6 Results for

Investment Jobs in Madison, WI

Jobs

Madison, Wisconsin15 days ago

Working at UW Credit Union: Join 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: 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.

Madison, Wisconsin30+ days ago

Leveraging strong analytical skills, this role adds context to complex financial information and partners with the originating Loan Officer to produce clear, concise loan presentations that accurately reflect property and guarantor cash flow while identifying potential credit concerns. Join 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:

Verona, WI30+ days ago

$45–$65
Contractor

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Madison, Wisconsin30 days ago

Madison30+ days ago

Work collaboratively across Wealth Advisor, Financial Planning, Private Client Banking, and investment specialist teams to deliver seamless, client-centered solutions, supporting account administration and ensuring comprehensive service. Design and implement tailored investment strategies that honor each client’s unique goals, risk profile, and evolving needs for an assigned book of business with moderate complexity, ensuring clear communication and seamless ongoing support.

Madison, WI30+ days ago

Remote

Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement, and implementing effective changes, by working with Business Partners, Users and Technical Development Teams. + Be the single point of contact for the workstream, providing end 2 end support to workstream users across all supporting tools in the workstream.