Portfolio Manager Jobs in Brookfield, WI
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
- Milwaukee, WI (9 miles from Brookfield, WI)
- 11 hours ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 11 hours ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Capital Markets Business Line Risk Manager - Foreign Exchange/FX & Derivatives
- Milwaukee, WI (9 miles from Brookfield, WI)
- 12 hours ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 12 hours ago
At U.S. 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...
Capital Markets Business Line Risk Manager - Structured Products
- Milwaukee, WI (9 miles from Brookfield, WI)
- 12 hours ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 12 hours ago
At U.S. 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...
Sr. Information Security Risk Analyst (Data Governance) (Hybrid)
- Milwaukee, WI (9 miles from Brookfield, WI)
- 1 day ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 1 day ago
, a division of UMB Bank n.a. As part of UMB's Corporate Information Security and Privacy (CISP) team, the mission is to identify threats, vulnerabilities, and risks and to help protect the...
- Milwaukee, WI (9 miles from Brookfield, WI)
- 10 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 10 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
- Caledonia, WI (18 miles from Brookfield, WI)
- 13 days ago
- Caledonia, WI (18 miles from Brookfield, WI)
- 13 days ago
Senior Risk Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Join Ulines risk management team and play a key role in protecting our business. As a Senior Risk Analyst,...
Director or VP, Portfolio Manager Commercial Banking
- Milwaukee, WI (9 miles from Brookfield, WI)
- 25 days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 25 days ago
We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group....
AVP, Portfolio Management and Underwriting (Commercial/Emerging Middle Market)
- Milwaukee, WI (9 miles from Brookfield, WI)
- 30+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 30+ days ago
Application Deadline: 04/17/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
Associate, Portfolio Management and Underwriting, (Commercial/Emerging Middle Market)
- Brookfield, WI
- 30+ days ago
- Brookfield, WI
- 30+ days ago
Application Deadline: 04/17/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
Financial Risk Manager - Grains/FX
- Milwaukee, WI (9 miles from Brookfield, WI)
- 30+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 30+ days ago
Requisition ID: 33138 Financial Risk Manager A Career in Beer: Our purpose at Molson Coors Beverage Company is to unite people to celebrate all of life's moments. We want you to join our team of...
Third Party Risk Management Consultant
- Wauwatosa, WI (6 miles from Brookfield, WI)
- 45+ days ago
- Wauwatosa, WI (6 miles from Brookfield, WI)
- 45+ days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: The Third Party Risk Management Consultant will support...
SAP Service and Asset Manager Architect Remote/Hybrid
- Oak Creek, WI (15 miles from Brookfield, WI)
- 60+ days ago
- Oak Creek, WI (15 miles from Brookfield, WI)
- 60+ days ago
Job Details: A leading organization is seeking an SAP Service and Asset Manager Architect to design and implement solutions for efficient asset lifecycle management. Key Responsibilities: Gather...
Remote Work- Brown Deer, WI (9 miles from Brookfield, WI)
- 60+ days ago
- Brown Deer, WI (9 miles from Brookfield, WI)
- 60+ days ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 1 - 5% Job Description The world of finance...
Principal Consultant, Liability Portfolio Management & Remediation (Principal Level)
- Milwaukee, WI (9 miles from Brookfield, WI)
- 90+ days ago
- Milwaukee, WI (9 miles from Brookfield, WI)
- 90+ days ago
ERM is looking for motivated, hands-on Principal Consultants to join our Liability Portfolio Management & Remediation (LPMR) team in in New England, the Northeast or the Midwest. The ideal...
Demographic Data for Brookfield, WI
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Title Synonyms
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Salary for Portfolio Manager Jobs in Brookfield, WI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Brookfield, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Consulting
- Presentation
- Collaboration
- Documentation
- Reporting
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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