Jobs
>
Valley Park

    Portfolio Manager IV - St Louis Park, United States - Associated Banc-Corp

    Associated Banc-Corp
    Associated Banc-Corp St Louis Park, United States

    3 weeks ago

    Default job background
    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.

    Due to work requirements, this position is not eligible for remote work.

    Relocation assistance may be available.
    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 larger and more complex agency and fiduciary accounts of Associated Trust Company, N.A.

    ("ATC") in a risk controlled manner. Individually oversee assets under management in excess of $200,000,000 generating fees in excess of $1,500,000.

    May lead a local team that is responsible for over $500,000,000 in assets under management and $3,000,000 in revenues in over 500 accounts; may lead a local portfolio management team in supporting the Market sales goal.


    This person will also:


    Through regular, direct interaction with clients, develop and maintain appropriate investment strategy based on client circumstances, objectives, and risk tolerance.

    Directly responsible for more complex, visible relationships that may involve multi-generational family relationships, outside consultants, and/or foundation or endowment boards of directors.

    Responsible for the effective communication of past portfolio results and current/future portfolio strategy with a broad spectrum of clients.


    Be responsible for directing components of the ongoing management and administration of the investment function through leadership of or membership 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.

    May provide guidance to security analysts or entry level portfolio managers.


    Review the qualifications listed below:
    Education
    Bachelor's degree in finance, economics, or other related field.

    Required

    Experience
    12-15 years of relevant business experience.

    Required

    Licenses and Certifications
    CFA-Charted Financial Analyst.

    Preferred

    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 diversity-focusedColleague Resource Groups.

    Competitive salaries with professional development and advancement opportunities.

    Bonus benefits including well-being programs and incentives, parental leave,anemployee 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 Midwest.
    Join our community on

    ,

    and

    .
    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

    . Know Your Right to Work

    or

    .
    Associated Bank is

    Pay Transparency

    compliant.

    #J-18808-Ljbffr
  • Associated Banc-Corp

    Portfolio Manager IV

    1 week ago

    Associated Banc-Corp St. Louis Park, United States

    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 ...

  • MBG Property Management

    Portfolio (Regional) Manager

    2 weeks ago

    MBG Property Management Saint Louis Park, United States

    Job Description · Job DescriptionMBG Property Management is a family-owned property management firm based in the Twin Cities. Our mission is to provide quality, clean, and affordable living options for apartment and townhome renters. We manage both non-subsidized and subsidized f ...

  • BioFire Diagnostics

    IS Portfolio Manager

    1 week ago

    BioFire Diagnostics Hazelwood, United States

    This is a global position responsible for leading the US Manufacturing Portfolio of IS Projects. · As IS Manufacturing Portfolio Manager you will be a key Business Partner to support the transformation of our manufacturing sites, build and promote the portfolio for which you are ...

  • bioMerieux Inc.

    IS Portfolio Manager

    1 week ago

    bioMerieux Inc. Hazelwood, United States

    Description · This is a global position responsible for leading the US Manufacturing Portfolio of IS Projects. As IS Manufacturing Portfolio Manager you will be a key Business Partner to support the transformation of our manufacturing sites, build and promote the portfolio for w ...

  • Associated Banc-Corp

    Portfolio Manager

    1 week ago

    Associated Banc-Corp St Louis, United States

    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 ...

  • Diversified Search Group

    Portfolio Manager

    3 weeks ago

    Diversified Search Group St Louis, United States

    Ballmer Group Philanthropy is committed to improving economic mobility for children and families in the United States, funding leaders and organizations that have demonstrated the ability to reshape opportunity and reduce systemic inequities. · Ballmer Group Philanthropy is both ...

  • Associated Banc-Corp

    Portfolio Manager

    3 weeks ago

    Associated Banc-Corp St Louis, United States

    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 ...

  • Diversified Search Group

    Portfolio Manager

    1 week ago

    Diversified Search Group St. Louis, United States

    Ballmer Group Philanthropy is committed to improving economic mobility for children and families in the United States, funding leaders and organizations that have demonstrated the ability to reshape opportunity and reduce systemic inequities.Ballmer Group Philanthropy is both a n ...

