PWM Portfolio Manager

22 hours ago


Milwaukee, Wisconsin, United States U.S. Bank Full time
Job Description

At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a PWM Portfolio Manager, you'll play a key role in managing a team of portfolio managers who invest assets for high-net worth and ultra-high-net worth individuals, trusts, endowments, and foundations.

Responsibilities:

  • Manage a team of portfolio managers responsible for investment management of individual and/or trust account assets to maximize investment return commensurate with an acceptable level of risk.
  • Drive business growth by acquiring new clients, expanding existing client relationships, or minimizing client attrition.
  • Be responsible for employee development, advocacy, problem-solving, and hiring within the Wisconsin PWM market.
  • Assist in the development and implementation of short and/or long-term investment policies and strategies based on management investment philosophy and customer investment objectives.
  • Keep informed of developments in investment markets, using fundamental and/or technical research to arrive at sound and timely investment decisions.

Requirements:

  • 12+ years of investment management experience.
  • BA/MBA in finance, accounting, or other investment-related field.
  • CFP or CFA designation, or progress toward preferred.
  • Excellent verbal and written communication skills.
  • Well-developed analytical, decision-making, and problem-solving skills.

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