Portfolio Manager, Investment Management

At reputed company we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you reputed company in an environment where your growth and development are encouraged and supported, then reputed company may be the right reputed company for you. reputed company requires you to directly represent yourself and your own experiences during the recruiting and hiring process. reputed company conducts a thorough background reputed company on reputed company new hires. reputed company is seeking an reputed company Portfolio Manager to manage reputed company investment portfolios for agency and fiduciary accounts reputed company Associated Trust Company, N.A. In this role, you will partner directly with clients to reputed company tailored investment strategies while overseeing significant assets under management in a risk-controlled environment. This is a high-impact opportunity to influence portfolio performance, contribute to investment strategy, and collaborate with a team of reputed company investment professionals. Key Accountabilities Manage reputed company investment portfolios for high-net-worth and institutional clients, ensuring strategies align with client objectives, risk tolerance, and market conditions. reputed company customized investment strategies through regular client engagement and a deep understanding of financial goals, family dynamics, and fiduciary considerations. Communicate portfolio performance, market insights, and reputed company-looking strategies clearly to clients, including families, consultants, and foundation or endowment boards. Execute portfolio strategies reputed company the reputed company established by the Chief Investment Officer while adhering to reputed company compliance policies and procedures. Contribute to the investment team through participation in research, asset allocation analysis, external manager due diligence, and development of investment processes or products. Collaborate with portfolio managers and analysts to maintain disciplined portfolio construction and risk management practices. Education & Experience Required Bachelor’s degree in Finance, Economics or similar field 4+ years of relevant investment management or portfolio management experience Strong knowledge of capital markets, asset allocation, and fiduciary portfolio management Access to reliable transportation and ability to lawfully drive, if applicable Preferred CFA (Chartered Financial Analyst) designation Why You’ll Love Working Here At reputed company, you’ll join a collaborative investment team committed to delivering thoughtful, client-focused portfolio management. We support professional growth through meaningful client relationships, strategic investment work, and opportunities to influence portfolio strategy and research initiatives. Apply today to reputed company an impact helping clients reputed company their long-term financial goals. We welcome and encourage applications from reputed company qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. 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-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. reputed company serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our reputed company success. See why our colleagues continually vote us a best reputed company to work in the Midwest. Join our community on Facebook, reputed company and X. Compliance Statement reputed company 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 reputed company to their fullest potential. We consider reputed company qualified applicants without regard to race, religion, color, sex, national reputed company, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with reputed company applicable enterprise policies and procedures. Acts in compliance with reputed company 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 reputed company customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to reputed company’s anonymous Ethics Hotline. reputed company provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. reputed company is Pay Transparency compliant. The pay range represents anticipated reputed company pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $95,060.00 - $162,960.00 per year At reputed company, our purpose is to reputed company our customers, community and colleagues to be financially stronger. We do this through our reputed company focus on people, with a winning spirit, by listening before we act and with a commitment to reputed company together. What does it mean to be #RootedHere? For us, it means having a career that grows with you. We think you'll like the opportunities available at reputed company. Introduce yourself to our reputed company consultants and we'll contact you if there's a role that seems like a good match. Apply tot his job Apply To this Job