Portfolio Manager, Investment Management

Associated Bank

Multiple Locations, US
Base: $95,060.00 - $162,960.00 py; bonus/equity: n...
Manage complex investment portfolios
Develop tailored investment strategies
Client engagement and communication
Associated Bank is seeking an experienced Portfolio Manager to manage complex investment portfolios for agency and fiduciary accounts within Associated Trust Company, N.A

Job Summary

  • Associated Bank is seeking an experienced Portfolio Manager to manage complex investment portfolios for agency and fiduciary accounts within Associated Trust Company, N.A.
  • In this role, you will partner directly with clients to develop tailored investment strategies while overseeing significant assets under management in a risk-controlled environment.
  • At Associated Bank, you’ll join a collaborative investment team committed to delivering thoughtful, client-focused portfolio management.

Matching Summary

Associated Bank is seeking an experienced Portfolio Manager to manage complex investment portfolios for agency and fiduciary accounts within Associated Trust Company, N.A.

Salary

Base: $95,060.00 - $162,960.00 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Manage complex investment portfolios
  • Develop tailored investment strategies
  • Client engagement and communication
  • Risk-controlled environment
  • Capital markets knowledge

Nice-to-have

  • Inclusive culture
  • Professional growth encouraged
  • Collaborative investment team
  • Client-focused portfolio management

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter