41 Results for

Investment Jobs in Cudahy, WI

Jobs

New!

Milwaukee, WIToday

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, WIToday

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.

New!

Pleasant Prairie, WI5 days ago

Join Uline as a Senior Financial Analyst, where you’ll oversee IT financial performance, manage budgets, and deliver actionable insights that inform leadership decisions and support our enterprise-scale IT portfolio. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.

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.

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.

New!

WI3 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.

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).

Milwaukee, 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, Wisconsin25 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, Wisconsin30+ days ago

$135,000–$175,000 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.). Overview: We are seeking an experienced investment professional to lead Allspring’s partnership with Bloomberg focused on advancing agentic AI–powered workflows for our investment teams.

New!

WI5 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.

Milwaukee, WI30+ days 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 NMREs 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, WI5 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.

New!

Milwaukee, WI6 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

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.

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, 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.

New!

Milwaukee, WIToday

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, WI30+ days ago

The 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.

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, Wisconsin30+ days ago

$85,000–$100,000 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.). Identifying opportunities to reduce risk and/or increase efficiencies across core portfolio accounting functions including team reconciliations, performance analysis, daily cash support and complex derivatives activities.

Milwaukee, WI30+ days ago

Analyze target regions and neighborhoods, focusing on local economic factors, business climate, labor market dynamics, and infrastructure quality. Exceptional company culture that fosters innovation and empowers all team members to act as leaders by providing the opportunities, training, and tools vital to achieving a successful and meaningful career.

Milwaukee, Wisconsin17 days ago

$140,000–$160,000 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.). Overview: We are seeking a US Municipal Credit Research Analyst to join our Global Fixed Income Research team, supporting our municipal bond portfolio management teams.

Milwaukee, WI30+ days ago

The Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture. About Regal Rexnord: Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion.

Milwaukee, Wisconsin10 days ago

$75,000–$125,000 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.). Overview: As an Analyst on the Investment Data Operations team, you will play a critical role in managing and validating pricing and security master data for a diverse range of investment products.

Milwaukee, Wisconsin30+ days ago

$80,000–$110,000 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.). Leading client lifecycle events, including transitions of client custodians, handling client cash flows, and managing account terminations, ensuring all processes are completed flawlessly.

New!

Racine, Wisconsin3 days ago

This includes interest rate and market risk management, the investment portfolio, short-term and long-term liquidity management, net interest margin review and forecasting, funds transfer pricing, off-balance sheet (swap and hedging) activity, corporate insurance and captive insurance, the deposit and consumer loan rate setting process for the Company. Provides proactive consulting to Business Partners and collaborates with peers to meet and exceed Finance’s objectives; ensure adequate cross-training exists within areas of responsibility and oversee adherence to policies, procedures, regulatory and accounting guidelines as well as the Company’s risk management practices within team.

New!

WI4 days ago

In close partnership with the CIO, this role evaluates current project delivery practices, identifies organizational needs and opportunities, and helps evolve PMO processes, tools, and governance to support both traditional and more agile, fit-for-purpose delivery approaches. The individual leads enterprise portfolio intake, prioritization, and execution; develops practical forms, templates, metrics, and reporting; and builds a collaborative, continuous improvement-minded team that can successfully deliver value across a complex university environment.

Milwaukee, Wisconsin30+ days ago

$70,000–$85,000 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.). Candidate must be able to clearly and effectively communicate with custodians, internal operational team members, investment team contacts and relationship managers to resolve issues and build sound working relationships.

New!

Brookfield, WI2 days ago

$22.50–$30 Per Hour

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. Responsible for reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions.

Milwaukee, WI30+ days ago

$88,060–$150,960 Per Year

Associated Bank is seeking a Portfolio Manager, VP to support Middle Market CRE and Commercial/Corporate Banking relationships through underwriting, credit oversight, and portfolio management. 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.

Home Teleworker, WI7 days ago

Remote

$110,700–$123,000 Per Year

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers, Nebraska - Home Teleworkers {+ 20 more}. Pursuit or completion of industry-relevant continuing education, including graduate degrees, MBS, risk and insurance designations from The Institutes (AINS, AIC, ARM, CPCU, etc.), or actuarial exams and designations (ACAS, FCAS, CERA).

Milwaukee, WI30+ days ago

$69,800–$91,600 Per Year

Job Posting Total Rewards Offerings : $69,800.00-$91,600.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). + Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources.

Milwaukee, WI30+ days ago

$63,300–$117,200 Per Year

Builds effective relationships with internal/external stakeholders; includes legal and insolvency professionals and other consultants/advisors in the commercial business community. Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and manage risks.

Oak Creek, Wisconsin30+ days ago

Responsibilities: Working collaboratively with TCNB commercial loan officers, collect data from existing and potential borrowers, determine appropriate loan structures and highlight appropriate questions and additional information that the bank may seek before considering approval. The Senior Credit Analyst’s primary responsibilities include analyzing the financial information of persons or companies to determine creditworthiness and performing ongoing monitoring of borrowers to assess the risk of default and make informed lending decisions.

New!

Milwaukee, WI3 days ago

$65,000–$110,000 Per Year

We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. If interested in the ICG, feel free to check out our ICG job simulation here, Oliver Wyman Integrated Consulting Group - Forage, for an immersive experience designed to introduce you to the high-impact work of the strategy, risk, and transformation work we do.*.

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Investment Jobs in Cudahy, WI

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

Senior Financial Analyst - IT Uline

Strategic Investment Analyst MGIC Investment Corp

Investment Data Analyst Continuus Technologies LLC

Senior Business Analyst – Investment Systems Continuus Technologies LLC

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

Principal Business Analyst – Investment Platforms Continuus Technologies LLC

Investment Banking Analyst Robert W Baird & Co Inc

Investment Risk Analyst Allspring Global Investments Holdings, LLC

Investment Innovation Strategist (AI & Bloomberg) Allspring Global Investments Holdings, LLC

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

Investment Ops Specialist The Northwestern Mutual Life Insurance Co

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

Investment Operations Senior Specialist LRS

Managing Director, Investment Banking - Capital Advisors bdo consulting

Alternative Investments Accountant U.S. Bancorp

Alternative Investment Accountant 2 U.S. Bancorp

Investment Consultant Brookfield, WI The Charles Schwab Corp

Senior Investment Accounting Systems Administrator Allspring Global Investments Holdings, LLC

Hybrid-Real Estate Investment Representative/Acquisitions Agent Rebuilt

Financial Analyst Timothy Jon & Associates

Financial Service Analyst Continuus Technologies LLC

Senior Portfolio Operations Analyst Allspring Global Investments Holdings, LLC

Market Research Analyst- Real Estate Timothy Jon & Associates

Research Analyst Allspring Global Investments Holdings, LLC

FP&A Analyst III Regal Rexnord Corp

Data Operations Analyst Allspring Global Investments Holdings, LLC

Client Administration and Implementation Analyst Allspring Global Investments Holdings, LLC

Corporate Treasury Analyst Johnson Financial Group

Director, PMO and Portfolio Management Marquette University

Portfolio Operations Analyst Allspring Global Investments Holdings, LLC

Portfolio Monitoring Analyst 1 U.S. Bancorp

Portfolio Manager, Corporate/Commercial Associated Banc-Corp

Commercial Insurance Analyst - Remote CSAA Insurance Group

Financial Analyst Molson Coors Beverage Company

Portfolio Manager/Sr. Analyst Bank of Montreal

Vice President - Senior Credit Analyst Tri City National Bank

Oliver Wyman Actuarial - Full-Time Consultant and Analyst Roles - 2027 Marsh & McLennan Companies Inc

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