Average salary: $96,927 /yearly

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  •  ...will take effect immediately after being posted or as otherwise notified by us.**8. CONTACTING US******@*****.*** Portfolio Analyst page is loaded## Senior Portfolio Analystremote type: Onsitelocations: Waukesha, WI - USAtime type: Full timeposted on: Posted... 
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    DR Power LLP

    Waukesha, WI
    4 days ago
  • A leading energy technology company in Waukesha, Wisconsin is seeking a Senior Portfolio Analyst to enhance the portfolio of strategic initiatives. The candidate will analyze data, manage project performance, and collaborate with cross-functional teams to ensure alignment... 
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    DR Power LLP

    Waukesha, WI
    4 days ago
  • $50 - $60 per hour

    A prominent AI firm in the United States is seeking a Portfolio Management Analyst to enhance AI capabilities in finance. The role allows for flexible scheduling and can be part-time or full-time. Responsibilities include reviewing AI outputs for accuracy and providing... 
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    DataAnnotation

    Madison, WI
    14 hours ago
  •  ...My Client, A Global Asset Manager is seeking to hire a specialist portfolio accounting analyst to join their Portfolio Accounting team in Milwaukee. The ideal candidate will have experience in portfolio accounting or a related operations role, with ability to identify... 
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    Red Island Recruitment

    Milwaukee, WI
    14 hours ago
  • $50 - $60 per hour

    DataAnnotation is committed to creating high-quality AI. We are looking for a Portfolio Management Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed... 
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    DataAnnotation

    Madison, WI
    1 day ago
  • $67.5k - $110k

    CIB Underwriting & Portfolio Management AnalystCountry: Estados Unidos da América**It Starts Here:**Santander is a global leader and innovator...  ...& Investment Banking Underwriting & Portfolio Management Analyst is to assist the Underwriter(s) in analyzing, processing and packaging... 
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    Banco Santander SA

    Madison, WI
    2 days ago
  • $75k - $85k

     ...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... 
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    Allspring Global Investments

    Milwaukee, WI
    3 days ago
  • Generac is looking for a Senior Portfolio Analyst to join their team in Waukesha, Wisconsin. This role involves analyzing and optimizing the portfolio of strategic initiatives, ensuring alignment with business objectives, and providing data-driven insights for decision-... 
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    Generac

    Waukesha, WI
    14 hours ago
  • A financial services firm is seeking a Portfolio Administrator & Research Analyst to support portfolio management and investment research functions. Ideal candidates will have a bachelor's degree in finance or related field, with 1-3 years of relevant experience. Responsibilities... 
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    Grove Gallery & Interiors

    Madison, WI
    2 days ago
  •  ...a Registered Investment Advisor (RIA) dedicated to disciplined portfolio management, rigorous research, and long-term client outcomes. Our...  ...for our clients. Portfolio Administrator & Research Analyst This role provides direct exposure to portfolio management, asset... 
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    Grove Gallery & Interiors

    Madison, WI
    3 days ago
  • $67.5k - $110k

    A leading financial services institution in Madison, Wisconsin is seeking a CIB Underwriting & Portfolio Management Analyst. This role focuses on conducting credit analysis and risk assessments for financial institutions, preparing risk opinions, and collaborating closely... 
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    Banco Santander SA

    Madison, WI
    2 days ago
  • $69k - $127.8k

    A major financial institution is seeking a driven Credit Professional in Madison, Wisconsin. The role involves credit underwriting, analyzing financial statements, and structuring loans. Candidates should have 3-4 years of experience in commercial credit and hold a relevant...
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    BMO U.S.

    Madison, WI
    3 days ago
  • $61.53k

    What You'll Do: Monitor investment portfolios by reconciling cash positions, investment holdings, and critical data attributes to ensure accuracy and timeliness. Respond to internal and external inquiries regarding investment holdings, activities, and portfolio details... 
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    Northwestern Mutual Investment Services, LLC

    Milwaukee, WI
    3 days ago
  • A leading mortgage insurance company in Milwaukee is hiring a Strategic Investment Analyst to evaluate reinsurances and provide analytical insights for strategic decision-making. This role supports operational analytics to ensure performance monitoring and capital optimization... 
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    MGIC

    Milwaukee, WI
    3 days ago
  •  ...A leading financial services company in Franklin, WI is seeking a Registered Investment Client Services Analyst to support mutual fund trading and provide exceptional client service. The ideal candidate will hold a FINRA Series 7/63 license, possess strong analytical skills... 
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    Northwestern Mutual

