Investment Operations Specialist The Northwestern Mutual Life Insurance CoInvestment Operations SpecialistMilwaukee, WI$62,320–$93,480 / yearEnsure accurate, efficient, and timely execution of operational activities across asset classes and managed accounts of reoccurring transactions in public, private, and/or real estate asset classes most asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic fixed income, common stock, foreign, private placements, real estate equity and mortgage loans. Maintain investment data on various systems, conduct reconciliations, and work closely with Investment Accounting, Financial Management, Law and other related investment areas to resolve issues.
NewInvestment Accounting Internship Northwestern MutualInvestment Accounting InternshipMilwaukee, WisconsinNorthwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. Once your application is reviewed, if selected to move forward, our Emerging Talent team member will reach out for a call, where we will learn more about you and share internship opportunities aligning to your interests and skillsets and share any next steps of our recruiting process.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentMilwaukee, WIFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Wealth Management-Investment Portfolio Manager U.S. BancorpWealth Management-Investment Portfolio ManagerMilwaukee, WI$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management - Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerMilwaukee, WIKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Operations Senior Specialist (46165) Levi, Ray & Shoup IncInvestment Operations Senior Specialist (46165)Milwaukee, WI$22–$28 / hourThis role contributes to evaluating advisor needs, implementing service strategies, and ensuring retirement distribution plans are executed in alignment with client financial plans and internal retirement algorithms. Establish and maintain servicing instructions, monitor daily cash activity, and proactively follow up with advisors when distribution cash levels fall below targets.
Senior Investment Accounting Systems Administrator Allspring Global Investments Holdings, LLCSenior Investment Accounting Systems AdministratorMilwaukee, Wisconsin$120,000–$150,000 / yearFull timeIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.). Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMilwaukee, WI$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Wealth Management-Investment Portfolio Manager US BankWealth Management-Investment Portfolio ManagerMilwaukee, WI$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management- Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Alternative Investment Tax Manager U.S. BancorpAlternative Investment Tax ManagerMilwaukee, WI$111,605–$131,300 / yearThe Fund Administration practice of U.S. Bank Global Fund Services, LLC provides value-added services to a robust and rapidly growing client base which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies. The Tax Manager will have the opportunity to work as part of a team to build and grow the practice by assisting with consulting and analysis projects, incorporating technology solutions to serve our rapidly-growing client base, and developing our tax professionals.
Alternative Investments Accountant U.S. BancorpAlternative Investments AccountantMilwaukee, WI$66,640–$78,400 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Executive Assistant - Investment Banking Robert W. Baird & Co. IncorporatedExecutive Assistant - Investment BankingMilwaukee, WI$60,000–$90,000 / yearThe Executive Assistant supports senior bankers, requiring confidence, proactive thinking, organizational skills, analytical and technological competencies, and adherence to confidentiality protocols. Plan seamless travel experiences-domestic and international-by creating personalized itineraries and staying up-to-date on travel policies.
Investment Accountant Tier4 GroupInvestment AccountantMilwaukee, WisconsinContribute to maintaining data integrity by verifying the accuracy of investment systems and financial processes related to assets, income, and gains/losses. Complete monthly closing processes, ensuring assets, income, and gains/losses are recorded according to Statutory and U.S. GAAP principles.
Alternative Investments Accountant US BankAlternative Investments AccountantMilwaukee, WI$66,640–$78,400 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Alternative Investment Tax Manager US BankAlternative Investment Tax ManagerMilwaukee, WI$111,605–$131,300 / yearThe Fund Administration practice of U.S. Bank Global Fund Services, LLC provides value-added services to a robust and rapidly growing client base which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies. The Tax Manager will have the opportunity to work as part of a team to build and grow the practice by assisting with consulting and analysis projects, incorporating technology solutions to serve our rapidly-growing client base, and developing our tax professionals.
Alt Investments Ops Spec l UMB Financial CorpAlt Investments Ops Spec lMilwaukee, WI$44,685–$65,736 / yearHow you will spend your time: Ensure that all transactions are processed accurately, timely, and completed in their entirety Participate in projects/project teams and client conversions Test new systems and programs to improve efficiency and effectiveness Perform comprehensive review of all investor documents to ensure accuracy Input investor information into database ensuring 100% accuracy Review the work of others specialists and provide constructive feedback Assist with writing and updating procedures We're excited to talk with you if: You possess a Bachelor's degree You possess one year of transaction processing experienceThis position was posted on 08/04/2026. The Funds Services division of UMB works with clients to provide accounting, tax, audit, and administrative services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well as, mutual funds and collective trusts.
Investment Operations Specialist BC ForwardInvestment Operations SpecialistMilwaukee, WI$22.55 / hourContractorJob Title: Investment Operations SpecialistLocation: (City, State)Duration: Contract - 6 monthsPay Rate: 22.55 /hr (W2)Job ID: 407082About BCforwardBCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. The ideal candidate will have strong experience in bank loan processing and operational oversight and a proven ability to ensure accurate, timely trade booking, reconciliation, and reporting under strict Service Level Agreements.
NewSenior Client Partner Investment Sales Cellco PartnershipSenior Client Partner Investment SalesKenosha, Wisconsin$123,000–$215,000 / yearUsing AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentMilwaukee, WICompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Alt Investments Ops Spec l UMB BankAlt Investments Ops Spec lMilwaukee, WisconsinHow you will spend your time: Ensure that all transactions are processed accurately, timely, and completed in their entirety Participate in projects/project teams and client conversions Test new systems and programs to improve efficiency and effectiveness Perform comprehensive review of all investor documents to ensure accuracy Input investor information into database ensuring 100% accuracy Review the work of others specialists and provide constructive feedback Assist with writing and updating procedures We’re excited to talk with you if: You possess a Bachelor’s degree You possess one year of transaction processing experienceThis position was posted on 08/04/2026. The Funds Services division of UMB works with clients to provide accounting, tax, audit, and administrative services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well as, mutual funds and collective trusts.