Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Investment Portfolio Manager

$165.55k - $283.8k

Associated 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. Education & Experience Required: 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 Preferred: CFA (Chartered Financial Analyst) designation Experience mentoring investment professionals Why You'll Love Working Here Join a collaborative environment where your expertise directly impacts clients, colleagues, and the broader investment strategy. You'll have opportunities to grow as a leader, contribute to innovative investment solutions, and work alongside experienced professionals. Apply today to make an impact. We welcome and encourage applications from all 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. Benefits 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, a employee stock purchase plan, military benefits and more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. 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 #J-18808-Ljbffr

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Senior Investment Portfolio Manager in Milwaukee, WI vacancy
  • $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... 
    Senior
    Contract work
    Part time
    Local area
    Shift work

    BMO Financial Group

    Milwaukee, WI
    3 days ago
  • $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

    The Symicor Group

    Brookfield, WI
    5 days ago
  •  ...POSITION: Annual Fund & Grants Manager REPORTS TO: Senior Advancement Director CLASSIFICATION: Exempt, salaried SCHEDULE: Full Time; 12-month...  ...participation, dollars raised, and donors engaged. Manage a portfolio of annual donors: identify, cultivate, and maintain relationships... 
    Suggested
    Full time
    Work at office
    Weekend work
    Afternoon shift

    Cristoreymilwaukee

    Milwaukee, WI
    5 days ago
  • $69.92k - $109.46k

    Fund Administrator Review the work of a group of Fund Administrators (I, II and III). Reviewing responsibilities primarily includes financial statements, board materials, compliance tests and other functions of Fund Administration. Key Functions: Coordinate with...
    Senior
    Work at office
    Local area
    Flexible hours

    UMB

    Milwaukee, WI
    5 days ago
  • $88.06k - $150.96k

     ...background check on all new hires.***Associated Bank is seeking a Portfolio Manager, VP to support Middle Market CRE and Commercial/Corporate...  .... You’ll partner closely with Relationship Managers and senior leaders while expanding your expertise in complex credit and... 
    Suggested

    Associated Banc-Corp

    Milwaukee, WI
    13 hours ago
  • $98.18k - $115.5k

     ...Administration Supervisor 1, you will spend key time: Lead and manage a team responsible for fund compliance programs, regulatory...  ...operations and communications with service providers, including investment advisors, custodians, transfer agents, fund accountants, attorneys... 
    Temporary work
    Work at office
    Local area
    3 days per week

    U.S. Bancorp

    Milwaukee, WI
    2 days ago
  • $88.8k - $165.6k

     ...loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and...  ...allocation strategies that optimize returns with investment objectives. Leads proposal...  ...performance in collaboration with Relationship Manager and business partners. Structures and... 
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area

    Bmo

    Milwaukee, WI
    2 days ago
  • $120k

     ...Commercial Portfolio Manager Our bank client is seeking to fill a Commercial Portfolio Manager role in the Greenfield, WI area. The position is responsible for supporting the Bank's portfolio of business by servicing prospective and current customers with a variety... 
    Work at office

    The Symicor Group

    Milwaukee, WI
    2 days ago
  • $111.61k - $131.3k

     ...Administration Supervisor 2, you will spend key time: Leading and managing teams responsible for fund compliance programs, regulatory...  ...and communications with service providers, including investment advisors, custodians, transfer agents, fund accountants, attorneys... 
    Temporary work
    Work at office
    Local area

    U.S. Bancorp

    Milwaukee, WI
    2 days ago
  • $77k - $110k

     ...community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank...  ...education. 3+ years' commercial and industrial underwriting and/or portfolio management experience, with a working knowledge of banking... 
    Temporary work
    Bank staff
    Flexible hours

    Wintrust Financial

    Milwaukee, WI
    6 days ago
  • $72.1k - $123.6k

     ...Portfolio Manager At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as...  ...military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than... 

    Associated Bank

    Milwaukee, WI
    2 days ago
  •  ...Portfolio Strategy Manager The Portfolio Strategy Manager is part of the Marketing organization and leads the end-to-end product/service lifecycle...  ...and manage a multi-year portfolio roadmap; recommend investment priorities using market/competitive intelligence and... 

