Investment Portfolio Manager jobs in Illinois

Investment Portfolio Manager manages the company'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 Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Product Manager, Morningstar Wealth
  • Morningstar Investment Management, LLC
  • Chicago, IL FULL_TIME
  • The Role:
    Morningstar Wealth seeks a self-motivated individual who possess a blend of business acumen, analytical skills and ability to work independently in a high stress role. The ideal candidate will have good knowledge of investments, exceptional project management and marketing, communication, and organizational skills. This role will require a deep level of understanding of Morningstar's investment methodologies, a good knowledge of asset management and distribution platforms, a firm grasp of available retail investment products and services, the ability to work effectively with customers to understand their problems and find innovative solutions.

    This position is based in our Chicago office. We are operating in a hybrid work environment (in office 3 days/week)

    Responsibilities:

    • Support different facets of new product development and work in partnership with cross-functional teams including portfolio managers to develop strategic plans and new product development. Conduct on-going research on mutual funds, ETFs, and single-asset class strategies such as equity SMAs. Conduct business-related tasks/projects such as product research and competitive/market analysis in support of business development and product promotion and as part of assessing and communicating trends and competitive advantages and then translating theme into an effective product roadmap

    • Vendor relationship management; monitoring of contracts and deliverables, coordination of communications for all 3rd party vendors and service providers to fund. Including but not limited to Subadvisors, Fund Service Providers, Underwriter, CFO Services, Fund, Advisor and Board Counsel, Printer, Custodial Platforms. Coordinate relationships between Morningstar Funds Trust and 3rd party vendors. Assist in development and management of vendor database(s)

    • Coordination and facilitation of communication between Subadvisor and Board of Trustees. Preparation of Board Materials to support all funds. Coordination of all functional areas and vendors in meeting Board reporting needs.

    • Support Investment team with business and administrative aspects of subadvisor search, selection, contracting and monitoring.

    • Coordinate multi-functional teams in support of registered product efforts; Legal, Compliance, Investment, Operations, Sales, Marketing, Managed Portfolio

    • Collaborate with Morningstar Wealth and Corporate marketing to establish communication requirements and provide necessary content.

    • Fulfill role as subject matter expert on all facets of Morningstar Mutual Funds and single-asset class products such as equity SMAs to provide guidance and support to sales, marketing, legal, finance, compliance, product specialists, product analysts, investment professionals, account management, and compliance and operations teams.

    Requirements:

    • Exceptional communication, analytical, planning, and project management skills.

    • Action-oriented individual possessing an entrepreneurial mindset.

    • Ability to access, evaluate and present financial, market, product and competitive information and to effectively present findings in support of business decisions

    • 3-5 years of relevant operations and/or product management experience in Mutual Fund industry.

    • Demonstrated ability to work independently and quickly develop practical knowledge of new investment products and services. High level of understanding of business and operational aspects of sub-advised Funds and Fund of Funds.

    • The candidate should be able to thrive in a fast-paced work environment, exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar`s core values.

    • Candidates must have a minimum of a bachelor's degree with excellent academic credentials. MBA or CFA highly desired.

    002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity


    If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

    Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.


    Morningstar and its subsidiaries are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity, parental status, or other legally protected characteristics or conduct.

     

  • 3 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...
  • 10 Days Ago

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Portfolio Manager
  • U.S. Bank National Association
  • Chicago, IL FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed i...
  • Just Posted

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Portfolio Manager
  • Westward Property Management
  • Chicago, IL FULL_TIME
  • Westward360 is looking to add a Portfolio Manager to join our growing Chicago team. If you are a licensed Community Association Manager (CAM) or have a desire to acquire it in the future, and want an ...
  • 2 Days Ago

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Portfolio Manager
  • Lakeside Bank
  • Chicago, IL FULL_TIME
  • Portfolio Manager - Lakeside Bank Join our dynamic Commercial Lending Team! Location: South Loop/Michigan Ave. Hours: Monday through Friday, 8:00 am – 5:00 pm Summary: The Portfolio Manager is respons...
  • 18 Days Ago

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Regional Manager
  • Clear Investment Group
  • Chicago, IL FULL_TIME
  • Company OverviewClear Investment Group is a boutique real estate investment firm in Chicago specializing in rehabilitating and stabilizing distressed multi-family assets. We are based in Chicago, with...
  • 21 Days Ago

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 3/29/2024 12:00:00 AM

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Front Office Hedge Fund Recruiter - Recruitment Agency Client of Talent Focus (New York City)
  • Talent Focus Executive Search and Consulting
  • New York, NY
  • Our client is a global financial services recruitment agency that requires a high calibre recruiter, to join their Hedge...
  • 3/29/2024 12:00:00 AM

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Portfolio Analyst
  • LanceSoft, Inc.
  • Radford, VA
  • Title: Portfolio Analyst DURATION: Multi-year LOCATION: Ft. Belvoir, VA - on-site local only - no T&E Description: Posit...
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Jacksonville, FL
  • Florida Financial Advisors
  • Jacksonville, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Orlando, FL
  • Florida Financial Advisors
  • Orlando, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Marshfield, MA
  • Job description Elevating your Practice with Baystate Financial! Job description: Looking to elevate your practice? Bays...
  • 3/26/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Tampa, FL
  • Florida Financial Advisors
  • Tampa, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Analyst, Underwriting and Portfolio Management
  • Churchill
  • New York, NY
  • Analyst, Underwriting and Portfolio Management New York,NY Churchill Asset Management Job Title: Analyst Division: Under...
  • 3/26/2024 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 jobs
$123,980 to $185,374