Assistant portfolio manager Jobs in Milwaukee, WI
Last updated: 8 hours ago
Reports To : EVP, Managing Director.Research Drive, Milwaukee WI; This position offers flexibility in work locations.The candidate can work from any of our Midwest Trust Company office locations, or...Show moreLast updated: 1 day ago
Portfolio Construction & Manager Research Portfolio Analyst.Job LocationsUS-MN-St Louis Park | US-IL-Chicago | US-IN-Indianapolis | US-IN-Evansville | US-WI-MilwaukeeCategory / FunctionTrust / Wealth M...Show moreLast updated: 15 days ago
Baird Advisors, Baird’s institutional fixed income management business, manages over $145 billion for institutional clients, pensions, foundations, and individuals.
This team of very experienced inv...Show moreLast updated: 30+ days ago
Join Journeys, a leader in teen retail with a focus on fashionable footwear and specialty items such as apparel and accessories.
With over 800 locations across the United States, Puerto Rico, and Ca...Show moreLast updated: 8 hours ago
Under the guidance of the SVP Commercial Banking Relationship Manager, the Portfolio Manager is responsible for ensuring timely reviews and renewals of commercial loans.
They are also responsible fo...Show moreLast updated: 8 days ago
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 gr...Show moreLast updated: 30+ days ago
Relocation to Tempe Arizona or Chicago, Illinois is required for this role.This role requires two days a week in office work in our Tempe, Arizona or Chicago, Illinois office.Data Scientist / Portf...Show moreLast updated: 30+ days ago
Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show moreLast updated: 9 hours ago
If you're someone who loves developing their team, is fanatical for taking care of customers and managing the daily operations of a restaurant and can maintain a sense of humor no matter what level...Show moreLast updated: 30+ days ago
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 b...Show moreLast updated: 1 day ago
This is an opportunity for a motivated junior professional to join a high-visibility and exciting growth initiative to grow BMO's presence in the healthcare segment.
This role is an appealing opport...Show moreLast updated: 8 days ago
Work where you love to shop! Dollar Tree is hiring in your neighborhood.Avoid long commutes and set your own course to success by applying today.
We offer generous benefits, flexible work schedules ...Show moreLast updated: 1 day ago
Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious.
We are home to the world-renowned Blood Research Institute, we en...Show moreLast updated: 30+ days ago
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative f...Show moreLast updated: 30+ days ago
Description & Requirements Be part of something great Maximus is a global organisation that specialises in providing health and employment services to millions of people every year.Here i...Show moreLast updated: 3 days ago
For over 60 years, we have curated a unique marketplace filled with inspiring finds for the home decorator, entertainer, and gifter.
From international foods and hand-picked wine and beverages to ar...Show moreLast updated: 1 day ago
Why PLS? Because You Deserve Better!® PLS - which stands for People - Location - Service - is a leading retail provider of financial services.
The P comes first, because our customers are at the cen...Show moreLast updated: 1 day ago
- Promoted
Portfolio Manager
MTC Holding CorporationMilwaukee, WI, United StatesFull-time
- Promoted
Portfolio Construction & Manager Research Portfolio Analyst
Old National BankMilwaukee, WI, United States$62,300.00–$122,400.00 yearly
Full-time
Portfolio Manager Specialist - Executive Assistant
BairdMilwaukee, WIFull-time
- Promoted
- New!
Assistant Retail Manager
JourneysGreendale, WI, United StatesFull-time
- Promoted
Commercial Banking Portfolio Manager
Johnson Financial Group LLCMilwaukee, WI, United StatesTemporary
- Promoted
Private Bank Portfolio Manager I
Associated Bank - CorpMilwaukee, WI, United States$53,690.00–$92,040.00 yearly
Full-time
Data Scientist / Portfolio Risk Manager
BMOMilwaukee, WI, USA$65,300.00–$121,100.00 yearly
Full-time
- Promoted
- New!
Portfolio Analyst, Fixed Income
Allspring Global InvestmentsMilwaukee, WI, United StatesFull-time
Assistant Manager
Toppers PizzaMilwaukee, WI, US$18.75 hourly
Full-time
Quick Apply
- Promoted
PWM Investment Portfolio Manager 5
U.S. BankMilwaukee, WI, United States$159,390.00 yearly
Full-time
Product Portfolio Leader
A.O. SmithMilwaukee, Wisconsin, US Company / Location Information.Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide.
