Portfolio Manager jobs in Milwaukee, WI

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Condominium Portfolio Manager
  • Founders 3 Real Estate Services
  • Milwaukee, WI FULL_TIME
  • Are you an entrepreneur at heart, who thrives on ownership of projects and obtaining a return on investment?

    Do you love working with people and provide excellent customer service?

    Would you like to work for a company with opportunity for career growth?

    If you answered "yes" to these questions, keep reading...

    At Founders 3, we provide world class Real Estate Management service by caring for our clients’ assets as if they were our own. Our wide range of expertise ranges from pre-development consultation to full-service property management, accounting and maintenance services. Our depth of experience and stellar track record let our clients make confident investment decisions, knowing that their property investments are in excellent hands. We are currently looking for a Condominium Portfolio Manager to manage premier properties in Milwaukee, WI.

    As the Property Manager, you are responsible for providing direct management oversight for a portfolio of properties. You are responsible for maximizing NOI and asset value on behalf of the property ownership. Specific responsibilities include property management, condo board communication, operations, maintenance, tenant relations, supporting the maintenance staff, accounts payable, collections, annual budgeting, risk management and financial reporting.

    The ideal candidate will have a bachelor's degree in business or related field of study, and 3-5 years of residential property experience. Experience in residential apartments or condominiums is required. We offer a competitive compensation and benefit package.

    Founders 3 is an Equal Opportunity Employer


    Benefits:
    • Health Insurance
    • 401k with Employer Match
    • Paid Time Off (PTO)
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Professional Development & Support
    • Employee Assistance Program
    • Tuition Reimbursement
    • Flexible Spending Account
    • Health Savings Account

    Other Requirements:
    • 3 years of property management preferred
  • 1 Day Ago

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Product Portfolio Manager
  • FIS
  • Milwaukee, WI FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%Job DescriptionAs the world works an...
  • 2 Days Ago

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Portfolio Manager/Analyst
  • Campbell Newman Asset Management
  • Milwaukee, WI FULL_TIME
  • SUMMARY Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – cl...
  • 9 Days Ago

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Community Manager - Harbor Portfolio
  • Monroe Group LTD
  • Milwaukee, WI FULL_TIME
  • DescriptionCommunity ManagerMonroe Group is looking for a Community Manager to join our team!We are seeking a seasoned Community Manager who can manage a large Family affordable Project Based Section ...
  • 2 Months Ago

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LIFT PROJECT PORTFOLIO MANAGER (NORTH)
  • Oracle
  • Belgium, WI FULL_TIME
  • Oracle Lift is a multi-disciplined team of experts collaborating with Oracle’s presales teams, CAMs, Architects and cloud sales. The team operates at pace, through qualification, workload scoping, the...
  • Just Posted

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Assistant Community Manager - Harbor Portfolio
  • Monroe Group LTD
  • Milwaukee, WI FULL_TIME
  • DescriptionAssistant Community ManagerMonroe Group is looking for an Assistant Community Manager to join our team!We are seeking an Assistant Community Manager who can provide management support to ou...
  • 2 Months Ago

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0 Portfolio Manager jobs found in Milwaukee, WI area

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Business Banking Relationship Manager
  • Hiring Now!
  • Milwaukee, WI
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 5/10/2024 12:00:00 AM

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Sr. Associate, Patent Paralegal
  • S.C. Johnson & Son, Inc.
  • Racine, WI
  • SC JOHNSON IS A FIFTH-GENERATION FAMILY COMPANY BUILT ON THE SPIRIT OF OUR PEOPLE. We have been leading with purpose for...
  • 5/10/2024 12:00:00 AM

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Fitness Manager - Club Manager- Franklin
  • Anytime Fitness
  • Franklin, WI
  • Why Join Our Team? Lets grow together, and become better together! We strive to be the best professionals in the fitness...
  • 5/10/2024 12:00:00 AM

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Wealth Management Services Director
  • Waukesha State Bank
  • Waukesha, WI
  • We are growing and need an experienced manager to lead our team. We are looking for a seasoned Wealth Manager with a pro...
  • 5/9/2024 12:00:00 AM

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Public Investments - Middle Office Specialist
  • Northwestern Mutual Life Insurance Company
  • Milwaukee, WI
  • At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
  • 5/9/2024 12:00:00 AM

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Patent Attorney - 1975157
  • AMS Staffing Inc.
  • Milwaukee, WI
  • Please send your resume in WORD format should you be interested in the following Attorney position located Chicago, IL; ...
  • 5/9/2024 12:00:00 AM

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Mutual funds accountant
  • Randstad
  • Milwaukee, WI
  • A top company is looking for a Mutual Funds Accountant They have an office in Milwaukee, WI and Tempe, AZ M-F 8AM-5PM, H...
  • 5/8/2024 12:00:00 AM

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Portfolio Manager/Analyst
  • Campbell Newman Asset Management, Inc.
  • Milwaukee, WI
  • SUMMARY Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients n...
  • 5/6/2024 12:00:00 AM

Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city. Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes. According to the United States Census Bureau, the city has ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$114,519 to $158,739
Milwaukee, Wisconsin area prices
were up 1.8% from a year ago