Portfolio Manager IV - Investment Mgmt
Company: Disability Solutions
Location: Green Bay
Posted on: April 20, 2024
Job 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-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.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 Facebook, LinkedIn and X.Compliance
StatementAssociated 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
leavesandaccommodations@associatedbank.com 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.
Keywords: Disability Solutions, Green Bay , Portfolio Manager IV - Investment Mgmt, Executive , Green Bay, Wisconsin
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