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.
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...
To learn more about CIBC, please visit CIBC.com Portfolio Manager supporting the RCB Milwaukee Commercial Banking Portfolio....
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Risk Control Consultant /...
Manager, Functional Practice Operations - Audit Pricing and Portfolio Management
- Milwaukee, WI
- 4 days ago
- Milwaukee, WI
- 4 days ago
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering...
Are you a college student seeking a Internship? Do you have innate problem-solving and analytical skills with the ability to self-manage and an intellectual curiosity always leading you to...
JOB REQUIREMENTS: Number of Openings: 1 Job Title: IT Services AssetManager Occupational Category: Please choose the most appropriate choicebased on the Job Title and Description. Duties and...
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 Georgia Pacific in Green Bay, Wisconsin, United States Job Description Your Job The Green Bay Broadway Mill is searching for a Manufacturing Engineer/Asset Manager for the Logistics/Shipping...
Technology Services Asset Manager Madison, Wisconsin | Full Time | $ 22 - $ 25 per hour February 26, 2025 | Job ID: PBMAD...609738 Job Summary Job Title: Technology Services Asset Manager...
This position is responsible for leading the development, implementation, and maintenance of the comprehensive enterprise third-party risk management (TPRM) processes, ensuring potential risks...
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...
Commercial Banking Underwriter & Portfolio Manager: Associate
- Milwaukee, WI
- 20 days ago
- Milwaukee, WI
- 20 days ago
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
JOB REQUIREMENTS: At Landmark Credit Union, we succeed by putting peoplefirst - and that starts with you. Our culture of inclusion andcollaboration enables us to support our members\' financial...
VAS - Quality & Risk Management Director Job ID 201780 Posted 10-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s) Remote - US - Remote...
Risk Consulting - Cloud Risk - Manager - Multiple Cities
- Madison, WI
- 28 days ago
- Madison, WI
- 28 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
Demographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
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
- FactSet
- Cash Forecasting
- Treasury
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Management Reporting
- Treasury Management
- Derivatives
- Foreign Exchange
- Capital Planning
- Credit Underwriting
- Investment Analysis
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Lending
- Investment Management
- Financial Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Underwriting
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Finance
- Real Estate
- Accounting
- Strategy Development
- Risk Management
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Flexibility
- Collaboration
- Coaching
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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