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.
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
- 1 day ago
- Milwaukee, WI
- 1 day 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
- 1 day ago
- Brookfield, WI
- 1 day 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
- 2 days ago
- Brookfield, 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
- 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....
Comercial Portfolio Manager-Healthcare** **Denver, CO or Chicago, IL** The Senior Commercial Portfolio Manager manages the credit risk at with the UMB specialized verticals....
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...
Senior Manager, Portfolio Manger - Emerging Middle Market/Business Lending
- Brookfield, WI
- 8 days ago
- Brookfield, WI
- 8 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)...
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Capital Markets Business Line Risk Manager - Foreign Exchange/FX & Derivatives
- Milwaukee, WI
- 12 days ago
- Milwaukee, WI
- 12 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...
Capital Markets Business Line Risk Manager - Structured Products
- Milwaukee, WI
- 12 days ago
- Milwaukee, WI
- 12 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...
Sr. Information Security Risk Analyst (Data Governance) (Hybrid)
- Milwaukee, WI
- 13 days ago
- Milwaukee, WI
- 13 days ago
, a division of UMB Bank n.a. As part of UMB's Corporate Information Security and Privacy (CISP) team, the mission is to identify threats, vulnerabilities, and risks and to help protect the...
Demographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin 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 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 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
- 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
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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