Manager, Closely Held Assets
$71,100–$145,900 year
On-siteChicago, Illinois, United States or Charlotte, North Carolina, United States
Job Summary
Manage a portfolio of closely held business interests, including minority interests in limited partnerships, LLCs, and privately held corporations, by supporting investment reviews, valuations, and ongoing monitoring. Analyze financial statements, company performance, and industry trends to assess risk and determine asset value. Support the evaluation and execution of corporate actions, including proxy votes, reorganizations, and asset sale transactions. Communicate with clients, trust officers, and professional advisors regarding asset performance and administrative updates. Ensure adherence to governing documents, fiduciary standards, and regulatory requirements while escalating risks as appropriate. Coordinate documentation, tracking, and reporting related to asset activities and partner with internal teams including risk, legal, tax, and operations to support asset management and issue resolution.
Required Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- Minimum of 5 years of relevant work experience in commercial credit, business analysis, trust administration, or similar field
- Ability to interpret financial statements and assist in determining the value of privately held business interests
- Experience supporting management of investment portfolios or financial assets
- Ability to communicate effectively with internal partners and external stakeholders
- Strong organizational skills with the ability to manage multiple priorities and deadlines
Desired Qualifications
- Ability to assess moderately complex financial and operational data
- Ability to identify and escalate issues with sound judgment
- Ability to work effectively across teams and functions
- Strong written and verbal communication skills
- Commitment to delivering high-quality service and maintaining strong relationships
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