Portfolio Manager Jobs in Cedarburg, 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.
Portfolio Manager/Senior Analyst - Commercial banking (Special accounts)
- BMO (Bank of Montreal)
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 4 hours ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 4 hours ago
Application Deadline: 06/18/2026 Address: 320 S Canal Street Job Family Group: Customer Shared Services Delivers an exceptional customer experience for a defined portfolio of high risk borrowing...
HybridBusiness Banking Portfolio Manager
- Summit Credit Union
- Cedarburg, WI
- 1 day ago
- Cedarburg, WI
- 1 day ago
Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive....
In PersonVP, Portfolio Manager Commercial Banking Dealer Finance
- BMO (Bank of Montreal)
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 1 day ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 1 day ago
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements....
In PersonDirector, PMO and Portfolio Management
- Marquette University
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 1 day ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 1 day ago
Posting Details Posting Number: NA01501 Position Information Position Title: Director, PMO and Portfolio Management State: Employment Status: Full Time Position Status: Regular If Limited Term...
In Person- BMO Financial
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 5 days ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 5 days ago
Application Deadline: 06/25/2026 Address: 790 N Water Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client...
In PersonCredit Portfolio Manager - Insurance Premium Finance
- U.S. Bank
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 12 days ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 12 days ago
The Credit Portfolio Manager partners with Relationship Managers to successfully manage and grow IPF credit relationships....
In PersonEmerging Technology Risk Manager - Consumer & Business Banking
- U.S. Bank
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 16 days ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 16 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
In PersonCommercial Banking Portfolio Manager
- Johnson Financial Group
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 16 days ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 16 days ago
KEY RESPONSIBILITIES PORTFOLIO MANAGER I & II Demonstrates full and complete understanding of JFG loan policies and procedures....
In PersonEmerging Technology Risk Manager - Consumer & Business
- US Bank
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 30+ days ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 30+ days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
In Person- MJ Electric
- Sussex, WI (16 miles from Cedarburg, WI)
- 30+ days ago
- Sussex, WI (16 miles from Cedarburg, WI)
- 30+ days ago
About Us For over 60 years, M. J. Electric, LLC, a Quanta Services company, has built-long standing working relationships and an industry-wide reputation as the single source solution to our...
In PersonRisk Manager - Global Fund Services
- US Bank
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 45+ days ago
- Milwaukee, WI (20 miles from Cedarburg, WI)
- 45+ days ago
Bank is seeking a highly effective and dynamic Risk Manager to lead our pursuit of effectively delivering a sound risk and control environment for SEC registered mutual funds and Exchange Traded Funds...
In PersonDemographic Data for Cedarburg, WI
Moving to Cedarburg, WI? Find some basic demographic data about Cedarburg, WI below.
Portfolio 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 Cedarburg, WI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Cedarburg, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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