Portfolio Manager Jobs in Madison, WI

Join a team that's at the forefront of commercial loan management, overseeing daily operations and ensuring compliance in servicing agreements. Collaborate closely with management and clients to deliv...

Empower through effective financial management for client portfolios, overseeing project accounting, budget compliance, and enhancing client invoicing processes while mentoring junior staff for optima...

Transform client outcomes by leveraging financial expertise and accounting operations. Drive service excellence, lead reporting efforts, and advise on business trends. Foster teamwork and coach staff...

Oversee and enhance client financial services, ensuring accurate reports and compliance. Provide strategic insights, manage efficient workflows, and mentor teams to deliver best-in-class accounting an...

Optimize product strategy by understanding customer needs, enhancing user experience, and collaborating across teams. Drive data-informed decisions and product vision while fostering innovation and ef...

Join a dynamic team to manage tax compliance for private equity funds, collaborating with clients and mentors to ensure accurate reporting and compliance while enhancing your professional growth in a...

Join a team that's driving innovation in treasury management product development. Support end-to-end processes while collaborating with cross-functional teams to enhance products, improve market posit...

Lead the charge in optimizing workforce utilization and retention by managing a team of Commissioning Resource Managers. Ensure effective staffing across projects while developing talent in a dynamic...

Tackle diverse challenges as you lead P&C insurance programs, ensuring profitability and compliance while managing key partnerships and driving strategic initiatives. Your expertise will shape innovat...

Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Champion client success by managing engagements in tax compliance and planning, leading a talented team, and driving professional development while ensuring top-quality service delivery and strategic...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Drive product innovation by leveraging AI and data insights to shape a strategic roadmap, lead a team, and collaborate across departments to deliver compelling solutions that enhance user and client e...

Pioneer robust data governance and analytics for ALM functions, ensuring precision in managing interest rate risk and liquidity. Lead initiatives to enhance data process efficiency, aligning with regu...

Champion product development by leading cross-functional teams to enhance automotive repair solutions, ensuring alignment with customer needs and business goals through effective collaboration...

Lead the charge in managing complex relationships and mentoring teams, enhancing service quality and profitability while ensuring compliance and risk management. Collaborate on strategic initiatives t...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Innovate the future of financial reporting by managing OneStream systems, enhancing data processes, and leading cross-functional teams to ensure reliable, compliant reporting platforms for strategic d...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

Grow your career with a key role in Corporate Finance, focusing on capital raising, investor relations, and strategic analysis. Contribute to high-impact projects while collaborating across teams to d...

Transform customer service through effective maintenance and engineering solutions. Manage diverse logistics and operational activities, leveraging your expertise to optimize service quality and timel...

Shape financial risk management strategies by leading FX and investment programs. This role involves building processes, optimizing liquidity, and driving system improvements collaboratively across gl...

Lead the charge in evolving our structured financial data taxonomy library. Collaborate across teams to drive alignment, enhance data access, and support AI integration. Shape frameworks for future gr...

Manage and streamline the investor reporting function, ensuring accuracy in documentation and compliance with regulations. Lead a team to deliver high-quality results while monitoring performance and...