Investment Manager jobs in Appleton, WI

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Portfolio Manager IV - Investment Mgmt
  • Associated Bank - Corp
  • Neenah, WI FULL_TIME
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

    Due to work requirements, this position is not eligible for remote work.Relocation assistance may be available.

    We invite you to view the opportunity below.

    Leverage capital market knowledge and experience along with the daily interaction with other portfolio managers and analysts to manage the investment portfolios of the larger and more complex agency and fiduciary accounts of Associated Trust Company, N.A. ("ATC") in a risk controlled manner. Individually oversee assets under management in excess of $200,000,000 generating fees in excess of $1,500,000. May lead a local team that is responsible for over $500,000,000 in assets under management and $3,000,000 in revenues in over 500 accounts; may lead a local portfolio management team in supporting the Market sales goal.

    This person will also:

    • Through regular, direct interaction with clients, develop and maintain appropriate investment strategy based on client circumstances, objectives, and risk tolerance. Directly responsible for more complex, visible relationships that may involve multi-generational family relationships, outside consultants, and/or foundation or endowment boards of directors. Responsible for the effective communication of past portfolio results and current/future portfolio strategy with a broad spectrum of clients.

    • Be responsible for directing components of the ongoing management and administration of the investment function through leadership of or membership in teams involved in one or more of the following: Development and administration of compliance policies and procedures; Providing individual security research to the group; Providing external manager/fund research to the group; Providing macro research and asset allocation analysis to the group; Managing model portfolios and/or Research and development of new investment processes/products.

    • Execute strategy and monitor portfolios within the framework established by the Chief Investment Officer ("CIO") in adherence to the compliance policies and procedures of ATC.

    • May provide guidance to security analysts or entry level portfolio managers.

    Review the qualifications listed below:

    Education

    • Bachelor's degree in finance, economics, or other related field. Required

    Experience

    • 12-15 years of relevant business experience. Required

    Licenses and Certifications

    • CFA-Charted Financial Analyst. Preferred

    In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

    • Retirement savings including both 401(k) and Pension plans.

    • Paid time off to volunteer in your community.

    • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

    • Competitive salaries with professional development and advancement opportunities.

    • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

    • Personal banking, loan, investmentand insurance benefits.

    Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on,and.

    Compliance Statement

    Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

    Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

    Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

    Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contactif you need an accommodation at any time during the interview process.

    Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice. Know Your Right to Workor.

    Associated Bank isPay Transparencycompliant.


    The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.

     

  • 1 Month Ago

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Portfolio Manager IV - Investment Mgmt
  • Associated Trust Company, NA
  • Neenah, WI FULL_TIME
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your grow...
  • 1 Month Ago

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INVESTMENT AND RESEARCH OPERATIONS ANALYST
  • WoodTrust Financial Corporation
  • Wausau, WI FULL_TIME
  • FULL-TIME WAUSAU – DUDLEY TOWER OFFICE JOIN OUR TEAM! If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value ev...
  • 22 Days Ago

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Investment Assistant- Waupaca, WI
  • Premier Community Bank
  • Waupaca, WI FULL_TIME
  • Are you looking to launch your career into the finance industry? Premier Community Bank is seeking an Investment Assistant to join our team. In this position you will work closely with our Financial A...
  • 3 Days Ago

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INVESTMENT MANAGEMENT VICE PRESIDENT
  • WoodTrust Financial Corporation
  • Wausau, WI FULL_TIME
  • FULL-TIME WAUSAU OR WISCONSIN RAPIDS JOIN OUR TEAM! If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value ever...
  • 10 Days Ago

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Manager
  • Supple Group - Fratellos
  • Appleton, WI FULL_TIME
  • Are you looking for that next step? Great Base Salary, Bonus, Vacation, 75% of Premium on insurance. Opportunity for growth. 2 days off a week.joining a team of 2 very qualified senior managers. Join ...
  • 2 Days Ago

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0 Investment Manager jobs found in Appleton, WI area

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Case Manager, Mental Health (Crisis) - 3rd Shift
  • Outagamie County, WI
  • Appleton, WI
  • Salary : $60,465.60 - $68,057.60 Annually Location : Appleton, WI Job Type: Full-time Job Number: 2302779 Department: DH...
  • 3/29/2024 12:00:00 AM

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General Dentist - Menasha, WI
  • Rlj Dental
  • Menasha, WI
  • General Dentist RLJ Dental is looking for a General Dentist to join our team. Why Heartland Dental? As the leader of you...
  • 3/29/2024 12:00:00 AM

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Experienced General Dentist - Appleton, WI
  • Smiles On Calumet
  • Appleton, WI
  • General Dentist Smiles on Calumet is looking for a General Dentist to join our team. Why Heartland Dental? As the leader...
  • 3/28/2024 12:00:00 AM

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Plant Engineer - Tier I
  • Sonoco Products Company
  • Menasha, WI
  • From a small family business to a multi-billion-dollar global company, Sonoco has been changing the face of products and...
  • 3/28/2024 12:00:00 AM

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Clinical Therapist - CCS-Adolescent, Young Adult and Families
  • Outagamie County
  • Appleton, WI
  • Clinical Therapist - CCS-Adolescent, Young Adult and Families Print (https://www.governmentjobs.com/careers/outagamie/jo...
  • 3/28/2024 12:00:00 AM

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Senior Treasury Manager - Located in Warroad, MN
  • Marvin
  • Green Bay, WI
  • Count on a career at Marvin as your opportunity to grow and thrive! The Senior Manager is responsible for end-to-end Tre...
  • 3/26/2024 12:00:00 AM

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Management Assistant - Highway Office
  • Outagamie County, WI
  • Appleton, WI
  • Salary : $49,358.40 - $53,934.40 Annually Location : Appleton, WI Job Type: Full-time Job Number: 2402886 Department: Hi...
  • 3/26/2024 12:00:00 AM

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OPERATIONS ASSISTANT MANAGER
  • Dollar Tree
  • Menasha, WI
  • Job Description Work where you love to shop! Dollar Tree is hiring in your neighborhood. Avoid long commutes and set you...
  • 3/25/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$103,237 to $184,728
Appleton, Wisconsin area prices
were up 1.3% from a year ago

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Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
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Investment managers manage investment portfolios and operate under the government’s securities legislation.
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