Portfolio Management Analyst Jobs in Illinois
Portfolio Management Analyst jobs in Illinois are active across asset management, insurance, banking, and corporate finance, with openings at every level from junior analyst through senior portfolio manager. Chicago anchors the market, drawing the bulk of hiring, with secondary activity in Naperville and Schaumburg where major financial services and insurance firms are headquartered. Well-known employers with sustained Illinois footprints include Northern Trust, Morningstar, and Allstate, and the most consistently sought specialties are fixed income analysis, equity research support, and risk-adjusted performance reporting. Find a role that fits below and apply directly.
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Showing 5 of 13+ Portfolio Management Analyst jobs
Portfolio Manager, Private Asset Management
The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies.
Key Responsibilities and Duties
- Builds successful investment portfolios informed by market conditions and economic trends.
- Maintains accurate records and documentation for audits and client reporting.
- Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
- Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
- Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
- Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
- Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
- Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
- Provides input into investment models and allocation frameworks.
- Supports business development and client retention initiatives.
Additional Responsibilities
- All licenses must be obtained within 120 days from start date.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 65
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
PLEASE NOTE: TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
Required Qualifications:
5+ years working directly with wealth management clients
Preferred Qualifications:
7+ years working directly with wealth management clients
CFA, CFP Certification
University Degree
#LI-KD2
Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, TaxAnticipated Posting End Date:
2026-08-20 Base Pay Range: $145,000/yr - $175,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Portfolio Manager, Private Asset Management
The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies.
Key Responsibilities and Duties
- Builds successful investment portfolios informed by market conditions and economic trends.
- Maintains accurate records and documentation for audits and client reporting.
- Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
- Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
- Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
- Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
- Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
- Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
- Provides input into investment models and allocation frameworks.
- Supports business development and client retention initiatives.
Additional Responsibilities
- All licenses must be obtained within 120 days from start date.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 65
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
PLEASE NOTE: TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
Required Qualifications:
5+ years working directly with wealth management clients
Preferred Qualifications:
7+ years working directly with wealth management clients
CFA, CFP Certification
University Degree
#LI-KD2
Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, TaxAnticipated Posting End Date:
2026-08-20 Base Pay Range: $145,000/yr - $175,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
See All 13 Portfolio Management Analyst Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find JobsPortfolio Management Analyst Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Portfolio Management Analyst Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Biotechnology & Pharmaceuticals
- Banking & Financial Services
What Illinois Employers Look For
The qualifications that appear most often in portfolio management analyst jobs across Illinois.
- Bachelor's degree in finance, economics, or a related quantitative field required
- CFA designation or active candidacy in the CFA Program strongly preferred
- Proficiency in Bloomberg Terminal and portfolio analytics platforms such as FactSet or Advent
- Experience modeling portfolios, calculating returns, and producing attribution analysis
- Strong Excel and data analysis skills, with Python or SQL a growing expectation
- Familiarity with SEC regulatory reporting standards and fiduciary compliance requirements
Portfolio Management Analyst Jobs in Illinois: Frequently Asked Questions
How do you become a portfolio management analyst in Illinois?
Most Illinois employers require a bachelor's degree in finance, economics, accounting, or a related field as the starting point. There is no state-issued license specific to portfolio management analysts in Illinois, but the CFA Program is the dominant credential recognized by Chicago-area asset managers and institutional investors. Candidates who pair their degree with the CFA Level I exam and hands-on internship experience at firms in the Loop or the North Shore financial corridor are consistently the most competitive.
How much do portfolio management analysts make in Illinois?
Portfolio management analysts in Illinois earn a median of about $101,180 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $64,700 for the lowest 10% to over $166,090 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio management analysts in Illinois?
Employers hiring portfolio management analysts in Illinois right now include AbbVie, MUFG, and Mars, based on current listings on Migrate Mate as of August 2026. Chicago's deep concentration of asset managers, insurance companies, and corporate treasury functions means Illinois consistently produces more openings in this role than most U.S. markets outside New York.
Which Illinois cities have the most portfolio management analyst jobs?
Chicago, North Chicago, and Decatur account for the largest share of portfolio management analyst openings in Illinois. Chicago drives the majority of demand through its concentration of institutional asset managers, pension funds, and regional banks in the Loop and River North districts, while Naperville and Schaumburg attract openings through the major insurance and financial services headquarters clustered in the western and northwestern suburbs.
Are there remote portfolio management analyst jobs in Illinois?
Yes, and more than most fields, since portfolio management analysis is inherently desk-based and data-driven work that translates well to remote environments. About 86% of portfolio management analyst openings tied to Illinois are remote or hybrid as of August 2026, reflecting broader adoption across Chicago-area financial firms post-pandemic. Client-facing responsibilities and trading-floor roles tend to remain on-site, while performance reporting and quantitative modeling positions are the most likely to offer schedule flexibility.
How can I get hired as a portfolio management analyst in Illinois with little or no experience?
The most realistic entry path is a rotational or analyst development program at one of Chicago's large financial institutions, where Northern Trust, Nuveen, and Morningstar have historically recruited new graduates into structured analyst roles. Candidates transitioning from financial planning, fund accounting, or investment operations positions also move in effectively, since Illinois employers value operational context. Completing CFA Level I and building a sample portfolio using public market data gives candidates a concrete edge when competing for these roles.
Where can I find and apply to portfolio management analyst jobs in Illinois?
You can find and apply to portfolio management analyst jobs in Illinois on Migrate Mate, which lists current Illinois openings from employers across Chicago, Naperville, Schaumburg, and other markets in the state. Find roles that fit your experience and specialization below and apply directly.
See All 13 Portfolio Management Analyst Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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