ZipRecruiter

Log In

1

Portfolio Associate Jobs in Wisconsin (NOW HIRING)

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed ...

NFP Corp

Associate, Advisor

Madison, WI

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed ...

SpartanNash

Retail Associate

River Falls, WI · On-site

$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 ...

Morgan Dar

Associate General Dentist

Appleton, WI · On-site

Associate Dentist in Appleton, WI If you're looking for a clinical home that balances cutting-edge ... portfolio. The Appleton Lifestyle Appleton is the "sweet spot" of the Midwest. It offers a vibrant ...

Alphabe Insight Inc

Marketing Associate

Madison, WI · On-site

$60K - $66K/yr

We are looking for a motivated Marketing Associate to support our growing client portfolio and strengthen our brand presence across multiple markets. This role involves assisting with marketing ...

Limitless East Marketing

Marketing Associate

Madison, WI · On-site

$60K - $66K/yr

We are looking for a motivated Marketing Associate to support our growing client portfolio and strengthen our brand presence across multiple markets. This role involves assisting with marketing ...

SpartanNash Company

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

... ® portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

SpartanNash

Bakery Associate

Wauwatosa, WI · On-site

$14 - $17/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other Associates

SpartanNash

Deli Associate

Wauwatosa, WI

$14 - $16.75/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

SpartanNash

Deli Associate

Madison, WI

$14.50 - $17.50/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

next page

Showing results 1-20

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 Jul 19, 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 portfolio associate job description?

A portfolio associate supports the management and analysis of investment portfolios by conducting research, monitoring asset performance, and assisting with asset allocation strategies. They often use financial tools and data analysis skills to help optimize investment outcomes and ensure compliance with client objectives. The role typically requires strong analytical abilities and knowledge of financial markets.

What jobs in the US pay 300,000 a year?

For a Portfolio Associate, earning $300,000 annually typically requires extensive experience, advanced skills in investment analysis, and often a senior or managerial role within asset management or private equity firms. High-paying roles in finance, such as hedge fund managers, private equity partners, and senior investment directors, also commonly reach or exceed this salary level. These positions often demand strong quantitative skills, industry certifications, and a track record of performance.

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.

What is a portfolio associate salary?

A portfolio associate's salary typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the firm. They often work with financial analysis, client management, and investment tools, and may receive bonuses or incentives based on performance.

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.

What does a portfolio associate do at Morgan Stanley?

A portfolio associate at Morgan Stanley supports portfolio managers by preparing reports, analyzing investment data, and assisting with client communications. They often use financial software and require strong organizational and analytical skills to help manage investment portfolios 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 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 July 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution, with an average salary of $39,919 per year, or $19.2 per hour.
Associate Product Manager - Service Parts (HDE)

Associate Product Manager - Service Parts (HDE)

Modine Manufacturing Company

Racine, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Modine Manufacturing rating

