45 Results for

Investment Jobs in Cedarburg, WI

Jobs

New!

Milwaukee, WI1 day ago

$54,530–$101,270 Per Year

Ensure 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. Customer Support: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field.

New!

Milwaukee, WI1 day ago

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.

New!

Milwaukee, WI2 days ago

Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends. Complete monthly closing of the Peoplesoft accounting system and its associated financial processing routines of recording the assets, income, and gains and losses of Northwestern Mutual and related entities to ensure that proper Statutory and U.S. GAAP principles are applied, including monthly reconciliations of the system.

New!

Franklin, WI4 days ago

This role leads an Investment Client Service Operations team that supports financial representatives and home office partners by ensuring reliable access, support, and oversight of investment-related systems and processes. Improve field productivity, support growth, and help retain customer assets by identifying system issues and enhancement opportunities, increasing operational efficiency, and coordinating with service providers.

New!

Milwaukee, WI1 day ago

Risk Assessment & Identification: Leverages industry knowledge to determine and seek hazards that could potentially prevent the program, enterprise, or investment from achieving their objectives; designs systematic processes of identifying severity of hazards and evaluating the scale and impacts of any associated risk on the business. Decision Making (NM) - Intermediate, Risk Assessment & Identification (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Project Management (NM) - Advanced, Continuous Improvement (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Attention to Detail (NM) - Advanced.

New!

Franklin, WI1 day ago

Join ICS’s Account Reassignment team and help deliver a smooth, high‑stakes transition experience for our field partners and their clients when representatives change (e.g., succession plans, ensembles, code moves, and terminations). You’ll own complex case work, consult with the field, and provide home‑office oversight that protects clients and meets fiduciary expectations—while contributing data‑driven insights that make the process better over time.

Milwaukee, Wisconsin30+ days ago

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.

Milwaukee, WI30+ days ago

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.

Milwaukee, Wisconsin30+ days ago

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. Experience: Requires a master’s 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.

Germantown, WI30+ days ago

We are seeking a highly analytical Investment Data Analyst with strong financial services and capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public markets portfolios. This role sits at the intersection of investment management, finance, and data analytics, working closely with portfolio managers, operations teams, and technology partners to ensure the accuracy, integrity, and usability of investment data.

Germantown, WI30+ days ago

This role partners across business, operations, and technology teams to analyze workflows, improve processes, and help align systems with evolving business needs. We are seeking a Senior Business Analyst with strong investment operations experience to support process design, data mapping, and platform modernization initiatives.

Germantown, WI30+ days ago

We are seeking a Principal Business Analyst - Investment Platforms with deep public markets investment knowledge and hands-on experience using SimCorp Dimension to design future-state processes, systems, and data architecture. Strong public markets investment knowledge (equities, fixed income, derivatives, institutional portfolios).

WI30+ days ago

Provide 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.

Milwaukee, WI10 days ago

Analytical 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.

WI18 days ago

Remote

$66,740–$94,800 Per Year

This role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.

Franklin, WI30+ days ago

$89,440–$134,160 Per Year

This role is ideal for someone who enjoys solving problems through data, telling a story through analysis, and partnering with business stakeholders to improve processes, identify opportunities, and drive measurable outcomes. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

WI30+ days ago

$107,060–$159,390 Per Year

The Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.

Milwaukee, WI30+ days ago

$165,550–$283,800 Per Year

Education & 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.

Milwaukee, WI30+ days ago

$86,360–$101,600 Per Year

Thorough knowledge of departmental operations/policies and U.S. Bank products and services • Effective interpersonal, verbal and written communication skills • Strong client facing skills • Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications • Well-developed analytical skills • Pursuit of professional credentials (CFP, CFA, etc.) a plus. 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.

Milwaukee, Wisconsin30+ days ago

$80,000–$90,000 Per Year

Overview: The Investment Risk Analyst supports daily valuation oversight and mutual fund risk management as part of the Allspring Investment Analytics team, partnering with internal stakeholders and external service providers to help ensure data quality, sound controls, and timely reporting. In 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.).

Milwaukee, WI30+ days ago

Alternative 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.

Milwaukee, WI30+ days ago

$66,640–$78,400 Per Year

Job Description Alternative 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.

WI30+ days ago

Remote

$180,220–$268,400 Per Year

Owns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.

Milwaukee, WI21 days ago

$22–$28 Per Hour

This 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.

WI20 days ago

Remote

$180,220–$268,400 Per Year

Serve as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.

Franklin, WI30+ days ago

$54,530–$101,270 Per Year

Demonstrated leadership and interpersonal skills • Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity • Strong interpersonal and written communication skills • Demonstrated ability to positively influence and work cooperatively with employees at all levels • Demonstrated ability to proactively react to change • Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction • Strong technical knowledge of the operational aspects related to brokerage and advisory services/products. • Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.

Milwaukee, WI30+ days ago

Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.

Brookfield, WI30+ days ago

Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment). Preferred Qualifications: • 2 years of experience in the financial services industry • Ability to leverage Business development experience • Passion for gaining knowledge of brokerage/banking products and services • Openness to build strong client relationships.

