Portfolio Manager - Investment Management
Portfolio Manager - Investment Management
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Job Description
At 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.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.
Leverage capital market knowledge and experience along with the daily interaction with other portfolio managers and analysts to manage the investment portfolios of the agency and fiduciary accounts of Associated Trust Company N.A. (ATC) in a risk controlled manner. Oversee assets under management of approximately $to $generating fees of approximately $800000 to $2000000. Responsible for supporting Wealth Management and Institutional Services (WMIS) marketing/sales of investment management services and is expected to assist in annual sales of $25000 in fees.Job Accountabilities
- Through regular direct interaction with clients develop and maintain appropriate investment strategy based on client circumstances objectives and risk tolerance. May also be responsible for relationships that begin to involve multigenerational family relationships and/or smaller foundation or endowment boards of directors. Responsible for the effective communication of past portfolio results and current/future portfolio strategy with clients.
- Contributor to components of the ongoing management and administration of the investment function through active participation in teams involved in one or more of the following: Development and administration of compliance policies and procedures; Providing individual security research to the group; Providing external manager/fund research to the group; Providing macro research and asset allocation analysis to the group; Managing model portfolios and/or Research and development of new investment processes/products.
- 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.
Required: Bachelors Degree Finance or Economics and 4 years Relevant business experience
Preferred: CFACharted Financial Analyst
Must have access to reliable transportation and the ability to lawfully drive self if applicable. Required
In addition to core traditional benefits we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversityfocusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including wellbeing programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
Personal banking loan investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInandX.
Compliance Statement
Associated Bank 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.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated BancCorp is an Affirmative Action andEqual Opportunity Employer. Associated BancCorp participates in the EVerify Program. EVerify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.
$71680.00 $122880.00 per yearRequired Experience:
Manager
Employment Type
Full-Time
