Investment Data Analyst: Portfolio Analytics & Reporting
Continuus Technologies LLC
A financial services company in Wisconsin is seeking an Investment Data Analyst to support investment operations and portfolio analytics. The ideal candidate will have 3-7+ years of experience in financial services and solid skills in data analysis, portfolio systems, and advanced Excel. Responsibilities include analyzing investment data, developing reports, and collaborating with finance teams. This role is essential for ensuring data integrity and supporting decision-making in investment management. #J-18808-Ljbffr Continuus Technologies LLC
- Investment Data Analyst - Financial Services Overview We are seeking a highly analytical Investment Data Analyst with strong financial services... ...investment operations, portfolio analytics, and data-driven... ...portfolio analytics, performance reporting, and attribution analysis...Suggested
- ...Senior Portfolio Analyst The Senior Portfolio Analyst position... ...real estate investment firm with 38 years of... ...functions include internal reporting to senior management,... ...and validate data from numerous third-party... ...business units. ~ Strong analytical skills and ability to...SuggestedTemporary workCasual workWork at office
$69k - $127.8k
...Commercial Banking Analyst Analyze and prepare credit information to support lending decisions for new and existing commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy-compliant credit recommendations while leading projects...SuggestedPart timeWork experience placementLocal area- ...and foreign customers Conduct difficult analytical studies, monitor trends and be able to... ...(BOE) preparation; budget preparation, reporting and management; cost & variance... ...pricing, C/SSR); risk management; return on investment (ROI); audit preparation and management...SuggestedContract workFor contractorsLocal areaFlexible hours
$85.2k - $127.8k
...Financial Reporting Analyst Take an active role in the financial performance of the company by using data analysis and analytics to optimize financial reporting and processes to ensure accurate, timely and enhanced data and reporting for the organization. Financial...Suggested- ...Opportunity! We are seeking a hands‑on, proactive analytically minded Senior FP&A Analyst to help shape strategic, data‑driven decision making. This role is focused on... .... Ensure timely and insightful financial reporting, enabling effective control of the business. Support...Local areaWorldwideRelocation1 day per week
- ...Sussex, Wisconsin. This role involves coordinating sustainability reporting, managing projects, and engaging with stakeholders to support... ...initiatives. The ideal candidate will have experience in data management and project coordination alongside a Bachelor's degree...
$100k - $125k
...Senior Financial Analyst (FP&A) Reporting to the VP of Finance & Accounting, the Senior Financial... ...integrity and completeness of the Company's data warehouse Assist with the month-... ..., thorough and consistent ~ Strong analytical skills to analyze complex information...Temporary workWork at officeRemote work- ...Description Job Description Role Overview The Senior Data Analyst is a trusted analytical partner who leads complex analyses, develops insights... ...operational decisions Develop and maintain dashboards, reports, and analytical models Identify trends, risks, and...
- ...Description Job Description Role Summary The Junior Data Analyst supports data collection, analysis, and reporting efforts to help teams make informed business... ...insights through dashboards, reports, and basic analytical models, while developing strong data and business...
- ...supports financial planning, analysis, and reporting for program portfolios, partnering with program management... ...a range of contract types. The analyst supports proposal development,... ...bookings, revenue, operating profit, investment, and cash flow projections Partner with...Contract workFor contractorsLocal areaFlexible hours
- ...Summary The Financial Services Analyst will support investment and portfolio management operations through financial analysis, data management, and reporting. This role requires experience in... ..., reporting logic, and analytical methodologies Required Qualifications...
- ...Job Description Role Overview The Staff Data Analyst is a senior individual contributor who drives advanced analytics, sets analytical standards, and partners closely... ...influence strategic decisions. This role goes beyond reporting to shape how data is used across the...
$50 - $60 per hour
...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance... ...oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance...Hourly payContract workWork experience placementRemote workFlexible hours- Rise is an award-winning, full-service Media Agency of Record backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. Our approach,...Local area
- ...Menomonee Falls is seeking a professional responsible for the accuracy and completeness of daily cash reconciliations and financial reporting. The ideal candidate will manage journal entries and prepare various financial reports, contributing to the financial health of...
