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Portfolio Manager Jobs in Wisconsin (NOW HIRING)

SC Johnson

Manager, Portfolio Management

Racine, WI · On-site +1

ABOUT THE ROLE The Manager, Portfolio Management provides E2E process & portfolio support to ICB, as well as Cross-Category Delivery leadership for data management, reporting and analytics ...

US Bank

Principal Portfolio Manager 1

Brookfield, WI · On-site

The Director, Enterprise Program Management leads the planning, governance, coordination, and execution of strategic technology initiatives spanning multiple portfolios, product teams, and global ...

Us Bank

WI · On-site

$150 - $176/hr

The Director, Enterprise Program Management leads the planning, governance, coordination, and execution of strategic technology initiatives spanning multiple portfolios, product teams, and global ...

New

Wintrust

Senior Portfolio Manager, CRE

Hartland, WI

$98K - $132K/yr

Promote from within culture The Senior Portfolio Manager, CRE will assist and manage a portfolio of commercial real estate credits/relationships in a fast-paced, regulated environment. The ideal ...

New

Wintrust

Senior Portfolio Manager, CRE

Hartland, WI · On-site

$98K - $132K/yr

Promote from within culture The Senior Portfolio Manager, CRE will assist and manage a portfolio of commercial real estate credits/relationships in a fast-paced, regulated environment. The ideal ...

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Showing results 21-40

All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Wisconsin

Portfolio Manager information

See Wisconsin salary details

$37.3K

$101.4K

$189.3K

How much do portfolio manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for portfolio manager in Wisconsin is $101,398.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,100.00 and $131,200.00 per year, depending on experience, location, and employer.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and often preferred by employers for demonstrating expertise in investment analysis and portfolio management. Many portfolio managers also hold advanced degrees or relevant certifications, and strong analytical skills and experience are essential in this role.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

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 modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the managed assets. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves risk management, performance monitoring, and strategic planning to optimize returns.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.
More about Portfolio Manager jobs

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 Manager jobs in Wisconsin?

For Portfolio Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Portfolio Manager jobs in Wisconsin look for?

The top searched job categories for Portfolio Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Portfolio Manager jobs?

Cities in Wisconsin with the most Portfolio Manager job openings:

Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $101,398 per year, or $48.7 per hour.

Commercial Portfolio Manager - Job # 3744

Symicor Group

Waukesha, WI • On-site

$120K/yr

Full-time

Re-posted 16 days ago

Job description

Commercial Portfolio Manager – To $120K – Waukesha, WI – Job # 3744
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our bank client is seeking to fill a Commercial Portfolio Manager role in the Waukesha, WI area. The position is responsible for supporting the Bank’s portfolio of business by servicing prospective and current customers with a variety of commercial loans. These activities will be accomplished by conducting regular risk reviews, financial statement analysis, direct involvement in underwriting, document review and ongoing portfolio management.

The opportunity has a generous salary of up to $120K and a benefits package.  (This is not a remote position).

Commercial Portfolio Manager responsibilities include:
  • Review loan underwriting and work directly with underwriters to get complete and accurate loan write up to the appropriate approval queues.
  • Draft term sheets and communicate loan terms with borrowers, as well as request items needed to begin renewal process.
  • Supports the growth and development of the assigned commercial lending loan portfolio by effective portfolio management.
  • Monitor current, matured, and past due loans for Loan Officers, while making appropriate recommendations.
  • Effectively monitoring portfolio for revenue opportunities and/or loan exposures.
  • Support Loan Officers in prescreening potential borrowers and loans, performs due diligence and proper loan structuring.
  • Collaborate with attorneys to reviews loan documentation for accuracy.
  • Prepares lending activity reports for management and loan committee as needed
  • Establish and maintain relationships with customers to proactively identify and recommend additional opportunities.
  • Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.
  • Maintains current and up-to-date knowledge and continues professional development through training as applicable.
  • Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
  • Performs additional duties as assigned or directed.

Who Are You?
You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:
  • Bachelor’s degree preferred.
  • 5 to 10 years’ experience in Commercial Lending Portfolio Management.
  • Strong knowledge of credit and lending policies.
  • Proficient in using PC software tools including Microsoft Office.
  • Banking financial analysis.
  • Strong analytical and underwriting skills.
  • Strong organizational skills and effective time management.

The next step is yours. Email us your current resume along with the position you are considering to:

resumes@symicorgroup.com