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Portfolio Associate Jobs in Champaign, IL (NOW HIRING)

Busey

Associate Portfolio Manager, Trading

Urbana, IL

$55K - $73K/yr

Position Summary The Associate Portfolio Manager, Trading works with Wealth Advisors, Associates, and the Investment Team to monitor and invest client accounts. This position executes stock, mutual ...

New

Busey

Associate Portfolio Manager, Trading

Champaign, IL · On-site

$55K - $73K/yr

Position Summary The Associate Portfolio Manager, Trading works with Wealth Advisors, Associates, and the Investment Team to monitor and invest client accounts. This position executes stock, mutual ...

New

Busey Bank

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Acting as the main liaison for clients within their portfolio, the Wealth Advisor Associate receives supplemental support from their team at the relationship and sales level. This role involves ...

Busey

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Acting as the main liaison for clients within their portfolio, the Wealth Advisor Associate receives supplemental support from their team at the relationship and sales level. This role involves ...

GGP

Property Management Associate

Champaign, IL · On-site

$15.25 - $18.25/hr

Implement portfolio-wide and community programming and events * Secure retailer participation for ... Associate's or Bachelor's degree preferred * 1-3 years shopping center or retail experience

Busey Bank

Commercial Underwriter - CRE

Champaign, IL · On-site

$75K - $110K/yr

Evaluate collateral, industry data and other relevant credit information. * Assist with Portfolio ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

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Portfolio Associate information

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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 Champaign, IL is $19.04, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.24 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 Champaign, IL?

The most popular types of Portfolio jobs in Champaign, IL are:

What job categories do people searching Portfolio Associate jobs in Champaign, IL look for?

The top searched job categories for Portfolio Associate jobs in Champaign, IL are:

What cities near Champaign, IL are hiring for Portfolio Associate jobs?

Cities near Champaign, IL with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Champaign, IL as of August 2026, with employment types broken down into 1% As Needed, 64% Full Time, 33% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,607 per year, or $19 per hour.

Associate Portfolio Manager, Trading

Busey

Urbana, IL

$55K - $73K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Position Summary

The Associate Portfolio Manager, Trading works with Wealth Advisors, Associates, and the Investment Team to monitor and invest client accounts. This position executes stock, mutual fund and fixed income trades to invest cash, raise cash, and rebalance accounts according to established guidelines. This position also monitors accounts, performs periodic compliance reviews and recommends or takes corrective actions when appropriate.Duties & ResponsibilitiesLevel I - operates as an entry level hire, in direct supervision of manager, to complete monitor portfolios and complete trade/rebalance tasksExecute stock and mutual fund trades as requested by advisors.Rebalance client accounts to predefined target allocations.Monitor accounts to insure that they are invested according to established guidelines and account specific policies and restrictions.Maintain and update client specific restrictions and investment guidelines in trading systems.Generate trade proposals and recommendations as requested by advisors.Perform periodic reviews of accounts for compliance purposes.Level II - manages more complex portfolios that have multiple accounts, non-standard holdings or tax issues. Requires a fairly deep understanding of underlying investments to make custom recommendations.Work directly with advisors to generate and execute customized proposals for client's unique situations incorporating legacy holdings, tax minimization and asset location across multiple accounts.Monitor and review trades generated across all client accounts. Compile trades and execute in appropriate market venue seeking best execution.Manage trading of large orders, illiquid assets or other uncommon securitiesImplement model changes across multiple client accountsAssist in the generation of performance reporting, market commentary, and presentation materials.Act as interface between trading functions and other core WM teams to problem solve and plan as neededComplete investment analysis, under supervision of Investment PM, such as equity, fixed income or mutual fund researchEducation & Experience

Knowledge of:

  • Strong oral and written communication skills
  • Strong attention to detail

Ability to:

  • Provide a high level of customer service
  • Work independently and perform duties under frequent time pressures
  • Adhere to established policies and procedures including maintaining confidentiality of customer account information
  • Minimize trade errors and account level non-compliance
  • Maintain timeliness of response to trade requests

Education and Training:

  • Requires Bachelor's degree.
  • Requires proficiency in Microsoft Office, experience with Microsoft Excel including use of Pivot Tables, Macros, and VBA.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $55,000 -$73,000/yr)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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