Portfolio Solutions Associate - Flexible Hours

Santa Barbara Management; Chicago (IL); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision coverage

401(k)

Parental leave

Unlimited vacation

Flexible hours

Job summary

Santa Barbara Management is seeking a Portfolio Solutions Associate to join the Portfolio Solutions team in Chicago. You will support the Portfolio Manager across onboarding, reporting, scenario modeling, asset allocation, and account maintenance, using Riviera and SBM’s tools to keep client financial pictures current.

The role emphasizes building the playbook for the new Portfolio Solutions offering, with focus on data accuracy, client service, and proactive problem solving.

Qualifications

• Finance foundation with 2–4 years of experience in finance, wealth management or consulting and strong academic performance.
• You’ve worked across investments, tax and financial operations with exposure to UHNW client relationships.
• You bring curiosity and commitment to client partnership in a fast-paced environment.

Responsibilities

• Onboard clients and assist with consolidated reporting, scenario modeling, asset allocation, and account maintenance.
• Build client reporting in Riviera and prepare data behind quarterly reports with high accuracy.
• Perform ad hoc analysis, anticipate client needs and draft prospective proposals with portfolio detail.
• Assist in modeling, forecasting, stress testing and executing trades and cash movements.

Skills

Analytical thinking

Client-facing

Communication

Problem solving

Education

Bachelor's degree

Tools

Excel

PowerPoint

Word

Job description

Santa Barbara Management is seeking a Portfolio Solutions Associate to join the Portfolio Solutions team in Chicago. You will support the Portfolio Manager across onboarding, reporting, scenario modeling, asset allocation, and account maintenance, using Riviera and SBM’s tools to keep client financial pictures current.

The role emphasizes building the playbook for the new Portfolio Solutions offering, with focus on data accuracy, client service, and proactive problem solving.