  • The Judge Group

    Portfolio Manager

    2 weeks ago

    The Judge Group St Louis, United States

    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 ...

  • RGA Reinsurance Company

    Portfolio Manager I

    2 weeks ago

    RGA Reinsurance Company Chesterfield, United States

    Position Overview · Create and manage investment portfolios or perform portfolio management duties that meet the risk/return requirements of the insurance liabilities or surplus. May act as the lead in the creation and implementation of investment mandates and the selection and ...

  • Reinsurance Group of America

    Senior Portfolio Manager

    3 weeks ago

    Reinsurance Group of America Chesterfield, United States

    Position OverviewCreate and manage and direct investment portfolios, strategies, and framework to support Global Financial Solutions (GFS) and Global Acquisitions (GA) for the Investment Solutions team. This team is expected to develop and recommend liability driven investment st ...

  • Reinsurance Group of America

    Portfolio Manager I

    2 weeks ago

    Reinsurance Group of America Chesterfield, United States

    Create and manage investment portfolios or perform portfolio management duties that meet the risk/return requirements of the insurance liabilities or surplus. May act as the lead in the creation and implementation of investment mandates and the selection and relationship manageme ...

  • RGA Reinsurance Company

    Senior Portfolio Manager

    2 weeks ago

    RGA Reinsurance Company Chesterfield, United States

    Position Overview · Create and manage and direct investment portfolios, strategies, and framework to support Global Financial Solutions (GFS) and Global Acquisitions (GA) for the Investment Solutions team. This team is expected to develop and recommend liability driven investmen ...

  • Reinsurance Group of America

    Senior Portfolio Manager

    1 week ago

    Reinsurance Group of America Chesterfield, United States

    Position Overview · Create and manage and direct investment portfolios, strategies, and framework to support Global Financial Solutions (GFS) and Global Acquisitions (GA) for the Investment Solutions team. This team is expected to develop and recommend liability driven investmen ...

  • RGA Reinsurance Company

    Senior Portfolio Manager

    2 weeks ago

    RGA Reinsurance Company Chesterfield, United States

    Position Overview · Create and manage and direct investment portfolios, strategies, and framework to support Global Financial Solutions (GFS) and Global Acquisitions (GA) for the Investment Solutions team. This team is expected to develop and recommend liability driven investmen ...

  • Velocity Enterprises

    Intern (m|w|d) in the field of energy management

    3 days ago

    Velocity Enterprises St. Louis Park, United States

    About Voith Group · The Voith Group is a globally operating technology company. With its broad portfolio of systems, products, services, and digital applications, Voith sets standards in the markets of energy, paper, raw materials, and transport & automotive. Founded in 1867, Voi ...

  • Old National Bank

    Sr Portfolio Manager

    3 weeks ago

    Old National Bank St Louis, United States

    Overview: · Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and ...

  • NISA Investment Advisors

    Analyst, Portfolio Management

    3 weeks ago

    NISA Investment Advisors St Louis, United States

    Overview: · NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages over $284 billion in fixed income and equity securities and over $178 billion in derivative notional value. We seek bright, moti ...

  • SilverLinx

    Strategic Purchaser

    3 days ago

    SilverLinx Twin Oaks, MO, United States Freelance

    **Experts. Talents. Personalities.** · If you want to give your career a decisive turn, then you are in the right place at eXperts consulting center. With us, you will discover your potentials and find ways to fully utilize and demonstrate them. · Strategic Purchaser (m/f/d) · ** ...

  • Amgen

    Oncology Portfolio Manager

    5 days ago

    Amgen St Louis, United States

    **HOW MIGHT YOU DEFY IMAGINATION?** · If you feel like youre part of something bigger, its because you are. At Amgen, our shared missionto serve patientsdrives all that we do. It is key to our becoming one of the worlds leading biotechnology companies. We are global collaborator ...