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.
General information** **Ref #** 20044 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its people do - and thats more than some cliche people put on job postings. We...
Application Deadline: 06/17/2025 Address: 1625 W. Fountainhead Parkway Job Family Group: Data Analytics & Reporting This role is based out of Tempe, Arizona or Chicago, Illinois. Applicants must...
Overview: The VP Investment Portfolio Managers primary role is to guide clients through the banks investment process with clarity and precision....
JOB REQUIREMENTS: The Financial Risk Manager (multiple positions open) at Molson Coors Beverage Company USA LLC in Milwaukee, WI will develop, recommend, and execute derivative strategies to...
Remote WorkSAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Milwaukee, WI
- 12 days ago
- Milwaukee, WI
- 12 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...
Third Party Risk Analyst Associated Bank - 3.4 Milwaukee, WI Job Details Full-time $61,180 - $104,880 a year 11 hours ago Benefits Employee stock purchase plan 401(k) Paid time off Pension plan...
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,...
Works under the supervision of PCS Portfolio Managers to assist in managing PCS accounts in accordance with WMC investment philosophy....
Works under the supervision of PCS Portfolio Managers to assist in managing PCS accounts in accordance with WMC investment philosophy....
JOB REQUIREMENTS: Global Risk Specialist Location US-WI-Racine ID 2025-26862 Category Financial Services Position Type Full-time Overview CNH Industrial is a world-class equipment and services...
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
JOB REQUIREMENTS: Interested in joining Milwaukee County? Milwaukee County is searching for authentic people who are out to change the game and bring their whole selves to work every day....
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...
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....
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 WorkDemographic Data for Wisconsin
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Portfolio Manager Online Courses and Training Opportunities
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
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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