Senior Portfolio Manager - High-Impact, Flexible Schedule

CFA Institute; Milwaukee (WI); Hybrid; USD 90,000 - 120,000; Full time

Job summary

CFA Institute is seeking a Portfolio Manager to serve high net worth and institutional clients in Milwaukee, WI. The role involves portfolio management, client service, and business development tasks. Ideal candidates should have 10+ years experience, a degree in Finance or a related field, and strong knowledge of market trends.

This position offers 4 days in-office and 1 remote workday, fostering a collaborative environment while maintaining high ethical standards.

Qualifications

• 10+ years of experience as a portfolio manager in banking or securities.
• Knowledge of global equity and fixed income markets.
• Familiarity with fiduciary principles and prudent investment concepts.

Responsibilities

• Manage portfolio for high net worth and institutional clients.
• Consult with clients to develop investment objectives.
• Follow established investment policies and procedures.

Skills

Portfolio management

Client service

Investment strategy

Market analysis

Education

Bachelor's degree in Business, Economics, Accounting, or Finance

MBA (preferred)

Job description

CFA Institute is seeking a Portfolio Manager to serve high net worth and institutional clients in Milwaukee, WI. The role involves portfolio management, client service, and business development tasks. Ideal candidates should have 10+ years experience, a degree in Finance or a related field, and strong knowledge of market trends.

This position offers 4 days in-office and 1 remote workday, fostering a collaborative environment while maintaining high ethical standards.