- ...GAAP. Responsibilities include preparing SEC filings, month-end close processes, and maintaining account reconciliations. Strong analytical skills, attention to detail, and expertise in financial software like Excel are essential. This job is primarily onsite with remote...Remote work
- ...Role As an Accountant, you will support the company’s financial reporting and accounting processes by ensuring accurate recording of... ...requirements, including audit requests and compliance activities Perform data analysis to identify trends, discrepancies, and opportunities...Work at officeRemote workMonday to Thursday
$80.7k - $131.48k
...meeting their business and financial objectives; provide regular reports of key performance indicators; identify variances from expected... ...productivity and Capital Allocation process; use rigorous analysis of data to provide leadership with awareness of operating trends and...Temporary workLocal area- FashionUnited is looking for a Marketing Business Intelligence Analyst (Remote) who will leverage data for strategic decision-making. The role involves... ...candidates will have 5+ years of experience in analytics or a digital field, advanced SQL skills, and expertise...Remote job
- FashionUnited is looking for a Financial Analyst based at their Corporate Office in Menomonee Falls, WI. In this role, you will enhance... ...should excel in budgeting, accounting, and financial forecasting with strong analytical skills. #J-18808-Ljbffr FashionUnitedWork at officeRemote workMonday to Friday
- Project Manager (Data Centers) - Port Washington, WI Job Category: Program and Project... ...estimated job costs, and provide timely cost reports; adjust or correct plans as needed to... ...using strong communication skills. Strong analytical skills to resolve problems and find...Full timeContract workFor subcontractorWork at office
- ...Principal Program Financial Analyst Location: Menomonee Falls, WI, US, 53051 Job ID: 1... ...audit and forecasting activities along with reporting, compliance, and some ad hoc duties.... ...modeling Advanced Excel skills (Power Pivot, Data Integration, VBA macros, and more)...Work at officeLocal areaFlexible hours
- ...control records necessary for processing internal and external reports. Act as the customer’s best service provider at all times,... ...written and verbal communication and presentation skills. Strong analytical skills necessary to resolve problems and look for solutions;...Full timeContract workFor subcontractorWork from home
- ...Enterprise Risk Program Manager, AI & Data Governance At Landmark... ...Union. Nature and scope reporting to the director, enterprise... ...be considered. 2. strong analytical skills, documentation and critical... ...domains, with a focused portfolio on ai, data analytics, data governance...
- ...in Menomonee Falls, WI is seeking a proactive Senior FP&A Analyst to drive data-driven strategic decision-making. The position emphasizes financial... ...cross-functional teams to optimize process efficiency and reporting accuracy. Join a dynamic team committed to pioneering...
- ...seeking a Finance professional to drive financial objectives in a manufacturing environment. The role includes budget preparation, reporting KPI metrics, and compliance with GAAP. The ideal candidate has a Bachelor's degree in Accounting or Finance with at least 5 years...
- ...on Fridays. About the Role As Financial Analyst, you will improve company profitability through... ...What You’ll Do Aggregate and summarize data using technical tools, accounting... ...Update routine schedules and daily routine reporting Book journal entries to ensure an accurate...Work at officeRemote workMonday to Thursday
$50 - $60 per hour
...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance... ...oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance...Hourly payContract workFor contractorsWork experience placementRemote work- ...people first. Job Title: Card Services Analyst Reporting to the AVP, Card Services, this... ...This position also analyzes promotional data to assess profitability and retention... ...also be considered. Three years of analytical experience and proven ability to conduct...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Data Analyst: Portfolio Analytics & Reporting. Be the first to apply!
- data analysis part time Germantown, WI
- data collection researcher Germantown, WI
- test data management Germantown, WI
- data network cabling Germantown, WI
- data tech Germantown, WI
- sap master data Germantown, WI
- data collection Germantown, WI
- clinical data coordinator remote Germantown, WI
- provider data management Germantown, WI
- data loss prevention analyst Germantown, WI

