Assistant portfolio manager Empleos en Milwaukee wi
Última actualización: hace 9 horas
Reports To : EVP, Managing Director.Research Drive, Milwaukee WI; This position offers flexibility in work locations.The candidate can work from any of our Midwest Trust Company office locations, or...Mostrar másÚltima actualización: hace 1 día
Portfolio Construction & Manager Research Portfolio Analyst.Job LocationsUS-MN-St Louis Park | US-IL-Chicago | US-IN-Indianapolis | US-IN-Evansville | US-WI-MilwaukeeCategory / FunctionTrust / Wealth M...Mostrar másÚltima actualización: hace 15 días
Baird Advisors, Baird’s institutional fixed income management business, manages over $145 billion for institutional clients, pensions, foundations, and individuals.
This team of very experienced inv...Mostrar másÚltima actualización: hace más de 30 días
This is an opportunity for a motivated junior professional to join a high-visibility and exciting growth initiative to grow BMO's presence in the healthcare segment.
This role is an appealing opport...Mostrar másÚltima actualización: hace 8 días
Assist with all store functions and day-to-day store activities as directed by the Store Manager.Able to perform all opening and closing procedures in the absence of the Store Manager.Assist the St...Mostrar másÚltima actualización: hace 9 horas
Under the guidance of the SVP Commercial Banking Relationship Manager, the Portfolio Manager is responsible for ensuring timely reviews and renewals of commercial loans.
They are also responsible fo...Mostrar másÚltima actualización: hace 8 días
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 gr...Mostrar másÚltima actualización: hace más de 30 días
Relocation to Tempe Arizona or Chicago, Illinois is required for this role.This role requires two days a week in office work in our Tempe, Arizona or Chicago, Illinois office.Data Scientist / Portf...Mostrar másÚltima actualización: hace más de 30 días
Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Mostrar másÚltima actualización: hace 12 horas
As an Assistant Project Manager, you will work closely with the project manager to assist in the planning, coordination, and execution of plumbing, electrical, and mechanical controls projects.You ...Mostrar másÚltima actualización: hace 1 día
As an Assistant Store Manager (“ASM”), you will use your customer service and leadership experience to provide a white-glove experience for our customers.
Working closely with the Store Manager to d...Mostrar másÚltima actualización: hace 1 día
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Mostrar másÚltima actualización: hace 1 día
Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious.
We are home to the world-renowned Blood Research Institute, we en...Mostrar másÚltima actualización: hace más de 30 días
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative f...Mostrar másÚltima actualización: hace más de 30 días
Description & Requirements Be part of something great Maximus is a global organisation that specialises in providing health and employment services to millions of people every year.Here i...Mostrar másÚltima actualización: hace 3 días
If you're someone who loves developing their team, is fanatical for taking care of customers and managing the daily operations of a restaurant and can maintain a sense of humor no matter what level...Mostrar másÚltima actualización: hace más de 30 días
- Oferta promocionada
Portfolio Manager
MTC Holding CorporationMilwaukee, WI, United StatesA tiempo completo
- Oferta promocionada
Portfolio Construction & Manager Research Portfolio Analyst
Old National BankMilwaukee, WI, United States62.300,00 US$–122.400,00 US$ anual
A tiempo completo
Portfolio Manager Specialist - Executive Assistant
BairdMilwaukee, WIA tiempo completo
- Oferta promocionada
Portfolio Manager - Healthcare Finance Group
BMO Financial GroupMilwaukee, WI, United States87.000,00 US$–161.400,00 US$ anual
A tiempo parcial
- Oferta promocionada
- Nueva oferta
MERCHANDISE ASSISTANT MANAGER
Dollar Tree Family Dollar - Dollar Tree, Inc.Milwaukee, WI, United StatesA tiempo completo
- Oferta promocionada
Commercial Banking Portfolio Manager
Johnson Financial Group LLCMilwaukee, WI, United StatesTemporal
- Oferta promocionada
Private Bank Portfolio Manager I
Associated Bank - CorpMilwaukee, WI, United States53.690,00 US$–92.040,00 US$ anual
A tiempo completo
Data Scientist / Portfolio Risk Manager
BMOMilwaukee, WI, USA65.300,00 US$–121.100,00 US$ anual
A tiempo completo
- Oferta promocionada
- Nueva oferta
Portfolio Analyst, Fixed Income
Allspring Global InvestmentsMilwaukee, WI, United StatesA tiempo completo
- Oferta promocionada
Assistant Project Manager
MRA Recruiting ServicesMilwaukee, WI, USA tiempo completo
- Oferta promocionada
ASSISTANT STORE MANAGER
Community Choice Financial Family of BrandsWI, United StatesA tiempo completo
- Oferta promocionada
PWM Investment Portfolio Manager 5
U.S. BankMilwaukee, WI, United States159.390,00 US$ anual
A tiempo completo
Product Portfolio Leader
A.O. SmithMilwaukee, Wisconsin, US Company / Location Information.Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide.
