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.

1-15 of 16 Jobs

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...

Vice President - Investment Portfolio Manager

  • Brookfield, WI
  • 6 days ago
  • Brookfield, WI
  • 6 days ago

Overview: The VP Investment Portfolio Managers primary role is to guide clients through the banks investment process with clarity and precision....

Financial Risk Manager

  • 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 Work

SAP - 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...

Third Party Risk Analyst

  • 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...

Senior Risk Analyst

  • 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,...

Associate Portfolio Manager

  • 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....

Associate Portfolio Manager

  • 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....

Personal Risk Specialist (Producer)

  • Brookfield, WI
  • 27 days ago
  • Brookfield, WI
  • 27 days ago

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...

Facilities Asset Manager

  • 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....

Data Risk Manager

  • 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...

Fraud Risk Manager

  • 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 Work

Demographic Data for Brookfield, WI

Moving to Brookfield, WI? Find some basic demographic data about Brookfield, WI below.


Local
National
45,084
2,475
Medium

Portfolio Manager Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Portfolio Management
Develop core competencies in portfolio management. Learn how to conduct portfolio performance measurement and attribution. Review portfolio strategies for a variety of asset classes including...
Inventory and Portfolio Management
In this online course you will learn how to correctly store your products through a collaborative inventory management strategy which will allow you to have optimal processes at the time of...
Fixed Income Portfolio Management
Learn how to construct and manage fixed income portfolios using the latest tools and techniques. Fixed Income Portfolio Management is a comprehensive survey of the key drivers and features of...

Title Synonyms

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Salary for Portfolio Manager Jobs in Brookfield, WI

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Portfolio Manager positions.



Highest Education Level

Portfolio Managers in Brookfield, WI offer the following education background
Bachelor's Degree
44.2%
Master's Degree
41.9%
Doctorate Degree
4.1%
High School or GED
3.3%
Associate's Degree
3.2%
Vocational Degree or Certification
2.6%
Some College
0.5%
Some High School
0.1%


Other Career Titles

Here are some other career titles that require similar skills



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