11 portfolio analyst jobs at 9 companies in Sturtevant, WI
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Senior Portfolio Analyst
Northbrook, Illinois, United States
$110k-$120k/yr OnsiteFull Time
6+ YOE6+ years finance and analytics experience with private credit exposure, strong data management, financial modeling, Allvue/Oxane/Power BI experience, Microsoft Lakehouse/SQL/Power Query skills, Bachelor's required, CFA preferred.
Microsoft Lakehouse, SQL Server, Microsoft Power Query, Allvue, Oxane, Microsoft Power BI, Microsoft Excel
3mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Sr. Analyst, Innovation Quality – Portfolio Brands
Glenview, Illinois, United States
$90k-$112k/yr FieldFull Time
3+ YOE3-5 years quality experience in food/CPG with plant quality, regulatory familiarity (USDA/FDA/CFIA), sanitation and food safety knowledge, PCQI/Better Process Control School preferred, statistics and project management skills, ability to travel 40-55%.
1mo
Save
Mark Applied
Hide
Sr. Analyst, Innovation Quality – Portfolio Brands
Glenview, Illinois, United States
$90k-$112k/yr FieldFull Time
3+ YOE3-5 years quality/CPG experience preferred; plant quality, commercialization, sanitation, and food safety knowledge; familiarity with USDA/FDA/CFIA; strong communication and project collaboration skills.
DMAIC, DFSS, Lean, Metrology, MSA
1mo
Save
Mark Applied
Hide
Commercial Portfolio Manager Sr - Equipment Finance (Underwriter)
Minnetonka or Waterloo or Memphis or Nashville or Houston or Akron or Detroit or Tupelo or Charlotte or Pittsburgh or Bloomfield Hills or Schaumburg or Cincinnati or Mobile or Farmers Branch or Cleveland
$63k-$154k/yr OnsiteFull Time
5+ YOEBachelor's in accounting/finance/business required; 5+ years commercial credit underwriting; analyze financial statements, cash flow and collateral; use Moody's software; mentor junior analysts; proficiency with Microsoft Word and Excel.
Moody's software, Microsoft Word, Microsoft Excel
1mo
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Experienced Landscape Architecture Analyst
Deerfield, Illinois, United States
$80k-$90k/yr OnsiteFull Time
2+ YOEBachelors or Masters in Landscape Architecture, 2+ years experience, strong AutoCAD and Microsoft Word/Excel skills, proficiency with Adobe Photoshop, SketchUp, InDesign, Illustrator, GIS/ArcView, PowerPoint, strong illustration and communication skills; portfolio required.
AutoCAD, Microsoft Word, Microsoft Excel, Adobe Photoshop, SketchUp, Adobe InDesign, Adobe Illustrator, GIS/ArcView, Microsoft PowerPoint