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Portfolio Manager II Investment - GREEN BAY, WI,

Job Information

Job Order ID :
WI3648151
# of Positions :
1
Minimum Education Level :
Bachelor's Degree
Experience Required :
Training :
Bachelors Degree
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: Guided by our relentless focus on people and desire to
actively listen, we strive to create an inclusive culture and uphold
equitable practices for our colleagues and community members. We seek to
hire people who share our winning spirit and recognize diverse
backgrounds perspectives, and representation as strengths critical to
success. If you thrive in an environment where your growth and
development are supported and achieving together is valued, 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\... For
full info follow application link. The employment policy of Associated
Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides
equal opportunity to all persons. We support a diverse and inclusive
work environment where colleagues are respected, treated fairly, and
given equal opportunities to perform to their fullest potential. We
believe it is only with a diverse and inclusive workplace that the
organization can truly perform at its best, carry out its vision, and
make a difference for the communities we serve. \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/0BA533F7E69A4F54

Company Information

Name :
ASSOCIATED BANK NA

Application Information

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