    Franklin, WI
    4 days ago
  •  ...category, to our current evolution into an energy technology solutions company, we continue to push new boundaries. The M&A Business Analyst supports mergers, acquisitions, divestitures, and new facility openings by delivering comprehensive business and IT analysis. This... 
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    Generac Power Systems

    Waukesha, WI
    2 days ago
  • $50 - $60 per hour

    A technology company specializing in AI is seeking an Investment Operations Analyst to evaluate AI models' outputs and enhance their correctness. This role offers the flexibility of remote work, allowing individuals to set their own schedules. Ideal candidates will have... 
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    DataAnnotation

    Madison, WI
    4 days ago
  • $50 - $60 per hour

    A leading AI company in the United States seeks an Investment Operations Analyst for a flexible remote position. This role involves evaluating AI chatbot outputs, assessing model quality, and providing feedback for improvement. Candidates should have expert-level financial... 
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    DataAnnotation

    Wisconsin
    1 day ago
  •  ...A software solutions provider is seeking a Research Analyst in Wisconsin to support their M&A process. The ideal candidate should have 2-4+ years of experience in finance, accounting, or data analysis, and a Bachelor's degree in a related field. Responsibilities include... 
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    Harris Computer

    Wausau, WI
    4 days ago
  • $50 - $60 per hour

    Overview DataAnnotation is committed to creating high-quality AI. We are looking for an Investment Operations Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role... 
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    Full time
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    Part time
    Remote work
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    DataAnnotation

    Wisconsin
    14 hours ago
  •  ...A leading software solutions provider is seeking a Research Analyst to support M&A processes. This role involves qualifying M&A prospects, managing data quality, and conducting research on various business models. Ideal candidates will have 2-4 years of experience in finance... 
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    Harris Computer

    Oregon, WI
    4 days ago
  • A leading investment services firm is seeking an Investment Client Services Analyst to provide expert advisory support to financial representatives and clients. This dynamic role involves analyzing complex inquiries, collaborating with cross-functional teams, and educating... 
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    Northwestern Mutual Investment Services, LLC

    Franklin, WI
    4 days ago
  •  ...diversity, equity and inclusion in their organizations and the industry. Position Summary The Information Security Awareness Analyst is responsible for analyzing, implementing and maintaining security controls which enforce the information security policies and security... 
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    Children's Minnesota

    Wisconsin
    15 days ago
  • $168k - $240k

    This is a role with one of Slalom’s global teams - we are open to hiring in many locations and travel will be required as needed by our clients. Who You’ll Work With In today’s world, fast beats slow, and the secret to speed is the intersection of people, experiences, ...
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    Slalom

    Madison, WI
    4 days ago
  • A financial services company in Milwaukee is seeking a Client Services Associate to support operational excellence by delivering high-quality client service and resolving inquiries in a call center environment. The ideal candidate will have an associate degree, experience...

    Northwestern Mutual

    Milwaukee, WI
    4 days ago
  • $290k - $390k

    A leading law firm is seeking an M&A associate with 4-6 years of experience to join their Transactions Practice Group. The ideal candidate will oversee middle-market M&A transactions, working collaboratively with partners and clients. Required qualifications include a JD...

    Foley & Lardner LLP

    Milwaukee, WI
    14 hours ago
  • Corporate M&A Associate Baker Botts is seeking a Corporate M&A Associate with 4-7 years of experience to join our Corporate Department in Austin, Dallas, or Houston. The ideal candidate will have meaningful experience representing both public and private companies in mergers...
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    Baker Botts L.L.P.

    Wisconsin
    3 days ago
  • A leading software solutions provider is seeking a Business Development Analyst to research and develop potential acquisition targets. The successful candidate will engage in lead generation and maintain relationships with acquisition prospects using a disciplined approach... 
    Remote job

    Harris Computer

    Madison, WI
    1 day ago
  • A software company is seeking an M&A Analyst / Associate to join its team remotely and support acquisitions. The role requires 0-2+ years for Analyst candidates and 2-5+ years for Associates, with expertise in financial modeling and strong communication skills. Responsibilities... 
    Remote job

    Harris Computer

    Wisconsin
    2 days ago
  • A leading energy solutions company is looking for an M&A Business Analyst in Waukesha, Wisconsin. This role involves supporting mergers, acquisitions, and facility openings through comprehensive analysis and coordination with various stakeholders. The ideal candidate should... 

    Generac

    Waukesha, WI
    2 days ago