Role SummaryWork closely with the Team Leader and Senior Portfolio Managers to develop and implement investment strategies at both the account and department levels, including standardized portfolio management responsibilities completed in consultation with senior Portfolio Managers. Assist with preparing and delivering periodic client presentations while developing and expanding an understanding of client relationships, risk management, capital markets, and Associated Trust Company, N.A. (ATC) investment strategies involving equities, fixed income, cash management, alternative investments, and external managers.
Key Accountabilities- Execute strategy and monitor portfolios within the framework established by the Chief Investment Officer in adherence to the compliance policies and procedures of ATC.
- Have up to $150M in assets under management, a revenue book up to $1M, and up to 150 accounts.
- Responsible for the effective communication of past portfolio results and current/future portfolio strategy with his/her clients.
- Provide support to components of the ongoing management and administration of the investment function through participation 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.
Education & ExperienceRequired:- Bachelor's degree in finance, economics, or related field
- 2+ years of relevant portfolio management experience
Preferred:- CFA-Charted Financial Analyst within 3-5 years
Why You'll Love Working HereYou'll collaborate with experienced investment professionals while supporting meaningful client relationships and disciplined portfolio management. This role offers the opportunity to strengthen your investment expertise, contribute to research and strategy, and help deliver thoughtful solutions for clients.
Apply today to make an impact.In addition to core traditional benefits, we take pride in offering benefits for every stage of life. - Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$74,480.00 - $127,680.00 per year
