11 investment analyst jobs at 6 companies in Delafield, WI
3w
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Investment Analyst Intern - Private Debt & Equity, Summer 2027
Milwaukee, Wisconsin, United States
$17-$30/hr OnsiteFull Time, Internship
Pursuing a Bachelor's (grad Dec 2027–May 2028), GPA≥3.5, relevant investment experience or coursework, strong financial modeling and analytical skills, effective communication; employer sponsorship not available.
2w
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Investment Perf & Analytics Analyst (Hybrid)
Milwaukee, Wisconsin, United States
$76k-$113k/yr HybridFull Time
Bachelor's degree in finance, accounting, math, statistics, business, or related field; investment performance, data analysis, risk, and attribution knowledge; analytical tools expertise; strong problem-solving and communication skills.
Microsoft Excel, Business Objects, Power BI, Morningstar, YCharts
3w
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Investment Client Srvcs Analyst (New Accounts) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate degree or equivalent, 4+ years customer service experience, basic investment product and tax knowledge, strong communication, attention to detail, computer proficiency, and fingerprinting required.
1mo
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Investment Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
5+ YOEBachelor's in finance/economics/business or equivalent, 5+ years progressive finance/real estate experience, advanced Microsoft Excel, ability to manage and mentor analysts, strong communication and analytical skills.
Microsoft Excel, Microsoft Office
2w
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Investment Client Srvcs Analyst (Asset Movement) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate's degree or equivalent; 4+ years customer service experience (financial services preferred); strong written/verbal communication, multi-tasking, organizational skills, case management, and computer proficiency; fingerprinting required.
2mo
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2026 Analyst I, Investment Banking - US Middle Market
Milwaukee, Wisconsin, United States
OnsiteFull Time
Undergraduate degree in finance, accounting, mathematics, computer science, engineering or economics; CA or CFA preferred; prior IB, corporate finance, equity research or PE experience is a plus; strong financial modeling and Excel/Bloomberg proficiency.
Excel, Word, PowerPoint, FactSet, Bloomberg
3w
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Wealth Portfolio Analyst (Institutional)
Milwaukee, Wisconsin, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4 years investment experience; Series 65 required (or obtain within 90 days); CFA/CFP preferred; strong portfolio, research, compliance, and client-communication skills.
CRM
2mo
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Portfolio Operations Analyst
Milwaukee or Minneapolis
$70k-$85k/yr HybridFull Time
2+ YOE2+ years investment/portfolio operations experience, attention to detail, Excel and APX/Bloomberg familiarity, strong communication, risk mitigation, and ability to lead projects; U.S. work authorization required.
Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO), SS&C Recon, Microsoft Excel, Microsoft Access, Power BI
2d
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Analyst Senior, Executive Compensation
Jacksonville or Atlanta or New York City or Milwaukee
$82k-$139k/yr OnsiteFull Time
Bachelor's degree in a related discipline; experience in executive compensation, equity administration, finance, accounting, consulting, investment banking, governance, or analytics; advanced Excel, reporting, quantitative, and large-dataset skills.
Microsoft Excel, Restricted Stock Units (RSUs), Performance Stock Units (PSUs), Stock Options, Employee Stock Purchase Plan (ESPP), Deferred Compensation Programs
2w
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Brokerage Services Registered Analyst - Series 7/63 - Remote
Franklin or North Carolina or New Jersey or Virginia or Texas or Georgia or Florida
$23-$35/hr RemoteFull Time
4+ YOEAssociates degree or equivalent, 4+ years customer service experience, Series 63/7/SIE required, fingerprinting, expert knowledge of investment products and tax implications, advanced communication and computer skills.
1w
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Public Investments Quantitative Analyst Intern, Summer 2027
Milwaukee, Wisconsin, United States
$17-$30/hr OnsiteFull Time, Internship
Undergraduate progress toward a quantitative bachelor's degree; SQL and Python development skills; data manipulation and visualization expertise; analytical problem-solving and communication skills.
SQL, Python, Streamlit, dbt, Tableau, Snowflake, Bloomberg, BlackRock Aladdin, CI/CD, version control