7 portfolio analyst jobs at 7 companies in Jackson, WI
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Portfolio Analyst
Menomonee Falls, Wisconsin, United States
$42k-$55k/yr OnsiteFull Time
Monitor and analyze receivable portfolios, perform B2B accounts receivable collections and cash application, communicate with clients, and use general computer skills. High school diploma required.
2w
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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
3mo
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Portfolio Oversight Analyst
Milwaukee, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; finance/accounting background; SQL/Python knowledge; strong analytical and communication skills.
SQL, Snowflake, Python, Microsoft Excel, Microsoft Office Suite
1w
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Portfolio Servicing Analyst
Milwaukee, Wisconsin, United States
HybridFull Time
3+ YOEBachelor’s degree and 3+ years administering commercial real estate construction loan disbursements required; experience with draw packages, budgets, inspections, loan servicing, reporting, and Microsoft Office preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Asset Management System
2mo
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Commercial Portfolio Manager - Huntington Technology Finance - Portfolio Monitoring
Charlotte or Chicago or Waterloo or Atlanta or Houston or Akron or Birmingham or Zeeland or Milwaukee or Bloomfield Hills or Tupelo or Denver or Detroit or Minnetonka or Port Huron or Cincinnati or Columbus or Farmers Branch
$57k-$124k/yr OnsiteFull Time
5+ YOEBachelor's in Finance/Accounting, 5+ years commercial credit analysis and underwriting, experience with financial statement analysis, credit monitoring, preparing financial spreads, mentoring analysts; CLFP and equipment finance experience preferred.
1mo
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Asset Analyst, Capital Formation
Madison or Milwaukee
$62k-$96k/yr HybridFull Time
1+ YOEBachelor's degree in related field, minimum 1 year professional experience; experience in asset/portfolio management or real estate finance preferred; strong financial analysis, Excel/spreadsheet and communication skills.