    Versiti

    Milwaukee, WI
    3 days ago
  •  ...A property management company in Mequon, Wisconsin is seeking an experienced Commercial Property Manager. The role focuses on managing client relationships, overseeing building operations, and ensuring compliance with regulations. Candidates should have a minimum of 5... 
    Senior

    BGSF

    Milwaukee, WI
    4 days ago
  • $98.18k - $115.5k

     ...member for the role of Fund Accounting Manager to support our Fund Accounting team. This...  ...exchange‑traded funds, local government investment pools and closed‑end funds of varying complexity...  .../ bank cash reconciliations, advisor / portfolio management processing, corporate action... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    3 days per week

    U.S. Bank

    Milwaukee, WI
    3 days ago
  • $98.18k - $115.5k

     ...member for the role of Fund Accounting Manager to support our Fund Accounting team....  ...exchange-traded fund, local government investment pools and closed-end funds of varying complexity...  .../bank cash reconciliations, advisor/portfolio management processing, corporate action... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    3 days per week

    U.S. Bank

    Milwaukee, WI
    5 days ago
  • $95k - $120k

     ...Overview The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy,...  ...possess a deep understanding of financial instruments and data management best practices, and the ability to collaborate effectively... 
    Senior
    Work at office

    Allspring Global Investments Holdings, LLC

    Milwaukee, WI
    4 days ago
  • $75.82k - $89.2k

     ...overall direction of USBFS' Alternative Investment ("AI") business, core services of AI, and...  ...information carefully in order to manage client relationships o Active listening...  ...years of related experience, preferably in portfolio/partnership accounting, finance or portfolio... 
    Senior
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Local area

    U.S. Bank

    Milwaukee, WI
    5 days ago
  • $35.71 per hour

     ...Reconciliations: Prepare daily accounting entries, execute prime broker/bank cash and portfolio reconciliations, apply corporate actions, and process advisor/portfolio management trading activity. NAV & Mill Rate Determination: Produce accurate, timely end-of-day... 
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    Shift work

    Randstad

    Milwaukee, WI
    3 days ago
  •  ...accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/...  ...education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.... 
    Hourly pay
    Contract work
    Work experience placement
    Work at office

    Kforce

    Milwaukee, WI
    5 days ago
  •  ...finance professionals looking to build a career within the investment management and financial services industry. The ideal candidate is...  ...Process expense accruals and payment postings. Support portfolio pricing reviews and valuation validations. Perform portfolio... 
    Full time
    Contract work
    Work at office
    Local area
    Monday to Friday
    3 days per week

    Pride Global

    Milwaukee, WI
    3 days ago
  •  ...day net asset value calculation. Prepares daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations... 
    Full time
    Contract work

    eTeam

    Milwaukee, WI
    3 days ago
  •  ...feel 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... 
    Senior
    Local area

    Wipfli

    Wauwatosa, WI
    3 days ago
  •  ...across multiple private equity funds and investment vehicles. The ideal candidate will bring...  ...exposure to complex fund structures, portfolio company activity, and institutional investors...  ..., and communication skills Ability to manage multiple deadlines in a fast-paced... 
    Flexible hours

    LHH

    Milwaukee, WI
    2 days ago
  •  ...Senior Portfolio Analyst The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works...  ...departments including asset management, investor relations, and fund... 
    Senior
    Temporary work
    Casual work
    Work at office

    MLG Capital

    Brookfield, WI
    2 days ago
  • $108.16k

     ...innovation to enhance the campus environment. Manage all phases of workspace projects, from...  ..., and oversee delivery of a dynamic portfolio of workspace projects, including enterprise...  ...Prepare detailed project reports for senior management and stakeholders, summarizing... 
    For contractors
    Work experience placement
    Local area
    Immediate start
    Home office

    Northwestern Mutual

    Milwaukee, WI
    3 days ago
  •  ...Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented Resident Financial Counselor (Senior Living...  ...vital role, you will support residents and their families in managing their financial obligations while facilitating the Medical Assistance... 
    Senior
    Full time
    Temporary work
    Part time
    Relief
    Flexible hours

    Illuminus

    Milwaukee, WI
    3 days ago
  • $75.82k - $89.2k

     ...reviewing and/or negotiating Commercial Real Estate (CRE) loan documents, while protecting the bank's interest, and providing management of a loan portfolio from the time the loans are approved until pay-off or maturity. In addition to construction and term loans, a typical... 
    Senior
    Temporary work
    Work experience placement

    U.S. Bancorp

    Brookfield, WI
    2 days ago
  •  ...I need senior care provider with experience. Our care concerns are: Medication Prompting, Light Housekeeping, Mobility Assistance, Bathing...  .../ Shopping, Transportation. Important - experience with managing and administering medication is required. Some light tidying up... 
    Senior

    Care Inc

    Milwaukee, WI
    4 days ago
  •  ...Investment Operations Specialist Our client in Milwaukee, WI is seeking an Investment Operations Specialist. This will be a hybrid position...  ...and financial operations. Ability to establish and manage repeatable operational processes as well as an ability to identify... 
    Senior
    Contract work

    Apex Systems

    Milwaukee, WI
    4 days ago
  • $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 area
    Flexible hours

    UMB

    Milwaukee, WI
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Investment Portfolio Manager. Be the first to apply!