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.
Director or VP, Portfolio Manager Commercial Banking
- Franklin, WI
- 11 hours ago
- Franklin, WI
- 11 hours ago
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....
Director or VP, Portfolio Manager Commercial Banking
- Appleton, WI
- 8 hours ago
- Appleton, WI
- 8 hours ago
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....
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
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 credit...
JOB REQUIREMENTS: Assistant Manager Portfolio and Underwriting - 251249 DESCRIPTION/RESPONSIBILITIES: What You\'ll Do: Position Overview: The Assistant Manager Portfolio and Underwriting will...
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...
Associate, Portfolio Management and Underwriting, (Commercial/Emerging Middle Market)
- Brookfield, WI
- 6 days ago
- Brookfield, WI
- 6 days ago
Application Deadline: 07/30/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
Assistant Manager Portfolio and Underwriting
- Menomonee Falls, WI
- 8 days ago
- Menomonee Falls, WI
- 8 days ago
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Milwaukee, WI
- 9 days ago
- Milwaukee, WI
- 9 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...
Capital Markets Business Line Risk Manager - Foreign Exchange/FX & Derivatives
- Milwaukee, WI
- 16 days ago
- Milwaukee, WI
- 16 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...
Director, Senior Manager Portfolio Management (Emerging Middle Market/Business Lending)
- Brookfield, WI
- 16 days ago
- Brookfield, WI
- 16 days ago
Application Deadline: 07/30/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with...
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...
Demographic Data for Wisconsin
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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
- Asset Allocation
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- Financial Modeling
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Derivatives
- Treasury Management
- Wealth 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
- 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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