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Portfolio Manager - Investment Management

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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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.

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, N.A. ("ATC") 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.

Job Accountabilities

Through regular, 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. Responsible for the effective communication of past portfolio results and current/future portfolio strategy with clients.
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.

Required: Bachelor's Degree Finance or Economics and 4+ years Relevant business experience

Preferred: CFA-Charted Financial Analyst

Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required

In 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 Statement

Associated 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.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$71,680.00 - $122,880.00 per year

Average salary estimate

$97280 / YEARLY (est.)

min

max

$71680K

$122880K

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What You Should Know About Portfolio Manager - Investment Management, Associated Bank

At Associated Bank, we are excited to announce an incredible opportunity for a Portfolio Manager in Investment Management to join our vibrant team at our Green Bay location. Here, you’ll get to blend your capital market expertise with direct client interactions, helping to forge and maintain investment strategies tailored to their unique objectives and risk appetites. With oversight of assets in the range of $100 million to $200 million, you will be a part of something significant, influencing decisions that generate fees between $800,000 to $2 million. Beyond just managing portfolios, you’ll collaborate closely with other portfolio managers and analysts to enhance our investment management services, contributing to an annual sales goal of $25,000 in fees. At Associated Bank, we prioritize your development and growth while fostering an inclusive culture that values diverse perspectives. Your role encompasses communicating past and current portfolio strategies, engaging with multi-generational families, and contributing to compliance policies. If you hold a Bachelor’s degree in Finance or Economics, have over four years of relevant experience, and are a CFA charterholder (preferred), we would love to see you thrive with us. Additionally, you will enjoy a comprehensive benefits package, emphasizing work-life balance, professional growth, and community engagement. Join us in shaping financial futures and experience why our colleagues consistently recognize Associated Bank as a premier workplace in the Midwest.

Frequently Asked Questions (FAQs) for Portfolio Manager - Investment Management Role at Associated Bank

What are the main responsibilities of a Portfolio Manager at Associated Bank?

As a Portfolio Manager at Associated Bank, you will primarily oversee investment portfolios for agency and fiduciary accounts, managing assets valued between $100 million and $200 million. You'll develop investment strategies tailored to client goals, provide effective communication regarding current and past portfolio performance, and actively contribute to compliance and research activities. With an emphasis on maintaining client relationships, you will ensure that strategies align with their risk tolerances and objectives.