Portfolio Analyst
$42k - $55kWintrust Financial
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 and prevent delinquencies and bad debt write-offs.
Responsibilities include:
- 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.
$42k - $55k
## Portfolio AnalystApplylocations: Menomonee Falls, WItime type: Full timeposted on: Posted Todayjob requisition id: 261307Wintrust provides... ...initiatives and multi-tasking.**What You'll Do:**The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of...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
- ...Senior Fp&A Analyst Hybrid: 1 day per week Local candidates only, relocation not available. Who we are: We are Pioneering Industrial Sustainability. Castolin Eutectic is a global provider of surface protection applications and solutions. Since 1906, we have...Local areaWorldwideRelocation1 day per week
$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$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- 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... ...and capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public...
- 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- ...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...
$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
...Assoc Financial Analyst Cheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for...Temporary workWork 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
- ...Senior Financial Reporting Analyst For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen businesses and build a more resilient, efficient, sustainable energy future. Ready to Power a Smarter World with us? Join Generac...
- ...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
- ...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
- Associated Bank is seeking a finance professional to prepare and review external and regulatory reporting for SEC, regulatory bodies, and sustainability disclosures. You will support close processes, provide financial analysis, and contribute to internal controls while...
- ...expenditures to ensure compliance with grant requirements and partner with investigators on grant compliance. Serve as the primary budget analyst on grants and projects in eBridge. Prepare ad–hoc reports as requested. Other Provide guidance on MCW financial policies to ensure...Work at officeLocal areaFlexible hours
- Purpose of the Job: Support the Finance Department by performing a mix of accounting and financial analysis activities, including revenue recognition for long-term, percentage-of-completion contracts. This role ensures accurate and timely financial reporting, maintains...Long term contractContract work
- Type Of Hire Experienced (relevant combo of work and education) Position Type Full time Job Description We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for...Full time
$60k - $80k
...Our client is an organization in the Milwaukee area looking for a Financial Analyst . Our client is looking for someone with related experience, strong analytical and problem‑solving skills. The salary range is $60k-80k. The Financial Analyst will be responsible for, but...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!

