Job: Portfolio Manager III

Job Title: Portfolio Manager III
Job ID: 926396
Location: , WI
Full/Part Time: Full-Time
Regular/Temporary: Regular

Responsibilities:

PRIMARY FUNCTION:&
This position is responsible for managing a significant amount of assets for high net worth individual investors and/or trust accounts that achieve the investment objectives of the organization and its clients.&

Basic Qualifications:

Bachelors degree
8-9 years professional sales, portfolio management, analytical, trust and investment experience
Series 65 license within 6 months of hire

Other Information

You will manage medium to large-sized client accounts.& Responsible for executing investment policies and programs approved by management and investment committee and typically include new business development.& Bachelor's degree in related field and CFA is desired.& Ten years of investment experience is preferred.