Portfolio Manager IV - Investment Mgmt

We invite you to view the opportunity below.

As a Portfolio Manager IV - Investment Mgmt you will leverage capital market knowledge and experience along with the daily interaction with other portfolio managers and analysts to manage the investment portfolios of the largest and most 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 $600,000,000 generating fees in excess of $1,500,000.

This person will also:

• 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.
• Be 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.

Due to work requirements, this position is not eligible for remote work. Relocation assistance may be available.

Review the qualifications listed below:

Education

• Bachelor’s degree in finance, economics, or other related field. Required 

Experience

• 12-15 years of relevant business experience. Required 
• 10-12 years of portfolio management experience. Required 

Licenses and Certifications

• CFA-Charted Financial Analyst. Preferred 
• Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required