Investment Banking Analyst Robert W Baird & Co IncInvestment Banking AnalystWIProvide analytical support across mergers and acquisitions, public offerings, and other financial advisory services • Work with your team to prepare company valuations, build financial models, and create marketing materials • Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal • 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. • A candidate energized by learning, teamwork, and real responsibility • 12-24 months of full-time work experience (investment banking preferred) • A proven academic record and a passion for finance (a finance degree is helpful, but not required) • Drive, resilience, and a strong work ethic • Ability to work independently and thrive in a collaborative setting • Strong mathematical, writing, and verbal skills; relevant software proficiency • SIE and Series 79 licensing preferred (or the ability to obtain them quickly) • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred • Familiarity with data visualization tools such as Power BI, Tableau, or similar.
Investment Analyst - Private Debt & Equity Northwestern MutualInvestment Analyst - Private Debt & EquityMilwaukee, WisconsinNorthwestern 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.
Personal Banker Peoples State BankPersonal BankerWaukesha, WI$22–$26 / hourFull timeYou’ll also make thoughtful referrals to partners (mortgage, investment, commercial, and merchant services), support calling/marketing efforts, and help keep the branch’s sales goals on track. You’ll handle day-to-day transactions, open and maintain retail and business accounts, and complete consumer and home equity loans from application through decision.
Investment Principal - Private Debt & Equity Northwestern MutualInvestment Principal - Private Debt & EquityMilwaukee, WisconsinNorthwestern 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.
Investment Associate - Private Debt & Equity Northwestern MutualInvestment Associate - Private Debt & EquityMilwaukee, WisconsinNorthwestern 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.
2026 Analyst I, Investment Banking - US Middle Market Canadian Imperial Bank of Commerce2026 Analyst I, Investment Banking - US Middle MarketMilwaukee, WIAnalytical Thinking, Capital Markets, Financial Markets Analysis, Investment Banking, Investment Valuation, Mergers and Acquisitions (M&A), Research Analysis, Wealth Management, Work Collaboratively. Well-developed written and verbal communication skills sufficient to supply detailed explanation and interpretation of factual and conceptual information and ideas related to complicated technical and conceptual issues.
Private Banker Morgan StanleyPrivate BankerMilwaukee, WIStrong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Banker 2 Locations First Business Financial Services, Inc.Private Banker 2 LocationsMadison, WIli>Manage a portfolio of banking clients, delivering customized solutions across deposits, lending, treasury, and wealth in partnership with internal teams. As a trusted advisor, you will partner closely with clients to provide thoughtful, strategic guidance-while operating within strong risk, regulatory, and compliance frameworks.
NewPersonal Banker Associate I - Milwaukee (Chicago, IL) - Preferred Polish/Spanish Speaking Fifth Third BankPersonal Banker Associate I - Milwaukee (Chicago, IL) - Preferred Polish/Spanish SpeakingMilwaukee, Illinois$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate I - Milwaukee - Preferred Bilingual Spanish - Full Time Fifth Third BancorpPersonal Banker Associate I - Milwaukee - Preferred Bilingual Spanish - Full TimeMilwaukee, WI$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Relationship Banker - Milwaukee, WI Bank of America CorpRelationship Banker - Milwaukee, WIOak Creek, WIThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Relationship Banker (Senior) Johnson Financial GroupRelationship Banker (Senior)Kenosha, WisconsinFull time3 + years financial services experience; minimum 3 year banking/lending experience required; strong lending experience required; proven sales track record with sales and referrals; ability to build strong relationships with business partners to meet referral expectations; regularly refer across all business lines (insurance, treasury management, mortgage, commercial, etc); possesses and utilizes the most advanced knowledge of all core products, loans, and investments; has highest authority levels and approvals; ability to process the most complex interactions; coaches/mentors other associates; may provide back up to manager. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients.
Relationship Banker - Madison, WI Bank of America CorpRelationship Banker - Madison, WIMadison, WIThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Personal Banker The Peoples State BankPersonal BankerWaukesha, WI$22–$26 / hourYou'll also make thoughtful referrals to partners (mortgage, investment, commercial, and merchant services), support calling/marketing efforts, and help keep the branch's sales goals on track. You'll handle day-to-day transactions, open and maintain retail and business accounts, and complete consumer and home equity loans from application through decision.
