Portfolio Analyst
$85k - $100kAllspring Global Investments
Portfolio Analyst Location: Milwaukee, WI or Indianapolis, IN. This hybrid role requires working in‑office 4 days per week. Overview Join our dynamic team as an Investment Analyst. This full‑time role offers deep exposure to investment research, portfolio construction and client strategy within a single asset class or investment team. Analysts will work closely with experienced professionals, gaining hands‑on experience and building a strong foundation for a long‑term career in asset management. Responsibilities Assist in the evaluation and monitoring of investment portfolios, helping to identify potential risks, opportunities, and performance trends. Collaborate with cross‑functional teams, including research analysts, portfolio managers, and traders, to support investment initiatives. Engage in ad‑hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling. Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions. Qualifications A bachelor's degree in Finance, Business Administration, Economics, Accounting, Mathematics, Computer Science or a related field. Passion for investments and a keen interest in fixed income and equities markets. Solid understanding of financial concepts and basic investment principles. Proficiency in Microsoft Excel, including advanced functions such as pivot tables, financial modeling, Python and relevant business intelligence tools. Strong analytical and problem‑solving skills, with the ability to interpret and manipulate financial data effectively. Excellent communication skills, both verbal and written. Demonstrated ability to work collaboratively in a team‑oriented environment. Proactive mindset, showing initiative, curiosity, and a desire to learn and grow. Please note : This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in the United States without sponsorship now or in the future. Compensation Base Pay Range: $85,000 - $100,000. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non‑annual incentive or sales plans.) Disclosure We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status. #J-18808-Ljbffr
$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$29.23 - $38.94 per hour
...monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial statements, tax returns, personal financial statements...SuggestedTemporary workWork experience placement- ...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...Suggested
$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching...SuggestedHourly payContract workFor contractorsWork experience placementRemote work$95k - $120k
...Overview The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy, integrity, and timely delivery of investment data across the organization. This role involves strategic oversight of data sourcing,...Work at office- ...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...
$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- As an experienced Site Acquisition Specialist, you’ll play a key role in supporting our telecom infrastructure projects. This position involves site acquisition, leasing, regulatory coordination, municipal and jurisdictional planning, permitting, and zoning. You’ll work...Full timeWork at officeRemote workWork from home
$23k
...status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold... ...new legacies. Crafted Highlights: In the role of Financial Analyst (SEC Reporting/Technical Accounting), working in Milwaukee, Wisconsin...Temporary workWork experience placementWork at officeFlexible hours$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching...Hourly payContract workFor contractorsWork experience placementRemote work- Job Title Job Description Required Education: Bachelor's degree in finance or related field, or equivalent work experience Required Qualifications: One or more years of experience in bank loan processing or loan administrative activities in the syndicated loan market...Work experience placementWork at office
- 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...
- Investment Operations Specialist Location: Milwaukee, WI 53202 (Onsite) Duration: 6-Month Contract Full-Time Conversion Possible The Global Fund Custody Group (GFC) is a division within Fund Services. Typical types of collateral include broadly syndicated, middle...Full timeContract workWork experience placementWork at office
- Job Title: Investment Operations Specialist Location: (City, State) Duration: Contract - 6 months Pay Rate: 22.55 /hr (W2) Job ID: 407082 About BCforward BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune ...Contract workWork experience placementWork at office
$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching...Hourly payContract workFor contractorsWork experience placementRemote work$35 - $40 per hour
...in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 2,000+ passionate team members across 75+ locations and growing! Atwell, LLC is a...For contractors$60.44k - $71.1k
...Financial Reporting Analyst U.S. Bank Global Fund Services is seeking a future team member for the role of Financial Reporting Analyst to support our Fund Administration team. We are seeking a detail-oriented and experienced Financial Reporting Analyst to join a...Temporary workWork experience placementWork at office- ...case and financial analytics leadership to support Versiti's overall financial health and growth strategies. The Senior Financial Analyst – Financial Planning & Analysis is responsible for several key functions, including but not limited to: financial planning and modeling...Full timeTemporary work
- ...United 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...Temporary workWork at officeLocal areaWorldwide
- ...celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS? About the role: As a Financial Analyst, you’ll have your finger on the financial pulse of the entire organization. Working with a diverse team, you’ll be responsible develop...Full timeFlexible hours
- ...Job Description The Senior Financial Analyst is an individual contributor role within the Global Sales & Marketing (GSM) Finance team... ...finance business partnering support to Global Marketing and Global Portfolio Engineering. Additionally, it contributes to transversal GSM HQ...Visa sponsorshipWork visaFlexible hours
$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...- ...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
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- ...Summary As a Senior Financial Analyst, you will perform complex financial and business-related analysis, data manipulation, and forecast preparation. Apply results of analysis to produce recommendations for management and department leadership. Collaborate with end users...Full time
- ...to manage performance and support decision‑making, while improving our reporting and analytics processes. As the Senior Financial Analyst II, you will support multiple planning, forecasting, reporting processes and analysis to support Rockwell's businesses and regions....Work at officeVisa sponsorshipWork visaFlexible hours
- ...Job Title Senior Financial Analyst About Your Role As a Financial Analyst, you’ll be pivotal in driving financial planning and decision‑making processes. This role contributes to the organization’s financial health by analyzing data, developing financial models, and preparing...Temporary workH1bWork at officeMonday to Friday
- Location & Relocation Please note that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. Responsibilities Own all financial aspects of the Epic-Customer relationship...RelocationVisa sponsorshipRelocation package
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