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Portfolio Implementation Associate Jobs in Illinois

... portfolio management and reporting. - Assist in preparing monthly financial related reports ... assist in implementing treasury controls. Qualifications: - Bachelor's degree in Finance ...

... portfolio management and reporting. - Assist in preparing monthly financial related reports ... assist in implementing treasury controls. Qualifications: - Bachelor's degree in Finance ...

Quantitative Trader - Futures

Chicago, IL · On-site

$150K - $250K/yr

Implement robust futures-based hedging methodologies to optimize portfolio risk across the FICCO options business * Develop and execute directional options overlays grounded in quantitative futures ...

Associate Wealth Advisor

Chicago, IL · On-site

$75K - $85K/yr

Responsibilities include creating and implementing strategies in retirement, risk management, tax ... Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations ...

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Portfolio Implementation Associate information

See Illinois salary details

$13

$29

$49

How much do portfolio implementation associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for portfolio implementation associate in Illinois is $29.37, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $34.47 per hour, depending on experience, location, and employer.

What does a Portfolio Implementation Associate do?

A Portfolio Implementation Associate plays a key role in the investment management process by ensuring that investment strategies designed by portfolio managers are accurately and efficiently executed. They are responsible for translating portfolio decisions into trades, monitoring trade execution, and coordinating with traders and other teams to ensure compliance with regulations and client guidelines. Additionally, they often assist with portfolio rebalancing, performance analysis, and reporting, helping to optimize investment outcomes for clients.

What is the difference between Portfolio Implementation Associate vs Portfolio Analyst?

AspectPortfolio Implementation AssociatePortfolio Analyst
Primary FocusSupporting the setup and execution of client portfolios, ensuring smooth implementation processesAnalyzing portfolio performance, market trends, and providing investment insights
Required SkillsProject coordination, client communication, basic financial knowledgeData analysis, financial modeling, reporting skills
Work EnvironmentClient-facing, collaborative teams within asset management firmsResearch-driven, analytical roles within investment teams
CertificationsOften requires or prefers CFA Level I or similarTypically requires CFA Level I or II, strong quantitative background

The Portfolio Implementation Associate focuses on executing and supporting portfolio setups and client onboarding, while the Portfolio Analyst emphasizes analyzing investment data and performance. Both roles often require similar certifications and work within asset management firms, but their core responsibilities differ in execution versus analysis.

How does a Portfolio Implementation Associate typically collaborate with portfolio managers and traders during the investment process?

Portfolio Implementation Associates play a key role in ensuring seamless execution of investment strategies by working closely with both portfolio managers and traders. They act as a bridge, translating investment decisions made by portfolio managers into actionable trades, and collaborating with traders to ensure timely and accurate execution. Regular communication is essential to resolve discrepancies, monitor market conditions, and adjust strategies as needed. This collaborative environment offers exposure to multiple aspects of the investment process, enhancing both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a Portfolio Implementation Associate, and why are they important?

To thrive as a Portfolio Implementation Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trading platforms, and proficiency in Excel or other data analysis tools is common, and certifications like CFA Level 1 can be beneficial. Excellent communication, problem-solving abilities, and the capacity to work well under tight deadlines set top performers apart. These skills and qualities ensure accurate execution of investment strategies, minimize operational risk, and support seamless collaboration with portfolio managers and clients.
What are popular job titles related to Portfolio Implementation Associate jobs in Illinois? For Portfolio Implementation Associate jobs in Illinois, the most frequently searched job titles are:
Infographic showing various Portfolio Implementation Associate job openings in Illinois as of July 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,091 per year, or $29.4 per hour.
Research Financial Portfolio Manager - 32321

Research Financial Portfolio Manager - 32321

Ann & Robert H. Lurie Children's Hospital of Chicago

North Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago


Ann & Robert H. Lurie Children's Hospital Of Chicago rating

8.4

Company rating: 8.4 out of 10

Based on 35 frontline employees who took The Breakroom Quiz

64th of 1,020 rated hospitals


Job description

Ann & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in a setting that offers the latest benefits and innovations in medical technology, research and family-friendly design. As the largest pediatric provider in the region with a 140-year legacy of excellence, kids and their families are at the center of all we do. Ann & Robert H. Lurie Children's Hospital of Chicago is ranked in all 10 specialties by the U.S. News & World Report.
Location
Simpson Querrey Biomedical Research Center
Job Description
The Research Financial Portfolio Manager is responsible for communicating accurate and timely financial data and providing financial advisement to principal investigators in the financial administration of grants, contracts clinical trials and other internally funded support. The Research Financial Portfolio Manager works closely with Research Support and Sponsored Program Offices counterparts and on behalf of their PIs in the development of budgets and spending plan projections to follow applicable sponsor regulations and requirements. The Research Financial Portfolio Manager will serve as lead subject expert regarding Lurie Children's and Stanley Manne Children's Research Institute post-award policies, procedures and systems and assist with management of the finances of the sponsored projects for assigned Departments, Divisions and PIs.
Job Duties:
  • Provide proactive financial advice and planning for each PI's sponsored projects funding portfolio and overall funding situation of assigned PI, divisions and departments.
  • Synchronize planning for each funding source into an integrated, holistic strategy for entire PI's portfolio.
  • Communicate accurate and timely financial data to PIs, sponsors and other divisional/departmental administration; maintain portfolio project reports for PIs.
  • Implement Lurie Children's and Stanley Manne Children's Research Institute post-award policies and procedures to ensure compliance with sponsor rules and regulations and generally accepted accounting principles.
  • Present PIs and administrators with option for solving and implement PI approved recommendations while remaining compliant with sponsor guidelines, federal regulations, Lurie Children's and Stanley Manne Children's Research Institute Policies and generally accepted accounting principles.
  • Identify cost transfers requests or award prior approval requests for PIs and departments; Initiate award prior approval requests as needed.
  • Review transactions and resolve issues that requires a complex level of financial understanding such as cost sharing and effort reporting.
  • Provide information to divisional leadership for departmental budgeting purposes.
  • Facilitate continuation award tasks in coordination with the Research Accountants and the Office of Sponsored Programs.
  • Be liaison between PIs and central research administration units and finance units.
  • Cover portfolio for other Research Financial Portfolio Managers during absences and position vacancies.
  • Provide input and suggestions to the Associate Director for improving operations.
  • Actively participate as a member of the Sponsored Research Finance Office team to help assure the accomplishment of departmental goals and objectives.
  • Perform job functions adhering to service principles with customer service focus of innovation, service excellence and teamwork to provide the highest quality care and service to our patients, families, donors, volunteers, co-workers and others.
  • Other job functions and special projects as assigned.

