Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

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

    Continuus Technologies

    Germantown, WI
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Casual work
    Work at office

    MLG Capital

    Brookfield, WI
    4 days ago
  • $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... 
    Suggested
    Temporary work
    Work experience placement

    U.S. Bancorp

    Brookfield, WI
    3 days ago
  •  ...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... 
    Suggested
    Work at office
    Remote work
    Monday to Thursday

    Kohl's

    Menomonee Falls, WI
    5 days ago
  • $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... 
    Suggested
    Contract work
    Part time
    Work experience placement
    Local area

    BMO Financial Group

    Brookfield, WI
    4 days ago
  •  ...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... 

    Continuus Technologies

    Germantown, WI
    5 days ago
  • $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... 

    Hirewell

    Brookfield, WI
    6 days ago
  •  ...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... 

    Continuus Technologies

    Germantown, WI
    5 days ago
  •  ...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... 

    Continuus Technologies

    Germantown, WI
    4 days ago
  •  ...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... 

    Continuus Technologies

    Germantown, WI
    5 days ago
  •  ..., 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... 

    Techtronic Industries North America

    Menomonee Falls, WI
    2 days 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 area
    Worldwide
    Relocation
    1 day per week

    Castolin Eutectic

    Menomonee Falls, WI
    4 days ago
  •  ...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 work
    For contractors
    Local area
    Flexible hours

    Leonardo DRS

    Menomonee Falls, WI
    4 days ago
  • $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... 

    The Symicor Group

    Brookfield, WI
    3 days ago
  • $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 time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Milliman

    Brookfield, WI
    6 days ago
  • 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... 

    Continuus Technologies LLC

    Germantown, WI
    1 day ago
  •  ...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 work
    For contractors
    Local area
    Flexible hours

    Leonardo DRS

    Menomonee Falls, WI
    6 days ago
  • 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... 

    Continuus Technologies LLC

    Germantown, WI
    4 days ago
  •  ...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 office
    Remote work
    Work from home
    Monday to Thursday

    Kohl's Peru

    Menomonee Falls, WI
    3 days ago
  •  ...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

    Kohl's Peru

    Menomonee Falls, WI
    3 days ago
  •  ...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

    Arch Systems

    Sussex, WI
    5 days ago
  •  ...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

    Rise, a Quad agency

    Sussex, WI
    4 days ago
  •  ...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

    FashionUnited

    Menomonee Falls, WI
    4 days ago
  •  ...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 hiring
    Local area

    V-Soft Consulting Group

    Germantown, WI
    2 days ago
  •  ...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 office
    Local area

    Village of Menomonee Falls

    Menomonee Falls, WI
    2 days ago
  •  ...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 office
    Local area
    Flexible hours

    Leonardo DRS

    Menomonee Falls, WI
    5 days ago
  •  ...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 time
    Contract work
    For subcontractor
    Work from home

    Convergint

    Menomonee Falls, WI
    3 days ago
  •  ...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... 

    Landmark Credit Union

    Brookfield, WI
    5 days ago
  • $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 pay
    Temporary work
    Work experience placement
    Remote work
    Flexible hours
    Shift work
    Day shift

    Froedtert Health

    Menomonee Falls, WI
    6 days ago
  •  ...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,... 

    Ellsworth Corporation

    Germantown, WI
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Data Analyst: Portfolio Analytics & Reporting. Be the first to apply!