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Portfolio Management Jobs in Appleton, WI (NOW HIRING)

Annex Wealth Management

Wealth Manager - Appleton

WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investment Expertise & Portfolio Strategy: Strong understanding of investment strategies, portfolio management, and financial planning principles. * Client-Centric Relationship Management:

GreenStone Farm Credit Services

Credit Analyst

Little Chute, WI · On-site

$150/day

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Portfolio Management: Assist in portfolio management by monitoring company performance and specific loan covenants, ensuring borrowers meet their financial obligations. Your role is critical to ...

GreenStone Farm Credit Services

Credit Analyst

Little Chute, WI · On-site +1

$150/day

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Portfolio Management: Assist in portfolio management by monitoring company performance and specific loan covenants, ensuring borrowers meet their financial obligations. Your role is critical to ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

  • Retirement

  • PTO

Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus. * Bachelor's degree or higher preferably in financial planning, business ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

  • Retirement

  • PTO

Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus. * Bachelor's degree or higher preferably in financial planning, business ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

  • Retirement

  • PTO

Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus. * Bachelor's degree or higher preferably in financial planning, business ...

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All JobsPortfolio Management JobsPortfolio Management Jobs in Appleton, WI

Portfolio Management information

See Appleton, WI salary details

$36.1K

$98K

$182.9K

How much do portfolio management jobs pay per year?

As of Aug 13, 2026, the average yearly pay for portfolio management in Appleton, WI is $98,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,900.00 and $126,800.00 per year, depending on experience, location, and employer.

What qualifications do I need to be a portfolio management?

To become a portfolio manager, candidates typically need a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment or financial analysis. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with portfolio management tools are also important.

What does a portfolio management do?

A portfolio manager oversees a collection of investments to meet clients' financial goals, analyzing market trends and making strategic decisions. They use tools like financial models and may hold certifications such as the CFA, working in environments that require strong analytical and decision-making skills.

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

To thrive as a Portfolio Manager, you need strong analytical abilities, financial acumen, and typically a degree in finance, economics, or a related field, often complemented by certifications such as CFA or MBA. Mastery of portfolio management software, financial modeling tools, and familiarity with investment platforms like Bloomberg or Morningstar are essential. Outstanding communication, decision-making, and risk management skills help you build client trust and adapt to changing market conditions. These skills ensure effective investment strategies and long-term portfolio growth while meeting client objectives.

What is portfolio management?

Portfolio management is the process of selecting, monitoring, and adjusting a collection of investments—such as stocks, bonds, or other assets—to meet specific financial goals and risk tolerance. It involves ongoing analysis and decision-making to maximize returns while managing risks. Portfolio managers may work for individuals, companies, or investment funds, using a mix of strategies and tools to achieve optimal performance. Effective portfolio management requires a deep understanding of financial markets, asset allocation, and investment analysis.

What are some common challenges faced by professionals in portfolio management roles?

Portfolio management professionals often navigate challenges such as balancing risk versus return, adapting to rapidly changing market conditions, and managing client expectations. They must continuously analyze economic trends, re-evaluate asset allocations, and ensure that investment strategies remain aligned with clients’ objectives. Collaboration with research analysts, compliance officers, and client relationship managers is also essential to make informed decisions and maintain regulatory standards. Developing strong communication skills and staying updated with market developments are key to overcoming these challenges and succeeding in the role.

How much do portfolio managers get paid?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $150,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Advanced certifications like the CFA can also influence earning potential.

What is the difference between Portfolio Management vs Financial Analyst?

AspectPortfolio ManagementFinancial Analyst
CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA common
Work EnvironmentManage investment portfolios for clients or firmsAnalyze financial data to support investment decisions
Employer & IndustryFinancial firms, asset management companiesBanks, investment firms, corporations

While both roles involve finance and investments, Portfolio Management focuses on overseeing entire investment portfolios, making strategic decisions to meet client goals. Financial Analysts primarily analyze data to support investment choices, often working under Portfolio Managers. Understanding these differences helps in choosing the right career path or job search focus.

Are portfolio managers paid well?

Portfolio managers typically earn high salaries that include base pay, bonuses, and performance incentives, reflecting their responsibility for investment decisions and client assets. Compensation varies based on experience, firm size, and performance, with experienced managers at large firms often earning six-figure or higher total compensation. Certifications like the CFA can also influence earning potential.

What are popular job titles related to Portfolio Management jobs in Appleton, WI?

For Portfolio Management jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Portfolio Management jobs in Appleton, WI look for?

The top searched job categories for Portfolio Management jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Portfolio Management jobs?

Cities near Appleton, WI with the most Portfolio Management job openings:

Portfolio Management jobs near you
Infographic showing various Portfolio Management job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $98,020 per year, or $47.1 per hour.

Portfolio Manager - Commercial Banking

Associated Bank

Green Bay, WI • On-site

Full-time

Retirement, PTO

Re-posted yesterday

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
As a Portfolio Manager within Commercial Banking, you will support the growth and management of commercial client relationships through credit analysis, portfolio management, and strategic partnership with Relationship Managers. This role plays a key part in maintaining strong credit quality while identifying opportunities to deepen client relationships across the bank. You'll gain exposure to complex commercial banking relationships and opportunities to grow your expertise in underwriting, client management, and financial strategy.
Key Accountabilities
  • Analyze financial statements, credit requests, and client performance to evaluate lending opportunities and risk.
  • Manage portfolio administration activities while ensuring compliance with bank policies and regulatory guidelines.
  • Partner with Relationship Managers to support and strengthen commercial client relationships.
  • Monitor portfolio performance, repayment activity, and overall credit quality to proactively manage risk.
  • Recommend loan structures and participate in the loan approval and renewal process.
  • Identify and refer cross-sell opportunities across Treasury Management, Private Banking, Capital Markets, and other banking services.
  • Collaborate with internal partners and credit teams to deliver responsive, high-quality client service.
  • Participate in community and business activities to strengthen market presence and build professional relationships.

Please Note: This position can also be hired as a Portfolio Manager VP or SVP. We will assess applicants based on their skills and years of relevant experience.
Education & Experience
Required
  • Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience
  • 2+ years of experience in Commercial Banking, Commercial Real Estate, Corporate Banking, Specialized Banking, or Credit Approval
  • 2+ years of experience handling complex commercial credits
  • Reliable transportation and ability to lawfully drive, if applicable
Preferred
  • 1+ years of sales experience
  • 1+ years of formal credit training
  • Experience building and managing commercial client relationships
  • Strong communication, financial analysis, and relationship management skills

Why You'll Love Working Here
You'll join a collaborative team that values professional growth, relationship building, and continuous learning. At Associated Bank, you'll have opportunities to expand your expertise, work with experienced banking professionals, and make a direct impact on clients and communities. Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
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.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
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.
$58,030.00 - $99,480.00 per year

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