Portfolio Manager, Investment Management

Associated Banc-Corp

Base: $95,060.00 - $162,960.00 py; bonus/equity: c...
Not specified
Manage complex investment portfolios
Develop customized investment strategies
Execute portfolio strategies within cio framework
Associated Banc-Corp is seeking an experienced Portfolio Manager to manage complex investment portfolios for high-net-worth and institutional clients. The role emphasizes building tailored investment strategies through strong client engagement and collaboration with a team of investment professionals

Job Summary

  • The role involves managing complex investment portfolios for high-net-worth and institutional clients while ensuring strategies align with client objectives and risk tolerance.
  • Candidates will partner directly with clients to develop tailored investment strategies and communicate performance insights to families, consultants, and boards.
  • Associated Bank offers competitive salaries, retirement savings including 401(k) and Pension plans, and opportunities for professional development within a collaborative investment team.

Matching Summary

Match Score: 85

Associated Banc-Corp is seeking an experienced Portfolio Manager to manage complex investment portfolios for high-net-worth and institutional clients. The role emphasizes building tailored investment strategies through strong client engagement and collaboration with a team of investment professionals.

Salary

Base: $95,060.00 - $162,960.00 per year; Bonus/Equity: Competitive salaries with bonus benefits and incentives; Benefits: Retirement savings (401k/Pension), paid time off, employee stock purchase plan

Skills & Requirements

Must-have

  • Manage complex investment portfolios
  • Develop customized investment strategies
  • Execute portfolio strategies within CIO framework
  • Participate in asset allocation analysis
  • Conduct external manager due diligence

Nice-to-have

  • Strong knowledge of capital markets
  • Collaborative team environment
  • Client-focused portfolio management
  • Professional growth opportunities
  • Inclusive culture with diverse perspectives

Key Requirements

  • Bachelor's degree in Finance or Economics
  • 4+ years of investment management experience
  • CFA designation preferred
  • Ability to lawfully drive if applicable

Work Rights

Not specified

Tailored Resume

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