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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Data Analyst: Portfolio Analytics & Reporting in Germantown, WI vacancy
- 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
- ...transportation insurance today. ( National Interstate is looking for a Data Reporting Analyst to join their team. This individual will work a hybrid... ...of industry best practices and emerging trends in data analytics and reporting. Develops and maintains documentation for...SuggestedFull timePart timeSeasonal workLive outWork at officeRemote work
Great American Insurance Company
Richfield, WI4 days ago - National Interstate Insurance Company seeks a Data Reporting Analyst to join our data team in a hybrid role based in Richfield. This position... ...quality, and document data processes while staying current with analytics best practices and industry tools. #J-18808-Ljbffr Summit...Suggested
$80.7k - $131.48k
...projects, providing analysis to inform investment decisions and portfolio prioritization. Ensure the accuracy... ...and maintain standardized periodic reporting for assigned product lines; apply... ...assigned product lines and develop analytically supported recommendations for...SuggestedTemporary work- About the RoleAs a Senior Marketing Analytics Analyst, you will identify and communicate business insights by analyzing customer, sales, promotional, digital, and/or competitive data. You will identify business questions, extract data through relational databases or cloud...SuggestedRemote work
- ...experienced finance professional to observe, interpret, and present data-driven findings to Leadership, telling the story behind the... ...developing system enhancements for financial planning and analytics. The position requires a bachelor’s in Finance/Accounting/Healthcare...Remote jobFull timePart time
- ...team as an Program Financial Analyst. This role works closely... ..., operating profit, investments, and cash flow data. This position can be hybrid... ...foreign customersConduct analytical studies, monitor trends, and... ...preparation; budget preparation, reporting and management; cost &...For contractorsLocal areaWork from homeFlexible hours2 days per week
Leonardo DRS
Menomonee Falls, WI2 days ago - ...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...Contract workFor contractorsLocal areaFlexible hours
Leonardo DRS
Menomonee Falls, WI4 days ago $80k - $95k
...area looking for a Financial Analyst . Our client is looking for someone with strong analytical skills, a solid foundation in financial... ...to improve financial reporting and business insights. This individual... ...ability to interpret financial data and provide actionable insights...Truity Partners
Menomonee Falls, WI1 day ago- ...customers. Develop peer relationships with other financial analysts to drive consistency in reporting, analysis, and operational procedures and rhythm.... ...finance related field Strong attention to detail Excellent analytical skills Able to effectively communicate with all levels...
Milwaukee Tool
Menomonee Falls, WI1 day ago - ...Senior FP&A Analyst Hybrid: 1 day per week Local candidates only... ...seeking a hands-on, proactive analytically minded Senior FP&A Analyst to help shape strategic, data-driven decision making. This... ...timely and insightful financial reporting, enabling effective control of...Local areaWorldwideRelocation1 day per week
Castolin Eutectic
Menomonee Falls, WI14 hours ago $65.7k - $98.4k
...req ID: 59529 Title: Plant Financial Analyst Job Function: Finance Location: PILGRIM... ...financial guidance, direction, and analytical support for our Powertrain Operations Plant... ...to, weekly & monthly performance reports, financial analysis, expense variance review...Full timePart timeRelocationRelocation packageShift workHarley-Davidson
Menomonee Falls, WI10 days ago- ...motivated, experienced Senior Financial Analyst with 4 to 6 years of experience to join... ...processes. The ideal candidate must have strong analytical thinking capabilities and be able to... ...budget, monthly variance analysis reports, and IT budget benchmarking.Lead monthly...
