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7 portfolio analyst jobs at 7 companies in Wales, WI

1mo
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Wealth Portfolio Analyst (Institutional)
Milwaukee, Wisconsin, United States
OnsiteFull Time
Johnson Financial Group
Johnson Financial Group: Family-owned Wisconsin financial institution serving individuals, families, and businesses through banking, mortgage lending, and wealth management.
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
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2mo
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Portfolio Operations Analyst
Milwaukee or Minneapolis
$70k-$85k/yr HybridFull Time
Allspring Global Investments
Allspring Global Investments: Independent private asset manager serving individual, financial-advisor, and institutional investors with equity, fixed-income, and liquidity strategies.
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
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3mo
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Portfolio Oversight Analyst
Milwaukee, Wisconsin, United States
OnsiteFull Time
Artisan Partners
Artisan PartnersNYSE: APAM: Public global investment management firm providing active equity, credit, alternatives, and multi-asset strategies to sophisticated clients.
5+ YOE5+ years relevant experience; finance/accounting background; SQL/Python knowledge; strong analytical and communication skills.
SQL, Snowflake, Python, Microsoft Excel, Microsoft Office Suite
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3w
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Portfolio Servicing Analyst
Milwaukee, Wisconsin, United States
HybridFull Time
PACE Equity
PACE Equity: Privately held C-PACE lender providing commercial real estate developers financing for construction, renovations, and recapitalizations.
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
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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
Huntington Bank
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
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.
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1mo
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Asset Analyst, Capital Formation
Madison or Milwaukee
$62k-$96k/yr HybridFull Time
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP: Private U.S. professional-services firm providing tax and business advisory services to middle-market 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.
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2mo
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Sr. Financial Analyst - Equipment Finance
Milwaukee, Wisconsin, United States
$89k-$166k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Diversified North American financial services provider.
Bachelor's degree required; 5–7 years credit/lending experience preferred; strong financial analysis, loan structuring, regulatory compliance, and Microsoft Office skills; ability to assess credit and manage commercial portfolios.
Microsoft Office
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