Portfolio Manager IV

4 days ago


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

Associated Banc-Corp is seeking a highly skilled Portfolio Manager IV to join our team. As a key member of our investment management team, you will be responsible for managing the investment portfolios of 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 oversee assets under management in excess of $600,000,000 and generate fees in excess of $1,500,000.
  • Provide individual security research to the group and execute strategy and monitor portfolios within the framework established by the Chief Investment Officer.
  • 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 (preferred).
Benefits
  • 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 more.
  • Personal banking, loan, investment, and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, and Minnesota and we consider our colleagues critical to our continued success. We are an equal opportunity employer committed to creating a diverse workforce and supporting a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.


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