Universal Banker - West Bend Forte BankUniversal Banker - West BendWest Bend, WIFull timeThe most successful team members at Forte Bank are people who genuinely care about others, take ownership of their work, and bring positive energy to every interaction. Connecting customers with internal business partners, including lenders, business bankers, and investment services.
Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO Capital AdvisorsWI$250,000–$350,000 / yearAnalyzes 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.
Portfolio Manager - Investment Management Associated Banc-CorpPortfolio Manager - Investment ManagementGreen Bay, WI$95,060–$162,960 / yearManage complex investment portfolios for high-net-worth and institutional clients, ensuring strategies align with client objectives, risk tolerance, and market conditions. Associated Bank is seeking an experienced Portfolio Manager to manage complex investment portfolios for agency and fiduciary accounts within Associated Trust Company, N.A.
Senior Investment Portfolio Manager Associated Banc-CorpSenior Investment Portfolio ManagerMilwaukee, WI$165,550–$283,800 / yearEducation & Experience Required: Bachelor's degree in Finance, Economics, or related field 7-12+ years of relevant investment or portfolio management experience Proven experience managing complex client relationships and large portfolios Preferred: CFA (Chartered Financial Analyst) designation Experience mentoring investment professionals Why You'll Love Working Here Join a collaborative environment where your expertise directly impacts clients, colleagues, and the broader investment strategy. Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies.
Senior Premier Banker Madison Area Wells Fargo & CoSenior Premier Banker Madison AreaMadison, WIThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Mayfair Wells Fargo & CoSenior Premier Banker MayfairWauwatosa, WIThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Onalaska, WI Wells Fargo & CoSenior Premier Banker Onalaska, WIOnalaska, WIThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Strategic Investment Analyst MGIC Investment CorpStrategic Investment AnalystMilwaukee, WIp>PRIMARY DUTIES AND RESPONSIBILITIES. Support internal and external operational needs required to execute and maintain reinsurance transactions, including coordinating with the Finance Analytics & Reporting team on data aggregation and reporting; collaborating with the Risk team to interpret model outputs and assess their impact on deal decision-making; participating in contract reviews; managing analytical inquiries from internal stakeholders (e.g., Legal, Treasury); working with brokers/bankers to strategize deal structures; and resolving ad-hoc analytical needs. Minimum Requirements: Experience: Requires a masters degree in finance, Financial Engineering, Applied Mathematics, Economics or a related field and one year of experience working with internal and external financial models and data sources to provide financial investment analysis.
Personal Banker - Pay Starting at $24+ DOE North Shore BankPersonal Banker - Pay Starting at $24+ DOEGrafton, WIFull timep class="MsoNormal" style="margin-left:0.25in;text-indent:-0.25in">· Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; knowledgeable of all bank products and characteristics including business products, assures that the required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receive the proper disclosures. · Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending solutions and asking for the business, etc.
Personal Banker - Pay Starting at $25+ DOE - Bilingual/Spanish North Shore BankPersonal Banker - Pay Starting at $25+ DOE - Bilingual/SpanishMilwaukee, WIFull timeOpens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; knowledgeable of all bank products and characteristics including business products, assures that the required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receive the proper disclosures. · Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending solutions and asking for the business, etc.
Relationship Banker Associated Banc-CorpRelationship BankerJefferson, WI$17–$28.96 / hourWe welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career.
Banker Associated Banc-CorpBankerOconomowoc, WI$17–$28.96 / hourWe welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career.
Private Banker-Private Wealth Associated Banc-CorpPrivate Banker-Private WealthMilwaukee, WI$95,060–$162,960 / yearp>As a Private Banker, you will expand and deepen relationships with high-net-worth clients by identifying their financial needs and connecting them with tailored lending, deposit, fee income, asset growth, and financial planning solutions. You will serve as a relationship portal across Associated Bank, partnering with internal specialists and relationship teams to deliver a coordinated client experience and support growth in total client assets.
Banker (Bilingual Spanish) Associated Banc-CorpBanker (Bilingual Spanish)WI$17–$28.96 / hourEducation & Experience Required High school diploma or equivalent combination of education and experience Up to 2 years of customer-facing sales and/or service experience Preferred Experience in banking, financial services, or retail sales Why You'll Love Working Here At Associated Bank, we're committed to helping you grow-personally and professionally. Role Summary Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career.
