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Portfolio Associate Jobs in Illinois (NOW HIRING)

Tempus

Associate, Studies Portfolio Strategy

Chicago, IL

$66K - $94K/yr

We are seeking a Portfolio Strategy Associate to join our team. This role provides targeted analytical, operational, and project support in building the systems, reporting, and execution enablement ...

New

Harris Associates

Senior Portfolio Accountant

Chicago, IL · On-site

$76K - $95K/yr

The Portfolio Accounting Associate plays a key role in maintaining the integrity of portfolio accounting data, overseeing critical operational controls, and supporting the firm's investment products ...

Allied Universal

Client Portfolio Manager

Chicago, IL · On-site

$104K/yr

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

Allied Universal

Client Portfolio Manager

Chicago, IL · On-site

$104K/yr

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

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How much do portfolio associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for portfolio associate in Illinois is $18.43, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $19.57 per hour, depending on experience, location, and employer.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

What are the key skills and qualifications needed to thrive as a portfolio associate, and why are they important?

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for experienced managers and those working in finance or investment firms. Salaries can vary based on location, level of experience, and performance bonuses, with many roles offering six-figure compensation for senior positions.

What are the most commonly searched types of Portfolio jobs in Illinois?

The most popular types of Portfolio jobs in Illinois are:

What are popular job titles related to Portfolio Associate jobs in Illinois?

For Portfolio Associate jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in Illinois look for?

The top searched job categories for Portfolio Associate jobs in Illinois are:

What cities in Illinois are hiring for Portfolio Associate jobs?

Cities in Illinois with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $38,324 per year, or $18.4 per hour.

Commercial Loan Portfolio Manager

Sterling Federal Bank

Sterling, IL

$65K - $85K/yr

Full-time

Re-posted 18 days ago

Job description

Description

The primary role of the LPM is to support the analysis of the credit worthiness of the organization's commercial credit relationships. This role is responsible for the client credit relationships in the commercial lending segment, frequently serving as a client's secondary point of contact with the bank. Affects sound and consistent underwriting and management of commercial loan risk within the assigned team while still balancing a commitment to loan, deposit, and fee growth, overall client profitability, client retention, and credit quality.

LPM will be assigned a commercial loan portfolio consisting of small commercial relationships, defined as those under $250,000 aggregate exposure.  

Job Duties:

Help manage the bank's portfolio of commercial and agricultural loans in close coordination with the lender.

Provides credit analysis, servicing and risk management support, however, the ultimate responsibility for borrowers' relationships, credit decisions and portfolio performance rests with the lender.

Demonstrate accuracy and attention to detail, coupled with strong analytical and problem-solving skills.

Have knowledge and understanding of general accounting and tax principles.

Monitoring borrower payment performance, financial statement collection, and covenants.

Help prepare annual and interim borrower reviews, analyzing financials and collateral.

Identify potential credit issues early and recommend solutions.

Assist with loan renewals, modifications, documentation, and compliance.

Review financial statements, tax returns, and cash flow to assess repayment ability.

Collaborate with Lending, Credit and Operations to strengthen accurate portfolio reporting.

Minimum Education:

Bachelor's degree plus 1-3-years combination of credit and lending experience 

Associate degree plus 4-6 years of equivalent experience

High School Diploma plus 7+ years of equivalent experience

Minimum Work Experience:

1-year commercial credit experience is preferred but 3+ years' consumer and mortgage underwriting is acceptable.

1-year commercial lending experience is preferred but 3+ years' consumer and mortgage lending is acceptable.

1-3 years of commercial or consumer/mortgage or portfolio management experience.

1-3 years of loan collection experience. 

Proven understanding of credit underwriting (combination of personal, mortgage and business acceptable)

Ability to actively monitor, analyze and assess loan credit risks

Strong learner, compliance and ownership mindset

Demonstrates the Sterling Federal Values in all work activities

Compensation:

$65,000 to $85,000

Position will qualify for 10% Commissions on loan fee income generated

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