Senior Investment Portfolio Manager

Associated Banc-Corp

Base: $165,550.00 - $283,800.00 py; bonus/equity: ...
Not specified
Manage complex investment portfolios
7-12+ years investment experience
Bachelor's degree in finance or economics
Associated Banc-Corp is seeking a Senior Investment Portfolio Manager to lead the management of complex investment portfolios for high-net-worth and institutional clients. The role involves developing investment strategies, building client relationships, and mentoring junior staff in a collaborative environment

Job Summary

  • This role involves leading the management of complex investment portfolios aligned to client goals and risk tolerance.
  • The position offers opportunities to mentor junior portfolio managers and contribute to firm-wide portfolio innovation.
  • Associated Bank provides competitive salaries, retirement savings including pension plans, and a collaborative culture valuing diverse perspectives.

Matching Summary

Match Score: 85

Associated Banc-Corp is seeking a Senior Investment Portfolio Manager to lead the management of complex investment portfolios for high-net-worth and institutional clients. The role involves developing investment strategies, building client relationships, and mentoring junior staff in a collaborative environment.

Salary

Base: $165,550.00 - $283,800.00 per year; Bonus/Equity: Competitive salaries with bonus benefits and incentives; Benefits: 401(k), Pension plans, paid time off, parental leave, employee stock purchase plan

Skills & Requirements

Must-have

  • Manage complex investment portfolios
  • 7-12+ years investment experience
  • Bachelor's degree in Finance or Economics
  • Client relationship management skills
  • Fiduciary standards adherence

Nice-to-have

  • CFA designation preferred
  • Experience mentoring professionals
  • Collaborative team environment
  • Innovation in investment solutions

Key Requirements

  • Bachelor's degree in Finance, Economics, or related field
  • 7-12+ years relevant investment or portfolio management experience
  • Proven experience managing large portfolios and client relationships
  • CFA designation (Preferred)

Work Rights

Not specified

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