Portfolio Manager - Investment Management

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.

Work closely with the Team Leader and Senior Portfolio Managers to develop and implement investment strategies at both the account and department levels, including standardized portfolio management responsibilities completed in consultation with senior Portfolio Managers. Assist with preparing and delivering periodic client presentations while developing and expanding an understanding of client relationships, risk management, capital markets, and Associated Trust Company, N.A. (ATC) investment strategies involving equities, fixed income, cash management, alternative investments, and external managers.

• Execute strategy and monitor portfolios within the framework established by the Chief Investment Officer in adherence to the compliance policies and procedures of ATC.
• Manage up to $150M in assets under management, a revenue book up to $1M, and up to 150 accounts.
• Communicate past portfolio results and current/future portfolio strategy with clients.
• Provide support to ongoing management and administration of the investment function through 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

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

• CFA‑Charted Financial Analyst within 3‑5 years.

Collaborate with experienced investment professionals while supporting meaningful client relationships and disciplined portfolio management. Strengthen your investment expertise, contribute to research and strategy, and help deliver thoughtful solutions for clients.

• Retirement savings including 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Well‑being programs and incentives.
• Parental leave, employee stock purchase plan, military benefits, and more.
• Personal banking, loan, investment, and insurance benefits.

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 leavesandacco if you need an accommodation at any time during the process. Associated Banc‑Corp participates in the E‑Verify Program.

$74,480.00 - $ per year. 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. For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.