Associated Bank

Associated Bank

Portfolio Manager - Investment Management

Chicago 525 Monroe

Sponsorship not specified$74k-$128kDetected 6 days ago
ResearchCommunicationPublic SpeakingCFA

About the role

  • 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.
  • Associated Bank conducts a thorough background check on all new hires.
  • Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success.

Requirements

  • Bachelor's degree in finance, economics, or related field
  • 2+ years of relevant portfolio management experience

Skills

  • Have up to $150M in assets under management, a revenue book up to $1M, and up to 150 accounts.
  • Responsible for the effective communication of past portfolio results and current/future portfolio strategy with his/her clients.
  • 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.

Compensation

  • The pay range represents anticipated base pay for this role.

Benefits

  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • 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.

This listing is sourced directly from Associated Bank's careers page and normalized into a canonical job model.