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Portfolio Associate Jobs in Madison WI

Investment Portfolio Analyst & Research Associate

Investment Portfolio Analyst & Research Associate

Grove Gallery & Interiors • Madison (WI)

On-site
USD 60,000 - 80,000
mentorship and exposure to senior investment professionals
Support for professional development
Collaborative investment environment
Portfolio Management Associate - Client Investment Support

Portfolio Management Associate - Client Investment Support

Bank of America • Town of Westport (WI)

On-site
USD 87,310,000 - 138,055,000
Industry-leading benefits
Paid time off
Campus Talent Scout for Investment Associates

Campus Talent Scout for Investment Associates

Bridgewater Associates, LLC • Town of Westport (WI)

Hybrid
USD 115,000 - 220,000
Portfolio Management Senior Associate

Portfolio Management Senior Associate

Bank of America • Town of Westport (WI)

On-site
USD 87,310,000 - 138,055,000
Industry-leading benefits
Paid time off
Client Experience Associate

Client Experience Associate

WISCONSIN WEALTH ADVISORS, LLC • Town of Sun Prairie (WI)

On-site
Collaborative work environment
Paid time off and benefits
Client-Focused Portfolio Analyst (Hybrid)

Client-Focused Portfolio Analyst (Hybrid)

Bank CMG • Madison (WI)

Hybrid
USD 70,000 - 90,000
Private Investments Controller — Associate Director

Private Investments Controller — Associate Director

Barings • Town of Springfield (WI)

On-site
USD 115,000 - 135,000
Medical, Dental, Vision
401(k) with Company Match
Health Savings Account contributions
+3
Ops Associate: Alt Investment Client Support

Ops Associate: Alt Investment Client Support

Broadridge • Town of Newark (WI)

Hybrid
USD 32,000 - 34,000
Senior Portfolio Leader — Strategy & Delivery (Hybrid)

Senior Portfolio Leader — Strategy & Delivery (Hybrid)

Standard Process • Town of Palmyra (WI)

Hybrid
USD 120,000 - 170,000
Competitive salary
Health benefits
401(k) plan
+6
Prospect Development & Portfolio Analytics Analyst

Prospect Development & Portfolio Analytics Analyst

Ourlivesmadison • Madison (WI), Northern (KY)

Hybrid
USD 65,000 - 85,000
Hybrid work in Madison
401k with employer contribution
Benefits package
Portfolio Analyst

Portfolio Analyst

Bank CMG • Madison (WI)

Hybrid
USD 70,000 - 90,000
Strategic Portfolio Relationship Lead (Remote)

Strategic Portfolio Relationship Lead (Remote)

Rainforest Alliance • Town of Vermont (WI)

Hybrid
USD 64,000 - 92,000
Portfolio Administrator & Research Analyst

Portfolio Administrator & Research Analyst

Grove Gallery & Interiors • Madison (WI)

On-site
USD 60,000 - 80,000
mentorship and exposure to senior investment professionals
Support for professional development
Collaborative investment environment
Campus Talent Associate

Campus Talent Associate

Bridgewater Associates, LLC • Town of Westport (WI)

Hybrid
USD 115,000 - 220,000
Virtual - Client Portfolio Specialist

Virtual - Client Portfolio Specialist

Lever, Inc. • Madison (WI)

Remote
USD 55,000 - 85,000
Client Services Associate

Client Services Associate

Pinnacle Wealth Advisors • Oregon (WI)

Hybrid
USD 70,000 - 85,000
Health, dental, and vision coverage
Retirement plan with employer contribution
Paid time off and holidays
+1
Senior Wealth Portfolio Manager - Client Facing

Senior Wealth Portfolio Manager - Client Facing

CFA Institute • Madison (WI)

On-site
USD 120,000 - 180,000
Associate Financial Advisor

Associate Financial Advisor

Baird • Madison (WI)

On-site
USD 65,000 - 85,000
Senior Asset Manager — Affordable Housing Portfolio (Hybrid)

Senior Asset Manager — Affordable Housing Portfolio (Hybrid)

Gorman & Company • Town of Oregon (WI)

Hybrid
USD 95,000 - 160,000
Medical insurance
Dental insurance
Vision insurance
+8
Sr. Wealth Portfolio Manager

Sr. Wealth Portfolio Manager

CMC Recruiting • Madison (WI)

On-site
USD 132,000 - 211,000
Financial Advisor - Oconomowoc

Financial Advisor - Oconomowoc

Associated Bank - Corp • Watertown (WI)

On-site
USD 90,000 - 150,000
Retirement savings: 401(k) and Pension
Paid time off to volunteer
Diversity-focused Colleague Resource-G
+4
Financial Advisor - Oconomowoc

Financial Advisor - Oconomowoc

Associated Bank - Corp • Town of Oconomowoc (WI)

On-site
USD 48,000 - 120,000
Financial Advisor - Oconomowoc

Financial Advisor - Oconomowoc

Associated Bank • Town of Oconomowoc (WI)

On-site
USD 48,000 - 90,000
401(k) and Pension
Commissions-based pay
Medical coverage
+1
Client Service Associate, Wealth Management Ops

Client Service Associate, Wealth Management Ops

NFP Corp • Madison (WI)

On-site
USD 50,000 - 58,000
Competitive salary
PTO & paid holidays
401(k) with match
Associate Advisor - Evansville, WI

Associate Advisor - Evansville, WI

Advisor Talent Solutions • Evansville (WI)

On-site
USD 68,000 - 87,000
Health insurance (company paid)
401K
Unlimited PTO
+5