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Portfolio Manager Jobs in Dallas, WI (NOW HIRING)

Superior Choice Credit Union

Credit Analyst

Rice Lake, WI · On-site

$25 - $35/hr

Supporting lenders with ongoing portfolio management and problem loan administration * Preparing and maintaining reports on members' credit obligations and financial performance * Collecting and ...

Applebee's

Assistant Manager

Rice Lake, WI · On-site

$44K - $68K/yr

Flynn owns and operates a diversified portfolio of restaurants in iconic, world class brands across ... Position Description As an Applebee's ® Assistant Manager, you will be engaged in all aspects of ...

Applebee's

Assistant Manager

Rice Lake, WI

$44K - $68K/yr

Flynn owns and operates a diversified portfolio of restaurants in iconic, world class brands across ... Position Description As an Applebee's Assistant Manager, you will be engaged in all aspects of the ...

Johnson Financial Group

Financial Advisor

Rice Lake, WI · On-site

Achieve significant growth in assets under management and revenue for a profitable book of business. * Proactively review client portfolios to ensure proper segmentation and transition to appropriate ...

Rice Lake

Product Management Specialist

Rice Lake, WI · On-site

Includes supporting other product managers, negotiating for internal resources, assisting other product segments, managing a portfolio of products, developing company sales and marketing strategies ...

Rice Lake

Product Management Specialist

Rice Lake, WI · On-site

Includes supporting other product managers, negotiating for internal resources, assisting other product segments, managing a portfolio of products, developing company sales and marketing strategies ...

ESFM

JANITOR (FULL TIME)

Cumberland, WI

$17.50/hr

ESFM is the corporate Integrated Facilities Management (IFM) division of Compass Group USA and a ... Their portfolio of service categories includes Environment, Health & Safety, Facilities Maintenance ...

Compass Group

JANITOR

Cumberland, WI · On-site

$17.50/hr

ESFM is the corporate Integrated Facilities Management (IFM) division of Compass Group USA and a ... Their portfolio of service categories includes Environment, Health & Safety, Facilities Maintenance ...

Compass Group

JANITOR (FULL TIME)

Cumberland, WI · On-site

$17.50/hr

ESFM is the corporate Integrated Facilities Management (IFM) division of Compass Group USA and a ... Their portfolio of service categories includes Environment, Health & Safety, Facilities Maintenance ...

Compass Group

JANITOR (FULL TIME)

Cumberland, WI · On-site

$17.50/hr

ESFM is the corporate Integrated Facilities Management (IFM) division of Compass Group USA and a ... Their portfolio of service categories includes Environment, Health & Safety, Facilities Maintenance ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Dallas, WI

Portfolio Manager information

See Dallas, WI salary details

$36.5K

$99.1K

$184.9K

How much do portfolio manager jobs pay per year?

As of Aug 26, 2026, the average yearly pay for portfolio manager in Dallas, WI is $99,058.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,600.00 and $128,200.00 per year, depending on experience, location, and employer.

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 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 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 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.

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.

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 firm. 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.

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 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 continuous monitoring and adjusting of investments to optimize performance and manage risk.

What qualifications do you need to be a portfolio manager?

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

What cities near Dallas, WI are hiring for Portfolio Manager jobs?

Cities near Dallas, WI with the most Portfolio Manager job openings:

Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Dallas, WI as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $99,058 per year, or $47.6 per hour.

Credit Analyst

Superior Choice Credit Union

Rice Lake, WI • On-site

$25 - $35/hr

Full-time

Re-posted 11 days ago

Job description

Credit Analyst
Are you a numbers-driven problem solver who enjoys digging into financial details and turning data into meaningful insights? Do you take pride in accuracy, organization, and supporting smart lending decisions?

We’re looking for a Credit Analyst who’s equal parts analytical thinker, detail detective, and collaborative partner. In this role, you’ll work closely with lenders to evaluate credit requests, assess risk, and ensure our members receive thoughtful, informed financial solutions.

What You’ll Be Doing:
  • Analyzing financial statements, credit reports, and other data to assess the strength of business members’ credit requests
  • Performing initial credit analysis to determine alignment with credit union policies and guidelines
  • Assisting with or preparing clear, concise credit presentations for lending decisions
  • Monitoring loan collateral, valuations, and inspections to ensure compliance with agreements and loan covenants
  • Supporting lenders with ongoing portfolio management and problem loan administration
  • Preparing and maintaining reports on members’ credit obligations and financial performance
  • Collecting and organizing financial data directly from members when needed
  • Updating and maintaining credit and loan systems with accurate data entry and reporting
  • Contributing to special projects and supporting team initiatives
You’ll Thrive in This Role If You:
  • Have 3–5 years of experience in credit analysis, commercial lending, or a related financial role
  • Enjoy analyzing financial data and translating it into clear recommendations
  • Are highly organized, detail-oriented, and pride yourself on accuracy
  • Communicate complex financial concepts clearly and professionally
  • Can manage multiple priorities while meeting deadlines
  • Work well independently but also enjoy collaborating with a team
  • Are comfortable using loan software, reporting tools, and Microsoft Office
Bonus Points If You:
  • Have experience working with commercial or business lending portfolios
  • Are skilled at identifying potential risks and offering proactive solutions
  • Enjoy building relationships with internal teams and supporting lenders
  • Thrive in a fast-paced environment where no two days are exactly the same
What Success Looks Like:
  • Accurate, thorough credit analysis that supports strong lending decisions
  • Well-prepared credit presentations that clearly communicate risk and opportunity
  • Timely and compliant reporting on credit activity and loan performance
  • Strong collaboration with lenders and internal partners
  • Maintaining high standards of confidentiality, professionalism, and service
Why Join Us?

We’re more than a credit union—we’re a team committed to helping our members and communities thrive. At Superior Choice Credit Union, your expertise helps drive smart decisions, support local businesses, and strengthen financial futures.

If you’re ready to put your analytical skills to work in a meaningful way, we’d love to have you on our team.

Superior Choice Credit Union has proudly served the community for over 90 years, with more than 150 team members supporting over 30,000 members across Wisconsin and Minnesota. Learn more at superiorchoice.com.