Portfolio Manager - Investment Management

Benefits

Additional Information

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. Associated Bank is seeking an experienced Portfolio Manager to manage complex investment portfolios for agency and fiduciary accounts within Associated Trust Company, N.A. In this role, you will partner directly with clients to develop tailored investment strategies while overseeing significant assets under management in a risk-controlled environment. This is a high-impact opportunity to influence portfolio performance, contribute to investment strategy, and collaborate with a team of experienced investment professionals. Key Accountabilities Manage complex investment portfolios for high-net-worth and institutional clients, ensuring strategies align with client objectives, risk tolerance, and market conditions. Develop customized investment strategies through regular client engagement and a deep understanding of financial goals, family dynamics, and fiduciary considerations. Communicate portfolio performance, market insights, and forward-looking strategies clearly to clients, including families, consultants, and foundation or endowment boards. Execute portfolio strategies within the framework established by the Chief Investment Officer while adhering to all compliance policies and procedures. Contribute to the investment team through participation in research, asset allocation analysis, external manager due diligence, and development of investment processes or products. Collaborate with portfolio managers and analysts to maintain disciplined portfolio construction and risk management practices. Education & Experience Required Bachelor's degree in Finance, Economics or similar field 4+ years of relevant investment management or portfolio management experience Strong knowledge of capital markets, asset allocation, and fiduciary portfolio management Access to reliable transportation and ability to lawfully drive, if applicable Preferred CFA (Chartered Financial Analyst) designation Why You'll Love Working Here At Associated Bank, you'll join a collaborative investment team committed to delivering thoughtful, client-focused portfolio management. We support professional growth through meaningful client relationships, strategic investment work, and opportunities to influence portfolio strategy and research initiatives. Apply today to make an impact helping clients achieve their long-term financial goals. 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. 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 hi