Investment Banking Analyst - M&A & Financial Modeling
CFA Institute
CFA Institute in Milwaukee is looking for an Analyst in Investment Banking. In this role, you will assist the team with financial models for acquisitions and perform industry analysis. Your strong analytical, research and interpersonal skills will contribute to your success in managing client relationships and opportunities. With a focus on building strong relationships, you will engage with clients and leverage your technical knowledge to support senior colleagues effectively. The role offers a competitive total rewards package, including various benefits and a collaborative work environment. #J-18808-Ljbffr
- ...CFA Institute is looking for an Analyst in Investment Banking based in Milwaukee, WI. The role involves preparing financial models, conducting industry research, and building client relationships. The ideal candidate should possess a degree in finance, accounting, or...Financial
$110k - $125k
...Baird Investment Banking Analyst Opportunity High-profile deals, major growth, the right people behind... ..., public offerings, and other financial advisory services Work with your team... ...company valuations, build financial models, and create marketing materials Contribute...FinancialFull timeWork experience placementCurrently hiringWork visaNight shift$110k - $125k
...Baird Investment Banking Analyst Opportunity High-profile deals, major growth, the right people behind... ..., public offerings, and other financial advisory services Work with your team... ...company valuations, build financial models, and create marketing materials Contribute...FinancialFull timeWork experience placementCurrently hiringWork visaNight shift$23k
...Highlights: In the role of Financial Analyst (SEC Reporting/Technical... ...related to functions such as M&A, Investor Relations and others... ...significant contracts, investments, mergers and acquisitions, etc... ...balance including a hybrid work model of 4 days in the office...FinancialTemporary workWork experience placementWork at officeFlexible hours- ...The Canadian Imperial Bank of Commerce is seeking an Analyst I for Investment Banking in Milwaukee. This role involves executing Investment Banking mandates, conducting financial modeling, and engaging in industry research. The ideal candidate has a degree in finance or...FinancialFull time
$110k - $125k
...Baird Capital is seeking an Investment Banking Analyst to provide analytical support for various financial advisory services. Candidates will work closely with teams on company valuations, financial models, and pitch preparations. This role provides a unique opportunity...Financial$79.5k - $100.45k
...include but are not limited to: Financial and other data collection, analysis, modeling, stakeholder engagement,... ...and internal capabilities. M&A – Supports Business Development... ...preferred. Management consulting or investment banking experience preferred. Experience...FinancialLocal area$50 - $60 per hour
...exciting new area – teaching AI Assistant models to be a more useful tool for finance... ...expertise to help shape how AI understands financial principles and decision-making.... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management...FinancialHourly payContract workFor contractorsWork experience placementRemote work- ...Serve You Rx is hiring a Pricing Analyst I to provide analytical and financial cost modeling assistance in Milwaukee, Wisconsin. This role involves preparing pricing proposals, conducting variance analyses, and developing financial dashboards. Ideal candidates will have...Financial
- ...Position Summary The Financial Planning and Analysis (FP&A)... ...strategies. The Senior Financial Analyst - Financial Planning & Analysis... ...to: financial planning and modeling, pro forma and business case... ...diligence and evolution of Versiti's M&A pipeline. * Contributes to...FinancialFull timeTemporary work
- ...accomplish as a Senior FP&A Analyst at TAPCO The Senior Financial Analyst delivers... ...brings strong financial modeling and business partnering... ...preferred ~ Experience in an M&A environment and/or a... ...foundation in private equity, investment banking, or transaction advisory...FinancialTemporary workWork at office
$65k - $110k
...functions, design products, execute M&A, and improve operations.... ...business problems using data, models, and structured thinking Conduct... ...Practice Role: Actuarial Analyst Locations: Atlanta, Boston,... ...review M&A due diligence and financial projections Model...FinancialPermanent employmentFull timeContract workWork at office$122.29k - $209.64k
...At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths... ...Role Summary Associated Bank is seeking an experienced Financial Crimes Model Risk Manager-Emerging Threats to strengthen and advance our...Financial$85k - $100k