Knowledge, Skills, and Abilities:
  • Bachelor's Degree in Finance, Accounting, Business Administration, or other field with equivalent combination of training, education, and experience that demonstrates the ability to perform the essential functions of the position required.
  • Master's degree and/or Certified Research Administrator (CRA)/Certified Financial Research Administrator (CFRA) preferred.
  • Minimum of five years of work experience involving grant/research administration, combined with experience with legal terminology, reviewing detailed legal documents, and language relevant to award administration, and/or accounting related experience to include tracking and reconciling accounts.
  • Minimum of three years of professional experience in providing post-award services to PIs with federally funded grants and contracts required.
  • Extensive knowledge of Uniform Guidance, NIH Grant Policy Statement, and other federal regulations required.
  • Ability to work independently and as a member of a team and follow through on assignments with minimal direction required.
  • Solution oriented with proven record of managing large scale research projects with diverse complexity required.
  • Ability to quickly reason with information to solve new, unfamiliar problems or independent of any prior knowledge required.
  • Exceptional ability to distill complex compliance issues so it is understandable to the lay audience required.
  • Ability to handle high volume of work with changing priorities and constant interruptions and establish priorities and deadlines required.
  • Ability to communicate, both orally and in writing, complex technical issues in a clear, concise manner, to individuals with little or no technical background required.
  • Ability to work accurately with detailed complex information required.
  • Working knowledge of Microsoft Office applications required.
  • Excellent interpersonal skills to establish and maintain cooperative, tactful, effective and harmonious working relationships with co-workers, supervisors, Lurie and Northwestern administrators and sponsors required.
  • Capable of working in a diverse, multi-disciplinary team and interacting with all levels of the organization required.
  • Working knowledge of accounts payable, general ledger, payroll, and budgeting preferred.
  • Advanced skills in Microsoft Excel spreadsheet preferred.
  • Knowledge of Workday software or similar ERP software preferred.

Education
Bachelor's Degree: Accounting (Required)
Pay Range
$70,720.00-$115,627.20 Salary
At Lurie Children's, we are committed to competitive and fair compensation aligned with market rates and internal equity, reflecting individual contributions, experience, and expertise. The pay range for this job indicates minimum and maximum targets for the position. Ranges are regularly reviewed to stay aligned with market conditions. In addition to base salary, Lurie Children's offer a comprehensive rewards package that may include differentials for some hourly employees, leadership incentives for select roles, health and retirement benefits, and wellbeing programs. For more details on other compensation, consult your recruiter or click the following link to learn more about our benefits.
Benefit Statement
For full time and part time employees who work 20 or more hours per week we offer a generous benefits package that includes:
Medical, dental and vision insurance
Employer paid group term life and disability
Employer contribution toward Health Savings Account
Flexible Spending Accounts
Paid Time Off (PTO), Paid Holidays and Paid Parental Leave
403(b) with a 5% employer match
Various voluntary benefits:
  • Supplemental Life, AD&D and Disability
  • Critical Illness, Accident and Hospital Indemnity coverage
  • Tuition assistance
  • Student loan servicing and support
  • Adoption benefits
  • Backup Childcare and Eldercare
  • Employee Assistance Program, and other specialized behavioral health services and resources for employees and family members
  • Discount on services at Lurie Children's facilities
  • Discount purchasing program

There's a Place for You with Us
At Ann & Robert H. Lurie Children's Hospital of Chicago and its affiliates (collectively "Lurie Children's"), we embrace and celebrate diversity and equity in a serious way. We are committed to building a team with a variety of backgrounds, skills, and viewpoints - recognizing that diverse identities strengthen our workplace and the care we can provide to the Chicago community and beyond. We treat everyone fairly, appreciate differences, and make meaningful connections that foster belonging and allyship. This is a place where you can be your best, so we can give our best to the patients and families who trust us with their care.
Lurie Children's and its affiliates are equal employment opportunity employers. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, ancestry, age, disability, marital status, pregnancy, protected veteran status, order of protection status, protected genetic information, or any other characteristic protected by law.
For questions about how to request an accommodation please contact: employeehealth@luriechildrens.org
AI Notice
Lurie Children's utilizes certain AI-enabled features within our recruiting platform to support candidate engagement and assist recruiters in identifying and prioritizing applicants whose experience aligns with job requirements. All employment decisions are made by individuals.
It is a civil rights violation with respect to recruitment, hiring, promotion, or employment for an employer to use artificial intelligence that has the effect of subjecting employees to discrimination on the basis of protected classes under the Illinois Human Rights Act or to use zip codes as a proxy for protected classes.
For questions about the use of artificial intelligence in this process or any additional support, please contact: peoplequestions@luriechildrens.org

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