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  • Oak Brook, IL 60523

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Portfolio Manager IV - Whitnell

Associated Bank • Oak Brook, IL

Posted 7 days ago

Job Snapshot

Full-Time
Degree - 4 Year Degree
Other Great Industries
Management, Finance

Job Description

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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.

Job Summary
The Portfolio Manager IV position 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 larger and more complex agency and fiduciary accounts of Associated Trust Company, N.A. ("ATC") in a risk controlled manner. The Portfolio Manager IV individually oversees assets under management in excess of $200,000,000 generating fees in excess of $1,500,000. The Portfolio Manager IV also may lead a local team that is responsible for over $500,000,000 in assets under management and $3,000,000 in revenues in over 500 accounts; the Portfolio Manager IV also may lead a local portfolio management team in supporting the Market sales goal.

Compliance Statement
Responsible for expanding and deepening customer relationships by identifying customers’ needs comprehensively and matching their needs with selections and resources within the colleague’s assigned business line and across all business lines of Associated Bank.

As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customer’s best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.

Key Result Areas
  • Other Develop investment strategy/asset allocation for existing and prospective clients for highly complex situations
  • Other Manage investment portfolios to meet clients’ risk/return objectives for highly complex situations
  • Other Participate and lead local PM team in new business solicitation process including preparation of sales presentation materials, completion of requests for proposal, and sales presentations to prospective clients
  • Other Maintain and document portfolio compliance with ATC polices for assigned accounts
  • Other Lead and/or serve on internal committees that set policy and review compliance
  • Other Relative performance of managed accounts and/or models
  • Other Timely, informative communication to clients on portfolio results and strategy in-person, via phone, or other preferred communication
  • Other Develop and maintain relationships with business partners across the bank, building mutual understanding of value propositions and business line initiatives.

    Job Accountabilities
  • Through regular, direct interaction with clients, the Portfolio Manager IV develops and maintains 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. The Portfolio Manager IV is also responsible for the effective communication of past portfolio results and current/future portfolio strategy with a broad spectrum of clients.
  • The Portfolio Manager IV is also 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.
  • The incumbent executes strategy and monitors 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.

  • Job Requirements

    Education
  • Bachelor's Degree Finance or economics, Required
  • Master's Degree Finance or economics, Preferred

    Experience
  • 12-15 years Relevant business experience, Required
  • More than 15 years Relevant business experience, Preferred
  • 10-12 years Portfolio Management specific experience, Preferred
  • 12-15 years Portfolio Management specific experience, Preferred
  • More than 15 years Portfolio Management specific experience, Preferred

    Skills
  • Mathematical , Advanced
  • Microsoft Office , Intermediate
  • Customer Relations , Advanced
  • Verbal Communication , Advanced
  • Written Communication , Advanced
  • Other: FactSet and/or Bloomberg experience, Advanced

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

    General Physical Condition
  • Light physical effort; routine handling of heavy objects up to 20 pounds or prolonged standing, keyboard, or CRT work (at least 50% of time)

  • Job ID: 1910402
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