Investment Portfolio Manager manages the company'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 Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds perspectives, and representation as strengths critical to success. If you thrive in an environment where your growth and development are supported and achieving together is valued, then Associated Bank may be the right place for you.
This position is not eligible for remote work. Due to work requirements, candidates must be located within the Greater Green Bay, WI area or be willing to relocate. Relocation assistance is available to qualified candidates.
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 agency and fiduciary accounts of Associated Trust Company in a risk-controlled manner. Oversee assets under management of approximately $100,000,000 to $200,000,000 generating fees of approximately $800,000 to $2,000,000. Responsible for supporting Wealth Management and Institutional Services (WMIS) marketing/sales of investment management services and is expected to assist in annual sales of $25,000 in fees.
This person will also:
Have direct interaction with clients, develop and maintain appropriate investment strategy based on client circumstances, objectives, and risk tolerance. May also be responsible for relationships that begin to involve multi-generational family relationships and/or smaller foundation or endowment boards of directors.
Be a contributor to components of the ongoing management and administration of the investment function through active participation 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.
Review the qualifications listed below:
Education
Bachelor's Degree in Finance or Economics.Required
Experience
4-7 years of relevant business experience.Required
Licenses and Certifications
CFA-Charted Financial Analyst.Preferred
Must have access to reliable transportation and the ability to lawfully drive self, if applicable.Required
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.