Investment Data Analyst: Portfolio Analytics & Reporting
Continuus Technologies
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
- ...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
- ...Description The Senior Portfolio Analyst position provides the... ...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...SuggestedFull timeTemporary workCasual workWork at office
$22.5 - $30 per hour
...and receipt of customer's financial reporting requirements on behalf of the portfolio managers and/or relationship... ...and policy and procedures Good analytical and problem-solving skills and attention... ...exceptions and to interpret data Effective verbal, written, and...SuggestedTemporary workWork experience placement- ...In this role, you will develop, maintain, and analyze HR reports, dashboards, and data solutions across HR systems and reporting platforms including... ...improving HR data management, reporting automation, and analytics capabilities Maintain documentation for reporting...SuggestedWork at officeRemote workMonday to Thursday
$69k - $127.8k
...banking loans and credit solutions within an assigned client portfolio. Deliver policy-compliant credit recommendations while leading... ...capabilities, and operational efficiency May manage workflow of other analysts by aligning tasks with departmental goals and objectives...SuggestedContract workPart timeWork experience placementLocal area- ...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...
$80k - $110k
...private real estate investment manager focused on delivering... ...strengthening our data and reporting capabilities to drive... ...'s first-ever Data Analyst hire, supporting the... ...of reporting, analytics, and data operations... ...with Asset Management, Portfolio Management, Acquisitions...- ...Role Overview The Senior Data Analyst is a trusted analytical partner who leads complex analyses, develops insights that influence decision-making... ...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...
- ...Role Overview The Staff Data Analyst is a senior individual contributor who drives advanced analytics, sets analytical standards, and partners closely with leadership... ...strategic decisions. This role goes beyond reporting to shape how data is used across the organization...
- ..., forecasting, month-end close, variance analysis, production reporting, and capital expense tracking. Prepare timely and accurate... ...degree in Accounting or Finance ~ Excellent mathematical and analytical skills. ~ Able to effectively communicate with all levels of...
- ...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
- ...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
$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...$49.9k - $109.02k
...deploy category-defining, data-driven, software-as-a-... ...values here. Milliman invests in skills training and career... ...entails The Analyst will support research and analytical initiatives that drive enhancements... ...study outputs, including reports, dashboards, databases,...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hours- A financial services firm is seeking an experienced Senior Business Analyst in the Germantown area to support investment operations and platform modernization projects. This role involves analyzing workflows, documenting processes, and working collaboratively across teams...
- ...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...Contract workFor contractorsLocal areaFlexible hours
- 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...
- ...Accountant - Financial Reporting page is loaded## Accountant - Financial Reportingremote type: Hybridlocations: Kohl's Corporate Offices... ...requirements, including audit requests and compliance activities* Perform data analysis to identify trends, discrepancies, and opportunities...Work at officeRemote workWork from homeMonday to Thursday
- ...Kohl's Peru is seeking an Accountant - Financial Reporting in Menomonee Falls, WI. In this role, you will support financial reporting and... ...with U.S. GAAP and collaborating with teams for accurate data. Responsibilities include preparing SEC filings, account reconciliations...Remote work
- ...Manager, Analytics, Data Partnerships & Learning The Manager, Data Partnerships & Licensing is responsible for supporting the development and commercialization of Quad’s data ecosystem by enabling strategic data partnerships and licensing solutions. This role works closely...Local area
- ...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
- ...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
- ...Senior Analyst, Financial Planning and Analysis Primary Location : Germantown, Wisconsin. V-Soft Consulting is currently... ...Working knowledge of SAP and BPC Proficiency in Planning and Reporting software solutions Strong knowledge of cost accounting...Currently hiringLocal area
- ...Menomonee Falls is seeking a Senior Financial Analyst to support the Village's long-term fiscal... ...budgeting, forecasting, and financial reporting-while also playing a key role in bi-... ...applications. 8.Considerable knowledge of data processing terminology and computer applications...Work at officeLocal area
- ...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; solid...Full timeContract workFor subcontractorWork from home
- ...Nature And Scope This position reports to the Sr Manager, Mortgage... ...Secondary Market & Systems Analyst is responsible for supporting... .... 5. Strong mathematical and analytical skills. 6. Working knowledge... ...staying current on investor/portfolio lending guidelines and changes...
$30.41 - $52.02 per hour
...acquired through completion of a Bachelor's degree or equivalent experience is required. SPECIAL SKILLS DESCRIPTION: Analytical and problem-solving skills. Ability to manage multiple tasks. Willingness to learn and improve. Highly...Hourly payTemporary workWork experience placementRemote workFlexible hoursShift workDay shift- ...Corporation is seeking a Staff Accountant for their Germantown, WI facility. This role involves preparing and analyzing financial data and reports. The position includes responsibilities such as maintaining general ledger accounts, monitoring performance against budgets,...
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