Portfolio Manager

2 weeks ago


Milwaukee Wisconsin, United States Old National Bank Full time
Job Description

Old National Bank is seeking a highly skilled Portfolio Manager to join our Wealth Management team. As a Portfolio Manager, you will be responsible for managing investment portfolios, providing exceptional client service, and collaborating with our team of financial experts.

Key Responsibilities:
  • Portfolio Management: Provide ongoing oversight of assigned investment portfolios, recommending and implementing changes to holdings and asset allocation to maintain compliance with strategies and policies.
  • Client Relationship Management: Partner with Wealth associates in client presentations, review of portfolio structure, and investment performance reporting.
  • Team Participation: May provide leadership through interaction and mentoring of other investment associates, participate in weekly Portfolio Manager meetings, and work individually or with a team on assigned projects.
Requirements:
  • Education: Bachelor's degree in Business, Finance, Economics, or relevant degree.
  • Certifications: CFA or other advanced certification desired for more senior levels.
  • Experience: Years of experience commensurate with position level (Level I, 0-3; Level II, 3-7; Level III, 5-10+).
  • Skills: Ability to multitask, work with little supervision, and effective time management, strong presentation and organizational skills.
Company Culture:

Old National Bank is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures, and thinking styles.


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