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Manager Portfolio Performance Analyst Jobs in Chicago, IL

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

... performance metrics, and profitability updates. * Partner with IT and data teams to manage ... Develop and maintain sophisticated financial models to support portfolio analytics, investment ...

Hilco Global

Senior Portfolio Analyst

Northbrook, IL · On-site

... performance metrics, and profitability updates. * Partner with IT and data teams to manage ... Develop and maintain sophisticated financial models to support portfolio analytics, investment ...

dbHMS

Senior Building Performance Analyst

Chicago, IL · Hybrid

$85K - $120K/yr

Senior Building Performance Analyst Firm Overview Do more than just model! At dbHMS, we ... Manage client relationships. * Schedule work responsibilities and perform quality reviews on work ...

Allergan

Manager, Portfolio Management

North Chicago, IL · On-site

$80 - $120/hr

... analytical mind. Experience with advanced project management tools and processes is desirable ... Establish, maintain, and lead high performance project teams, serving as the project advocate ...

dbHMS

Senior Building Performance Analyst

Chicago, IL · On-site

$85K - $120K/yr

Senior Building Performance Analyst Firm Overview Do more than just model! At dbHMS, we are a ... Manage client relationships. * Schedule work responsibilities and perform quality reviews on work ...

AbbVie

Manager, Portfolio Management

North Chicago, IL · On-site

... analytical mind. Experience with advanced project management tools and processes is desirable ... Establish, maintain, and lead high performance project teams, serving as the project advocate ...

Associated Bank

CRE Portfolio Manager - AVP

Chicago, IL · On-site

Prepare comprehensive credit analyses and recommendations to support informed lending decisions. * Monitor portfolio performance, loan repayment activity, and financial trends to identify and manage ...

Associatedbank

CRE Portfolio Manager - AVP

Chicago, IL · On-site

Prepare comprehensive credit analyses and recommendations to support informed lending decisions. * Monitor portfolio performance, loan repayment activity, and financial trends to identify and manage ...

dbHMS

Entry Level Building Performance Analyst

Chicago, IL · On-site

$60K - $80K/yr

Entry Level Building Performance Analyst Firm Overview Do more than just build! At dbHMS, we are a ... Managing communications effectively across disciplines and simultaneous projects. * Performing ...

AbbVie

Manager, Portfolio Management

North Chicago, IL · On-site

$109K/yr

... analytical mind. Experience with advanced project management tools and processes is desirable ... Establish, maintain, and lead high performance project teams, serving as the project advocate ...

inlandgroup

Financial Analyst

Oak Brook, IL · On-site

The Financial Analyst will work closely with Asset Managers and senior leadership to evaluate property and portfolio performance, analyze investment opportunities, and support strategic decisions ...

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Showing results 21-40

All JobsPortfolio Performance Analyst JobsManager Portfolio Performance Analyst JobsManager Portfolio Performance Analyst Jobs in Chicago, IL

Manager Portfolio Performance Analyst information

See Chicago, IL salary details

$28.3K

$77.5K

$132.4K

How much do manager portfolio performance analyst jobs pay per year?

As of Sep 5, 2026, the average yearly pay for manager portfolio performance analyst in Chicago, IL is $77,455.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,700.00 and $92,200.00 per year, depending on experience, location, and employer.

What does a manager portfolio performance analyst do?

A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.

What are the key skills and qualifications needed to thrive as a manager portfolio performance analyst?

To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.

How does a manager portfolio performance analyst typically collaborate with other departments to optimize investment outcomes?

As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.

What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?

AspectManager Portfolio Performance AnalystPortfolio Analyst
ResponsibilitiesOversees portfolio performance, develops strategies, manages teamAnalyzes portfolio data, prepares reports, supports decision-making
Required CredentialsBachelor's degree, possibly certifications like CFABachelor's degree, often similar certifications
Work EnvironmentFinancial firms, investment departmentsFinancial firms, asset management companies
Employer UsageUsed in roles with managerial oversightUsed in analytical support roles

The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.

What cities near Chicago, IL are hiring for Manager Portfolio Performance Analyst jobs?

