Average salary: $156,316 /yearly
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$91.8k - $171k
...experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively... ...and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by...SuggestedContract workPart timeLocal areaShift work$120k
A specialized recruitment firm is looking for a Commercial Portfolio Manager in Waukesha, WI. This role focuses on managing a portfolio of commercial loans by conducting risk reviews, financial statement analyses, and underwriting. The ideal candidate will have 5-10 years...Suggested$110k
...The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Milwaukee, WI area. This selected candidate will be responsible for independently managing a Commercial Loan...Suggested$120k
...Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Waukesha, WI area. The position is responsible for supporting the Bank’s portfolio of business by servicing prospective...SuggestedWork at office$85k - $132k
Portfolio Manager, Commercial page is loaded## Portfolio Manager, Commerciallocations: Milwaukee, WItime type: Full timeposted on: Posted Yesterdayjob requisition id: 252336Wintrust provides community and commercial banking, specialty finance and wealth management services...SuggestedTemporary workFlexible hours$51.8k - $95.9k
...Sales And Service Applies consultative sales and relationship management practices to generate leads and close sales of treasury... ...relationships, and driving acquisition strategies to grow the client portfolio. Analyses trends in overdrawn accounts to identify...SuggestedPart timeWork experience placementBmo
Milwaukee, WI4 days ago- A regional financial institution in Milwaukee seeks a Portfolio Manager for its Commercial Banking team. The role involves managing a portfolio of commercial customers, analyzing financial statements, and providing credit recommendations. Ideal candidates would have a Bachelor...Suggested
- A regional banking institution in Milwaukee is seeking a Portfolio Manager, VP to support Middle Market Commercial Banking relationships. The role involves portfolio management, risk oversight, and client relationship management to ensure credit quality and identify cross...Suggested
- ...Technical Portfolio Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring...SuggestedWork experience placementWork at office3 days per week
$88.06k - $150.96k
...recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.***Associated Bank is seeking a Portfolio Manager, VP to support Middle Market CRE and Commercial/Corporate Banking relationships through underwriting, credit oversight, and...Suggested- ...Business Banking Portfolio Manager Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive. Current opportunities: *Greater Milwaukee/Racine *Sheboygan and surrounding counties Provide portfolio support to the Business...SuggestedWork experience placementLocal area
- ...policy and regulatory adherence across all funding activities. The supervisor is responsible for mentoring and developing funders, managing workflow distribution, and serving as an escalation point for both internal team members and external dealers. They should also...SuggestedWork at office
$60.44k - $71.1k
...external legal counsel, fund auditors and our clients. Testing portfolio compliance to ensure ETF and other fund adherence to the... ...compliance Organized and attentive to detail Ability to manage multiple tasks, projects and deadlines simultaneously Effective...SuggestedTemporary workWork experience placementLocal areaMonday to Friday3 days per weekU.S. Bancorp
Oshkosh, WI3 days ago- ...external legal counsel, fund auditors and our clients. Reviewing portfolio compliance to ensure ETF and other fund adherence to the... ...compliance Organized and attentive to detail Ability to lead and manage multiple tasks, projects and deadlines simultaneously...SuggestedWork experience placementMonday to Friday3 days per week
U.S. Bank
Milwaukee, WI1 day ago $56.89k - $109.27k
Fund Administrator III The Registered Funds team of UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts. The Fund Administrator team works both independently and in a team-oriented environment...SuggestedFlexible hoursUMB
Milwaukee, WI1 day ago- Tax Credit Portfolio & Operations Manager Locations: US-IL-Chicago | US-IN-Indianapolis | US-MN-Minneapolis | US-IN-Evansville | US-MI-Grand Rapids | US-KY-Louisville | US-WI-Madison Overview Old National Bank has been serving clients and communities since 1834. With...Work experience placementImmediate start
$28.34k - $54.38k
The UMB Registered Fund team , which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the Fund Accounting Intern , you will be assigned a 4 to 5 registered funds and handle the day-to-day operations...InternshipLocal areaFlexible hours- A financial institution located in Milwaukee is seeking a Fund Accountant to manage daily accounting tasks for mutual funds. Responsibilities include calculating net asset values and ensuring GAAP compliance. A Bachelor's degree in Accounting or a related field is required...
$56.89k - $109.27k
A financial services institution is seeking a Fund Administrator III in Milwaukee, WI to coordinate audits, prepare financial reports, and ensure compliance testing. The ideal candidate possesses a Bachelor's Degree in Accounting, Finance, or Economics along with 3 to 5...$66.64k - $78.4k
A leading financial institution in Milwaukee is seeking an Accounting Associate to manage hedge fund accounting and investor services. The role requires a Bachelor's degree in Accounting or Finance and 2-5 years of related experience. Key responsibilities include calculating...- A leading financial services company is seeking a Fund Administrator III in Milwaukee. This role involves client interaction, preparation, and review of financial statements, and compliance testing within a team-oriented environment. Candidates should possess a Bachelor...
$66.64k - $78.4k
A leading financial institution in Milwaukee seeks an Alternative Investment Accountant 2 to manage accounting for hedge funds and private equity funds. Responsibilities include calculating net asset values, preparing financial statements, and ensuring compliance with...Full time$43k - $82.59k
...Accountant I, II, or III (Mutual Funds) The UMB Registered Fund team manages the daily accounting, tax, audit, administration, and... ...the custodian, prime brokers, transfer agency, advisor, and/or portfolio managers/traders Review and resolve trade detail exceptions to...Local areaFlexible hours- A financial institution is seeking an Alternative Investment Accountant 2 to provide accounting for hedge funds and private equity funds in Milwaukee, WI. The role requires a Bachelor's degree and 2-5 years of accounting experience. The ideal candidate will calculate net...Full time
- ...suspicious activity reporting requirements, policies and procedures. Act as mentor, working with trainers, new specialists, and their managers to help transition from the training room to their team. Participate in a culture of continuous improvement, risk-based thinking,...Contract workWork experience placement
- A major financial institution in Milwaukee is seeking Fund Administrators to support financial and compliance operations for various fund types. Responsibilities include monitoring fund budgets, preparing financial statements, and ensuring compliance with regulations. Applicants...
- Mutual Funds Accountant Duration: 12 months contract with potential for extension Location: Tempe, Arizona - 85288 & Milwaukee WI, 53202 (hybrid) FTE conversion possible for this role hybrid: 3 days per week in office required Working hours: 8:30am 5:30pm Central...Contract workWork at office3 days per week
$75.82k - $89.2k
...asset value calculation. You will prepare daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations...Temporary workWork experience placementWork at officeLocal areaMonday to FridayShift work3 days per week$43k - $82.59k
...Fund Accountant I The UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks... ...the custodian, prime brokers, transfer agency, advisor, and/or portfolio managers/traders Review and resolve trade detail exceptions...Flexible hours$75.82k - $89.2k
...asset value calculation. You will prepare daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations...Temporary workWork experience placementWork at officeLocal areaMonday to FridayShift work3 days per week
