Senior Investment Portfolio Manager
$165.55k - $283.8kAssociated Banc-Corp
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.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies. This role offers the opportunity to influence investment direction, mentor talent, and contribute to firm-wide portfolio innovation. You'll play a key role in driving client outcomes and supporting business growth. Key Accountabilities- Manage and oversee large, complex investment portfolios aligned to client goals, risk tolerance, and long-term strategy.
- Build and maintain strong client relationships through clear communication of performance, strategy, and market insights.
- Develop and implement investment strategies in collaboration with internal teams and in alignment with CIO guidance.
- Lead or contribute to research efforts including security selection, asset allocation, and external manager evaluation.
- Ensure portfolios adhere to compliance policies, risk controls, and fiduciary standards.
- Partner with market leaders to support sales growth and client retention efforts.
- Guide and mentor junior portfolio managers and analysts to strengthen team capabilities.
- Bachelor's degree in Finance, Economics, or related field
- 7-12+ years of relevant investment or portfolio management experience
- Proven experience managing complex client relationships and large portfolios
- CFA (Chartered Financial Analyst) designation
- Experience mentoring investment professionals
- 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.
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 throughout the application, interview and hiring process. Please contact View email address on click.appcast.io 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. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base 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. $165,550.00 - $283,800.00 per year
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Senior Investment Portfolio Manager in Milwaukee, WI vacancy
$165.55k - $283.8k
...recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies. This role offers the...Senior$91.8k - $171k
...quality sales and service to investment clients to deliver an... ...for all aspects of investment management and administration to ensure... ...grow business in the assigned portfolio / jurisdiction. Enhances... ...Makes recommendations to senior leaders on strategy and new...SeniorContract workPart timeLocal areaShift work$65.1k - $113k
...CLA is currently seeking a Senior to join our Fund Administration group... ...business/organization operations. Competent in management of multiple clients, software, and chart... ...Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares...SeniorWork at officeFlexible hours$88.8k - $165.6k
...Group: Commercial Sales & Service Portfolio Manager-Agribusiness Midwest This role... ...capital commitments and 130+ corporate and investment bankers serving Agribusiness, Food &... ...World-class training, direct exposure to senior leadership, and a merit-based path to...SuggestedContract workPart timeWork at officeLocal area$115k
...About the Job Portfolio Manager - To $115K - Brookfield, WI - Job # 3757 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best...Suggested$85.4k - $146.4k
...conducts a thorough background check on all new hires. Manage and grow a portfolio of complex private banking and commercial relationships... ...contributions directly impact clients and the business. We invest in your development and provide opportunities to expand your...2 days per week3 days per week- ...National Underwriting Manager The National Underwriting Manager will oversee and manage a high-performing team of underwriters and... ...diverse range of products. This leader will collaborate closely with senior leadership, operations, and sales to maintain and enhance...Work at office
$120k
...Commercial Portfolio Manager – To $120K – Greenfield, WI – Job # 3763 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available...Work at office- ...Overview As a Wealth Portfolio Manager II, you'll be at the heart of our client-first culture, delivering insightful investment advice and portfolio management solutions for high-net-worth clients. In close partnership with our Wealth Advisor team, you'll build...
