1

Portfolio Manager Jobs in Madison, WI (NOW HIRING)

Portfolio Manager III

Madison, WI · On-site

$112K - $249K/yr

As a Portfolio Manager III within PNC's Retail Lending organization, you will be based in Pittsburgh or Philadelphia, PA; Wilmington, DE; Washington, DC; Tysons Corner, VA; Chicago, IL; or New York ...

next page

Showing results 1-20

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 29, 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.

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

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

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 III

PNC Bank

Madison, WI • On-site

$112K - $249K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


PNC Bank rating

7.8

Company rating: 7.8 out of 10

Based on 347 frontline employees who took The Breakroom Quiz

88th of 173 rated banks


Job description

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Portfolio Manager III within PNC's Retail Lending organization, you will be based in Pittsburgh or Philadelphia, PA; Wilmington, DE; Washington, DC; Tysons Corner, VA; Chicago, IL; or New York, NY.
We are seeking a seasoned Portfolio Owner to help our Product Managers deliver a series of initiatives from ideation through funding, discovery, development, delivery and post implementation optimization.
Partners with key business, product and tech stakeholders across the Enterprise to manage dependencies, identify opportunities, competing priorities
Partners with Product and Business leaders to create, manage and prioritize product strategy, OKRs, backlog and roadmap
Oversee Program Analysis and Reporting; Leverages insights to inform improvement opportunities
Oversees continual agile and operational transformation and, partnering with product to adopt industry best practices
Supports key internal processes, including Change at PNC, project funding and staffing, budgeting, etc.; Manages budget tracking and burndown for Servicing Product Team
Drives annual planning process for team
Develop tracking, Identify and implement efficiency strategies across the product and tech organization
Familiarity with product development tools like Adobe, Tableau, FigJam, JIRA, Confluence, FigmaPNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
  • Manages the facilitation and coordination of all assigned portfolios. Leads the highest complexity of portfolios which require planning, oversight, and communication across multiple segments channels or lines of business. Typically, portfolio size may be greater than $70m.
  • Manages the development and approval process for strategic initiative governance for assigned portfolios.
  • Participates in the development and review of analysis and reporting information related to key strategic portfolio milestones.
  • Oversight and accountability for the portfolio budget while working to ensure success of the portfolio.
  • Acts as a mentor to other portfolio managers. Works across multi-disciplinary functions, and manages vender relationships to ensure success of the portfolio. Consults with project and program managers/teams as needed.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsAccountability, Client Counseling, Decision Making, Results-Oriented, Strategic PlanningCompetenciesAccuracy and Attention to Detail, Analytical Thinking, Consulting, Effective Communications, IT Standards, Procedures & Policies, Organizational Leadership, Problem Solving, Project Administration, Project ManagementWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)Language AssessmentsNo Required or Preferred Language AssessmentsPay TransparencyBase Salary: $112,000.00 - $249,600.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/25/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


What PNC Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom