Investment Operations Specialist Northwestern MutualInvestment Operations SpecialistMilwaukee, WisconsinEnsure 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. Maintain investment data on various systems, conduct reconciliations, and work closely with Investment Accounting, Financial Management, Law and other related investment areas to resolve issues.
Wealth Management-Investment Portfolio Manager U.S. BancorpWealth Management-Investment Portfolio ManagerMilwaukee, WI$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management - Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
NewAssistant Director, Software Engineering - Public Investments Northwestern MutualAssistant Director, Software Engineering - Public InvestmentsMilwaukee, WisconsinIT 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.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentMilwaukee, 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.
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.
Wealth Management-Investment Portfolio Manager US BankWealth Management-Investment Portfolio ManagerMilwaukee, WI$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management- Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Alternative Investments Accountant U.S. BancorpAlternative Investments AccountantMilwaukee, WI$66,640–$78,400 / 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.
Alternative Investment Tax Manager U.S. BancorpAlternative Investment Tax ManagerMilwaukee, WI$111,605–$131,300 / yearThe Fund Administration practice of U.S. Bank Global Fund Services, LLC provides value-added services to a robust and rapidly growing client base which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies. The Tax Manager will have the opportunity to work as part of a team to build and grow the practice by assisting with consulting and analysis projects, incorporating technology solutions to serve our rapidly-growing client base, and developing our tax professionals.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerMilwaukee, WIKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
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 Tax Manager US BankAlternative Investment Tax ManagerMilwaukee, WI$111,605–$131,300 / yearThe Fund Administration practice of U.S. Bank Global Fund Services, LLC provides value-added services to a robust and rapidly growing client base which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies. The Tax Manager will have the opportunity to work as part of a team to build and grow the practice by assisting with consulting and analysis projects, incorporating technology solutions to serve our rapidly-growing client base, and developing our tax professionals.
Alternative Investments Accountant US BankAlternative Investments AccountantMilwaukee, WI$66,640–$78,400 / 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.
Alt Investments Ops Spec l UMB Financial CorpAlt Investments Ops Spec lMilwaukee, WI$44,685–$65,736 / yearHow you will spend your time: Ensure that all transactions are processed accurately, timely, and completed in their entirety Participate in projects/project teams and client conversions Test new systems and programs to improve efficiency and effectiveness Perform comprehensive review of all investor documents to ensure accuracy Input investor information into database ensuring 100% accuracy Review the work of others specialists and provide constructive feedback Assist with writing and updating procedures We're excited to talk with you if: You possess a Bachelor's degree You possess one year of transaction processing experienceThis position was posted on 08/04/2026. The Funds Services division of UMB works with clients to provide accounting, tax, audit, and administrative services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well as, mutual funds and collective trusts.
Managing Director, Investment Banking - Capital Advisors bdo consultingManaging Director, Investment Banking - Capital AdvisorsMilwaukee, WI$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.
Alt Investments Ops Spec l UMB BankAlt Investments Ops Spec lMilwaukee, WisconsinHow you will spend your time: Ensure that all transactions are processed accurately, timely, and completed in their entirety Participate in projects/project teams and client conversions Test new systems and programs to improve efficiency and effectiveness Perform comprehensive review of all investor documents to ensure accuracy Input investor information into database ensuring 100% accuracy Review the work of others specialists and provide constructive feedback Assist with writing and updating procedures We’re excited to talk with you if: You possess a Bachelor’s degree You possess one year of transaction processing experienceThis position was posted on 08/04/2026. The Funds Services division of UMB works with clients to provide accounting, tax, audit, and administrative services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well as, mutual funds and collective trusts.
Senior Digital Product Manager - Investment Services US BankSenior Digital Product Manager - Investment ServicesMilwaukee, WI$133,365–$156,900 / yearPreferred skills: product PnL, product strategy, vision and planning, digital products and platforms, product discovery, product build and development, agile ways of working, channel alignment and management, adoption, customer experience research, insight and execution, go to market and sales channels, performance measurement and optimization, marketing and analytics. Identifies initial and ongoing digital product-market fit through partnering with cross-functional teams to deliver best-in-class research deliverables such as research briefs, personas, story maps, prototyping, product chartering, and mapping experiences.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentMilwaukee, WICompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
NewInvestment Solutions Branch Consultant BairdInvestment Solutions Branch ConsultantMilwaukee, WisconsinThe Investment Solutions Branch Consultant is responsible for partnering with Financial Advisors, Branch Associates and other key associates in the Wealth Centers and the Wealth Solutions Group to help optimize Investment Consulting practices within the branch network while maintaining a broader strategic lens on sustainably growing the PWM business. About the Role: The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity and insured solutions’ platforms necessary for delivering great outcomes for our clients.
Investment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentMilwaukee, WisconsinCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Financial Analyst Timothy Jon & AssociatesFinancial AnalystMilwaukee, WIThe 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.