The company is one of the wor...Mostrar másÚltima actualización: hace 7 días
Portfolio Manager ID68065
Adams, Inc.WI, US Job Leads are potential openings we are willing to investigate for you.By completing this form, you are indicating to us that you are interested in exploring this opportunity in greater depth : Port...Mostrar másÚltima actualización: hace más de 30 días
Portfolio Marketing Manager-Transfusion Medicine
Versiti IncMilwaukee, WI, USA tiempo completo
Portfolio Banker
Northern Trust CorporationMilwaukee, WIA tiempo completo
Product Portfolio Leader
A. O. Smith CorporationMilwaukee, WI, US Company / Location Information.Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide.
The company is one of the wor...Mostrar másÚltima actualización: hace 8 días
Transformation Portfolio Director
MaximusMilwaukee, USA tiempo completo
Assistant Manager
Toppers PizzaWauwatosa, WI, US18,75 US$ por hora
A tiempo completo
Quick Apply
Portfolio Manager
MTC Holding CorporationMilwaukee, WI, United StatesHace 1 día
Tipo de contrato
- A tiempo completo
Descripción del trabajoWorking with designated internal partners relating to trade orders for individual stocks, bonds, and exchange traded funds. Providing oversight for client life cycle events, including onboarding and working closely with the transitions team. Promoting strong risk management and governance across the organization through committee membership / involvement and following established policies and procedures. Completing personal compliance requirements and training on a timely basis. Managing expense account in compliance with company policies and budgetary restrictions. Completing annual investment reviews, peer reviews, and other compliance systems reporting on a timely basis. Other duties as assigned. 5-10 years of industry experience, primarily working in investments, client relationships or consulting Excellent communication and presentation skills, with the ability to collaborate and influence positively. CIMA or CFA designation preferred, or a desire to obtain one. MBA preferred. Comprehensive understanding of equity and fixed income markets and the tools institutional clients need to meet their investment objectives Ability to understand and represent complex investment products and solutions, must be able to lead investment discussions and strategy both internally and externally. Travel may be required, depending on client base. Moderate noise (business office with computers, phone, printers, light traffic) Ability to sit at a computer for an extended period of time Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone Specific vision abilities include close vision requirements due to computer work Comprehensive understanding of markets and the tools institutional clients need to meet their investment objectives Client minded, focused on execution client investment objectives, able to manage client expectations and to leverage organization resources to meet client objectives. Self-starter with personal responsibility and accountability. Results-oriented with an ability to execute and complete complex deliverables in a timely manner. Proven team player and inclusive leader. Risk focused, ability to balance company goals and client goals while mitigating risk appropriately.
Job Title : Portfolio Manager
Reports To : EVP, Managing Director
Work Location : 10700 Research Drive, Milwaukee WI; This position offers flexibility in work locations. The candidate can work from any of our Midwest Trust Company office locations, or remote as an additional option.
Purpose
The Portfolio Manager (PM), Trust Investments is responsible for the delivery of investment management services to Midwest Institutional Trust (MITS) clients. The PM is a member of a team that provides comprehensive fiduciary investment advisory services to multiple types of clients including, but not limited to : defined benefit pension plans, Taft-Hartley plans, healthcare organizations, corporate operating funds, endowments, foundations, and specialized trusts.
Essential Duties / Responsibilities to be performed with or without accommodation
- Build and maintain strong relationships with clients by understanding their specific needs and providing advice on regulatory issues and investment design.
- Retain and grow existing client relationships.
- Conduct periodic client investment review meetings including market and economic updates, asset allocation reviews, performance updates, attribution analysis, and confirmation that investments are operating within client investment policy guidelines.
- Drive proactive meetings with clients, focusing on pre meeting preparation, planning and execution, as well as establishing next steps with clients.
- Generate new business revenue objectives and participate in RFPs as needed.
- Re-balancing client portfolios to maintain alignment with investment strategies, placing mutual fund trades as needed, coordinating cash flows with third-party managers and other members of the service team. Documenting re-balancing activities in each client folder in support of business line compliance standards and policies.
Other Duties / Responsibilities
Requirements
Experience, Education, Certifications, Licenses required to perform essential functions
Knowledge, Skills, Abilities required to perform essential functions
Work Environment and Physical Demands required to perform essential functions
Preferred Qualifications