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
$29.23 - $38.94 per hour
...and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship... ...and policy and procedures Strong analytical and problem-solving skills and attention... ...exceptions and to interpret data Effective verbal, written, and...SuggestedTemporary workWork experience placement$42k - $55k
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$50 - $60 per hour
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- ...motivated and skilled Portfolio Specialist and Trader... ...clients and managing investment portfolios. This role... ...financial markets, strong analytical skills, and the... ...and analyze financial data to identify trading opportunities... ...and generate reports. - Maintain up-to-date...
- ...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...
- ...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...Contract workFor contractorsLocal areaFlexible hours
$83.25k - $122.1k
...the Division Senior Financial Analyst role at Eaton . This hybrid position... ...Financial Analyst, you will report directly to our Strategic... ...specialize in analyzing financial data and providing insights related... ...years of experience with data analytics and its associated tools...Full timeInterim roleH1bLocal areaVisa sponsorship- ...important things that YOU need to know about this role? Experience : 3-5 years of financial reporting or analytics experience, with strong SQL and advanced Excel skills to drive data‑driven insights Work Location : Enjoy the flexibility of permanent remote work, but our...Permanent employmentWork at officeRemote work
$40 - $55 per hour
...We are searching for an HR Data Analyst to transform workforce data into meaningful insights... ...HR data, identify trends, build reporting solutions, and partner with leadership... ...effectiveness. The ideal candidate brings strong analytical capabilities, experience with HR...Permanent employmentContract workMonday to Friday$115k
...About the Job Portfolio Manager - To $115K - Brookfield, WI -... ...in accordance with periodic reporting requirements and completing scheduled... ...clearly, logically, and analytically. Excellent written and oral... ...articulate risks, collect data, establish facts, and draw valid...- ...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...
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- • Analyze HR data to uncover trends, risks, and opportunities • Build dashboards and reports to visualize workforce insights • Partner with HR leadership to support strategic... ...with automation and development of advanced analytics capabilities We are a company committed...
- ...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...
- ...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...
- ...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
- ...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
- 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
- ...About the role: As a Financial Analyst, you’ll have your finger on... ...results and forecasts, ensuring reports are clear and understood,... ...learned techniques and tools. Analytical and statistical examination skills... ...non-financial professionals. Data management and analytical...Full timeWork at officeFlexible hours2 days per week
- ...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
- ...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...
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