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Banking & Finance Portfolio Manager

Fixed Income Portfolio & Client Services Specialist

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Curi Capital LLC
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Banking & Finance, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Fixed Income Portfolio and Client Administrator in Milwaukee. The role requires 5+ years of investment management experience and focuses on delivering exceptional client service while ensuring operational excellence. Responsibilities include maintaining portfolio management systems, communicating with clients and team members, monitoring trade processes, and managing client reporting. This position offers a competitive salary and comprehensive benefits, emphasizing teamwork and detail-oriented support.
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