159 portfolio manager jobs at 105 companies in Wisconsin
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Portfolio Manager
United States or Nashville or Milwaukee or Hawaii
$150k-$165k/yrRemoteFull Time
SoftwareOneSIX Swiss Exchange: SWON: Global provider of software and cloud technology solutions.
Proven product/offer management experience in cloud, AI, IT cost management or managed services; applied use of AI; strong commercial acumen; stakeholder management; data-driven decision making; ability to design, pilot, and launch offers; travel up to 20%.
First State Bank: Wisconsin community bank providing personal, business, agricultural, mortgage, and wealth-management services to local people and businesses.
3+ YOEBachelor's degree or equivalent experience; 3+ years in commercial credit, lending, or portfolio management; strong financial statement and credit risk knowledge; proficiency with loan systems and Microsoft Office Suite; strong communication skills.
Elavon: Elavon is a U.S. Bank-owned global payment processor serving businesses with in-person, online, and mobile payment solutions.
3+ YOEBachelor's degree and 3–5+ years of relevant experience; technical planning, portfolio management, leadership, stakeholder coordination, and strong oral and written communication skills.
Arizona or Connecticut or Florida or Georgia or Illinois or Indiana or Louisiana or Maryland or Michigan or Missouri or Montana or Nebraska or Nevada or New York or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or South Dakota or Tennessee or Texas or Utah or Wisconsin
RemoteFull Time
Zippy: US fintech lender providing digital manufactured-home loans and insurance to buyers nationwide.
5+ YOEBachelor’s degree preferred and 5+ years in loan servicing, client management, servicing operations, manufactured housing finance, or related financial services. Requires portfolio oversight, analytical, communication, and cross-functional coordination skills.
Microsoft Excel, Slack, Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder
Associated Banc-CorpNYSE: ASB: Midwest-based bank holding providing diverse financial services.
12+ YOEBachelor's degree in finance, economics, or related field; 12+ years of investment or portfolio management experience; client relationship and portfolio strategy expertise; reliable transportation and travel ability. CFA preferred.
Baird Trust Company: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
10+ YOEBachelor's degree in business, economics, accounting, or finance; 10+ years as a portfolio manager in banking or securities; Series 7 and Series 63, 65, or 66 required; CFA or CFP preferred.
Mokena or Willowbrook or Rosemont or Chicago or Denver or Milwaukee or Grand Rapids or United States
$85k-$110k/yrOnsiteFull Time
Wintrust Financial CorporationNASDAQ: WTFC: Financial holding providing community and commercial banking services.
4+ YOEBachelor’s degree in business, finance, accounting, or economics; 4+ years of commercial real estate credit, portfolio management, or commercial lending experience; strong analytical, writing, modeling, and financial analysis skills.
Baird Trust Company: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
10+ YOEBachelor's degree in business/finance, 10+ years portfolio management experience, knowledge of equity and fixed income markets, fiduciary principles, and relevant securities licenses (SIE, Series 7, 63/65/66).
New York or Atlanta or Charlotte or Milwaukee or Dallas or Chicago or Minneapolis or Saint Louis
$148k-$175k/yrHybridFull Time
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
8+ YOEBachelor's or equivalent, 8+ years relevant experience, 3+ years ABL portfolio management, strong ABL credit knowledge, relationship management, analytical and communication skills.
Molson CoorsNYSE: TAP: Global beverage brewing iconic beers and diverse drinks.
5+ YOE5+ years in demand planning/supply chain/finance/CPG, forecasting and causal modeling experience, strong analytical and cross-functional collaboration skills, Bachelor's in Business or equivalent, advanced forecasting systems experience.
Johnson Financial Group: Family-owned Wisconsin financial institution serving individuals, families, and businesses through banking, mortgage lending, and wealth management.
6+ YOEBachelor's degree and 6+ years in wealth management, portfolio strategy, or investment advisory for HNW clients. Series 65/66 or IA equivalent required within 90 days; CFA, CFP, CTFA, or ChFC preferred.
First Business BankNASDAQ: FBIZ: Private business bank serving small and medium-sized businesses, executives, entrepreneurs, wealthy individuals, and other financial institutions.
Client-focused commercial banking professional with treasury management and cash management knowledge, strong relationship, analytical, communication, and organizational skills.
Summit Credit Union: Member-owned Wisconsin credit union providing personal and business banking, with a focus on women's financial security.
3+ YOEBachelor's in business/finance, 3+ years banking or credit experience, knowledge of business loan processing and lending laws, strong interpersonal and math skills, and intermediate Excel proficiency.
Microsoft Word, Microsoft Outlook, Microsoft Excel
United States or Ridgeland or Denver or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Memphis or Boston or Austin or Kalamazoo or Fort Worth or Atlanta or Milwaukee or Madison or McLean or Huntsville or Melville or Philadelphia or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Minneapolis or Anchorage or Jacksonville or Boulder or Nashville or Las Vegas or Indianapolis or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Hattiesburg or Brentwood or Jackson or Arcadia or Tavares or Alturas or Silver City or Fort Myers or Forest or Clearwater or Asheville or Greenwood or Boone or Aiken or Perry or Columbia or Belzoni or Naples or Amory or Chiefland or Palatka or Moss Point or Vero Beach or Edwards or Alaska or Alabama or Arkansas or Arizona or California or New York or Florida or Colorado or Mississippi or Minnesota or Massachusetts or North Carolina or Kentucky or Kansas
$90k-$100k/yrOnsiteFull Time
BDO USA: Professional services firm providing assurance, tax, and advisory services.
5+ YOEBachelor's degree and 5+ years in marketing operations, strategic marketing, or management consulting; Microsoft Office proficiency and strong client, communication, workshop, and analytical skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Charlotte or Chicago or Waterloo or Atlanta or Houston or Akron or Birmingham or Zeeland or Milwaukee or Bloomfield Hills or Tupelo or Denver or Detroit or Minnetonka or Port Huron or Cincinnati or Columbus or Farmers Branch
$57k-$124k/yrOnsiteFull Time
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
5+ YOEBachelor's in Finance/Accounting, 5+ years commercial credit analysis and underwriting, experience with financial statement analysis, credit monitoring, preparing financial spreads, mentoring analysts; CLFP and equipment finance experience preferred.
United States or Arizona or Arkansas or Fresno or Georgia or Idaho or Illinois or Indiana or Iowa or Kansas or Michigan or Minnesota or Mississippi or Montana or New Mexico or New York or North Carolina or Ohio or Oregon or South Carolina or South Dakota or Tennessee or Texas or Utah or Washington or Wisconsin
FieldFull Time
Oro Agri: Private agricultural-solutions group supplying farmers with biosolutions and crop-protection products for sustainable agriculture.
7+ YOEBachelor’s degree and 7+ years in agricultural product, brand, or commercial marketing; specialty crop experience, agronomic knowledge, go-to-market expertise, analytics, and strong communication skills required.
Russell Investments: Investments is a private global asset-management and investment-consulting firm serving institutions, financial intermediaries, and individual investors.
Bachelor's degree, interest in global markets, strong Excel and quantitative aptitude, critical thinking, attention to detail, and ability to meet deadlines; 1-3 years investment experience preferred.