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Portfolio Manager Jobs in Madison, WI (NOW HIRING)

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VC Manager @ SWIB in Madison, WI

Madison, WI · On-site

$120 - $160/hr

You will support or lead sourcing, due diligence, relationship management, and portfolio monitoring, while partnering with top-tier managers and entrepreneurs to create enduring value for the ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Madison, WI

Portfolio Manager information

See Madison, WI salary details

$37.3K

$101.2K

$188.9K

How much do portfolio manager jobs pay per year?

As of Aug 26, 2026, the average yearly pay for portfolio manager in Madison, WI is $101,224.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,000.00 and $131,000.00 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 are the most commonly searched types of Portfolio jobs in Madison, WI?

The most popular types of Portfolio jobs in Madison, WI are:

What job categories do people searching Portfolio Manager jobs in Madison, WI look for?

The top searched job categories for Portfolio Manager jobs in Madison, WI are:

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

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

Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Madison, WI as of August 2026, with employment types broken down into 90% Full Time, and 10% Contract. Highlights an 100% In-person job distribution, with an average salary of $101,224 per year, or $48.7 per hour.

Portfolio Manager - Treasury Management

First Business Financial Services, Inc.

Madison, WI • On-site

$85 - $120/hr

Other

Posted 7 days ago

Job description

Join us today as a Portfolio Manager - Treasury Management!

Location: Madison, WI onsite position.

We are seeking a client-focused Portfolio Manager - TM to support and grow business banking relationships through exceptional service, treasury management expertise, and proactive account management. This role serves as a trusted partner to commercial clients, managing a portfolio of deposit relationships while collaborating closely with Treasury Management Sales Officers and other business development teams to identify opportunities for growth and deliver tailored banking solutions.

Essential responsibilities for this role include: Client Relationship Management
  • Manage and deepen a portfolio of business deposit relationships.
  • Serve as the primary point of contact for treasury management inquiries, service requests, and issue resolution.
  • Conduct regular client outreach, annual reviews, and relationship calls to identify opportunities and enhance client satisfaction.
  • Analyze client needs and recommend treasury, deposit, and cash management solutions.
Client Onboarding & Account Management
  • Coordinate new client onboarding, including account opening, documentation collection, and treasury product implementation.
  • Ensure accuracy and completeness of client contracts, account documentation, and product setup.
  • Support ongoing account maintenance and service enhancements for existing clients.
  • Monitor exceptions related to pricing, fees, and rates and coordinate updates as needed.
Treasury Solutions & Portfolio Growth
  • Partner with Treasury Management Sales Officers and commercial banking teams to support portfolio growth and cross‑selling efforts.
  • Prepare treasury management proposals, account analysis reviews, pricing models, and client presentations.
  • Evaluate client balances, transaction activity, and service utilization to recommend optimal product solutions.
  • Assist in identifying and qualifying treasury management opportunities within existing relationships.
Product Expertise & Client Support
  • Maintain expertise across all treasury management and deposit products.
  • Educate and train clients on treasury management platforms and digital banking tools.
  • Provide day‑to‑day support for client questions, requests, and problem resolution.
  • Assist with RFP responses, account reviews, and special projects as needed.
Continuous Improvement
  • Stay informed on industry trends, competitive offerings, and emerging treasury solutions.
  • Recommend product enhancements and process improvements based on client feedback and market developments.
  • Participate in training, planning sessions, and departmental initiatives.
Qualifications
  • Strong relationship management and client service skills.
  • Experience in commercial banking, treasury management, cash management, or business banking preferred.
  • Ability to analyze client needs and recommend appropriate banking solutions.
  • Excellent organizational, communication, and problem‑solving skills.
  • Detail‑oriented with the ability to manage multiple priorities in a fast‑paced environment.
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