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Investment Portfolio Manager at Associated Bank, NA - ApplyBlast

Investment Portfolio Manager

Associated Bank, NA

2 months ago

Milwaukee, Wisconsin, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Investment Portfolio Manager will develop and manage customized investment strategies for high‑net‑worth individuals, families, foundations, and endowments, partnering directly with clients to achieve their financial goals. The role also involves influencing portfolio strategy, mentoring junior staff, and contributing to the evolution of the firm’s investment platform and processes.

Responsibilities

Develop tailored investment strategies aligned with client objectives
Manage complex client relationships and communicate portfolio performance
Mentor junior portfolio managers and lead investment initiatives

Skills

Qualifications

Bachelor's degree in Finance, Economics, or related fieldChartered Financial Analyst (CFA) designation

About Associated Bank, NA

associatedbank.com

Headquarters

Green Bay, Wisconsin, United States

Company Size

1001-5000 employees

Founded

1861

View Profile

Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.