Portfolio Management Associate - Hybrid Schedule & Growth

Hirewell; Chicago (IL); Hybride; USD 65 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Hybrid work schedule

Exposure to investment strategy

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Strong Excel skills

Analytical skills

Communication skills

Interpersonal ability

Time management

Description du poste

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.