Portfolio Manager Jobs in Wisconsin
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.
Application Deadline: 06/04/2025 Address: 1625 W. Fountainhead Parkway Job Family Group: Data Analytics & Reporting This role is based out of Tempe, Arizona or Chicago, Illinois. Applicants must...
Closing Date: 5/30/ 25 or upon receipt of the first 50 application submissions. Facilities Asset Manager Milwaukee County Facilities Management Pay Range: $42.50 – $50.65 Job Summary: Under the...
Overview CNH Industrial is a world-class equipment and services company. Driven by its purpose of Breaking New Ground, which centers on Innovation, Sustainability and Productivity, the Company...
Works under the supervision of PCS Portfolio Managers to assist in managing PCS accounts in accordance with WMC investment philosophy....
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....
We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group....
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 Channel Mgr Job Description: The Primary functions of the Associate Channel Manager - Portfolio position are owning promotional planning strategy, timeline and tracking for specific...
Director, Senior Manager Portfolio Management (Emerging Middle Market/Business Lending)
- Brookfield, WI
- 6 days ago
- Brookfield, WI
- 6 days ago
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in...
Overview The purpose of this position is to ensure consistent end-to-end lifecycle management for third parties and manage the Third-Party Risk Management Program including program projects and...
SAP SAP Service and Asset Manager Advisor 100% Remote Contractual Project Description: SAP PM Mobile – Service and Asset Management (SAM). Note: Please note this role is part time and the hours...
Remote WorkManagers, and IT Directors to drive initiatives through process and extend leadership including driving decisions. + Identify and resolve capacity concerns that may lead to project portfolio delivery...
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusiveculture where different perspectives are valued and recognized asstrengths critical to our success. If you thrive in an...
As a Portfolio Manager, this position willmaintain an assigned portfolio of loans along with reviewing andunderwriting potential new transactions....
AVP, Portfolio Management and Underwriting (Commercial/Emerging Middle Market)
- Milwaukee, WI
- 17 days ago
- Milwaukee, WI
- 17 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...
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Title Synonyms
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Salary for Portfolio Manager Jobs in Wisconsin
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Wisconsin 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 Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Financial Modeling
- Credit Underwriting
- Derivatives
- BSA
- Commercial Lending
- Investment Analysis
- Capital Markets
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Financial Analysis
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Negotiation
- Consulting
- Written Communication
- Presentation
- Mentoring
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- Budgets
- Regulations
- Sales
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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