- ...more. Job Summary: Are you a strategic leader who sees beyond dashboards and reports to the real business growth hidden within data? We are seeking a Director of Data Analytics and Strategy to own our enterprise analytics ecosystem, performance insights,...Local area
Best Version Media
Brookfield, WI4 days ago $115k
...Portfolio ManagerThe Symicor Group is a boutique talent acquisition... ...in accordance with periodic reporting requirements and completing scheduled... ...clearly, logically, and analytically.Excellent written and oral... ...and articulate risks, collect data, establish facts, and draw valid...The Symicor Group
Brookfield, WI2 days ago- ...a creative, detail-oriented, and strategic Data Visualization Analyst to transform trusted data into intuitive reporting experiences that empower leaders to make better... ...and Requirements: ~ Bachelor’s degree in Analytics, Business Intelligence, Data Visualization, Statistics...Local areaShift work
Best Version Media
Brookfield, WI4 days ago - ...Description Job Description Role SummaryThe 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...
- ...Description Job Description Role OverviewThe Senior Data Analyst is a trusted analytical partner who leads complex analyses, develops insights that... ...operational decisionsDevelop and maintain dashboards, reports, and analytical modelsIdentify trends, risks, and opportunities...
- ...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
Quad
Sussex, WI2 days ago - ...Position SummaryThe 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 methodologiesRequired QualificationsBachelor...
- ...office only Job Summary The Financial Planning Analyst (FPA) supports the organization’s financial planning, reporting, and decision‑making processes through a... ...that drive business performance. In addition to analytical responsibilities, the position maintains ownership...Full timeWork at officeMonday to Friday
- RJ Schinner Co., Inc. is looking for a Financial Planning Analyst in Menomonee Falls, Wisconsin. This full-time position requires strong analytical skills to support financial planning, reporting, and decision-making processes. Responsibilities include preparing monthly...Full time
- ...Description Job Description Role OverviewThe Staff Data Analyst is a senior individual contributor who drives advanced analytics, sets analytical standards, and partners... ...strategic decisions. This role goes beyond reporting to shape how data is used across the...
- ...role: As a Financial Analyst, you’ll have your finger... ...Research and compile data to forecast and prepare... ...capital requirements, investment opportunities,... ...requirements. Prepare reports for management summarizing... ...techniques and tools Analytical and statistical examination...Full timeFlexible hours
DEV INC
Brown Deer, WI3 days ago - ...Fridays. About the Role As Financial Analyst, you will improve company profitability... ...journal entries, preparing month-end reporting and performing account reconciliations... ...teams and leaders Aggregate and summarize data using technical tools, accounting principles...Work at officeRemote workMonday to Thursday
Kohl's
Menomonee Falls, WI14 hours ago - ...finances, and ensure accurate monthly estimates and accruals while aligning with internal controls. The role emphasizes building standardized reporting, cross-functional collaboration, and continuous process improvements within the finance team. #J-18808-Ljbffr Systems, LLC.
$80k - $90k
...Sr. Financial Analyst Location: Brookfield... ...Financial Analyst is analytical, detail-oriented, organized... ...variances, interpreting data, and communicating insights... ...exposure to financial reporting, budgeting, accounting... ...match ~ Roth investment options and 529 Education...2 days per weekOld Republic Risk Management Inc
Brookfield, WI3 days ago- ...Financial Analyst – CommercialBrookfield, WIWho We AreWe are a company where people matter... ...is to provide financial analysis, reporting, forecasting, and decision support that... ...planning processes, business reviews, and data analytics initiatives while ensuring financial...Work experience placementSummer workWork at officeNight shift
Hydrite
Brookfield, WI1 day ago - ...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...
- ...within the Power Systems Operations group. You will support cost reporting, variance analysis, and decision-making to improve efficiency... ...Power Systems Operations, you will coordinate standard costs, SAP data extraction, and monthly close activities, contributing to...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Data Analyst: Portfolio Analytics & Reporting. Be the first to apply!
Related searches
- remote data analyst part time Germantown, WI
- data loss prevention analyst Germantown, WI
- data collection Germantown, WI
- data visualization Germantown, WI
- data tech Germantown, WI
- data Germantown, WI
- data modeling Germantown, WI
- data collection researcher Germantown, WI
- data analysis part time Germantown, WI
- ai data Germantown, WI