• Finance |
  • Chicago, IL

Portfolio Manager

Job Summary:
We are seeking a detail-oriented Portfolio Manager to join our dynamic team. The ideal candidate will excel in data analysis, forecasting, and creating actionable insights to support critical business decisions.

Responsibilities:

  • Analyze financial data to identify trends, risks, and opportunities.
  • Develop and maintain financial models for forecasting and budgeting purposes.
  • Prepare monthly, quarterly, and annual financial reports for stakeholders.
  • Assist in evaluating investment opportunities and business performance.
  • Conduct market research and competitor analysis to support strategic initiatives.
  • Collaborate with cross-functional teams to ensure financial objectives are met.
  • Monitor industry trends and economic developments that impact company goals.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, or related field (MBA or CFA preferred).
  • 3+ years of experience in financial analysis or corporate finance.
  • Proficiency in financial software (e.g., Excel, Bloomberg, or QuickBooks).
  • Strong analytical skills with a focus on attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to work independently and manage multiple projects under tight deadlines.

Preferred Skills:

  • Experience with data visualization tools like Tableau or Power BI.
  • Familiarity with ERP systems such as SAP or Oracle.
  • Knowledge of financial regulations and compliance standards.

Benefits:

  • Competitive salary and annual performance bonuses.
  • Comprehensive health, dental, and vision plans.
  • 401(k) with employer matching.
  • Paid time off, including vacation and holidays.
  • Professional development opportunities, including sponsorship for certifications.

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