• Assistant Investment Portfolio Manager

    Job Locations US-WI-Madison
    # of Openings
    Wealth Management
  • Overview

    In 1908, State Bank of Cross Plains opened our doors with one goal in mind: to make our vision of helping others achieve their dreams a reality. Since we believe that anything is possible with the right people by your side, we aim to be a knowledgeable financial partner who helps the Dane County community and surrounding area accomplish their goals—and then set new ones. With our unique community bank culture, competitive wages and benefits and opportunities for growth, we offer our employees the ability to make a difference for our customers in helping them reach their financial dreams.


    We are seeking a team-oriented professional to join our Madison office as an Assistant Investment Portfolio Manager!  This position is responsible for providing assistance and support to the portfolio management function of the Wealth Management Department. This includes preparing compliance investment account reviews and working with other members of the Wealth Management team to meet client needs.


    • Prepare compliance investment account reviews
    • Support portfolio management function by working closely with portfolio managers
    • Support portfolio managers via collection and preparation of investment research materials for Senior Portfolio Manager
    • Support financial planning function via collection and preparation of financial plan documents
    • Support other trust officers via preparation of investment review materials and participating in client or prospect meetings as needed
    • Participate in business development activities by providing supporting investment or financial planning information for trust officers
    • Assist with managing client investment portfolios consistent with departmental and individual account guidelines
    • Prepare materials and reports for the Trust and Investment Committee and Board of Directors
    • Actively participate in Trust and Investment Committee meetings as needed
    • Prepare proposals, presentations and other materials requested by portfolio managers and trust officers
    • Other duties as assigned


    • Bachelor’s Degree in Finance, Economics and/or similar field of education
    • Exceptional interpersonal and communication skills (verbal & written) to be able to interact and communicate with a diverse group of clients.
    • Good accounting/math skills with the ability to work precisely with numbers and financial calculations
    • Strong attention to detail with the ability to work efficiently & accurately
    • Demonstrated ability in exercising independent judgment
    • Excellent organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment
    • Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software
    • Ability to meet deadlines in a face-paced production environment
    • Ability to maintain confidential customer information
    • Ability to read, write, understand and speak English clearly
    • Ability to represent the organization in a professional, positive manner

    This position will work out of Madison Office located at 455 S. Junction Road, Madison, WI 53719.  This is a full time, exempt position with typical business hours of 8am - 5pm Monday through Friday.  


    The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.


    Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us.


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