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Portfolio Manager Jobs in Appleton, WI (NOW HIRING)

Mgr - Program Management

Oshkosh, WI · Hybrid

$103K - $177K/yr

The Manager plays a critical leadership role in project portfolio performance, team development, and continuous improvement. YOUR IMPACT These duties are not meant to be all-inclusive and other ...

Mgr - Program Management

Oshkosh, WI · On-site

$103K - $177K/yr

The Manager plays a critical leadership role in project portfolio performance, team development, and continuous improvement. YOUR IMPACT These duties are not meant to be all-inclusive and other ...

Product Manager

Oshkosh, WI · On-site

$90K - $120K/yr

We are looking for a Product Manager to guide strategy and execution for a portfolio of products in Oshkosh, Wisconsin. This role is focused on expanding category performance, shaping market-ready ...

... portfolio management tools (e.g., Jira, Smartsheet, Asana, MS DevOps, MS Project, or similar) • Ability to manage strategic initiatives and influence organizational change • Proven experience in ...

Senior Program Manager

Oshkosh, WI · On-site

$118K - $211K/yr

Background in portfolio management, strategic planning, and innovation leadership. * Demonstrated success managing large-scale programs with significant financial, technical, or operational impact.

Senior Program Manager

Oshkosh, WI · On-site

$118K - $211K/yr

Background in portfolio management, strategic planning, and innovation leadership. * Demonstrated success managing large-scale programs with significant financial, technical, or operational impact.

Showing results 21-40

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.
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:
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.

General Manager (Retail/Storage) - WI02

Prime Storage Group

Appleton, WI • On-site

$23 - $25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


Prime Storage rating

6.7

Company rating: 6.7 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

8th of 29 rated removal and storage companies


Job description

Overview

Prime Group Holdings, LLC is a vertically integrated private equity real estate firm specializing in self-storage and other alternative real estate asset classes.

With $6.7 billion in assets under management, Prime Group is among the largest private owners and operators of self-storage properties globally, with a portfolio of 320+ self-storage assets across 28 U.S. statesthree Canadian provinces, and the U.S. Virgin Islands, totaling 24+ million rentable square feet. The firm manages three flagship funds on behalf of a global investor base, including Prime Storage Fund III, the largest self-storage dedicated fund ever raised.

Headquartered in Saratoga Springs, NY, Prime Group employs 700+ professionals and maintains a regional office in Jupiter, FL and Manhattan, NY along with investment originations offices in Denver, CO; Hackensack, NJ; Yorktown, VA; and Calgary, Alberta. The firm's 21-person senior leadership team is supported by specialized teams across sourcing and acquisitions, asset and portfolio management, compliance and legal, property management, information technology, transactions and financing, marketing, accounting, training, and other core functions.

Prime Group's performance is rooted in a culture of respect, teamwork, ethical business practices, accountability, and persistence. The firm places significant value on the relationships it has built with customers, employees, investors, and stakeholders. PitchBook has recognized Prime Group as one of the top 10 real estate value-add fund managers in its 2023 Global Manager Performance Score League Tables.

Position Overview

Join us as a General Manager at Prime Storage Group, where you'll lead the daily operations of our self-storage facilities! From renting units and trucks to selling merchandise, you'll thrive in a dynamic role full of customer interactions and property maintenance. As an energetic and professional team player, you'll build exceptional customer relationships, elevate your sales and service skills, and ensure our properties are well-maintained and secure.

Responsibilities
  • Deliver excellent customer interactions both in-person and over the phone to meet tenants' needs
  • Use creativity to generate sales and maintain high occupancy levels through effective advertising and customer relations
  • Manage daily operations, including collections, deposits, and customer calls
  • Show and rent units by understanding tenant needs and offering the best storage solutions
  • Actively sell merchandise, upsell insurance, schedule moving trucks, and cross-sell other facilities
  • Assist with auction preparations, handling tenant communications with compassion
  • Maintain the facility's "curb appeal" by ensuring it is clean, safe, and secure, and performing minor maintenance
  • Other duties as assigned
Qualifications
  • 2 - 4 years of relevant work experience in a fast-paced, customer-facing environment, with direct involvement in profit-and-loss management (unless recently graduated with a bachelor's degree).
  • High School diploma or GED required
  • Excellent interpersonal and communication skills, both in person and over the phone
  • Ability to work effectively both independently and as part of a team
  • Must be technically savvy with the ability to learn new applications and Point of Sale systems
  • Proficiency in Microsoft products such as Outlook is required
  • Must be physically able to perform routine maintenance duties daily such as walking the property to assess areas of need, maintaining cleanliness of bathrooms, office and hallways, weeding, operating power tools, changing light bulbs and other maintenance related duties.
  • Must be able to lift 50lbs
  • Possession of a valid driver's license, insurance, and reliable transportation
  • Availability for travel and flexibility to work at various locations
Benefits
  • A healthy work/life balance; Monday - Friday, 9:45am-6pm. 
  • Competitive pay and bonus opportunities
  • Health, dental, life, vision, short-term disability and long-term disability insurance
  • A 401(k) program with a company "matching" policy
  • Paid time off and paid holidays
  • Career advancement opportunities

EQUAL OPPORTUNITY EMPLOYER STATEMENT

Prime Group Holdings is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

#LI-OnSite #PSG123

Pay RangeUSD $23.00 - USD $25.00 /Hr.Employment Type: OTHER

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