...Overview Join our dynamic team as an Investment Analyst. This full-time role offers deep... ...currently operate in a hybrid working model, whereby you will be required to work in... ...equities markets. Solid understanding of financial concepts and basic investment...FinancialFull timeWork at office- ...seeking a Portfolio Oversight Analyst within Trade Operations. The... ...and ensuring compliance with investment management agreements, investment... ..., including onboarding new model delivery platforms that... ...promptly Demonstrated experience in financial services, investment,...FinancialWork at officeNight shiftAfternoon shiftWeekday work
- ...mezzanine) and equity co-investment (common & structured) markets... ...2026 Openings ** The Analyst position is a two to three... .... Perform detailed financial analysis and modeling. Assist in the writing... ...experience in investment banking, equity research, leveraged...FinancialSummer work
- ...time Description The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience.... ...to be able to report on Fund-level financial performance metrics Develop and execute...FinancialFull timeTemporary workCasual workWork at office
$71.72k - $118.34k
...Strategic Investment Analyst At MGIC, we take pride in knowing that what we do matters. As pioneers... ...with the Risk team to interpret model outputs and assess their impact on deal... ...capital efficiency, tail-risk protection, financial forecasting and transaction-level...FinancialContract workCasual workWork at officeLocal areaRemote work$81.28k - $121.92k
...Mutual is seeking an experienced professional for financial reporting in Milwaukee, WI. The role involves preparing investment statements, closing the accounting system... ...PeopleSoft. This position supports a hybrid work model, offering competitive compensation ranging...Financial- .... Position Summary: The Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management... ...real estate finance, investment banking, private equity, or asset...Financial
$80k - $90k
...Overview The Investment Risk Analyst supports daily valuation oversight and mutual fund risk management... ...currently operate in a hybrid working model, whereby you will be required to work... ...to learn and navigate multiple financial systems and data sources. Flexibility...FinancialWork experience placementInternshipWork at officeShift workAfternoon shift$137.2k - $235.2k
...At Associated Bank we strive to create an inclusive... ...environment for Associated Investment Services' broker-dealer... ...-in-class operating model. What you'll do:... ...regulatory filings, audits, and financial reporting support.... ...technology initiatives, or M&A integrations Why...Financial$119.77k - $140.9k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...Project Manager position supports the Model Risk team within Corporate Audit...FinancialTemporary workWork experience placementLocal area3 days per week$23k
...Highlights: In the role of Capital Financial Analyst , working in Milwaukee , you will be... ...stakeholders to evaluate capital investment proposals, assess financial returns, prioritize... ...life balance including a hybrid work model of 4 days in the office...FinancialTemporary workWork experience placementWork at officeFlexible hours- ...The Medical College of Wisconsin is looking for a Financial Analyst to perform complex financial analysis and business-related tasks. The role... ...thinking skills, as you will be mentoring junior analysts and maintaining financial models and reports. #J-18808-Ljbffr...Financial
- ...Senior Domestic Income Tax Manager Work Model: You'll work in a hybrid model, onsite at... ...effective tax rate analysis, and related financial reporting disclosures. This is a high-... ...support, management of tax controversy and M&A activities. To facilitate the Global Tax...FinancialRemote workWorldwideShift work3 days per week
$69k - $127.8k
...decisions for new and existing commercial banking loans and credit solutions within an... ...amendments. Independently perform/approve financial covenant compliance calculations and verify... .... May manage workflow of other analysts by aligning tasks with departmental goals...FinancialPart timeWork experience placement- ...is ideal for a tax professional with strong financial acumen and ability to collaborate with cross... ...and public CBCR requirements. Assist with modeling and planning for US international tax and transfer pricing impacts of M&A activities, business restructurings, new...FinancialLocal area
- ...in committing to a long-term investment in your career with a total rewards... ...are valued 75+ years of financial stability Derse employs... ...learn more! As the Jr. Financial Analyst, you'll leverage data from diverse... ...support, template prep, cost modeling, etc. Coordinate the...FinancialInternshipWork at officeFlexible hours
$78.68k - $134.88k
...At Associated Bank we strive to create an inclusive culture where... ...documentation Produce management financials and segment report Lead... ...for pricing, new products, M&A, and strategic initiatives through... ...; enhance forward-looking models Maintain governance and controls...Financial
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