Spanish Bilingual Relationship Banker Associated Banc-CorpSpanish Bilingual Relationship BankerKenosha, WI$17–$28.96 / hourp>We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career.
Relationship Banker (Spanish Bilingual Preferred) Associated Banc-CorpRelationship Banker (Spanish Bilingual Preferred)Lake Geneva, WI$17–$28.96 / hourWe welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career.
Associate Banker Bank of MontrealAssociate BankerMadison, WI$41,714–$50,000 / yearProbes 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.
Retail Relationship Banker Bank of MontrealRetail Relationship BankerWaukesha, WI$41,714–$65,000 / yearp>Applies the risk management framework to the portfolio to protect the Banks 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. 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.
Equity Capital Markets Analyst Robert W Baird & Co IncEquity Capital Markets AnalystMilwaukee, WIBaird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success.
NewFinancial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerOshkosh, WIConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Treasury Risk Analyst II UW Credit UnionTreasury Risk Analyst IIMadison, WIJoin one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5 days of annual time off (accrued per pay period). Serve as policy owner for policies related to job function responsibility, including ongoing review and familiarity with policy content, coordination of stakeholder discussions to identify required or recommended enhancements, and drafting revisions for leadership, Funds Management Committee, and Board review in accordance with governance timelines.
Financial Analyst Timothy Jon & AssociatesFinancial AnalystMilwaukee, WIThe Financial Analyst is responsible for conducting financial analysis, modeling, and market research to support real estate investment, development, and asset management decisions. This role involves evaluating financial performance, assessing risks, and providing insights to maximize profitability and efficiency in real estate transactions.
Registered Client Service Associate StifelRegistered Client Service AssociateLa Crosse, WisconsinFull timeWhat You'll Be Doing: The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Senior Manager, Business Development, CCS & FLC (M&A, Venture, Licensing, Deals) Baxter International IncSenior Manager, Business Development, CCS & FLC (M&A, Venture, Licensing, Deals)WI$152,000–$209,000 / yearWhat You'll Be Doing:Facilitate strategic market assessments and sourcing activities to identify new market opportunities and target companies to build merger and acquisition and investment pipelines across the CCS & FLC divisionsPartner with divisional/portfolio-level global marketing and product teams to identify and prioritize key inorganic focus areas for CCS & FLCCultivate relationships with target company executives and health care industry experts including investment bankers, private equity and venture capital investors and strategy consultantsMonitor key industry trends and deal activity to inform strategic direction and identify growth opportunities for the divisionsLead cross functional due diligence teams including engagement with key internal stakeholders to identify key risks and opportunities and ensure timely completion of transaction processesCollaborate with financial stakeholders and Corporate Development partners to develop financial and valuation modelsSupport internal approval processes including drafting of strategic market assessments, investment memos, diligence report outs and integration planning documentsFacilitate integration planning activities in collaboration with the Integration Management Office ensuring clean transition of executed deals to the integration execution teamMonitor and report on deal performance and investment progress for closed transactionsTravel up to 20% of the time depending on organizational needs Your Team:As the Senior Manager, Business Development, CCS & FLC, you will report to the Director Business Development, CCS & FLC. This person will be a key contributor to setting the inorganic strategic direction of the divisions, identifying attractive divisions and targets, developing relationships with outside parties, facilitating merger and acquisition and venture capital deals, leading due diligence teams and supporting integration planning.
Business Banking Healthcare Relationship Analyst U.S. BancorpBusiness Banking Healthcare Relationship AnalystBrookfield, WI$105,400–$124,000 / yearIn this role, you'll contribute directly to profitability and long-term growth by strengthening relationships across a portfolio of practice finance clients, while maintaining disciplined credit management and supporting complex financial needs across the healthcare banking lifecycle. Healthcare Business Banking Relationship Analysts partner closely with assigned Relationship Manager(s) to actively manage and grow a portfolio of Healthcare Business Banking clients, including physicians, dentists, veterinarians and other healthcare practices.
