Portfolio Manager - Investment Management

Investment Strategist

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. Associated Bank conducts a thorough background check on all new hires.

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.
• 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.
• Provide support to components of the 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.

Required:

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

Preferred:

• CFA-Charted Financial Analyst within 3-5 years

You'll collaborate with experienced investment professionals while supporting meaningful client relationships and disciplined portfolio management. This role offers the opportunity to strengthen your investment expertise, contribute to research and strategy, and help deliver thoughtful solutions for clients.

Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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, Minnesota, and Missouri 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.

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…