Senior Portfolio Manager
5 hours ago
The Senior Portfolio Manager will be responsible for managing and maintaining the trading functions of the Managed Account Group (MAG) team. This includes rebalancing client portfolios to established models, monitoring and approving trading activities, and ensuring the prompt resolution of trading issues.
Key Responsibilities- Rebalance client portfolios to established models in a timely manner.
- Monitor daily trade activity to ensure accurate and timely settlement of trades.
- Reconcile data feeds across multiple applications and sources.
- Maintain portfolio model structure in Wealth applications.
- Communicate with SMA managers and notify them of cash requirements.
- Accurately set up and maintain asset coding in all Wealth applications.
- Plan and implement application updates and upgrades as assigned.
- Prepare regulatory filings as assigned.
- Special projects as assigned.
- Create, document and implement trading related workflows and procedures.
- Train new Wealth associates on Wealth applications as assigned.
- Bachelor's degree in accounting, investments, finance, information systems or relevant area preferred.
- Series 65 license is required.
- Minimum five years of experience in managing Wealth portfolios and equities trading.
- Position requires sound analytical, technical and financial skills.
- Proven leadership and ability to communicate effectively at all levels.
- Must maintain current knowledge of industry specific regulations.
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Commercial Banking Portfolio Manager
6 days ago
Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full timeJob Title: Commercial Banking Portfolio ManagerJohnson Financial Group LLC is seeking a skilled Commercial Banking Portfolio Manager to join our team. As a key member of our commercial banking team, you will be responsible for ensuring timely reviews and renewals of commercial loans.Key Responsibilities:Provide accurate financial and statistical analysis as...
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Commercial Banking Portfolio Manager
4 days ago
Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full timeJob Title: Commercial Banking Portfolio ManagerJohnson Financial Group LLC is seeking a highly skilled Commercial Banking Portfolio Manager to join our team. As a key member of our commercial banking team, you will be responsible for ensuring timely reviews and renewals of commercial loans, as well as interim monitoring of covenants and other conditions of...
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Portfolio Manager
2 weeks ago
Milwaukee, Wisconsin, United States C.H. Robinson Full timeDrive Service Delivery & Business DevelopmentAs a Portfolio Executive at C.H. Robinson, you will be responsible for growing and retaining a customer portfolio, while executing service delivery to achieve customer commitments. Your key objectives will include:Generating demand by pursuing active accounts and identifying new contacts, product, and service...
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Portfolio Manager
2 weeks ago
Milwaukee, Wisconsin, United States MTC Holding Corporation Full timeJob Title: Portfolio ManagerJob Summary:The Portfolio Manager (PM) is a key member of our team responsible for delivering investment management services to our institutional clients. As a PM, you will work closely with clients to understand their specific needs and provide expert advice on regulatory issues and investment design.Key Responsibilities:Build...
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Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States C.H. Robinson Full timeDrive Business Growth and Deliver Exceptional Customer ServiceWe are seeking a highly motivated and results-driven Portfolio Executive to join our team at C.H. Robinson. As a Portfolio Executive, you will be responsible for growing and retaining a customer portfolio, executing service delivery to achieve customer commitments, and fostering positive customer...
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Portfolio Manager
2 weeks ago
Milwaukee, Wisconsin, United States C.H. Robinson Full timeDrive Service Delivery & Business DevelopmentAs a Portfolio Executive at C.H. Robinson, you will be responsible for growing and retaining a customer portfolio, while executing service delivery to achieve customer commitments. Your key objectives will include:Generating demand by pursuing active accounts and identifying new contacts, product, and service...
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Portfolio Manager
2 weeks ago
Milwaukee, Wisconsin, United States C.H. Robinson Full timeDrive Service Delivery & Business DevelopmentAs a Portfolio Executive at C.H. Robinson, you will be responsible for growing and retaining a customer portfolio, while executing service delivery to achieve customer commitments. Your key objectives will include:Generating demand by pursuing active accounts and identifying new contacts, product, and service...
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Wealth Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full timeJob Title: Wealth Sr. Portfolio ManagerJob Summary:The Wealth Sr. Portfolio Manager is responsible for managing complex ultra-high net worth multi-family relationships, overseeing the construction, management, and execution of investment portfolios. This role requires strong communication skills to clearly convey portfolio performance and achievement of...
