Portfolio Manager Jobs in Brookfield, 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.
Investment Product Owner (Fixed Income Portfolio Management)
- Hartford, WI (22 miles from Brookfield, WI)
- 10 hours ago
- Hartford, WI (22 miles from Brookfield, WI)
- 10 hours ago
the Fixed Income Portfolio Management team....
Data Scientist / Portfolio Risk Manager
- Milwaukee, WI (9 miles from Brookfield, WI)
- 3 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 3 days ago
Application Deadline: 06/17/2025 Address: 1625 W. Fountainhead Parkway Job Family Group: Data Analytics & Reporting This role is based out of Tempe, Arizona or Chicago, Illinois. Applicants must...
Overview: The VP Investment Portfolio Managers primary role is to guide clients through the banks investment process with clarity and precision....
- Milwaukee, WI (9 miles from Brookfield, WI)
- 8 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 8 days ago
Requisition ID: 35306 The Financial Risk Manager (multiple positions open) at Molson Coors Beverage Company USA LLC in Milwaukee, WI will develop, recommend, and execute derivative strategies to...
Remote WorkSAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Milwaukee, WI (9 miles from Brookfield, WI)
- 13 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 13 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
- Milwaukee, WI (9 miles from Brookfield, WI)
- 14 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 14 days ago
Third Party Risk Analyst Associated Bank - 3.4 Milwaukee, WI Job Details Full-time $61,180 - $104,880 a year 11 hours ago Benefits Employee stock purchase plan 401(k) Paid time off Pension plan...
- Franksville, WI (19 miles from Brookfield, WI)
- 16 days ago
- Franksville, WI (19 miles from Brookfield, WI)
- 16 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,...
- Wauwatosa, WI (6 miles from Brookfield, WI)
- 17 days ago
- Wauwatosa, WI (6 miles from Brookfield, WI)
- 17 days ago
Works under the supervision of PCS Portfolio Managers to assist in managing PCS accounts in accordance with WMC investment philosophy....
- Milwaukee, WI (9 miles from Brookfield, WI)
- 20 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 20 days ago
Works under the supervision of PCS Portfolio Managers to assist in managing PCS accounts in accordance with WMC investment philosophy....
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
- Milwaukee, WI (9 miles from Brookfield, WI)
- 30+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 30+ days ago
JOB REQUIREMENTS: Interested in joining Milwaukee County? Milwaukee County is searching for authentic people who are out to change the game and bring their whole selves to work every day....
Senior Commercial Banking Portfolio Manager
- Milwaukee, WI (9 miles from Brookfield, WI)
- 30+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 30+ days ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in Chicago, Detroit, and Milwaukee....
- Milwaukee, WI (9 miles from Brookfield, WI)
- 45+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 45+ days ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
- Milwaukee, WI (9 miles from Brookfield, WI)
- 60+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 60+ days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
SAP Service and Asset Manager Architect Remote/Hybrid
- Oak Creek, WI (15 miles from Brookfield, WI)
- 90+ days ago
- Oak Creek, WI (15 miles from Brookfield, 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 WorkDemographic Data for Brookfield, WI
Moving to Brookfield, WI? Find some basic demographic data about Brookfield, WI below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Brookfield, WI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Brookfield, 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
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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