Portfolio Manager Jobs in Hartford, 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.
AVP, Portfolio Management and Underwriting (Commercial/Emerging Middle Market)
- Brookfield, WI (22 miles from Hartford, WI)
- 2 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 2 days ago
Application Deadline: 05/29/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
Associate, Portfolio Management and Underwriting, (Commercial/Emerging Middle Market)
- Brookfield, WI (22 miles from Hartford, WI)
- 2 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 2 days ago
Application Deadline: 05/29/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
Director, Team Lead, Credit & Portfolio Management (Emerging Middle Market)
- Brookfield, WI (22 miles from Hartford, WI)
- 2 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 2 days ago
Application Deadline: 05/29/2025 Address: 401 N Executive Drive Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with...
Investment Product Owner (Quantitative Portfolio Management)
- Hartford, WI
- 3 days ago
- Hartford, WI
- 3 days ago
The Product Owner is not a Portfolio Manager or Portfolio Analyst but instead works closely with Front Office teams to improve processes, technology, and data....
Client Portfolio Manager MassMutual Hartford, United States Posted 17 hours ago Permanent Competitive Client Portfolio Manager MassMutual Hartford, United States Client Portfolio Manager We're looking...
Investment Product Owner (Fixed Income Portfolio Management)
- Hartford, WI
- 4 days ago
- Hartford, WI
- 4 days ago
The Product Owner is not a Portfolio Manager or Portfolio Analyst but instead works closely with Front Office teams to improve processes, technology, and data....
Senior Manager, Portfolio Manger - Emerging Middle Market/Business Lending
- Brookfield, WI (22 miles from Hartford, WI)
- 9 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 9 days ago
Application Deadline: 05/22/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service This exciting role will oversee all activities within the EMM (Emerging Middle Market)...
- Waukesha, WI (21 miles from Hartford, WI)
- 26 days ago
- Waukesha, WI (21 miles from Hartford, WI)
- 26 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,...
- Brown Deer, WI (24 miles from Hartford, WI)
- 60+ days ago
- Brown Deer, WI (24 miles from Hartford, WI)
- 60+ days ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 1 - 5% Job Description The world of finance...
Demographic Data for Hartford, WI
Moving to Hartford, WI? Find some basic demographic data about Hartford, 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 Hartford, WI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Hartford, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »