Portfolio Manager Jobs in Benet Lake, WI
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 5 days ago
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 5 days ago
The position is described below. If you want to apply, click the button at the top or bottom of this page. After you click and complete your application, you'll be invited to create a profile,...
Senior Portfolio Manager - Human Resources
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 6 days ago
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 6 days ago
Portfolio Manager will be a main contact for all team member questions and issues around IT projects....
- Franksville, WI (17 miles from Benet Lake, WI)
- 10 days ago
- Franksville, WI (17 miles from Benet Lake, WI)
- 10 days ago
Senior Risk Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Join Ulines risk management team and play a key role in protecting our business. As a Senior Risk Analyst,...
- Racine, WI (17 miles from Benet Lake, WI)
- 19 days ago
- Racine, WI (17 miles from Benet Lake, WI)
- 19 days ago
JOB REQUIREMENTS: Global Risk Specialist Location US-WI-Racine ID 2025-26862 Category Financial Services Position Type Full-time Overview CNH Industrial is a world-class equipment and services...
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AFCO Portfolio Manager Specialist
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 20 days ago
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 20 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
- Racine, WI (17 miles from Benet Lake, WI)
- 25 days ago
- Racine, WI (17 miles from Benet Lake, WI)
- 25 days ago
Overview CNH Industrial is a world-class equipment and services company. Driven by its purpose of Breaking New Ground, which centers on Innovation, Sustainability and Productivity, the Company...
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 45+ days ago
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 45+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Senior Portfolio Manager, Commercial Banking
- Libertyville, IL (18 miles from Benet Lake, WI)
- 60+ days ago
- Libertyville, IL (18 miles from Benet Lake, WI)
- 60+ days ago
Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as...
Senior Portfolio Manager, Commercial Banking
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 60+ days ago
- Lake Forest, IL (22 miles from Benet Lake, WI)
- 60+ days ago
Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as...
SAP Service and Asset Manager Architect Remote/Hybrid
- Oak Creek, WI (24 miles from Benet Lake, WI)
- 90+ days ago
- Oak Creek, WI (24 miles from Benet Lake, WI)
- 90+ days ago
Job Details: A leading organization is seeking an SAP Service and Asset Manager Architect to design and implement solutions for efficient asset lifecycle management. Key Responsibilities: Gather...
Remote WorkPortfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Benet Lake, WI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Benet Lake, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Capital Planning
- Credit Underwriting
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Negotiation
- Auditing
- Verbal Communication
- Presentation
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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