Milwaukee, WI20 days ago

$22–$28 Per Hour

Milwaukee, WI30+ days ago

$225,000–$300,000 Per 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.

Milwaukee, WI30+ days ago

$123,000–$215,000 Per Year

Using 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.

Milwaukee, WI27 days ago

$33,920–$65,380 Per Year

The Fund Services team at UMB is a nationally respected investment services provider offering a broad array of services for mutual funds and alternative investments to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers. As you grow your skills and become more proficient in your work, the funds will become more complex.

Mequon, WI9 days ago

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment.

Milwaukee, WI30+ days ago

$155,600–$306,800 Per Year

As 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.

Milwaukee, Wisconsin30+ days ago

$120,000–$150,000 Per Year

In 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.

Milwaukee, Wisconsin25 days ago

Milwaukee, Wisconsin30+ days ago

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. As part of the Central Operations Technology Support (COTS) team within Alternative Investments, individuals will be responsible for providing application support to internal business users and will be involved with projects related to quality control enhancements.

Milwaukee, WI15 days ago

Rebuilt (www.rebuilt.com) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.

Milwaukee, Wisconsin15 days ago

$85,000–$100,000 Per Year

Germantown, WI30+ days ago

This role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data visualization tools such as Tableau and Power BI. Query and manage large datasets using SQL or similar database tools to support financial analysis and reporting needs.

Milwaukee, WI13 days ago

$88,800–$165,600 Per Year

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.

Milwaukee, Wisconsin30+ days ago

Day-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.

Milwaukee, Wisconsin30+ days ago

This position partners closely with experienced compliance professionals and internal teams to perform testing, surveillance, risk analysis, and compliance monitoring activities while helping to drive continuous improvement across compliance processes. The role offers an opportunity to build expertise in investment management compliance while contributing to emerging areas of focus, including surveillance technology, regulatory change management, and evolving governance frameworks.

New!

Milwaukee, Wisconsin6 days ago

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.”. Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds).

New!

Milwaukee, Wisconsin6 days ago

Analyst will create and document business process artifacts, such as business process models, decision models, and business rules to identify and evaluate opportunities for process improvement initiatives. Analyst analyzes the current state of business processes by capturing the end-to-end orchestration of activities across business functions; showcasing how the organization delivers value to the client.

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Investment Jobs in Cedarburg, WI

Investment Ops Specialist Northwestern Mutual

Investment Associate - Private Debt & Equity Northwestern Mutual

Investment Accounting Consultant Northwestern Mutual

Mgr Investment Client Srvcs (S7/S24) - Application Support Northwestern Mutual

Investment Compliance Consultant Northwestern Mutual

Investment Client Srvcs Spec (NRF) - Account Reassignment Team Northwestern Mutual

Investment Analyst - Private Debt & Equity Northwestern Mutual

Strategic Investment Analyst MGIC Investment Corp

Strategic Investment Analyst Mortgage Guaranty Insurance Corporation

Investment Data Analyst Continuus Technologies LLC

Senior Business Analyst – Investment Systems Continuus Technologies LLC

Principal Business Analyst – Investment Platforms Continuus Technologies LLC

Investment Banking Analyst Robert W Baird & Co Inc

2026 Analyst I, Investment Banking - US Middle Market Canadian Imperial Bank of Commerce

Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America Inc

Data Analyst III - Investment Client Services - Hybrid The Northwestern Mutual Life Insurance Co

Director, Investment Business Analyst Reinsurance Group of America Inc

Senior Investment Portfolio Manager Associated Banc-Corp

PWM Investment Partner U.S. Bancorp

Investment Risk Analyst Allspring Global Investments Holdings, LLC

Alternative Investments Accountant U.S. Bancorp

Alternative Investment Accountant 2 U.S. Bancorp

VP, Head of Investment Accounting (open to remote) Reinsurance Group of America Inc

Investment Operations Senior Specialist LRS

VP, Investments Compliance Operations (open to remote) Reinsurance Group of America Inc

Investment Client Services Specialist - Top Advisor The Northwestern Mutual Life Insurance Co

Investment Banking Manager Accenture Plc

Investment Consultant Brookfield, WI The Charles Schwab Corp

Investment Operations Senior Specialist (46165) Levi, Ray & Shoup Inc

Managing Director, Investment Banking - Capital Advisors bdo consulting

Senior Client Partner Investment Sales Verizon Communications Inc

Alternative Investments Operations Specialist l UMB Financial Corp

Senior Investment Associate Royal Bank of Canada

Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu Ltd

Senior Investment Accounting Systems Administrator Allspring Global Investments Holdings, LLC

Alternative Investment Accountant 2 U.S. Bank

Alternative Investments Accountant U.S. Bank

Hybrid-Real Estate Investment Representative/Acquisitions Agent Rebuilt

Portfolio Analyst Allspring Global Investments Holdings, LLC

Financial Service Analyst Continuus Technologies LLC

Sr. Financial Analyst - Equipment Finance Bank of Montreal

Portfolio Oversight Analyst Artisan Partners

Compliance Analyst – Testing & Surveillance Artisan Partners

Equity Research Analyst (Summer 2027 Start) Baird

Sr Business Transformation Analyst Baird

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