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Portfolio Manager

Fixed Income Portfolio & Client Service Specialist

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Curi Capital
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    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 leading investment advisory firm is seeking a Fixed Income Portfolio and Client Administrator to join its Milwaukee office. This role focuses on supporting portfolio managers, ensuring operational excellence, and delivering exceptional client service. Ideal candidates possess at least 5 years of experience in investment management, have strong problem-solving abilities, and are proficient in portfolio management systems such as Bloomberg.

The company offers competitive benefits including comprehensive health coverage and 401(k) plans.
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