Portfolio Manager Jobs in Wisconsin
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.
Make a difference as a Commercial Portfolio Manager As a Full-TimeCommercial Portfolio Manager at One Community Bank in McFarland, WI, youwill play a vital role in managing and servicing a diverse portfolio...
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...
Senior Enterprise Risk Analyst Senior Enterprise Risk Analyst remote type Hybrid or On-Site locations Green Bay 433 Main Milwaukee 111 Kilbourn time type Full time posted on Posted 2 Days Ago job...
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,...
Wealth Manager (m/f/x) Job ID:R0371896 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-03-28 Location: Luxemburg
Senior Wealth Manager (m/f/x) Job ID:R0371910 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-03-28 Location: Luxemburg
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....
Director or VP, Portfolio Manager Commercial Banking
- Milwaukee, WI
- 22 days ago
- Milwaukee, WI
- 22 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
- 27 days ago
- Milwaukee, WI
- 27 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...
Your career at Deutsche Borse Group\n\n Your area of work: Group Credit's overriding objective is to ensure that business activities are conducted within a prudent credit risk framework that is...
Associate, Portfolio Management and Underwriting, (Commercial/Emerging Middle Market)
- Brookfield, WI
- 27 days ago
- Brookfield, WI
- 27 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...
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...
Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people,...
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
- 60+ days ago
- Oak Creek, 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...
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Title Synonyms
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Salary for Portfolio Manager Jobs in Wisconsin
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Wisconsin 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
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Internal Control
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Anti-Money Laundering
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Presentation
- Documentation
- Reporting
- Collaboration
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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