opportunities and provide outstanding follow-up and service.
    • Strong presentation and communication skills.
    • Strong listening and probing skills to aid in identifying opportunities and provide solutions.
    • Good organizational skills.
    Skills Required
    • 3 years as experienced successful Internal or Hybrid Consultant in the investment services industry
    • CIMA, CFP, CPWA, BFA or CFA are preferred
    • Bachelor’s Degree
    • FINRA Series 6 or 7 licensed, 65 preferred.
    • Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and Zephyr.
  • 16 Days Ago
Apply this Job
M
Crew
  • masucci investment company
  • Bluff, IL FULL_TIME
  • Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
  • Just Posted
Apply this Job
M
Crew
  • masucci investment company
  • Wadsworth, IL FULL_TIME
  • Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
  • Just Posted
Apply this Job
M
Property Management Intern (Multi-Site, 4 Locations) Summer 2024
  • Monarch Investment and Management Group
  • Waukegan, IL INTERN
  • Description Summer 2024 Paid Internship Opportunities! (May-August / Flexible) Why be part of any internship when you can be part of a group that fosters real career growth. At Monarch, opportunity is...
  • 6 Days Ago
Apply this Job
M
Property Management Intern (Multi-Site, 4 Locations) Summer 2024
  • Monarch Investment and Management Group
  • Waukegan, IL INTERN
  • Description Summer 2024 Paid Internship Opportunities! (May-August / Flexible) Why be part of any internship when you can be part of a group that fosters real career growth. At Monarch, opportunity is...
  • 6 Days Ago
Apply this Job
M
Multi-Site Leasing Agent (Waukegan, IL)
  • Monarch Investment and Management Group
  • Waukegan, IL FULL_TIME
  • Description We are looking for an Apartment Leasing Agent to join our team! This role will lease apartments at The Reserve at Eagle Ridge, Northgate, Harbor Lake and Fox Crest Apartments located in Wa...
  • 13 Days Ago
Apply this Job
View All Investment Manager Jobs
Salary Company Skills How To Become Job Openings
Filters

Clear All
  • Filter Jobs by companies
  • More
Salary Company Skills How To Become Job Openings

0 Investment Manager jobs found in Waukegan, IL area

Z
Project Manager
  • Zacks Investment Management
  • Chicago, IL
  • Who We Are The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), ...
  • 4/25/2024 12:00:00 AM
Apply this job
Z
Operations Associate
  • Zacks Investment Management
  • Chicago, IL
  • Who We Are The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), ...
  • 4/25/2024 12:00:00 AM
Apply this job
Z
Operations Associate
  • Zacks Investment Management
  • Chicago, IL
  • Who We Are The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), ...
  • 4/25/2024 12:00:00 AM
Apply this job
A
Senior Data Engineer | Chicago- Tech-Driven Prop Trading Firm
  • Altis Investment Management AG
  • Chicago, IL
  • Senior Data Engineer | Chicago My client is a leading tech-driven prop trading firm, trading their own capital across a ...
  • 4/25/2024 12:00:00 AM
Apply this job
E
Senior Investment Analyst - Public Markets
  • Endeavor Health
  • Evanston, IL
  • Company: Endeavor Health (fka NorthShore EE Health) Position: Senior Investment Analyst Public Markets Position Structur...
  • 4/25/2024 12:00:00 AM
Apply this job
H
Sr Compliance Officer - Investment Management
  • Howard Sloan Financial
  • Wheaton, IL
  • Job Description Job Description A growing Registered Investment Advisory Firm (RIA ~$8B AUM) is looking for a Sr /Compli...
  • 4/24/2024 12:00:00 AM
Apply this job
E
Senior Investment Analyst - Public Markets
  • Endeavor Health
  • Evanston, IL
  • Company: Endeavor Health (fka NorthShore – EE Health) Position: Senior Investment Analyst – Public Markets Position Stru...
  • 4/22/2024 12:00:00 AM
Apply this job
E
Senior Director - Public Markets
  • Endeavor Health
  • Evanston, IL
  • Company: Endeavor Health (fka NorthShore - EE Health) Position: Senior Director – Public Markets Position Structure: Ful...
  • 4/22/2024 12:00:00 AM
Apply this job
View All Investment Manager Jobs

About Waukegan, Illinois

Waukegan /wɔːˈkiːɡən/ is the largest city in and the county seat of Lake County, Illinois, United States, a part of the Chicago metropolitan area. The city is located 35 miles north of the Loop and 10 miles south of the Wisconsin state border, approximately halfway between Chicago and Milwaukee. As of the 2013 United States Census estimate, the city has a population of 88,826, which makes it the ninth most populous city in Illinois. Waukegan is a predominately working-class community with a size-able middle-class population. Waukegan is located at 42°22′13″N 87°52′16″W / 42.37028°N 87.87111...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$107,070 to $191,579
Waukegan, Illinois area prices
were up 1.8% from a year ago
View detail

What does an Investment Manager do?

Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019