Cities near Chicago, IL with the most Manager Portfolio Performance Analyst job openings:

Manager Portfolio Performance Analyst jobs near you

Senior Portfolio Analyst

Hilco Global

Northbrook, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 17 days ago

Job description

Company Overview
Hilco Global, a subsidiary of ORIX Corporation USA, is a diversified financial services company that delivers integrated professional services and capital solutions that help clients maximize value and drive performance across the retail, commercial and industrial, real estate, manufacturing, brand and intellectual property sectors, and more. Hilco Global provides a range of customized solutions to healthy, stressed, and distressed companies to resolve complex situations and enhance long-term enterprise value. Hilco Global works to deliver the best possible result by aligning interests with clients and providing strategic advice and, in many instances, the capital required to complete the deal. Hilco Global is based in Northbrook, Illinois and has more than 850 professionals operating on four continents. Visit www.hilcoglobal.com.
Position Overview
We are seeking a highly analytical and detail-oriented professional to support the data, reporting, and operational infrastructure of our Asset-Based Finance platform. This role partners closely with Investment, Portfolio Management, Accounting, Technology, and Reporting teams to ensure the integrity of investment data, deliver timely performance and portfolio reporting, and drive automation and process improvements across the investment lifecycle.
The position is responsible for investment onboarding, data governance, portfolio analytics, track record reporting, and financial modeling, helping to transform complex investment data into actionable insights that support portfolio management, investor reporting, and strategic decision-making.
Responsibilities:
  • Lead the completion of Investment Onboarding Templates, coordinating with deal teams, accounting, and operations to obtain required approvals and ensure accurate setup of new investments within portfolio management and reporting systems.
  • Own the ongoing maintenance and governance of the Security Master and Data Tape, including onboarding new investment attributes, maintaining data integrity, and documenting support for key portfolio changes such as risk ratings, accrual status, performance metrics, and profitability updates.
  • Partner with IT and data teams to manage portfolio data architecture across Microsoft Lakehouse, Allvue, Oxane, and other systems, ensuring data mapping, business logic, and queries are properly configured and validated to support accurate portfolio-level and asset-level reporting.
  • Collaborate with the Portfolio Reporting Team to support month-end, quarter-end, and year-end reporting processes, including position reporting, performance reporting, investor reporting, and ad hoc management reporting, while driving automation and process efficiencies.
  • Own the Global Track Record reporting process, ensuring timely, accurate, and consistent performance reporting across all investment strategies and reporting cycles. Support monthly borrowing base reporting and collaborate with accounting on waterfall calculations and related fund reporting activities.
  • Develop and maintain sophisticated financial models to support portfolio analytics, investment performance analysis, scenario modeling, forecasting, capital allocation decisions, and strategic initiatives.
  • Perform complex financial, operational, and portfolio analyses to support business planning, risk management, investment decision-making, and executive reporting.
  • Lead special projects and strategic initiatives as assigned by senior management, including process improvement efforts, system implementations, reporting enhancements, and cross-functional business initiatives.

Characteristics:
  • Strong understanding of private credit, asset-based finance, loan operations, portfolio monitoring, and investment reporting.
  • Excellent project management and organizational skills with the ability to manage multiple priorities in a fast-paced environment.
  • Hands-on, resourceful and a doer, Able to work autonomously but also operate as a part of a strong, cohesive team.
  • Excellent oral and written communication skills. Ability to work cross-functionally with Investment Teams, Accounting, Operations, IT, and Investor Relations.
  • Strong data management, reconciliation, and analytical skills.

Qualifications
  • Bachelor's degree in finance, Accounting, Data Science, Economics, or a related field. CFA preferred.
  • 6+ years of finance and analytics experience with at least 2 years in the private credit sector
  • Minimum 2-3 years' experience with Microsoft Lakehouse, SQL Server, Power Query or similar systems, including query development.
  • Advanced Excel and financial modeling capabilities.
  • Must be familiar with financial models and tools used to determine project financial benefits and profitability such as: Net Present Value (NPV), Internal Rate of Return (IRR), Return on Investment (ROI)
  • Experience with portfolio management, accounting, and reporting systems (e.g., Allvue, Oxane, Lakehouse environments, Power BI).

Annual base salary gross: $110,000 - 120,000. The base salary range represents the estimated low and high end of Hilco's salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of Hilco's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits.
Hilco Global is an equal opportunity employer. Qualified candidates will be considered on merits and without regard to race, religion, color, national origin, sexual orientation, genetic information, marital status, gender, veteran, or disability status.
Hilco Global strives to comply with all applicable local/state regulations regarding displaying salary ranges. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, Hilco Global is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. https://hilcoglobal.com/careers-about/

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