Healthcare Business Banking Relationship Analyst U.S. BancorpHealthcare Business Banking Relationship AnalystBrookfield, WI$105,400–$124,000 / yearp>In this role, you'll contribute directly to profitability and long-term growth by strengthening relationships across a portfolio of practice finance clients, while maintaining disciplined credit management and supporting complex financial needs across the healthcare banking lifecycle. Healthcare Business Banking Relationship Analysts partner closely with assigned Relationship Manager(s) to actively manage and grow a portfolio of Healthcare Business Banking clients, including physicians, dentists, veterinarians and other healthcare practices.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateLa Crosse, WIThe Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Chief Financial Officer Saint Croix Regional Medical CenterChief Financial OfficerWIli>Carries out the vision, mission, and strategic goals of the organization as outlined by its articles, bylaws and philosophy of maintaining independence including situations that involve representing the organization in legal matters, addressing conflict of interest concerns, execution of documents and contracts on behalf of the organization, and protecting the 501(c)3 status. Exhibits considerable knowledge of Medicare cost principles and practices, understands implications of changes in Medicare and Medicaid rules, can communicate implications of legislative changes, and manage the annual report and audit processes.
NewClient Service Associate - NR StifelClient Service Associate - NRWaukesha, WIThe Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Equity Research Analyst, Health Care Associated Banc-CorpEquity Research Analyst, Health CareGreen Bay, WI$126,840–$217,440 / yearWe welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. At Associated Bank, you'll work alongside experienced investment professionals in a collaborative and intellectually engaging environment where your insights directly influence client outcomes.
Associate, Business Development GE HealthCare Technologies IncAssociate, Business DevelopmentWaukesha, WI$96,800–$145,200 / yearCollaborates with business segment and regional deal teams in identifying and executing on all Business Development transactions, including mergers and acquisitions, divestitures, equity investments, partnerships / alliances, and licensing; Supports and/or leads various phases of the transaction process, including market analyses, development and evaluation of inorganic strategies, drafting investment theses, target identification and screening, valuation modelling, due diligence, negotiation, and closing; Collaborates with assigned segment, function, and regional teams, performs gap analysis to business unit portfolio, and helps define strategic and tactical steps to best position segment for accelerated growth; Partners with Business Development leadership to manage communication and alignment with key internal stakeholders to support effective decision making and transaction approval processes; Facilitates smooth transition of responsibilities and knowledge to business and functional leadership responsible for ongoing operations post- close; Analyze customer needs, marketplace dynamics, industry trends, and the competitive landscape and understand the impact of business activities and decisions on the external environment; Partners with investment bankers, consultants, lawyers, and other third parties in transaction processes; and. Bachelor''s Degree in Finance, Economics, Business Administration, Accounting, or a technical field; Minimum two years of relevant experience in finance, strategic marketing, strategy consulting, investment banking, corporate development, or related field; Demonstrated quantitative analytical skills and experience with financial modeling and M&A; Ability to understand business unit goals and identify inorganic opportunities to achieve those goals; Experience and demonstrated aptitude both managing and prioritizing multiple projects; and.
Client Relationship Analyst Morgan StanleyClient Relationship AnalystWaukesha, WIReview and take appropriate action on client account alerts • Supports the team by organizing and arranging client/prospect data, preparing financial plans, client reports, and other materials for client meetings • Assists the team with the designing and producing of strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Partners with the team to prepare performance reports and other data for clients, that may involve account performance, investment portfolio holdings, and generating quarterly investment performance monitors.
Equity Research Analyst (Summer 2027 Start) BairdEquity Research Analyst (Summer 2027 Start)Milwaukee, WisconsinOur dedicated analyst teams provide comprehensive, award-winning coverage of over 700+ stocks. Baird connects institutional investors with industry-leading companies across the globe; Our focus on delivering unique relationships, resources and sector expertise garnered a No. 1 ranking for “access to small-/mid-cap companies’ management.”.
Sr. Reporter Shale/A&D Crain Communications IncSr. Reporter Shale/A&DMadison, WI$80,000–$100,000 / yearp>The successful candidate will become a trusted authority on U.S. shale and upstream dealmaking, consistently delivering exclusive reporting, insightful analysis, and indispensable intelligence that helps Hart Energy readers understand where capital is moving, which operators are gaining momentum, and how strategic decisions are reshaping the North American energy landscape. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Client Service Associate NR Stifel Financial CorpClient Service Associate NRWaukesha, WIp>The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewClient Service Associate - NR Stifel FinancialClient Service Associate - NRMequon, WIp>The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.