Portfolio Manager - Investment Management

Associated Banc-Corp

Base: $95,060.00 - $162,960.00 py; bonus/equity: c...
Not specified; assumed to be hybrid or onsite based on industry norms.
Manage complex investment portfolios
Develop customized investment strategies
Oversee significant assets under management
Associated Bank is seeking an experienced Portfolio Manager to oversee complex investment portfolios for agency and fiduciary accounts. The role requires developing tailored investment strategies and engaging with clients to align investment objectives with market conditions

Job Summary

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

Matching Summary

Match Score: 85

Associated Bank is seeking an experienced Portfolio Manager to oversee complex investment portfolios for agency and fiduciary accounts. The role requires developing tailored investment strategies and engaging with clients to align investment objectives with market conditions.

Salary

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

Skills & Requirements

Must-have

  • Manage complex investment portfolios
  • Develop customized investment strategies
  • Oversee significant assets under management
  • Adhere to compliance policies and procedures
  • Participate in asset allocation analysis

Nice-to-have

  • Strong knowledge of capital markets
  • Collaborative team environment
  • Client-focused portfolio management
  • Professional growth opportunities
  • Diverse perspectives valued

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter