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Senior Portfolio Analyst - Client Services Lead

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Redline Associates, Inc.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading company in investment services seeks a Portfolio Associate to provide exceptional client service for institutional and high net worth accounts in Chicago. You will collaborate with Portfolio Managers, manage account documentation, and support client reporting processes. Ideal candidates possess strong analytical abilities, attention to detail, and proficiency in Microsoft Office products, driving effective communication within the team and with clients.
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Position Requirements
10+ Years work experience
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