Financial Analyst

Job Description

Investment Operations & Reporting Analyst
About the Opportunity
This is an opportunity to join a well-established institutional investment management firm with a long track record in fixed-income investing. With a close-knit team, the firm offers a collaborative environment where individuals can make a visible impact, develop deep expertise, and work closely with experienced investment professionals.

The firm manages fixed income assets for a diverse institutional client base. The culture values accuracy, teamwork, accountability, and continuous improvement.

Why This Role Is Appealing

• Work in a stable, respected investment management environment with long-term institutional clients
• Gain hands-on exposure to portfolio reporting, consultant relations, and investment operations
• Be part of a small, collaborative administrative team where your contributions matter
• Develop technical, analytical, and communication skills within the fixed-income space
• Partner directly with portfolio managers and consultants, providing meaningful insight and support

Position Overview
The Analyst will play a key role in supporting the investment management and client reporting process. This position is responsible for preparing and delivering portfolio information to investment consultants, responding to ad hoc data requests, and supporting consultant-related initiatives such as requests for proposals and due diligence questionnaires.

The Analyst will join an administrative team of four professionals that supports portfolio managers by delivering timely account data, market information, trade processing, and high-quality client materials.

Key Responsibilities

• Prepare and distribute monthly and quarterly portfolio reports for investment consultants
• Respond to ad hoc consultant inquiries with accurate and timely information
• Assist with consultant requests for proposals (RFPs) and quarterly due diligence questionnaires
• Support portfolio managers with account-level and market-related data
• Process and support trade-related activities
• Create monthly and quarterly account reports and client meeting presentation materials

Qualifications & Skills

• Highly motivated, detail-oriented, and collaborative team player
• Strong proficiency in Microsoft Excel and Word
• Experience with Advent Portfolio Exchange preferred
• Solid mathematical aptitude and strong critical-thinking skills
• Ability to clearly communicate information and ideas to team members
• Comfortable managing multiple deadlines in a precision-driven environment

Who Will Thrive in This Role
This role is ideal for someone who enjoys working with data, values accuracy, and wants to grow within an institutional investment management setting. If you're looking for a position where your work directly supports investment decisions and client relationships -and where your contributions are recognized - this role offers long-term professional value.

Meet Your Recruiter

RyAnn Vassallo
Senior Placement Consultant

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About Milwaukee, WI

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