NewInvestment Associate - Private Debt & Equity Northwestern MutualInvestment Associate - Private Debt & EquityMilwaukee, WINorthwestern 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.
NewAssistant Director, Software Engineering - Public Investments Northwestern MutualAssistant Director, Software Engineering - Public InvestmentsMilwaukee, WI$193,600–$290,400 / yearIT Strategy: Leverages knowledge of the short and long-term IT strategy to identify, mitigate, and resolve immediate and future business challenges; uses critical thinking and knowledge of business demand to plan, prioritize, and execute high impact initiatives and programs that keep the end user experience at the forefront. Talent Development & Planning: Develops direct reports’ skills based on organizational objectives, evaluates skill gaps, and manages succession planning to develop more capable direct reports, diverse, strong teams and better organizational performance in an equitable and inclusive manner.
NewInvestment Client Srvcs Spec (NRF) - Account Reassignment Team Northwestern MutualInvestment Client Srvcs Spec (NRF) - Account Reassignment TeamFranklin, WIJoin 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.
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 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.
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 Ops Specialist The Northwestern Mutual Life Insurance CoInvestment Ops SpecialistMilwaukee, WI$54,530–$101,270 / yearEnsure 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.
Investment Client Services Specialist - Top Advisor The Northwestern Mutual Life Insurance CoInvestment Client Services Specialist - Top AdvisorFranklin, WI$54,530–$101,270 / yearDemonstrated 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.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesMilwaukee, WIFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantMilwaukee, WIThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Senior Business Analyst – Investment Systems Continuus Technologies LLCSenior Business Analyst – Investment SystemsGermantown, WIFull timeThis 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.
Principal Business Analyst – Investment Platforms Continuus Technologies LLCPrincipal Business Analyst – Investment PlatformsGermantown, WIFull timeWe 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).
Investment Data Analyst Continuus Technologies LLCInvestment Data AnalystGermantown, WIFull timeWe 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.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystWI$107,060–$159,390 / yearThe 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.
Investment Banking Manager Accenture PlcInvestment Banking ManagerMilwaukee, WISynthesize 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.
Investment Operations Senior Specialist LRSInvestment Operations Senior SpecialistMilwaukee, WI$22–$28 / hourThis 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.
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.
Investment Operations Senior Specialist (46165) Levi, Ray & Shoup IncInvestment Operations Senior Specialist (46165)Milwaukee, WI$22–$28 / hourThis 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.
Investment Accountant Tier4 GroupInvestment AccountantMilwaukee, WisconsinContribute to maintaining data integrity by verifying the accuracy of investment systems and financial processes related to assets, income, and gains/losses. Complete monthly closing processes, ensuring assets, income, and gains/losses are recorded according to Statutory and U.S. GAAP principles.
Alternative Investment Accountant 2 U.S. BancorpAlternative Investment Accountant 2Milwaukee, WI$66,640–$78,400 / yearJob 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.
Alt Investments Accountant Sr U.S. BancorpAlt Investments Accountant SrMilwaukee, WI$86,530–$101,800 / yearAlternative 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.
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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerWI$155,600–$306,800 / yearAs 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.
Senior Investment Accounting Systems Administrator Allspring Global Investments Holdings, LLCSenior Investment Accounting Systems AdministratorMilwaukee, Wisconsin$120,000–$150,000 / yearFull timeIn 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WIWIAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Alternative Investment Institutional Specialist II UMB BankAlternative Investment Institutional Specialist IIMilwaukee, WisconsinThe UMB Registered Fund team manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. You have a bachelor’s degree OR combination of related experience and education may be considered in lieu of the four-year degree requirement.
NewAlternative Investments Supervisor - Accounting & Advisory U.S. BankAlternative Investments Supervisor - Accounting & AdvisoryMilwaukee, WIThe role involves overseeing administrators, acting as an advisor, and addressing client needs while identifying and mitigating risks. U.S. Bank in Milwaukee, Wisconsin is seeking a team supervisor for accounting and investor servicing roles.
Investment Data Operations Analyst Allspring Global Investments Holdings, LLCInvestment Data Operations AnalystMilwaukee, Wisconsin$75,000–$125,000 / yearFull timeIn 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.
Investment Operations Analyst Allspring Global Investments Holdings, LLCInvestment Operations AnalystMilwaukee, Wisconsin$75,000–$95,000 / yearFull timeIn 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: The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy, integrity, and timely delivery of investment data across the organization.
Senior Investment Operations Analyst Allspring Global Investments Holdings, LLCSenior Investment Operations AnalystMilwaukee, Wisconsin$95,000–$120,000 / yearFull timeIn 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: The Senior Investment Operations Analyst is a member of the team responsible for the critical function of ensuring the accuracy, integrity, and timely delivery of investment data across the organization.
Global Investment Services - Head of Public Funds U.S. BankGlobal Investment Services - Head of Public FundsMilwaukee, WisconsinThis role is a commercially oriented operations and product leader who aligns operating strategy to business priorities, partners across the enterprise to enable new client acquisition and expansion, and drives disciplined financial management (forecasting, productivity, and resource allocation). The successful executive will set a clear vision, influence adoption of large-scale transformation across process and technology, embed a strong risk-and-control culture, and build a high-performing organization that consistently delivers client service excellence, regulatory readiness, and sustainable efficiency.
NewWealth Market Leader, Investment Sales & Growth U.S. BankWealth Market Leader, Investment Sales & GrowthMilwaukee, WIThe ideal candidate will have a bachelor's degree, significant investment and management experience, along with leadership capabilities. A leading financial institution in Milwaukee is seeking a manager for their investment sales team.
Senior Client Partner Investment Sales Verizon Communications IncSenior Client Partner Investment SalesKenosha, WI$123,000–$215,000 / yearUsing 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.
Investment Operations Senior Specialist StratAcuity Staffing Partners IncInvestment Operations Senior SpecialistMilwaukee, WI$26–$30 / hourExperience consulting to sophisticated advisors/practices (ensembles, Fee-Based Planners, Private Client Group and Forum advisors/firms) with the ability to assess and understand how services and solutions may increase efficiencies and allow them to better serve clients. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
Hybrid-Real Estate Investment Representative/Acquisitions Agent RebuiltHybrid-Real Estate Investment Representative/Acquisitions AgentMilwaukee, WIRebuilt ( 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.
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.
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.