Investment Manager jobs in Madison, WI

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Investment Advisor
  • Milestone Investment Advisors
  • Middleton, WI FULL_TIME,OTHER
  • Milestone Investment Advisors, LLC is a boutique fee-only investment advisory firm with approximately $800 million of AUM, located in Middleton, Wisconsin. The firm was formed in 2013 by three long-term colleagues, and today we provide investment advisory and financial planning services for nearly 400 families throughout the country.

    We are seeking an industry professional who is interested in working on a team serving our existing clients. No client development will be required. For the right individual, this position will provide tremendous growth opportunities and will play an important role in our succession plan over the next few years.

    Qualifications

    The Ideal candidate should hold a CFP certification or similar designation with 5-8 years of industry experience.

    If your present circumstances are not aligned with your career advancement goals, please forward your resume to angel@milestoneia.com. We would welcome an opportunity to connect with you to explore the potential of this position.

    The pay is commensurate with the experience and qualification required for the job.

    Job Types: Full-time, Permanent

    Pay: $75,000.00 - $120,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Ability to Relocate:

    • Middleton, WI 53562: Relocate before starting work (Required)

    Work Location: In person

  • 1 Month Ago

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Investment Operations Analyst, Funds & Liquidity
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of asset...
  • 1 Month Ago

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Investment Operations Analyst - Private Markets & Funds Alpha
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $156 billion of asset...
  • Just Posted

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Investment Operations Analyst - Public Markets- Middle Office
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $...
  • 1 Month Ago

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Investment Operations Analyst, Funds & Liquidity Collateral Management
  • State of Wisconsin Investment Board
  • Madison, WI FULL_TIME
  • Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of asset...
  • 1 Month Ago

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Global Trade & Investment Grants and Fund Manager
  • Wisconsin Economic Development Corporation
  • Madison, WI FULL_TIME
  • Wisconsin Economic Development Corporation Position Description Position Title: Global Trade & Investment Grants and Fund Manager Department: Global Trade & Investment Reports to: Senior Director Glob...
  • 25 Days Ago

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0 Investment Manager jobs found in Madison, WI area

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Analyst, Multi-Asset Strategies
  • State Of Wisconsin Investment Board (swib)
  • Madison, WI
  • The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible...
  • 4/24/2024 12:00:00 AM

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Director, Americas Cloud Economist
  • Nutanix
  • Madison, WI
  • Hungry, Humble, Honest, with Heart!About NutanixNutanix is disrupting the multi-billion-dollar enterprise data center ma...
  • 4/23/2024 12:00:00 AM

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Retail Relationship Banker (Middleton)
  • BMO Financial Group
  • Middleton, WI
  • Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance ...
  • 4/23/2024 12:00:00 AM

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Program Director
  • HCLTech
  • Madison, WI
  • HCLTech is looking for a highly talented and self- motivated Program Director to join it in advancing the technological ...
  • 4/22/2024 12:00:00 AM

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Investment Analyst
  • HECKMANN FINANCIAL
  • Middleton, WI
  • About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
  • 4/21/2024 12:00:00 AM

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Program Director
  • Hcltech
  • Madison, WI
  • HCLTech is looking for a highly talented and self- motivated Program Director to join it in advancing the technological ...
  • 4/21/2024 12:00:00 AM

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Investment Analyst
  • Heckmann Financial
  • Middleton, WI
  • About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
  • 4/21/2024 12:00:00 AM

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Senior Financial Analyst - M&A & FP&A
  • Trachte Llc
  • Madison, WI
  • The Senior Financial Analyst will work closely with Trachtes senior leadership team to support M&A activities and contri...
  • 4/21/2024 12:00:00 AM

Madison is located in the center of Dane County in south-central Wisconsin, 77 miles (124 km) west of Milwaukee and 122 miles (196 km) northwest of Chicago. The city completely surrounds the smaller Town of Madison, the City of Monona, and the villages of Maple Bluff and Shorewood Hills. Madison shares borders with its largest suburb, Sun Prairie, and three other suburbs, Middleton, McFarland, and Fitchburg. Other suburbs include the city of Verona and the villages of Cottage Grove, DeForest, and Waunakee as well as Mount Horeb, Oregon, Stoughton, and Cross Plains among others. According to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$106,207 to $190,036
Madison, Wisconsin area prices
were up 1.3% from a year ago

Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019