6 portfolio analyst jobs at 5 companies in Baldwin, WI
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
3w
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Analyst, Portfolio Implementation
Minneapolis, Minnesota, United States
$55k-$95k/yr OnsiteFull Time
3+ YOE3+ years securities experience in portfolio administration or investment operations, BA/BS in finance-related field, Series 7/63/65/66 (or ability to obtain), Envestnet experience, Microsoft Excel/Access skills.
Envestnet, Microsoft Excel, Microsoft Access
3d
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Infrastructure Finance - Portfolio Financial Analyst
Saint Louis or Minneapolis or Denver or New York City
$76k-$89k/yr HybridFull Time
0+ YOEBachelor's degree or equivalent experience; up to three years of related experience; financial analysis, Excel, financial statements, communication, mathematical, analytical, and relationship management skills.
Microsoft Excel, relational database
2mo
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Credit Analyst
Rice Lake or Superior or Grand Rapids or Duluth or Eau Claire
$25-$35/hr OnsiteFull Time
3+ YOEMinimum 3 years credit analysis or commercial lending experience; analyzing financial statements and credit reports, assessing risk, preparing credit presentations, monitoring collateral, and supporting portfolio management; proficient with loan software and Microsoft Office; strong organization and communication skills.
Microsoft Office
2mo
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Sr Client Admin Analyst
Minneapolis or Boston
$67k-$75k/yr HybridFull Time
3+ YOEAssociate's degree or equivalent, 3+ years experience, strong oral/written communication, problem solving, portfolio accounting/investment operations knowledge, ability to work under pressure and with limited direction.
1mo
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Fixed Income Reporting Analyst
Minneapolis, Minnesota, United States
HybridFull Time
3+ YOEBachelor's in finance/economics or equivalent, 3+ years related experience, strong fixed income knowledge, proficiency with Microsoft Excel and MS SQL, experience with portfolio analytics vendors (Yield Book, BlackRock Aladdin) preferred.
Microsoft Excel, MS SQL, Yield Book, BlackRock Aladdin, Bloomberg, Intex, Trepp, SAS, MS VBA