Portfolio Program Manager Salary in Milwaukee, WI

Portfolio Manager - Average Salary $121,890

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience.

Portfolio Manager II - Average Salary $121,889

Portfolio Manager II is responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Being a Portfolio Manager II considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. Additionally, Portfolio Manager II may manage a team of portfolio managers. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. The Portfolio Manager II work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Portfolio Manager II typically requires 4 -7 years of related experience.

Investment Portfolio Manager - Average Salary $138,832

Investment Portfolio Manager manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Being an Investment Portfolio Manager monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager requires a bachelor's degree. Typically reports to a director. The Investment Portfolio 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 Portfolio 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.

Portfolio Manager III - Average Salary $154,024

Portfolio Manager III is responsible for managing, evaluating, and monitoring complex or high value investment portfolios in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Being a Portfolio Manager III analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Requires a bachelor's degree. Additionally, Portfolio Manager III may require National Association of Securities Dealers (NASD). Typically reports to senior management. The Portfolio Manager III work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Portfolio Manager III typically requires 7+ years of related experience.

Portfolio Manager I - Average Salary $89,560

Portfolio Manager I is responsible for managing, evaluating, and monitoring investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Being a Portfolio Manager I considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. Additionally, Portfolio Manager I requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. The Portfolio Manager I occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Portfolio Manager I typically requires 2 -4 years of related experience.