The company is one of the wor...Show moreLast updated: 7 days ago
- Promoted
Portfolio Manager - Healthcare Finance Group
BMO Financial GroupMilwaukee, WI, United States$87,000.00–$161,400.00 yearly
Part-time
- Promoted
MERCHANDISE ASSISTANT MANAGER
Dollar TreeHales Corners, WI, United StatesFull-time
Portfolio Manager ID68065
Adams, Inc.WI, US Job Leads are potential openings we are willing to investigate for you.By completing this form, you are indicating to us that you are interested in exploring this opportunity in greater depth : Port...Show moreLast updated: 30+ days ago
Portfolio Marketing Manager-Transfusion Medicine
Versiti IncMilwaukee, WI, USFull-time
Portfolio Banker
Northern Trust CorporationMilwaukee, WIFull-time
Product Portfolio Leader
A. O. Smith CorporationMilwaukee, WI, US Company / Location Information.Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide.
The company is one of the wor...Show moreLast updated: 7 days ago
Transformation Portfolio Director
MaximusMilwaukee, USFull-time
- Promoted
ASSISTANT STORE MANAGER
World MarketWI, United StatesFull-time +1
- Promoted
ASSISTANT STORE MANAGER
PLSWI, United StatesFull-time
Portfolio Manager
MTC Holding CorporationMilwaukee, WI, United States1 day ago
Job type
- Full-time
Job descriptionWorking with designated internal partners relating to trade orders for individual stocks, bonds, and exchange traded funds. Providing oversight for client life cycle events, including onboarding and working closely with the transitions team. Promoting strong risk management and governance across the organization through committee membership / involvement and following established policies and procedures. Completing personal compliance requirements and training on a timely basis. Managing expense account in compliance with company policies and budgetary restrictions. Completing annual investment reviews, peer reviews, and other compliance systems reporting on a timely basis. Other duties as assigned. 5-10 years of industry experience, primarily working in investments, client relationships or consulting Excellent communication and presentation skills, with the ability to collaborate and influence positively. CIMA or CFA designation preferred, or a desire to obtain one. MBA preferred. Comprehensive understanding of equity and fixed income markets and the tools institutional clients need to meet their investment objectives Ability to understand and represent complex investment products and solutions, must be able to lead investment discussions and strategy both internally and externally. Travel may be required, depending on client base. Moderate noise (business office with computers, phone, printers, light traffic) Ability to sit at a computer for an extended period of time Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone Specific vision abilities include close vision requirements due to computer work Comprehensive understanding of markets and the tools institutional clients need to meet their investment objectives Client minded, focused on execution client investment objectives, able to manage client expectations and to leverage organization resources to meet client objectives. Self-starter with personal responsibility and accountability. Results-oriented with an ability to execute and complete complex deliverables in a timely manner. Proven team player and inclusive leader. Risk focused, ability to balance company goals and client goals while mitigating risk appropriately.
Job Title : Portfolio Manager
Reports To : EVP, Managing Director
Work Location : 10700 Research Drive, Milwaukee WI; This position offers flexibility in work locations. The candidate can work from any of our Midwest Trust Company office locations, or remote as an additional option.
Purpose
The Portfolio Manager (PM), Trust Investments is responsible for the delivery of investment management services to Midwest Institutional Trust (MITS) clients. The PM is a member of a team that provides comprehensive fiduciary investment advisory services to multiple types of clients including, but not limited to : defined benefit pension plans, Taft-Hartley plans, healthcare organizations, corporate operating funds, endowments, foundations, and specialized trusts.
Essential Duties / Responsibilities to be performed with or without accommodation
- Build and maintain strong relationships with clients by understanding their specific needs and providing advice on regulatory issues and investment design.
- Retain and grow existing client relationships.
- Conduct periodic client investment review meetings including market and economic updates, asset allocation reviews, performance updates, attribution analysis, and confirmation that investments are operating within client investment policy guidelines.
- Drive proactive meetings with clients, focusing on pre meeting preparation, planning and execution, as well as establishing next steps with clients.
- Generate new business revenue objectives and participate in RFPs as needed.
- Re-balancing client portfolios to maintain alignment with investment strategies, placing mutual fund trades as needed, coordinating cash flows with third-party managers and other members of the service team. Documenting re-balancing activities in each client folder in support of business line compliance standards and policies.
Other Duties / Responsibilities
Requirements
Experience, Education, Certifications, Licenses required to perform essential functions
Knowledge, Skills, Abilities required to perform essential functions
Work Environment and Physical Demands required to perform essential functions
Preferred Qualifications