Portfolio Manager - Investment Management

Company: Disability Solutions
Location: Green Bay
Posted on: November 19, 2024

Job Description:

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.Due to work requirements, this position is not eligible for remote work. Relocation assistance may be available.We invite you to view the opportunity below.As a portfolio manager you will leverage capital market knowledge and experience along with the daily interaction with other portfolio managers and analysts to manage the investment portfolios of the larger and more complex agency and fiduciary accounts of Associated Trust Company, N.A. ("ATC") in a risk controlled manner. Oversee assets under management of approximately $150,000,000 to $400,000,000 generating fees of approximately $1,000,000 to $2,500,000. Responsible for supporting Wealth Management and Institutional Services (WMIS) marketing/sales of investment management services and is expected to assist in annual sales of $40,000 in fees.This person will also:

• Through regular, direct interaction with clients, develop and maintain appropriate investment strategy based on client circumstances, objectives, and risk tolerance. Directly responsible for more complex, visible relationships that may involve multi-generational family relationships, outside consultants, and/or foundation or endowment boards of directors. Responsible for the effective communication of past portfolio results and current/future portfolio strategy with a broad spectrum of clients.
• Be responsible for directing components of the ongoing management and administration of the investment function through leadership of or membership 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.
• May provide guidance to security analysts or entry level portfolio managers.EducationBachelor's Degree Finance or Economics RequiredExperience10+ years Relevant business experience RequiredLicenses and CertificationsCFA-Charted Financial Analyst PreferredMust have access to reliable transportation and the ability to lawfully drive self, if applicable. RequiredIn 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.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota 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 StatementAssociated 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 leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. 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.

Keywords: Disability Solutions, Appleton , Portfolio Manager - Investment Management, Executive , Green Bay, Wisconsin