3 portfolio analyst jobs at 3 companies in Maple Bluff, WI
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Portfolio Management Analyst
Madison, Wisconsin, United States
HybridFull Time
Wisconsin Foundation and Alumni Association: Manages fundraising and alumni engagement for UW-Madison.
1+ YOEBachelor's degree or equivalent experience,1+ year prospect research/management experience,proficiency with Word and Excel,knowledge of SQL, Salesforce, and Power BI,strong data management and communication skills.
Microsoft Word, Microsoft Excel, SQL, Salesforce, Power BI, Microsoft Access
Baker Tilly: Provides audit, tax, and consulting services to business clients.
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.