Portfolio Analyst
$42k - $55kWintrust Financial
## Portfolio AnalystApplylocations: Menomonee Falls, WItime type: Full timeposted on: Posted Todayjob requisition id: 261307Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”TRICOM was founded in 1989 by a group of industry professionals who felt there was a better way to meet the payroll funding, payroll processing, accounts receivable finance and full back-office service needs of the staffing industry. We are a dynamic company committed to growth and continually striving to exceed client expectations. If you are looking for a long-term career opportunity with a very strong employee centric and close-knit culture, then TRICOM is the place you want to be.**Why join us?*** You’ll work with multiple departments within TRICOM on an on-going basis, meeting amazing people along the way.* We strive on teamwork to ensure we all are successful with our daily processes and tasks.* Chances to learn and grow through new initiatives and multi-tasking.**What You'll Do:**The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client’s accounts receivables; while maximizing the accounts receivable performance, minimize and prevent delinquencies and bad debt write-offs.* Timely, effective and professional client communication and customer Accounts Receivable collection activities using appropriate persuasion, negotiation, follow-up and problem-solving skills.* Work independently with self-motivation while demonstrating the ability to prioritize conflicting collection activities demands using excellent organizational and time-management skills to accommodate rapidly changing priorities while meeting company customer service standards and one-hour response time.* Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques and Tricom expectations and protocol through appropriate analysis of risk criteria present in the assigned portfolio of accounts receivable.**Qualifications:*** 1-3 years Business-to-business accounts receivable collection and/or cash application experience preferred* High school diploma or equivalent required* General computer skills required**Benefits:**Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance**Compensation:**The estimated annual salary range for this role is $42,000-$55,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.#LI-OnsiteFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. #J-18808-Ljbffr
$42k - $55k
...Portfolio Analyst The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client's accounts receivables; while maximizing the accounts receivable performance, minimize...SuggestedTemporary workFlexible hours- ...Description Schedule: Monday-Friday, 8:00 AM - 5:00 PM About the Role We are seeking a detail-oriented and analytical Portfolio Analyst to join our Portfolio Management team. In this role, you will be responsible for monitoring, analyzing, and protecting a...SuggestedWork at officeMonday to Friday
$75k - $85k
...in a changing environment but able to focus on the task at hand. PREFERRED QUALIFICATIONS Experience with BBH Infomediary, Advent Portfolio Exchange (APX), Bloomberg and Microsoft Office suite of products. Please note: This position does not offer sponsorship for employment...SuggestedFull timeWork at office$70k - $85k
...Overview Allspring Global Investments is looking for a portfolio accountant to join our Portfolio Accounting team. The candidate should have a minimum of 2 years of experience in portfolio accounting or related operations experience with a history of increasing responsibilities...SuggestedWork at office- ...tools, processes, and models to provide meaningful information to internal customers.Develop peer relationships with other financial analysts to drive consistency in reporting, analysis, and operational procedures and rhythm.Demonstrate a commitment to continuous process...Suggested
- ...United StatesDate PostedJune 16, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Real Estate / Analyst jobs in Milwaukee, United States" are published.## About This RoleHammes Partners, founded in 1991 and consistently ranked as one...
$80k - $95k
* Required field. Our client is an organization in the Greater Milwaukee area looking for a Financial Analyst . Our client is looking for someone with strong analytical skills, a solid foundation in financial analysis, and an interest in leveraging AI and technology...- ...You'll work onsite from Monday through Thursday, with the option to work remotely on Fridays. About the Role As Financial Analyst, you will improve company profitability through leading value-add analysis, driving cross-functional collaboration and building business...Work at officeRemote workMonday to Thursday
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$110k - $125k
...Analyst Position at Baird High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you...Full timeWork experience placementCurrently hiringWork visaNight shift$110k - $125k
...Baird Investment Banking Analyst Opportunity High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your...Full timeWork experience placementCurrently hiringWork visaNight shift- Responsibilities Adheres to strict business line Service Level Agreements Will focus on the support of internal partners on a variety of client relationships Tracking pending and settled bank loan trades Provide reports to the clients on a daily, monthly and quarterly ...Hourly payContract workWork experience placementWork at office
- ...Job Description Job Description Investment Data Analyst - Financial ServicesOverviewWe are seeking a highly analytical Investment Data... ...capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public markets...
