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Portfolio Manager II - Investment Management - Green Bay Wisconsin
Company: Disability Solutions Location: Green Bay, Wisconsin
Posted On: 05/18/2024
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: - 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.
- Review the qualifications listed below:Education
- Bachelor's Degree in Finance or Economics. RequiredExperience
- 4-7 years of relevant business experience. RequiredLicenses and Certifications
- CFA-Charted Financial Analyst. Preferred
- 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.
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