Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial 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.