- ...Hammes Partners is seeking an Investment Analyst to join its dynamic team in Milwaukee, United States. The ideal candidate will perform financial analysis and market evaluations for real estate investments, including project underwriting and credit analysis. This role...
- Overview Position : Investment Operations Specialist Compensation : Base salary + bonuses + benefits Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients...Work from home
$56.64k
...related to those assets, with a focus on accuracy, efficiency, and risk management. What You’ll Do: Assist in monitoring investment portfolios by reconciling cash positions, investment holdings, and critical data attributes to ensure accuracy and timeliness. Respond to...Home office$120k - $140k
DescriptionKforce's client in the Downtown Milwaukee area is looking for a Financial Analyst. This role will provide budgeting, forecasting, business case and financial analytics leadership to support the company's overall financial health and growth strategies. This role...- Loan Processor Opportunity If you have a year of loan processing experience and feel ready to advance your skills and knowledge, we want to meet you! Randstad is supporting a financial firm who is hiring on their Global Fund Customer Group. Private credit and syndicated...
$23k
...the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold... ....Crafted Highlights: In the role of Associate Financial Analyst, you will be part of the Global Business Services (GBS) team where...Temporary workWork experience placementWork at officeFlexible hours- ...who are looking for a place to do their best work. And if that’s you we would love to have you join us!Job DescriptionAs a Systems Analyst, you'll help bridge the gap between business needs and technology solutions by analyzing existing systems, gathering requirements,...Full timeWork at officeVisa sponsorshipWork visaFlexible hours
- ...Drive, Pleasant Prairie, WI 53158Use your analytical expertise to influence logistics strategy. As a Senior Supply Chain Financial Analyst, you'll turn financial data into actionable recommendations that improve logistics operations and support exceptional service across...Full timeContract workWork experience placementWork at office
- ...where our clients seek timely, actionable insights. Our dedicated analyst teams provide comprehensive, award-winning coverage of over 725... ...associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)What You’ll Bring...Full time
- ...Power a Smarter World with us? Join Generac and play a key role in shaping our financial story. As a Senior Financial Reporting Analyst, you'll support the preparation of SEC filings, including Forms 10-Q, 10-K, and 8-K, while ensuring compliance with U.S. GAAP and reporting...
- ...Job Description Our client, a growing publicly traded company is looking to hire a Senior Financial Reporting Analyst. This role will assist in the preparation and filing of all external reporting (US GAAP and SEC). Great opportunity to make an impact with a growing...Work from home
- ...States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom. Primary Function The Commercial Finance Senior Analyst is responsible for preparing, analyzing, and presenting the financials of specific segments of the Consumer business within North...Full timeTemporary workWork at officeLocal areaWorldwide
- ...onsite from Monday through Thursday, with the option to work remotely on Fridays.About the RoleAs Senior Personalization Analytics Analyst, you will lead the development, testing and curation of statistical and machine learning models to inform and support customer strategy...Work at officeRemote workMonday to Thursday
- ...A leading fintech company is seeking a Financial Analyst to take a pivotal role in financial planning and analysis. Responsibilities include performing technical analysis, preparing budget projections, and tracking financial performance. Candidates should have a Bachelor...Flexible hours
- Briggs & Stratton in Milwaukee, Wisconsin, is seeking a Senior Financial Analyst to support the Energy Solutions business unit. This role involves leading complex accounting and finance functions such as month-end closing and financial reporting. You will develop financial...
$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...- ...remote web design and development agency headquartered in the United States. We are growing quickly and need a Finance and Operations Analyst who can help us build real financial visibility, forecasting discipline, and decision support as we scale. This is a full time role...Full timeFor contractorsRemote work
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