Average salary: $92,786 /yearly
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- A leading financial institution is seeking a full-time Commercial Portfolio Assistant in Wausau, WI. The role involves supporting Business Banking Officers, managing loan documentation, and maintaining compliance within a portfolio. Candidates should have over two years...SuggestedFull time
- A financial services firm based in Madison, Wisconsin, is seeking a Portfolio Administrator & Research Analyst to support portfolio management and investment research functions. The role includes assisting with client account management, trading support, and investment...Suggested
- ...Senior Portfolio Analyst The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works closely with senior leadership in Brookfield, WI to analyze potential...SuggestedTemporary workCasual workWork at office
$70k - $85k
Overview Allspring Global Investments is seeking a detail-oriented and proactive Portfolio Accountant to join our Portfolio Accounting team. The ideal candidate has 3+ years of experience in portfolio accounting or related operational roles, demonstrating a consistent progression...SuggestedWork at office$70k - $85k
A leading investment firm is seeking a detail-oriented Portfolio Accountant to join their Portfolio Accounting team in Milwaukee, WI. The ideal candidate should have over 3 years of experience in portfolio accounting, along with strong analytical and organizational skills...SuggestedWork at office$20 per hour
...Project Portfolio Data Analyst InternRemote - United StatesJR012793 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things! We enable our clients to achieve key business outcomes that reshape how our...SuggestedRotational programFull timePart timeInternshipSummer internshipEnsono
Madison, WI13 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...Suggested
- ...a Registered Investment Advisor (RIA) dedicated to disciplined portfolio management, rigorous research, and long‑term client outcomes. Our... ...to grow, we are seeking a Portfolio Administrator & Research Analyst to join our investment team. This position provides direct exposure...SuggestedWork at office
- A leading technology firm is seeking a Project Portfolio Data Analyst Intern for the 2026 Summer Internship Program. The role includes modeling, automating, and reporting on project portfolio data, collaborating with teams to create insightful dashboards and drive decision...SuggestedRemote jobFull timeInternshipSummer internship
$71.72k - $118.34k
Strategic Investment Analyst page is loaded## Strategic Investment Analystlocations: Milwaukee, WItime type: Full timeposted on: Posted... ...analytics to ensure accurate performance monitoring, portfolio optimization, and execution of MGIC’s strategic initiatives.\*We...SuggestedContract workCasual workWork at officeLocal areaRemote workFlexible hours3 days per week- 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...SuggestedWork at officeRemote work
- ...Investment Analyst MLG Capital is seeking an Investment Analyst to join its growing Acquisitions team in Brookfield, Wisconsin. This... ...market research, and assist in the operations of the existing portfolio. About MLG Capital: 35+ year old real estate investment firm...SuggestedCasual workInternshipWork at officeFlexible hours
- ...Investment Data Analyst - Financial Services Overview We are seeking a highly analytical Investment Data Analyst with strong financial... ...capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public...Suggested
Continuus Technologies
Germantown, WI2 days ago - ...Job Title: Senior Investment Sales Analyst Location: Milwaukee Team: Investment Sales/Capital Markets Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers Date: 2/5/2026 About the Company...SuggestedWork at officeLocal area
Cushman & Wakefield | Boerke
Milwaukee, WI4 days ago - A telecommunications service provider is seeking a Site Acquisition Specialist to support telecom projects in Milwaukee. In this role, you will negotiate leases, oversee zoning and permitting, and manage site budgets. The ideal candidate will have 2-5 years of relevant...SuggestedWork at officeRemote work
Ledcor
Milwaukee, WI9 hours agonew - Responsibilities Ensure the timely settlement and ongoing operational management of private debt and private equity assets, including deal facilitation, settlement processing, income accounting, and cash wire controls. Support asset lifecycle activities such as asset setup...Contract work
- A leading global investment firm is seeking an Operations Analyst for its team in Dallas. The role involves daily reconciliation of positions and cash, resolving trade issues, and maintaining accurate trade records. Ideal candidates have 1+ years in fund operations or finance...
$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...- Ghent , Belgium Period:Fall 2025, full-time, minimum of 8 weeks About us Aim.group is an investment holding company founded in 2012 by entrepreneur Dieter Aelvoet. We build and invest—together with ambitious and talented entrepreneurs—in B2B niche companies with long-term...Full timeWork experience placementInternship
- 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...
- ...Ageas Group towards external parties, managing relations with analysts, retail and institutional investors, regulators, rating agencies... ...as the primary contact for consultants when required. Portfolio Reviews : Carry out yearly portfolio review of the Operating Entities...Local areaWork from homeFlexible hours
- Job Description Job Description A full-service business and litigation law firm seeks a highly qualified Corporate Associate to join their Financial Services & Capital Markets Industry group. The ideal candidate will have 3-7 years of general corporate and transactional...Work at officeImmediate start
5 Legal
Milwaukee, WI3 days ago $23.11 per hour
...Investment Client Services Analyst Open to remote. If local to Franklin, WI, 3 days onsite (M, T, W) will be required. Advisory Services is a specialized team within the Investment Client Services Operations department. This team partners closely with financial representatives...Remote jobLocal area$23.11 per hour
Account Maintenance & New Accounts Team Member The Account Maintenance & New Accounts team within Investment Client Services supports our field partners and clients by resolving servicing needs and completing account-related requests accurately and efficiently in a ...- ...support leveraged transactions and capital investments. The Analyst position is a two to three-year assignment, and high performers... ...investment bankers, and private equity sponsors. Actively monitor portfolio performance. Qualifications: ~ Four-year undergraduate...Summer work
$23.11 per hour
...Advisory Trading Analyst The Advisory Trading Analyst serves as a strategic partner to financial representatives and clients, combining... ...investment outcomes. This role focuses on trade execution, portfolio alignment, and advisory support within a dynamic, fast-paced environment...$23.11 per hour
Job Opportunity At Northwestern Mutual At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Job Description This position supports our field and clients with the management and movement...Shift work- A community-focused insurance agency is seeking an Acquisitions Specialist to engage with prospective clients and develop new business opportunities. The ideal candidate will have strong communication and relationship-building skills and should be detail-oriented and organized...
- 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
- A leading M&A consultancy is seeking an M&A Associate in the United States. This entry-level position involves conducting market analyses, preparing valuations, and engaging with clients. Ideal candidates should have a finance degree, excellent communication, and social...
