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ASSOCIATED BANK NA Investment Associate in NEENAH, Wisconsin

JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Work closely with the portfolio management team in the daily administration of trust portfolios. Keep abreast of portfolio positioning, market news, trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions. Assist portfolio manager with investment performance reviews, cash management and account rebalancing. Assist with the preparation of marketing material and presentations.Job Accountabilities * Perform daily administrative and account management functions in the daily administration of trust portfolios under direction of the portfolio management team. Including researching, compiling, computing, organizing and preparing information for Trust Administrative, Trust Investment and KAM, LLC officers for use in discussions, client and staff meetings. Implement portfolio strategy based on direction from portfolio manager, administrative officer or internal/external client. * Develop an in-depth knowledge of the market and client base in order to design, organize and maintain presentation pieces for internal and external communication purposes. * Coordinate daily, monthly, quarterly and annual compliance reporting in accordance with Trust, OCC, SEC and other regulatory requirements. Maintain records to be used in regular internal and external audit exams. * Monitor account and department strategic risk guidelines in accordance with internal compliance procedures and regulations. * Work with portfolio managers on research initiatives, stock fundamental analysis, and overall portfolio analysis and monitoring to ensure keeping with account guidelines and restrictions. * Work under portfolio managers guidance on projects related to overall client portfolio review and management, complex account issues, investment selection analysis and management portfolio management and research. * Enter trades on behalf of portfolio manager, administrator or client. Maintain integrity between internal and third party software. Possibly provide backup to trading desk. Education Bachelor\'s Degree or equivalent combination of education and experience Accounting Required Bachelor\'s Degree or... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/58417DE3693E4145

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