Portfolio Manager IV

3 days ago

Minneapolis, Minnesota, United States Associated Banc-Corp Full time
Job Summary

Associated Banc-Corp is seeking a highly skilled Portfolio Manager IV - Investment Mgmt to join our team. As a key member of our investment management team, you will be responsible for managing complex investment portfolios for our largest and most complex agency and fiduciary accounts.

Key Responsibilities
  • Develop and maintain appropriate investment strategies based on client circumstances, objectives, and risk tolerance.
  • Directly responsible for more complex, visible relationships that may involve multi-generational family relationships, outside consultants, and/or foundation or endowment boards of directors.
  • Responsible for the effective communication of past portfolio results and current/future portfolio strategy with a broad spectrum of clients.
  • Execute strategy and monitor portfolios within the framework established by the Chief Investment Officer (CIO) in adherence to the compliance policies and procedures of ATC.
  • May provide guidance to security analysts or entry-level portfolio managers.
Requirements
  • Bachelor's degree in finance, economics, or other related field.
  • 12-15 years of relevant business experience.
  • 10-12 years of portfolio management experience.
  • CFA-Charted Financial Analyst.
  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable.
Benefits

Associated Bank offers a comprehensive benefits package, including:

  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits, and much more.
  • Personal banking, loan, investment, and insurance benefits.
About Associated Banc-Corp

Associated Banc-Corp is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.

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