Portfolio Manager II - Investment Management
Company: Disability Solutions
Location: Green Bay
Posted on: May 4, 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.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.
- 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 II - Investment Management, Executive , Green Bay, Wisconsin
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