- Have 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 multi-generational family relationships and/or smaller foundation or endowment boards of directors.
- Be a 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.
- Bachelor's Degree in Finance or Economics. Required
- 4-7 years of relevant business experience. Required
- CFA-Charted Financial Analyst. Preferred
- Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- 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 much more.
- Personal banking, loan, investment and insurance benefits.
-
Portfolio Manager II
22 hours ago
Associated Banc-Corp Green Bay, United StatesAt 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 ...
-
Portfolio Manager II
3 weeks ago
Associated Banc-Corp Green Bay, United StatesGuided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds perspect ...
-
PWM Portfolio Manager
1 week ago
US Bank Cincinnati, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
-
wealth portfolio manager
3 weeks ago
Nicolet National Bank Appleton, United StatesJob Description · Job DescriptionAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customer ...
-
Spectrum Industries Forestville, United StatesJob ID: 32002 · These will be your WOW moments: · You will play a direct role in the development and establishment of the global Project Management Office (PMO) for our organizational projects at Forestville. You will have the opportunity to take the global portfolio and project ...
-
Utility Clean Up
1 week ago
R.R. Donnelley Green Bay, United States Full timeCompany Description · RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide business ...
-
Pastry Chef
2 weeks ago
The Oneida Hotel Green Bay, United StatesJob Summary: · The Pastry Chef creates pastry or dessert menus and oversees preparation of dishes. · Responsibilities: · QUALIFICATIONS: · Typically requires high school diploma or equivalent. May require a degree or certification in Baking/Pastry. · Typically requires 0-2 y ...
-
harvest/kill qa technician
6 days ago
JBS USA Green Bay, United StatesDescription · Position at JBS USA About Us: JBS USA is a leading global provider of diversified, high-quality food products, including a portfolio of well-recognized brands and innovative, easy-to-use food solutions. We process, prepare, package and deliver fresh and value-add ...
-
QC Engineer/ Lab supervisor
1 week ago
Nouryon Green Bay, United StatesNouryon is a global, . Markets and consumers worldwide rely on our essential solutions to manufacture everyday products, such as personal care, cleaning goods, paints and coatings, agriculture and food, pharmaceuticals, and building products. Furthermore, the dedication of approx ...
-
occupational lpn
16 hours ago
JBS USA Green Bay, United StatesDescription · Position at JBS USA About Us: JBS USA is a leading global provider of diversified, high-quality food products, including a portfolio of well-recognized brands and innovative, easy-to-use food solutions. We process, prepare, package and deliver fresh and value-add ...
-
Pastry Chef
2 weeks ago
Aimbridge Hospitality Green Bay, United StatesJob Summary · The Pastry Chef creates pastry or dessert menus and oversees preparation of dishes. · Responsibilities · QUALIFICATIONS: · + Typically requires high school diploma or equivalent. May require a degree or certification in Baking/Pastry. · + Typically requires 0-2 ...
-
3rd Shift General Labor
1 week ago
SCUSA Saputo Cheese USA Inc. Green Bay, United States Full timeAt Saputo, our best comes from our people. We're a talented and caring team with a longstanding history of excellence. Since our first days delivering cheese on a bicycle, we've grown into a leading global dairy processor by staying true to the culture that defines us. Each of ou ...
-
Executive Meeting Manager
5 days ago
Hotel Northland Green Bay, WI Green Bay, United StatesHotel Equities, a multi-award-winning hotel development and hospitality management company, is currently searching for a remarkable Executive Meeting Manager for the Hotel Northland Green Bay, Wi. · Job Purpose: · The Executive Meeting Manager is an integral part of the sales tea ...
-
Kitchen Supervisor
2 weeks ago
Aimbridge Hospitality Green Bay, United StatesJob Summary · The Kitchen Supervisor oversees the day to day activities in the kitchen to ensure all activities take place without concern. · Responsibilities · QUALIFICATIONS: · + High School Diploma or equivalent and at least 1 year of experience in stewarding kitchen maint ...
-
Banquets Assistant Manager
2 weeks ago
The Oneida Hotel Green Bay, United StatesJob Summary: · The Banquets Asst Manager is responsible for helping to ensure the efficient operation of the Banquet Department with a focus on cost control and exceptional guest service. The Banquet Asst Manager assists with oversight of all aspects of a banquet or event includ ...
-
Production Worker
1 week ago
SCUSA Saputo Cheese USA Inc. Green Bay, United States Full timeAt Saputo, our best comes from our people. We're a talented and caring team with a longstanding history of excellence.Since our first days delivering cheese on a bicycle, we've grown into a leading global dairy processor by staying true to the culture that defines us. Each of our ...
-
Vice President of Finance and Administration
2 weeks ago
InsideHigherEd Green Bay, United States Administrative Jobs , Executive Administration Jobs ,We believe every member on our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and to discover, design, and deliver solutions. We value the ability to serve students from a broad range of cultural h ...
-
Working student for content management
1 week ago
Cascade Ventures Hobart Bay, United StatesAbout the Company · We have been a successful telecommunications company and IT infrastructure service provider for over 17 years. Numerous well-known clients trust us as an innovation driver, infrastructure service provider, and strategic IT consulting company with individual so ...
-
wealth investment associate
4 days ago
Nicolet National Bank Green Bay, United StatesAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe tha ...
-
wealth investment associate
3 weeks ago
Nicolet National Bank Green Bay, United StatesJob Description · Job DescriptionAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customer ...
Portfolio Manager II - Green Bay, United States - The Judge Group
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.
This position is not eligible for remote work. Due to work requirements, candidates must be located within the Greater Green Bay, WI area or be willing to relocate. Relocation assistance is available to qualified candidates.
We invite you to view the opportunity below.
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 in a risk-controlled manner. Oversee assets under management of approximately $100,000,000 to $200,000,000 generating fees of approximately $800,000 to $2,000,000. Responsible for supporting Wealth Management and Institutional Services (WMIS) marketing/sales of investment management services and is expected to assist in annual sales of $25,000 in fees.
This person will also:
Education
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 Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact if you need an accommodation at any time during the interview process.
Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
