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Portfolio Associate Jobs in Wisconsin (NOW HIRING)

C. H. Robinson

Associate Portfolio Executive

Milwaukee, WI · On-site

$19.23 - $38.47/hr

Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing long-term, trusted relationships. In this role, you will leverage AI-powered tools to ...

Brady

Associate Product Manager

Milwaukee, WI

We are seeking an Associate Product Manager responsible for maximizing revenue and profitability of a portion of our Label Printing Systems portfolio. The Associate Product Manager will be ...

Fiskars Group

Associate Product Manager

Middleton, WI · On-site

Associate Product Manager Fiskars Middleton, WI, United States Hybrid work model (3 days onsite / 2 ... Support portfolio planning and analysis to help define how we win in the marketplace * Stay ...

SpartanNash

Retail Associate

River Falls, WI

$15.50 - $17.75/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Cashier Guest Assistant Produce Associate Deli Associate Meat Associate Barista Pharmacy Technician ...

SpartanNash Company

Retail Associate

River Falls, WI · On-site

$15.50 - $17.75/hr

... ® portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Cashier Guest Assistant Produce Associate Deli Associate Meat Associate Barista Pharmacy Technician ...

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All JobsPortfolio Associate JobsPortfolio Associate Jobs in Wisconsin

Portfolio Associate information

See Wisconsin salary details

$9

$19

$32

How much do portfolio associate jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for portfolio associate in Wisconsin is $19.19, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $20.38 per hour, depending on experience, location, and employer.

What is a typical portfolio associate salary?

A portfolio associate at Wells Fargo typically earns between $50,000 and $70,000 annually, depending on experience and location. The role often requires strong analytical skills and familiarity with financial tools and software.

What job makes $10,000 a month without a degree?

A Portfolio Associate typically earns a salary that varies based on experience and performance, but reaching $10,000 a month without a degree is uncommon. Many high-paying roles in finance, sales, or tech may offer such income through commissions, bonuses, or profit sharing, often requiring specialized skills, certifications, or experience rather than formal degrees.

What are the key skills and qualifications needed to thrive as a Portfolio Associate, and why are they important?

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Is portfolio manager an entry level job?

A portfolio manager is typically not an entry-level position; it usually requires several years of experience in finance, investment analysis, or related roles. Entry-level roles in investment firms often include analyst or associate positions, with portfolio management being a more senior responsibility that involves overseeing investment strategies and client portfolios. Certifications like the CFA can also be important for advancement to this role.

What is a Portfolio Associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a Portfolio Associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

What does a portfolio associate do?

A portfolio associate supports investment teams by analyzing financial data, monitoring portfolio performance, and assisting with asset allocation and risk management. They often use tools like Excel and investment management software and may prepare reports for clients or senior staff. The role requires strong analytical skills and knowledge of financial markets.
What are the most commonly searched types of Portfolio jobs in Wisconsin? The most popular types of Portfolio jobs in Wisconsin are:
What are popular job titles related to Portfolio Associate jobs in Wisconsin? For Portfolio Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Portfolio Associate jobs in Wisconsin look for? The top searched job categories for Portfolio Associate jobs in Wisconsin are:
Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Wisconsin as of June 2026, with employment types broken down into 1% As Needed, 44% Full Time, 51% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,919 per year, or $19.2 per hour.
Associate Portfolio Executive

Associate Portfolio Executive

C. H. Robinson

Milwaukee, WI

$19.23 - $38.47/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

C.H. Robinson rating

7.8

Company rating: 7.8 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

87th of 340 rated logistics

Job description

C.H. Robinsonis hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing longterm, trusted relationships. In this role, you will leverage AIpowered tools to simplify quoting, planning, and scheduling-so you can focus on selling, problemsolving, and growing revenue. You will operate with autonomy while being backed by the scale, technology, and credibility of a global supply chain leader. Supported by structured onboarding, coaching, and recognition for results, you will have a clear path for accelerated career growth in a highperformance environment. If you're driven, entrepreneurial, and motivated by winning with customers, this role offers the chance to run your own business-with unmatched support behind you.

RESPONSIBILITIES:

  • Build and grow a portfolio of customers, strengthening relationships and uncovering needs to convert opportunities into active business.

  • Re-engage dormant accounts and expand within existing customers to increase volume, revenue, and wallet share.

  • Own day-to-day customer interactions by responding quickly to questions, managing exceptions and escalations, and resolving conflict professionally.

  • Coordinate with carriers, suppliers, and internal partners to meet customer commitments and service expectations.

  • Quote and price freight, applying negotiation skills, market insight, and customer buying patterns to execute pricing strategy.

  • Plan, build, and execute shipments (with AI agent support) aligned to customer expectations

  • Identify account growth potential and cultivate transactional relationships into more committed, repeatable partnerships supported by business development resources.

  • Use data, reporting, and market/customer updates to uncover service and growth opportunities and inform daily priorities.

  • Improve how work gets done by adopting new tools/technology, identifying automation opportunities, and helping document and follow SOPs.

  • Operate with urgency and a team-first mindset by supporting teammates' customers when needed and contributing in daily/weekly stand-ups.

Required Qualifications:

  • High School Diploma or GED.

  • Minimum 6 months Customer Engagement Experience internal or external

  • Ability to travel up to 10%

Preferred Qualifications:

  • Bachelor's Degree from an accredited college or university.

  • Attention to detail, accuracy, and problem-solving.

  • Demonstrated negotiation, collaboration, and influencing skills.

  • Proficient in Microsoft Office Suite of Programs.

  • Values a diverse and inclusive work environment.

At C.H. Robinson we're firm believers in the power of in-person collaboration to fuel innovation and propel success. In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy.

We value an environment where you can grow by challenging yourself and are supported with the potential for internal promotion - within Sales, Global Forwarding, Operations, Account Management or other areas - so you can discover new interests, develop your strengths, and reach your life goals. So what are you waiting for?

We will review applications for this role on an ongoing basis and encourage all interested candidates to apply at their earliest convenience.

Compensation Range

$19.23 - $38.47

The base pay range displayed on the job posting reflects the minimum and maximum base pay for this specific location. Your individual base pay within this range is determined by job-related skills, experience, and relevant education or training. Compensation details listed in this posting reflect the base pay only and do not include additional variable compensation.

Questioning if you meet the mark? Studies have shown that some individuals may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we're building an inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit!

Equal Opportunity

C.H. Robinson is proud to be an Equal Opportunity Employer. We are committed to a workplace and performance culture that reflects the strengths of our worldwide marketplace. We value unique experiences and diverse backgrounds of our people within our company, our business relationships, and our communities. We're committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected.

EOE\Disabled\Veteran

Benefits

Your Health, Wealth and Self

Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including:

  • Three medical plans which include

    • Prescription drug coverage

    • Enhanced Fertility benefits

  • Flexible Spending Accounts

  • Health Savings Account (including employer contribution)

  • Dental and Vision

  • Basic and Supplemental Life Insurance

  • Short-Term and Long-Term Disability

  • Paid observed holidays

  • 2 paid floating holidays for U.S. hourly employees

  • Flexible Time Off (FTO) offered to U.S. salaried employees - no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and Canada

  • Paid parental leave

  • Paid time off to volunteer in your community

  • Charitable Giving Match Program

  • 401(k) with 6% company matching

  • Employee Stock Purchase Plan

  • Plus a broad range of career development, networking, and team-building opportunities

Learn more about our benefit offerings on ourBENEFITS & WELLBEINGpage

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