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!
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