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Product Portfolio Manager
8 hours ago
Milwaukee, Wisconsin, United States FIS Management Services LLC Full timeAbout the Role: As a Product Portfolio Manager at FIS Management Services LLC, you will oversee capital investments and influence the priorities and roadmap for those investments. You will work closely with stakeholders across the organization to shape the strategic direction of our products and solutions. Our vision is to make FIS the industry leading...
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Product Portfolio Manager
6 days ago
Milwaukee, Wisconsin, United States FIS Management Services LLC Full timeJob Title: Product Portfolio ManagerAt FIS Management Services LLC, we are seeking an exceptional Product Portfolio Manager to join our team. As a key member of our Strategy and Portfolio team, you will play a critical role in shaping the future of financial services.About the Role:As a Product Portfolio Manager, you will be responsible for overseeing our...
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Portfolio Manager
6 days ago
Milwaukee, Wisconsin, United States C.H. Robinson Full timeDrive Service Delivery & Business DevelopmentAs a Portfolio Executive at C.H. Robinson, you will be responsible for growing and retaining a customer portfolio, while executing service delivery to achieve customer commitments. This role requires a strong understanding of customer needs and market conditions, as well as the ability to analyze information and...
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Wealth Portfolio Manager
6 days ago
Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full timeJob Title: Wealth Portfolio ManagerOverview:The Wealth Portfolio Manager is responsible for the construction, oversight, management, and execution of investment portfolios for complex ultra-high net worth multi-family relationships. This role requires collaboration with the family team, including the Chief Investment Officer, Director of Wealth Strategy, and...
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Asset Portfolio Manager
10 hours ago
Milwaukee, Wisconsin, United States Boldt Holdings Full timeJob SummaryBoldt Holdings is seeking an experienced Asset Manager / Portfolio Manager to oversee a portfolio of properties. The ideal candidate will have a strong background in asset management, leadership, and financial analysis.Key ResponsibilitiesDevelop and implement annual business plans for each asset in the portfolio.Manage capital expenditure plans,...
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Loan Portfolio Manager
2 weeks ago
Milwaukee, Wisconsin, United States Pyramid Consulting, Inc Full timeLoan and Portfolio Management - Mutual Funds SpecialistWe are seeking a highly skilled Loan and Portfolio Management - Mutual Funds Specialist to join our team at Pyramid Consulting, Inc. This is a 07+ months contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid).Job Summary:The successful candidate will be responsible...
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Portfolio Manager
5 days ago
Milwaukee, Wisconsin, United States C.H. Robinson Full timeDrive Service Delivery & Business DevelopmentAs a Portfolio Executive at C.H. Robinson, you will be responsible for growing and retaining a customer portfolio, executing service delivery to achieve customer commitments, and fostering positive customer experiences. You will deploy sales persuasion and a keen understanding of your customers' daily business...
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Loan Portfolio Manager
5 days ago
Milwaukee, Wisconsin, United States Pyramid Consulting, Inc Full timeJob Opportunity: Loan and Portfolio Management SpecialistWe are seeking a highly skilled Loan and Portfolio Management Specialist to join our team at Pyramid Consulting, Inc. This is a contract opportunity with a 07+ months duration and is located in Milwaukee, Wisconsin (Hybrid).Job Summary:The successful candidate will be responsible for managing loan...
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PWM Portfolio Manager
2 days ago
Milwaukee, Wisconsin, United States U.S. Bank Full timeJob DescriptionAt 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...
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Portfolio Manager Assistant
1 month 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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PWM Portfolio Manager
15 hours ago
Milwaukee, Wisconsin, United States U.S. Bank Full timeJob Description:At U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. 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. Your primary responsibility will be...
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Investment Portfolio Manager
2 days ago
Milwaukee, Wisconsin, United States U.S. Bank Full timeJob SummaryAs a seasoned Investment Portfolio Manager at U.S. Bank, you will be responsible for managing individual and/or trust account assets and investment relationships in line with the established investment objectives and strategies of the company and/or the client. Your primary focus will be on managing client account retention to meet Net Portfolio...