About this role
VP Portfolio Manager at Nicolet National Bank. Location: Iowa City, Iowa, United States. Role: maintaining relationships, performing research, advising clients Requirements: Bachelor's in Finance/Business or equivalent, 5+ years investment experience preferred, Series 65 or professional designation in good standing, CFA/CAIA preferred, strong analytical and communication skills, Microsoft Office proficiency. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, Microsoft Word, Microsoft Excel Certifications: cfa, caia, series 65, cfp, cima, chfc, pfs Commitment: Full Time Workplace: Onsite Languages: English