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. 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 reputed company 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 reputed company agency and fiduciary accounts of Associated Trust Company, N.A. ("reputed company") in a risk controlled manner. reputed company 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, reputed company and maintain appropriate investment strategy based on client circumstances, objectives, and risk tolerance. Directly responsible for more reputed company, visible relationships that may involve multi-generational family relationships, reputed company consultants, and/or foundation or endowment boards of directors. Responsible for the effective communication of past portfolio results and reputed company/future portfolio strategy with a broad reputed company 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 reputed company 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 reputed company the reputed company established by the Chief Investment Officer (“CIO”) in adherence to the compliance policies and procedures of reputed company. May provide guidance to reputed company analysts or entry level portfolio managers. Education Bachelor's Degree Finance or Economics Required Experience 10+ years Relevant business experience Required Licenses and Certifications CFA-Charted Financial Analyst Preferred Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required 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 and Minnesota 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 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. 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. $125,790.00 - $215,640.00 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 Job!