Portfolio Manager - Investment Mgmt
Company: Disability Solutions
Location: Chicago
Posted on: October 25, 2024
Job Description:
At Associated Bank we strive to create an inclusive culture
where different perspectives are valued and recognized as strengths
critical to our success. 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.Leverage capital
market knowledge and experience along with the daily interaction
with other portfolio managers and analysts to manage the investment
portfolios of the larger and more complex agency and fiduciary
accounts of Associated Trust Company, N.A. ("ATC") in a risk
controlled manner. Individually oversee assets under management in
excess of $200,000,000 generating fees in excess of $1,500,000. May
lead a local team that is responsible for over $500,000,000 in
assets under management and $3,000,000 in revenues in over 500
accounts; may lead a local portfolio management team in supporting
the Market sales goal.Job Accountabilities
- Through regular, direct interaction with clients, develop and
maintain appropriate investment strategy based on client
circumstances, objectives, and risk tolerance. Directly responsible
for more complex, visible relationships that may involve
multi-generational family relationships, outside consultants,
and/or foundation or endowment boards of directors. Responsible for
the effective communication of past portfolio results and
current/future portfolio strategy with a broad spectrum of
clients.
- Responsible for directing components of the ongoing management
and administration of the investment function through leadership of
or membership 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.
- May provide guidance to security analysts or entry level
portfolio managers.Education: Bachelor's Degree Finance or
Economics RequiredExperience: 10+ years Relevant business
experience RequiredLicenses and Certifications: CFA-Charted
Financial Analyst PreferredMust have access to reliable
transportation and the ability to lawfully drive self, if
applicable. RequiredIn addition to core traditional benefits, we
take pride in offering benefits for every stage of life.
- Retirement savings including both 401(k) and Pension
plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our
diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and
advancement opportunities.
- 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.Associated Bank serves more than 120 communities
throughout Wisconsin, Illinois and Minnesota and we consider our
colleagues critical to our continued success. See why our
colleagues continually vote us a best place to work in the Midwest.
Join our community on Facebook, LinkedIn and X.Compliance
StatementAssociated Bank is an equal opportunity employer committed
to creating a diverse workforce. We support a work environment
where colleagues are respected and given the opportunity to perform
to their fullest potential. We consider all qualified applicants
without regard to race, religion, color, sex, national origin, age,
sexual orientation, gender identity, disability or veteran status,
among other factors.Fully complies with all applicable enterprise
policies and procedures. Acts in compliance with all applicable
laws and regulations as outlined in training materials, including
but not limited to Bank Secrecy Act. Responsible for reporting
suspicious activity to Financial Intelligence. Responsible to
report all customer complaints as prescribed and procedure
violations to management or HR.Responsible to report ethical
concerns as needed to Associated Bank's anonymous Ethics
Hotline.Associated Bank provides additional assistance throughout
the application, interview and hiring process. Please contact
leavesandaccommodations@associatedbank.com if you need an
accommodation at any time during the process.Associated Banc-Corp
is an Affirmative Action and Equal Opportunity Employer. Associated
Banc-Corp participates in the E-Verify Program. E-Verify Notice
English or Spanish. Know Your Right to Work English or
Spanish.Associated Bank is Pay Transparency compliant.
Keywords: Disability Solutions, Racine , Portfolio Manager - Investment Mgmt, Executive , Chicago, Wisconsin
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