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Portfolio Manager Jobs in Appleton, WI (NOW HIRING)

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Onsite Hospitality Manager

Green Bay, WI · On-site

$50K - $55K/yr

You will manage at least 30 units at one of our properties in Green Bay, Wisconsin Market - member ... If you've run or worked in a hotel, a short-term rental portfolio, or a high-volume hospitality ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Appleton, WI

Portfolio Manager information

See Appleton, WI salary details

$36.1K

$98K

$182.9K

How much do portfolio manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for portfolio manager 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 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 popular job titles related to Portfolio Manager jobs in Appleton, WI? For Portfolio Manager jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Portfolio Manager jobs in Appleton, WI look for? The top searched job categories for Portfolio Manager jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Portfolio Manager jobs? Cities near Appleton, WI with the most Portfolio Manager job openings:
Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Hybrid 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 24 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

65th of 170 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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