Portfolio Manager
2 weeks ago
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.
- 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.
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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Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States Bisnow Full timeExecutive Director of OperationsBisnow is seeking a highly motivated and experienced Executive Director of Operations to oversee a portfolio of value-add creative office assets in a dynamic and growing market.This is a key leadership role that will work across all aspects of the company, including ownership, asset management, construction, and leasing.Key...
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Portfolio Manager
1 week ago
Milwaukee, Wisconsin, United States Associated Banc-Corp Full timeAbout the RoleAssociated Banc-Corp is seeking a highly skilled Portfolio Manager to join our Business Banking team. As a key member of our team, you will be responsible for underwriting, credit monitoring, and managing Business Banking relationships.Key ResponsibilitiesAnalyze financial data for loan requests and recommend structures to ensure compliance...
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Portfolio Manager
7 days ago
Milwaukee, Wisconsin, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Portfolio Banker RoleThe Portfolio Banker will be responsible for managing complex...
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Portfolio Manager
4 months ago
Milwaukee, United States MTC Holding Corporation Full timeJob Title: Portfolio Manager Reports To: EVP, Managing DirectorWork Location: 10700 Research Drive, Milwaukee WI; This position offers flexibility in work locations. The candidate can work from any of our Midwest Trust Company office locations, or remote as an additional option. Purpose The Portfolio Manager (PM), Trust Investments is responsible for the...
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Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we are committed to providing innovative financial services and guidance to individuals, families, and institutions around the world.Our MissionWe strive to deliver exceptional service, expertise, and integrity in...
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Portfolio Manager
1 week ago
Milwaukee, United States Associated Banc-Corp Full timeAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. As a Business...
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Portfolio Director
3 weeks ago
Milwaukee, United States Travaux Inc. Full timePortfolio Director Responsibilities The Portfolio Director is responsible for the general management and oversight of all properties assigned to the portfolio; properties may include: HUD Section 8 Low Income Housing Tax Credit HUD 202 HUD Public Housing Market Rate The Portfolio Director is responsible for: Financial management Physical...
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Strategic Portfolio Management Lead
3 weeks ago
Milwaukee, Wisconsin, United States BCForward Full timeJob DescriptionBCforward is seeking a highly motivated Strategic Portfolio Management Lead to join our team.Position Title: Strategic Portfolio Management LeadLocation: Remote (with occasional travel to client sites)Job Type: Full-timeExpected Duration: 6+ months (with possibility of extension or conversion)Pay Range: $95/Hr –...
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Wealth Sr. Portfolio Manager
1 day ago
Milwaukee, United States Johnson Financial Group LLC Full timeOverview: JOB PURPOSE The Wealth Portfolio Manager Family Office is responsible for the construction, oversight, management and execution of the investment portfolios for complex ultra-high net worth multi-family relationships as assigned. This person is also responsible for clearly communicating portfolio performance and achievement of stated objectives...
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Portfolio Accountant
3 weeks ago
Milwaukee, Wisconsin, United States CARDINAL CAPITAL MANAGEMENT INC Full timeJob Description**Job Summary**We are seeking a highly skilled Portfolio Accountant to join our team at Cardinal Capital Management Inc. The successful candidate will be responsible for providing thorough financial oversight and compliance for a portfolio of properties.Key Responsibilities:Financial Reporting: Timely and accurately prepare monthly financial...
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Senior Investment Advisor
4 weeks ago
Milwaukee, Wisconsin, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for managing client relationships and providing expert investment advice to help them achieve their financial goals.Key ResponsibilitiesClient Relationship ManagementDevelop...
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Fixed-term Asset Accountant: Portfolio Manager
3 weeks ago
Wisconsin, United States SilverWorks Full timeAbout the RoleWe are seeking a highly motivated and experienced Fixed-term Asset Accountant to join our team at SilverWorks. As a key member of our asset management team, you will be responsible for managing the asset portfolio of numerous companies within the Phoenix Contact Group.Key ResponsibilitiesProvide financial support to over 20 international...
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Portfolio Manager Assistant
2 weeks ago
Milwaukee, Wisconsin, United States Baird Full timeAbout the RoleBaird Advisors, a leading institutional fixed income management business, is seeking a highly skilled Portfolio Manager Specialist to join its team. This role involves advanced administrative duties and key office support for the Senior Leadership Team, based in the Milwaukee office.Key ResponsibilitiesPerform proactive administrative duties in...
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Investment Portfolio Management Associate
4 weeks ago
Milwaukee, Wisconsin, United States Baird Full timeBaird Advisors, a prominent player in institutional fixed income management, oversees assets exceeding $145 billion for a diverse clientele, including institutions, pensions, foundations, and individuals. Our team comprises seasoned investment professionals known for their low turnover rates and esteemed reputation as a leading active fixed income manager....
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Projects and Portfolio Management Lead ? Global
4 weeks ago
Milwaukee, United States BCforward Full timeProjects and Portfolio Management Lead ? Global BCforward is currently seeking a highly motivated Projects and Portfolio Management Lead - Global for an opportunity in Milwaukee, WI!Position Title: Projects and Portfolio Management Lead - GlobalLocation: Milwaukee, WI Anticipated Start Date: ASAP Please note this is the target date and is subject to change....
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Municipal Portfolio Analyst
1 month ago
Milwaukee, United States Robert W. Baird & Co. Full timeBaird Advisors, Baird's institutional fixed income management business, manages over $145 billion for institutional clients, pensions, foundations, and individuals. This team of very experienced investment professionals has extremely low turnover and a national reputation as a highly regarded active fixed income manager with a long-term track record of...
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Portfolio Executive
1 day ago
Milwaukee, United States C.H. Robinson Full timeDo you seek out adventure and high-energy challenges? Do you thrive when you are juggling multiple projects, working in harmony with an amazing team, and solving problems? If you answered "yes," step right up and apply for our Portfolio Executive position. You will be responsible for growing and retaining a customer portfolio, while also executing service...
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Portfolio Executive
23 hours ago
Milwaukee, United States C.H. Robinson Full timeDo you seek out adventure and high-energy challenges? Do you thrive when you are juggling multiple projects, working in harmony with an amazing team, and solving problems? If you answered "yes," step right up and apply for our Portfolio Executive position. You will be responsible for growing and retaining a customer portfolio, while also executing service...
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Portfolio Manager Specialist
1 month ago
Milwaukee, United States Baird Full timeBaird Advisors, Baird’s institutional fixed income management business, manages over $145 billion for institutional clients, pensions, foundations, and individuals. This team of very experienced investment professionals has extremely low turnover and a national reputation as a highly regarded active fixed income manager. Our team offers multiple...
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Senior Investment Advisor
3 weeks ago
Milwaukee, Wisconsin, United States PNC Financial Services Group Full timeJob DescriptionJob ProfilePNC Financial Services Group is a leading financial institution that values its employees as its greatest differentiator and competitive advantage. We strive to create an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the company's success.As a Senior Investment...