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
- Continuus Technologies LLC in Wisconsin is seeking a Financial Services Analyst to support investment and portfolio management operations through rigorous financial analysis, data management, and reporting. You will build dashboards with Tableau and Power BI, query large...Suggested
- 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
- DataLab USA™ is an analytics and technology driven database marketing consultancy. We combine... ...Execute & review existing process QC reports Review wiki and other documentation to understand... ...Review ETL QC reports and identify any data quality issues Run existing scripts to...SuggestedWork experience placementH1b
- ...Senior Financial Analyst Strategic Modeling & Analytics The Senior Financial Analyst Strategic Modeling & Analytics... ...advanced financial analysis with data architecture and modeling... ...strategic modeling activities. Develop reporting and visualization tools that improve...Suggested
- ...Role Summary The Junior Data Analyst supports data collection, analysis, and reporting efforts to help teams make informed business decisions. This role focuses... ...insights through dashboards, reports, and basic analytical models, while developing strong data and business...Suggested
- ...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...
$55k - $110k
...financial covenant compliance and related portfolio monitoring activities. Responsibilities... ...information, tax returns, credit bureau reports, and related documentation to support credit... ...Detail-Oriented Customer Service Data-driven decision making Intermediate level...Full timeContract workPart timeWork experience placementWork at officeLocal area- ...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...
- ...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
- ...post-mortem analysis for all commercial investments including but not limited to topline... ...respect to current business needs Update reporting tools and dashboards, streamline and... ...Accounting ~ Excellent mathematical and analytical skills ~ Able to effectively...
- ...Role Overview The Principal Data Analyst is a strategic analytics leader and subject-matter expert who shapes how data is used across the organization. This role leads the most complex, high-impact analyses, defines analytical standards, and partners with executive leadership...
- ...Interstate is looking for an Actuarial Analyst to join their team. This... ...Prepares clear and concise actuarial reports, focusing on accuracy and effective... ...each specific situation. Strong analytical skills with the ability to use data to inform decisions. Demonstrates...Full timePart timeSeasonal workLive outWork at officeRemote work
- ...The Senior Financial Analyst plays a critical role... ...planning, forecasting, reporting, and operational decision... ...combines strong analytical and modeling capabilities... ...translate complex financial data into actionable... ...performance. Analyze investment opportunities and capital...Full timeImmediate start
- ...Senior Financial Analyst Job Description – Manufacturing... ...are seeking a highly analytical and detail-oriented... ...analysis, and management reporting. The Senior Financial... ...translate financial data into actionable business... ...planning, capital investments, pricing decisions, and...
- Froedtert Health in Menomonee Falls, WI, seeks a Reimbursement Analyst for hybrid work at our Woodland Prime 400 facility. You will analyze... ...reimbursement and net revenue to ensure accurate financial reporting and regulatory compliance. This role prepares reserve...
- Senior Financial Analyst About the Role As a Senior Financial Analyst, you will maintain accurate... ...advanced journal entries, preparing month-end reporting and performing account reconciliations • Aggregate and summarize data using technical tools, accounting principles...
- ...role: As a Financial Analyst, you’ll have your finger... ...Research and compile data to forecast and... ...capital requirements, investment opportunities, investment... ...requirements. Prepare reports for management summarizing... ...techniques and tools Analytical and statistical...Full timeFlexible hours
$41.5k - $65.5k
...everyday banking, retail investments, lending solutions,... ...checks to ensure accurate data entry and lending... ...management framework to the portfolio to protect the Bank's... .... Identifies and reports suspicious patterns of... ...skills - Good. Analytical and problem solving skills...Contract workPart timeLocal areaImmediate startDay shift- ...Christ in the Church and in the world. Position Summary The Data Reporting and Gift Specialist supports the administrative, data,... ...Services with significant interaction with the Advancement Data Analyst. Job Duties and Responsibilities Serve as a subject-...Hourly payFull timeWork at officeLocal areaFlexible hoursAfternoon shift
- ...Health Practice islooking for Actuarial Analysts tojointheir vibrant, dynamic, and... ...risk management, regulatory compliance, data analytics, and business transformation. Job Responsibilities... ...as a project team to present client reports and deliverables Responsible for the...Worldwide
$103.5k - $214.82k
...consulting work is supported by a powerful toolkit of data analytics solutions and informed by the most trusted,... ...a project team, consultants, managers, and analysts coordinate their efforts to deliver client reports and deliverables. Consultants are responsible for...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hours- ...ambulatory clinic access needs into technical and workflow success. The Analyst collaborates with clinical, IT, and operational management and... ...to implement access improvement initiatives, while leveraging data to drive project success. Executes capacity management work to...Temporary workRemote workShift work
$115k
...Description Job Description Portfolio Manager – To $115K –... ...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...- NIIC National Interstate Insurance Company is seeking an Actuarial Analyst to join its Richfield, WI team on a hybrid schedule. The role develops actuarial models, analyzes data, and prepares reports to support risk assessment and pricing decisions. The ideal candidate...
$34.82 - $59.56 per hour
...Shift 1 Job Summary: Provides observations and interpretation of data and present findings to Leadership in the form that tells the... ...Capital Plan, Budget; system such as financial planning, financial analytics, Vizient). Discover. Achieve. Succeed. #BeHere Location: US:WI:...Hourly payTemporary workRemote workShift work- ...high level is your motivator. This position is full time and reports to the VP of Finance. About PartsBadger: PartsBadger is... ...Accounting Software and CRMs Strong Digital Skills Strong Data & Analytical Skills Strong Organizational Skills and Attention to Detail...Full timeCasual workWork at office
$90k - $110k
...valuation, reliable financial reporting, and meaningful analysis of manufacturing... ...improvements. Strong analytical skills with the ability to translate financial data into actionable business... ...expansion: Join an organization investing in its manufacturing footprint...Remote work1 day per weekWeekday work- ...excellence. Enjoy a dynamic role that combines analytical work, relationship building, and travel.... .... Prepare professional, detailed audit reports with actionable recommendations. Present... ...compliance. Analyze KPI and operational data to identify strengths, weaknesses, and...Work at office
- National Interstate is seeking an Accountant II to join our team in Richfield, WI. This role follows a hybrid schedule with on-site four days a week and one remote day. The incumbent will prepare and review financial statements, reconcile ledgers, and support audits to ...Remote work
- ...activities. Coordinates moderately complex accounting matters and reporting with other departments, locations, divisions, and external... ...and financial reporting standards. Demonstrates foundational analytical and problem‑solving skills. Demonstrates knowledge of company...Full timePart timeSeasonal workLive outWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Data Analyst: Portfolio Analytics & Reporting. Be the first to apply!
- ai data Germantown, WI
- data operator Germantown, WI
- clinical data Germantown, WI
- data labeling Germantown, WI
- data Germantown, WI
- data collection researcher Germantown, WI
- data visualization Germantown, WI
- data collection Germantown, WI
- data network cabling Germantown, WI
- data loss prevention analyst Germantown, WI






