76 Results for

Investment Banker Jobs in Wisconsin

Jobs

Investment Principal - Private Debt & Equity Northwestern Mutual

Milwaukee, WI

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.

Today

Managing Director, Investment Banking - Capital Advisors Bdo Consulting

Milwaukee, WI

$250,000–$350,000 / year

Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.

1 day ago

Associate Banker BMO Financial

Wausau, WI

$41,500–$54,500 / year

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

Today

Retail Relationship Banker BMO Financial

South Milwaukee, WI

$41,500–$65,500 / year

Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.

Today

Investment Banking Analyst Robert W Baird & Co Inc

Milwaukee, WI

Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions.

9 days ago

Investment Analyst - Private Debt & Equity Northwestern Mutual

Milwaukee, WI

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.

30+ days ago

Investments Director - Title Commensurate with Experience (WI) Bankers' Bank

Madison, WI

Ideal candidates will possess a bachelor's degree in banking, investments, finance, or accounting complemented by three or more years of experience in trading bank eligible fixed income securities, asset/liability, economics and bank portfolio analysis and management. Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 45 years.

14 days ago

Private Client Banker III Wintrust Financial Corporation

Milwaukee, WI

Full time

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Through a collaborative team of banking, investment, trust, lending, insurance and planning professionals, Wintrust Private Client delivers integrated wealth management solutions designed to help clients build, preserve and transfer wealth.

6 days ago

Universal Banker II Nicolet National Bank

Medford, Wisconsin

The Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet’s culture, values, and commitment to an exceptional customer experience. You perform all responsibilities of a Universal Banker I—including teller operations, digital support, and needs‑based referrals—with the added capability of opening and servicing consumer deposit accounts.

16 days ago

Investment Banking Analyst Selby Jennings Ltd

Milwaukee, WI

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30+ days ago

Banker (Full-Time / Monday-Friday) The Riverbank

La Crosse, WI

Position Summary: A Universal Banker is responsible for meeting customer needs by opening new deposit accounts and maintaining existing deposit account services as well as assisting with customer inquiries. Knowledge in the differentiating account structures: including IRAs, HSAs, Revocable and Irrevocable Trusts, Fiduciary Accounts, general account titling and personal and business account structures.

19 days ago

Wealth Planning & Investment Analyst Nicolet National Bank

Green Bay, Wisconsin

As a Wealth Planning & Investment Analyst, you will: Analytical Work closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.

30+ days ago

Investment Associate - Private Debt & Equity Northwestern Mutual

Milwaukee, WI

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC's Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.

30+ days ago

Investment Banking Associate - Tech & Services Robert W. Baird & Co. Incorporated

Milwaukee, WI

Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. Collaborate across Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties.

30+ days ago

Commercial Banker, Vice President JPMorgan Chase & Co

Green Bay, WI

Note: This posting may be filled in either Emerging Middle Market or Mid-Corporate Banking; FINRA Series 79, 63 and SIE licensing requirements apply only to Mid-Corporate-aligned role (or where job responsibilities require licensing) and must be obtained within 120 days of hire if applicable. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

30+ days ago

Private Client Banker - Greater Milwaukee Market - Brookfield, WI JPMorgan Chase & Co

Brookfield, WI

Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

19 days ago

Associate Relationship Banker - Elkhorn Branch - Elkhorn, WI JPMorgan Chase & Co

Elkhorn, WI

Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

13 days ago

Relationship Banker - Prospect Circle Sussex - Sussex, WI JPMorgan Chase & Co

Pewaukee, WI

You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

4 days ago

Associate Relationship Banker - Fitchburg Branch - Fitchburg, WI JPMorgan Chase & Co

Fitchburg, WI

5 days ago

Private Client Banker - Greater Milwaukee Market - Mequon,WI JPMorgan Chase & Co

Mequon, WI

5 days ago

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Investment Banker Jobs in Wisconsin

Investment Principal - Private Debt & Equity Northwestern Mutual

Managing Director, Investment Banking - Capital Advisors Bdo Consulting

Associate Banker BMO Financial

Retail Relationship Banker BMO Financial

Investment Banking Analyst Robert W Baird & Co Inc

Investment Analyst - Private Debt & Equity Northwestern Mutual

Investments Director - Title Commensurate with Experience (WI) Bankers' Bank

Private Client Banker III Wintrust Financial Corporation

Universal Banker II Nicolet National Bank

Investment Banking Analyst Selby Jennings Ltd

Banker (Full-Time / Monday-Friday) The Riverbank

Wealth Planning & Investment Analyst Nicolet National Bank

Investment Associate - Private Debt & Equity Northwestern Mutual

Investment Banking Associate - Tech & Services Robert W. Baird & Co. Incorporated

Commercial Banker, Vice President JPMorgan Chase & Co

Private Client Banker - Greater Milwaukee Market - Brookfield, WI JPMorgan Chase & Co

Associate Relationship Banker - Elkhorn Branch - Elkhorn, WI JPMorgan Chase & Co

Relationship Banker - Prospect Circle Sussex - Sussex, WI JPMorgan Chase & Co

Associate Relationship Banker - Fitchburg Branch - Fitchburg, WI JPMorgan Chase & Co

Private Client Banker - Greater Milwaukee Market - Mequon,WI JPMorgan Chase & Co

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