29 Results for

Investment Jobs in Mequon, WI

Jobs

New!

Franklin, WI1 day 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!

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!

Milwaukee, WI5 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.

New!

Milwaukee, WI2 days ago

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. NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, located in Milwaukee, WI, is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Company with over $250 billion in assets under management (AUM).

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.

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, Wisconsin23 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.

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, WI4 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.

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.

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, 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, Wisconsin15 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, Wisconsin8 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.

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.

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.

New!

Home Teleworker, WI5 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.

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

The role sets portfolio pricing strategy and governance, partners with Sales, Product, Finance, Legal, and Delivery to improve winrate while protecting margin and revenue quality, and leads a team focused on faster, more consistent decision-making. This role leads commercial pricing, deal structuring, and contract negotiation support for Capital Markets solutions across new logos and renewals.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Investment job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Investment Jobs in Mequon, WI

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

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

Managing Director, Investment Banking - Capital Advisors bdo consulting

Director Northwestern Mutual

Strategic Investment Analyst MGIC Investment Corp

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

Investment Risk Analyst Allspring Global Investments Holdings, LLC

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

Investment Ops Specialist The Northwestern Mutual Life Insurance Co

Investment Operations Senior Specialist LRS

Alternative Investment Accountant 2 U.S. Bancorp

Senior Investment Accounting Systems Administrator Allspring Global Investments Holdings, LLC

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

Portfolio Operations Analyst Allspring Global Investments Holdings, LLC

Portfolio Manager, Corporate/Commercial Associated Banc-Corp

Commercial Insurance Analyst - Remote CSAA Insurance Group

Financial Analyst Molson Coors Beverage Company

Vice President - Senior Credit Analyst Tri City National Bank

Pricing Analyst Senior Lead FISGlobal

Resume Resources