$98.18k - $115.5k
...your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include:...Temporary workWork experience placementLocal area- ...Overview The Portfolio Operations Manager is a hands-on, service-driven professional responsible for driving operational consistency, leasing performance, and resident experience across Wangard's multifamily portfolio. This mobile role partners closely with the Director...Full timeWork experience placementWork at officeLocal areaFlexible hoursWeekend work
$73.8k - $218.8k
...transformation, helping businesses across industries migrate, manage, and optimize their cloud environments. Through partnerships with... ...-specific challenges and regulations. You Are As a Portfolio Dispositioning Associate Manager, you will guide organizations...Work experience placementLive inWork at officeLocal areaShift work- ...healthcare partners thrive. Position Summary The Portfolio Strategy Manager is part of the Marketing organization and leads the end-to... ...Build and manage a multi-year portfolio roadmap; recommend investment priorities using market/competitive intelligence and internal...Full timeTemporary workLocal area
$118.86k - $203.76k
...Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working...- ...Job Description Job Description We are seeing an experienced Portfolio Manager who will be actively involved in all aspects and functions of the property and will provide the leadership expertise that ensures effective and efficient operation of the property, including...For contractorsWork at officeLocal areaFlexible hours
$144k
..., and practices that provide the foundation for effective risk management across the Company. Advance the integration of strategic risk management... ...to the Enterprise Risk Executive Committee in its role as the senior risk governance structure. Partner with Corporate Governance...Senior$66.64k - $78.4k
...Day One. Job Description U.S. Bank Global Fund Services is seeking a future team member for the role of Fund Custody Account Manager to support our Global Fund Custody team. In this role, you’ll be a key partner to clients and a go-to resource for our Global...Full timeTemporary workWork experience placementWork at officeLocal areaMonday to Friday3 days per week$92.82k - $109.2k
...U.S. Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with Relationship Managers to successfully manage and grow IPF credit relationships...Temporary workWork experience placementLocal area- ...Solutions Group is looking for an experienced Senior Investment Operations Analyst located in... ...client is a leading independent asset management firm looking for high-quality talent to... ...Details Job Title: Senior Portfolio Analyst Location(s) : Milwaukee,...SeniorWork at office
- ...We are seeking a Senior Portfolio Operations Analyst to join a high-performing investment operations team in a fast-paced environment. This is a senior-level, flexible... ...Background in buy-side operations (investment manager environment strongly preferred) Nice to...SeniorFlexible hours
- ...Solutions Group is looking for an experienced Senior Portfolio Operations Analyst located in... ...client is a leading independent asset management firm looking for high-quality talent to... ...role requires a strong background in investment operations, leadership capabilities, and...SeniorWork at office
$100k - $130k
...Overview Allspring Global Investments is looking for a senior level portfolio analyst to join our Portfolio Accounting team. The candidate should have... ...month-end reconciliations, aged items and monthly management metrics reporting. Candidate must be able to clearly...SeniorWork at office$69k - $127.8k
...banking loans and credit solutions within an assigned client portfolio. Deliver policy-compliant credit recommendations while leading... ...and borrowing base availability. Lead and support project management initiatives in collaboration with LOBs, offshore partners, Risk...SeniorContract workPart timeWork experience placementLocal area- ...Full-time Description The Senior Portfolio Analyst position provides the opportunity... ...to join a well-established real estate investment firm with 38 years of industry experience... ...other departments - including asset management, investor relations, and fund accounting...SeniorFull timeTemporary workCasual workWork at office
$187.27k - $318.26k
...? FIS, as a technology leader, is investing in data, analytics and AI capabilities... ...of the Enterprise analytic product portfolio. In this senior individual contributor role, you will... ...understood content and visualizations Manage the creation of senior level client...SeniorFull time- ...Location: 1850 Osborn, Oshkosh, WI (free parking available) Interview Process 1–2 Microsoft Teams interviews (camera on) with manager and team member Key Requirements Proficiency in Excel (SUMIF, VLOOKUP) Accounting background with cash account reconciliation...Contract workFlexible hoursShift work3 days per week
- ...it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving innovative...SeniorLocal area
- ...Competitive base salary + bonuses + benefits Overview: Our client is a nationally recognized boutique wealth management firm seeking a seasoned Senior Financial Planner to join its growing team. This individual will play a key leadership role within the planning...SeniorWork at office
- ...it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving...SeniorLocal area
$43k - $82.59k
...The UMB Registered Fund team, which manages the daily accounting, tax, audit, administration... ..., transfer agency, advisor, and/or portfolio managers/traders Review and resolve trade... ...of the following Accounting, Finance, Investment Banking, Economics, or International...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Portfolio Manager. Be the first to apply!
Related searches
- investment accounting manager Milwaukee, WI
- investment manager Milwaukee, WI
- investment executive Milwaukee, WI
- investment director Milwaukee, WI
- director investment banking Milwaukee, WI
- fund accounting manager Milwaukee, WI
- portfolio manager Milwaukee, WI
- hedge fund manager Milwaukee, WI
- fixed income portfolio manager Milwaukee, WI
- funding manager Milwaukee, WI



