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Portfolio Manager - Rebalancing & Trading

Portfolio Manager - Rebalancing & Trading

Chicago StaffingChicago, IL, US
1 day ago
Job type
  • Full-time
Job description

Rebalancing & Trading Consultant

We are seeking a detail-oriented and motivated professional to join our investment operations team. This role is ideal for individuals who thrive in fast-paced environments and have a passion for precision and efficiency in portfolio management. You'll play a key role in executing trades, maintaining compliance, and ensuring portfolios align with client objectives.

What You'll Do

  • Perform daily portfolio rebalancing to accommodate tax loss harvesting requests, model updates, cash flows, and investment objective changes.
  • Conduct portfolio drift analysis and execute trades with accuracy and timeliness.
  • Ensure compliance with procedural documentation and regulatory standards.
  • Utilize advanced trading applications and portfolio accounting tools to maintain data integrity.
  • Collaborate with internal teams to resolve exceptions and enhance operational scalability.

What We're Looking For

  • Strong understanding of investment products, trade life cycle, and investment operations.
  • Ability to prioritize time-sensitive tasks and escalate issues when necessary.
  • Composed and professional demeanor in high-pressure situations.
  • Excellent communication skills to convey challenges and opportunities to management.
  • Highly adaptable and goal-oriented, with a drive to implement improvements.
  • Technical aptitude and ability to quickly learn new trading systems.
  • Why You'll Love This Role

  • Impactful Work : Directly contribute to client success and portfolio performance.
  • Hybrid Flexibility : Enjoy a balance of in-office collaboration and remote work.
  • Professional Growth : Opportunity to work with cutting-edge trading technology and partner with industry experts.
  • Dynamic Environment : Be part of a team that values precision, innovation, and continuous improvement.
  • Ready to elevate your career in portfolio management? Apply today and join a team that's shaping the future of investment operations!

    Job Type & Location

    This is a Contract position based out of Chicago, IL.

    Pay and Benefits

    The pay range for this position is $90.00 - $100.00 / hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following :

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off / Leave (PTO, Vacation or Sick Leave)
  • Application Deadline

    This position is anticipated to close on Dec 2, 2025.

    About TEKsystems

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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