Skip to main content

This job has expired

You will need to login before you can apply for a job.

Associate Institutional Portfolio Manager

PMA Financial Network, Inc.
Naperville, Illinois
Closing date
May 5, 2024

View more

Job Function
Investment Advisor/Consultant
Industry Sector
Asset Management
Employment Type
Full Time

PMA provides financial and investment advisory services to over 3,200 public sector clients in numerous states throughout the U.S. Our Investment Advisory group is looking for a dedicated and collaborative team member. If you thrive on developing and maintaining human connections and can apply investment theory and practice, then this is the position for you. 

This position serves as the client facing component of our portfolio management team and IPM team members communicate regularly with portfolio managers who are directly responsible for investing client funds. You’ll support the Institutional Portfolio Management team by preparing and presenting client portfolio updates, utilizing quantitative skills to ensure GIPS compliance, and preparing various fact sheets and materials to support sales and marketing efforts.  This position requires a four (4) year degree and prior financial services experience, with the best qualified candidates having a major in Finance and/or an MBA, along with experience in an investment advisory capacity.   PMA is known for our customer focus; so, attention to details, excellent interpersonal skills and the ability to meet client expectations are essential. 

The work that PMA performs is critical to the everyday lives of our client’s students and other community members, so please apply if you are interested in a career that makes a difference. In addition to a salary and benefit package that is competitive with the marketplace, as a growing financial services company, we offer the opportunity to earn an annual discretionary bonus based on company, department and individual results. 

Please apply online at for immediate consideration.  PMA is an equal opportunity employer.  Women and people of color are strongly encouraged to apply.   

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert