Portfolio Management Associate

Hirewell; Chicago (IL); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Hybrid work schedule

Exposure to investment strategy

Job summary

A rapidly growing investment management firm in Chicago is looking for a Portfolio Management Associate. This role involves monitoring investment portfolios, preparing reports, and providing client support. Ideal candidates will have strong Excel and analytical skills, attention to detail, and excellent communication abilities. With a competitive salary of $65-75K and a hybrid scheduling option, this opportunity is perfect for someone eager to grow within a dynamic team.

Qualifications

• 2+ years of relevant experience is a plus.
• Aptitude and professionalism are highly valued.
• Willingness to learn and grow within the team.

Responsibilities

• Monitor investment portfolios to ensure compliance with client mandates.
• Prepare portfolio reports and performance analyses.
• Support onboarding and servicing of new clients.
• Serve as a liaison between portfolio managers and operational teams.
• Respond to client requests and ensure timely delivery of data.

Skills

Strong Excel skills

Analytical skills

Communication skills

Interpersonal ability

Time management

Job description

We’re partnering with a rapidly growing investment management firm to help them hire a Portfolio Management Associate for their Chicago office. This is a great opportunity for someone early in their career with strong customer service skills and a sharp analytical mindset who’s eager to grow within a high-performing team.

You’ll work directly with portfolio managers, operations, and other internal groups to ensure smooth tracking, reporting, and communication across a diverse group of investors and partners. While 2+ years of relevant experience is a plus, this company places a high value on aptitude, professionalism, and willingness to learn.

What You’ll Do

• Monitor investment portfolios to ensure compliance with client mandates
• Prepare portfolio reports and performance analyses
• Support onboarding and servicing of new clients
• Serve as a liaison between portfolio managers and operational teams
• Respond to client requests and ensure timely, accurate delivery of data

What They’re Looking For

• Strong Excel and analytical skills
• Detail-oriented with excellent time management
• Great communication and interpersonal ability
• A collaborative attitude and comfort with a fast-paced environment

Why It’s a Great Opportunity

• High-growth firm with a proven leadership team and national reach
• Real exposure to investment strategy, client management, and operations
• Competitive comp: $65-75K annually
• Hybrid schedule: 3-4 days in office / 1-2 days work from home

If you're interested in joining a dynamic, rapidly growing company please apply today!