6.1

Company rating: 6.1 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

380th of 430 rated machine equipment manufacturers

Job description

Associate Product Manager - Service Parts (HDE)
Job Posting Location: Racine, WI
Posting Start Date: 6/26/26
Req Id: 8742
Required Travel: 0 - 10%
Remote, Onsite or Hybrid?: Hybrid
For more than 100 years, Modine has solved the toughest thermal management challenges for mission-critical applications. Our purpose of Engineering a Cleaner, Healthier World™ means we are always evolving our portfolio of technologies to provide the latest heating, cooling, and ventilation solutions. Through the hard work of more than 11,000 employees worldwide, our Climate Solutions and Performance Technologies segments advance our purpose with systems that improve air quality, reduce energy and water consumption, lower harmful emissions, enable cleaner running vehicles, and use environmentally friendly refrigerants. Modine is a global company headquartered in Racine, Wisconsin (U.S.), with operations in North America, South America, Europe, and Asia. For more information about Modine, visit modine.com.
Position Description
The Associate Product Manager - Service Parts (HDE) is responsible for leading the lifecycle management and rationalization of service parts across Modine's Heavy Duty Equipment (HDE) portfolio. This role focuses on managing service part obligations tied to OEM products, including product line exits, obsolescence, and complexity reduction initiatives.
The position ensures alignment with OEM customer requirements while balancing long-term service commitments with operational efficiency, plant impact, and profitability. This role plays a key part in supporting extended product life cycles by developing and implementing service parts strategies that reduce low-value complexity, improve margin, and minimize disruption to manufacturing operations.
This individual owns the analysis, strategy development, and cross-functional alignment for service parts decisions, including exit strategies, minimum order quantities (MOQ), kitting, and pricing recommendations. The role collaborates with Sales, Engineering, Manufacturing, Supply Chain, Procurement, Finance, and Packaging to develop and execute these strategies. This role will initially focus on rationalizing a complex legacy service parts portfolio and establishing a structured, repeatable process to effectively manage service part lifecycle decisions for both existing products and new product introductions.
The position will also participate in customer-facing discussions, supporting Sales and, where appropriate, leading service-part-specific conversations. Sales retains ownership of the overall customer relationship and negotiation, while this role provides the technical and commercial expertise to support those engagements.
Key Responsibilities
  • Lead analysis and management of the HDE service parts portfolio, including rationalization of legacy service parts and development of structured approaches for ongoing portfolio management, supporting OEM customers in coordination with Sales and Key Account Managers based on account structure.
  • Review OEM customer contracts to ensure alignment with service parts obligations, including service life requirements and last-time buy (LTB) provisions.
  • Analyze shipment history, demand trends, pricing, and inventory data to support lifecycle decisions, SKU rationalization, and drive prioritization and execution of service part actions to improve profitability.
  • Drive product lifecycle initiatives including obsolescence, product line exits, and portfolio simplification using 80/20 principles; identify low-volume, unprofitable, or high-complexity parts and develop structured phase-out strategies aligned with service life requirements.
  • Establish and manage service parts pricing strategies aligned with lifecycle stage, volume dynamics, and profitability targets.
  • Partner with manufacturing facilities to identify service parts that negatively impact production efficiency, create operational disruption, or drive disproportionate cost, and develop mitigation or elimination plans.
  • Collaborate with Engineering, Supply Chain, and Procurement to standardize components, enable substitutions, and reduce complexity while maintaining form, fit, and function requirements.
  • Define and implement packaging, kitting, and service solutions that improve customer value, support field service needs, and enhance logistics efficiency, while working with internal resources to reduce cost and complexity and maintain product protection and compliance.
  • Partner with Engineering and cross-functional teams during new product introductions to establish service parts strategies, structure, and processes that ensure effective long-term lifecycle management.
  • Support customer engagement by working with Sales to communicate lifecycle changes, develop last-time buy strategies, and establish service support expectations; participate in customer discussions and, based on customer structure, support or lead service-part-specific topics with Sales alignment.
  • Develop supporting materials for customer engagement, including business cases, part-level action plans, and service lifecycle strategies, stocking agreements, and transition plans for service parts.
  • Drive continuous improvement initiatives to reduce excess and obsolete inventory, improve service parts processes, optimize working capital, and establish sustainable systems for managing service parts across the product lifecycle.

Required Education & Qualifications
  • Bachelor's degree in Business, Engineering, Supply Chain, or related field.
  • 5+ years of experience in service parts, product management, supply chain, or manufacturing within an industrial or heavy equipment environment.
  • Experience managing service parts portfolios and supporting long lifecycle product requirements for OEM customers.
  • Strong analytical skills with the ability to interpret shipment history, demand signals, pricing, and inventory data to drive business decisions.
  • Proven ability to work cross-functionally with Engineering, Manufacturing, Supply Chain, Procurement, and commercial teams.

Preferred Qualifications
  • Experience in heavy-duty equipment, off-highway, automotive, or similar industries with extended service life expectations.
  • Experience with contract interpretation and service agreements related to OEM service parts obligations.
  • Experience with product obsolescence, portfolio rationalization, SKU reduction, and 80/20 simplification initiatives.
  • Experience working with ERP systems (e.g., SAP) and service parts data.
  • Exposure to packaging, kitting, logistics optimization, or cost reduction initiatives related to service parts.

Why Choose Modine?
Health & Well-being:
  • Day One
    • Competitive health, dental & vision insurance coverage
    • Employee Assistance Program
  • After 90 days of continuous employment
    • Maternity Leave (12 weeks at 100% pay)
      • 8 weeks of short term disability leave paid at 100%
      • 4 weeks of paid parental leave paid at 100%
    • Paternity Leave (4 weeks at 100% pay)

Financial Benefits:
  • 401k Retirement plan and company paid match
  • Life Insurance
  • Health Savings Account (HSA) with employer contribution
  • Flexible Spending Accounts (FSA)
  • Short Term Disability (company paid)
  • Long Term Disability

Work-Life Balance:
  • Competitive time-off policies
  • Tuition Reimbursement

To view full benefits information: MyModine Benefits
Modine is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. Modine provides a competitive benefit package, which could include paid vacation, short term disability, 401(k), health, dental, vision, life insurance, flex spending benefits, tuition reimbursement, Health Savings Account and much more. Human Resources will provide more detail upon your hiring.
#LI-AC1
#LI-Hybrid
This position is not eligible for any form of sponsorship (e.g. OPT or H1B visa status) now or in the future. Only individuals authorized to work in the United States now and for the foreseeable future will be considered for this position.

What Modine Manufacturing employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply