Portfolio Manager Jobs in Wisconsin
- State of Wisconsin Investment Board
- Madison, WI
- 3 days ago
- Madison, WI
- 3 days ago
About SWIB The State of Wisconsin Investment Board (SWIB) is one of the largest public pension fund managers in the United States, overseeing more than $170 billion in assets under management....
RemoteBusiness Line Risk Manager - Bank Operations & Technology
- Associated Bank - Corp
- Milwaukee, WI
- 6 days ago
- Milwaukee, WI
- 6 days ago
Business Line Risk Manager - Bank Operations & Technology Associated Bank - Corp parental leave, paid time off, 401(k) United States, Wisconsin, Milwaukee 111 West Kilbourn Street (Show on map)...
In PersonPortfolio Manager - Private Securities and Alternative Investments
- Horace Mann
- Madison, WI
- 6 days ago
- Madison, WI
- 6 days ago
The Portfolio Manager will be responsible for leading the sourcing, evaluation, and management of private credit and alternative limited partnership investments, including private equity, infrastructure...
In PersonApplication Deadline: 11/29/2025 Address: VIRTUAL(R)49 - HomeRes - WI Job Family Group: Commercial Sales & Service Asset Manager will be responsible for evaluating commercial equipment,...
In Person Part TimeEnterprise Risk Management Analyst
- Sentry Insurance
- Stevens Point, WI
- 6 days ago
- Stevens Point, WI
- 6 days ago
At Sentry, we're committed to helping our organization anticipate, understand, and manage risks that matter most-strategic, operational, financial, compliance, and emerging. We're seeking a...
HybridSC JOHNSON IS A FIFTH-GENERATION FAMILY COMPANY BUILT ON THE SPIRIT OF OUR PEOPLE. We have been leading with purpose for over 130 years, building iconic brands that win the hearts and minds of...
In PersonHybrid A well-capitalized Midwest-based financial institution is seeking an experienced Portfolio Manager Team Lead to support commercial lending growth in West Michigan....
In Person Full TimeAssociate Wealth Manager - Brookfield
- Annex Wealth Management
- Brookfield, WI
- 9 days ago
- Brookfield, WI
- 9 days ago
Associate Wealth Manager - Brookfield Brookfield, WI Description Associate Wealth Manager (Path to Wealth Manager) Annex Wealth Management - Know the Difference Join Our Growing Team at our...
In PersonAssociate Wealth Manager - Appleton
- Annex Wealth Management LLC
- Appleton, WI
- 9 days ago
- Appleton, WI
- 9 days ago
Associate Wealth Manager - Appleton Annex Wealth Management LLC - 4.0 Appleton, WI Job Details 2 days ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off...
In PersonAssociate Wealth Manager - Mequon
- Annex Wealth Management LLC
- Mequon, WI
- 9 days ago
- Mequon, WI
- 9 days ago
Associate Wealth Manager - Mequon Annex Wealth Management LLC - 4.0 Mequon, WI Job Details 2 days ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision...
In PersonAssociate Wealth Manager - Lake Country
- Annex Wealth Management
- Delafield, WI
- 9 days ago
- Delafield, WI
- 9 days ago
Associate Wealth Manager - Lake Country Delafield, WI Description Associate Wealth Manager (Path to Wealth Manager) Annex Wealth Management - Know the Difference Join Our Growing Team at our Lake...
In PersonEntry Level Wealth Manager - WI, Madison (5124)
- Equitable Holdings, Inc
- Madison, WI
- 9 days ago
- Madison, WI
- 9 days ago
FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment: Based on the time it...
In PersonCommercial Banker/Portfolio Manager
- Waukesha State Bank
- Waukesha, WI
- 10 days ago
- Waukesha, WI
- 10 days ago
As a Credit Analyst/Portfolio Manager at Waukesha State Bank, you'll play a key role in evaluating creditworthiness, analyzing financials, and supporting loan approvals for our commercial customers....
In PersonReady to be pushed beyond what you think youre capable of? At Coinbase, our mission is to increase economic freedom in the world. Its a massive, ambitious opportunity that demands the best of us,...
In PersonWealth Manager Mequon, WI Description Annex Wealth Management - Know the Difference Join Our Growing Team at our Mequon branch! Are you in search of an employer that prioritizes a positive culture...
In PersonDemographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
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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
- Credit Underwriting
- Asset Allocation
- Equities
- BSA
- Treasury Management
- Commercial Lending
- Treasury
- Wealth Management
- Valuation
- Cash Flow Analysis
- Capital Markets
- Financial Statements
- Lending
- Credit Analysis
- Commercial Real Estate
- Underwriting
- Investment Management
- Client Relationships
- Portfolio Management
- Anti-Money Laundering
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Due Diligence
- Asset Management
- Modeling
- Financial Analysis
- Real Estate
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Implementation
- Analytical Skills
- Decision Making
- Auditing
- Written Communication
- Negotiation
- Documentation
- Accounting
- Verbal Communication
- Collaboration
- Presentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Staff Supervision
- Microsoft Excel
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
- Fixed Income
- Derivatives
- Relationship Management
- FactSet
- Financial Statement Analysis
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