Portfolio Manager Jobs in Madison, 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.
Credit Portfolio Manager-AG** **SUMMARY** The Senior Credit Portfolio Manager-AG is responsible for underwriting Commercial and AG credit exposures, consisting of gathering, analyzing and interpreting...
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications quickly, securely, and effortlessly. Together, we are building a culture and...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Madison, WI
- 7 days ago
- Madison, WI
- 7 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...
JOB REQUIREMENTS: Overview The Wealth Regional Manager is responsible for leading high performing wealth management teams to meet or exceed revenue and growth goals. This position will drive the...
Wisconsin Management Company prides itself in managing affordable residential housing, market-rate housing, offering compliance services for HUD, RD and Section 42 programs and providing prompt...
Entry Level - Wealth Manager - WI, Madison () (F) Entry Level - Wealth Manager - WI, Madison () (F) Primary Location : UNITED STATES-WI-Madison Organization : Equitable Advisors Description...
_What Portfolio Management contributes to Cardinal Health_** Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This...
Treasury & Payment Solutions - Treasury Portfolio Manager
- Madison, WI
- 15 days ago
- Madison, WI
- 15 days ago
Our Treasury & Payment Solutions - Treasury Portfolio Manager achieves sales and other targets established by business plans....
Risk Consulting - Cloud Risk - Manager - Multiple Cities
- Madison, WI
- 30+ days ago
- Madison, WI
- 30+ days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
VAS - Quality & Risk Management Director (Institutional/Funds)
- Madison, WI
- 30+ days ago
- Madison, WI
- 30+ days ago
VAS - Quality & Risk Management Director (Institutional/Funds) Job ID 197526 Posted 01-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s)...
Demographic Data for Madison, WI
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Title Synonyms
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Salary for Portfolio Manager Jobs in Madison, WI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Madison, 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
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Quantitative Analysis
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Flexibility
- Reporting
- Documentation
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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