Current jobs related to Loan and Portfolio Management - milwaukee - Pyramid Consulting, Inc

  • Product Portfolio Manager

    1 month ago

    Milwaukee, Wisconsin, United States FIS Management Services LLC Full time

    About the Role: As a Product Portfolio Manager at FIS Management Services LLC, you will oversee capital investments and influence the priorities and roadmap for those investments. You will work closely with stakeholders across the organization to shape the strategic direction of our products and solutions. Our vision is to make FIS the industry leading...

  • Strategic Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States FIS Management Services LLC Full time

    About the Role:We are seeking an exceptional Enterprise Portfolio Manager to join our team at FIS Management Services LLC. As a key member of our Strategy and Portfolio team, you will play a critical role in shaping the future of our products and solutions.Your primary responsibility will be to oversee our capital investments, directly influencing the...

  • Product Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States FIS Management Services LLC Full time

    Job Description:As a Product Portfolio Manager at FIS Management Services LLC, you will play a critical role in shaping the future of financial services. Your primary responsibility will be to oversee our capital investments, directly influencing the priorities and roadmap for those investments.Key Responsibilities:Identify risks and challenges,...

  • Commercial Banking Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    Overview:As a Portfolio Manager for Commercial Banking at Johnson Financial Group LLC, you will work under the guidance of the SVP Commercial Banking Relationship Manager to ensure timely reviews and renewals of commercial loans. You will also be responsible for interim monitoring of covenants and other conditions of credit as applicable, and will...

  • Loan and Portfolio Management

    2 months ago

    Milwaukee, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Loan and Portfolio Management - Mutual Funds Specialist. This is a 07+months contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-44669 Pay Range: $25 - $27/hour. Employee benefits include, but...

  • Wealth Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    The Wealth Portfolio Manager Family Office at Johnson Financial Group LLC is responsible for the construction, oversight, management, and execution of the investment portfolios for complex ultra-high net worth multi-family relationships.This role requires collaboration with the family team, including the Chief Investment Officer, Director of Wealth Strategy,...

  • Wealth Sr. Portfolio Manager

    7 days ago

    Milwaukee, United States Johnson Financial Group LLC Full time

    Overview: JOB PURPOSE The Wealth Portfolio Manager Family Office is responsible for the construction, oversight, management and execution of the investment portfolios for complex ultra-high net worth multi-family relationships as assigned. This person is also responsible for clearly communicating portfolio performance and achievement of stated objectives...

  • Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States MTC Holding Corporation Full time

    About the Role:The Portfolio Manager, Trust Investments is a key member of our team responsible for delivering investment management services to our institutional clients. This role requires a comprehensive understanding of equity and fixed income markets, as well as the ability to represent complex investment products and solutions to clients.Key...

  • Senior Investment Advisor Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Old National Bank Full time

    Old National Bank has been serving clients and communities since 1834. As a trusted partner, we help our clients achieve their goals through our expertise in Portfolio Management and Investment. Our team of experienced professionals provides personalized service and guidance to help our clients succeed. With $50 billion in total assets, we are a regional...

  • Portfolio Executive

    1 month ago

    Milwaukee, Wisconsin, United States C.H. Robinson Full time

    Drive Business Growth and Exceptional Customer ServiceC.H. Robinson is seeking a highly motivated and results-driven Portfolio Executive to join our team. As a key member of our sales team, you will be responsible for growing and retaining a customer portfolio, executing service delivery to achieve customer commitments, and fostering positive customer...

  • Product Portfolio Specialist

    4 weeks ago

    Milwaukee, Wisconsin, United States Rockwell Automation Full time

    Product Portfolio SpecialistAt Rockwell Automation, we're looking for a skilled Product Portfolio Specialist to join our team. As a key member of our global organization, you'll be responsible for supporting the Low-Voltage Motor Control Center portfolios. Your leadership skills will be essential in driving product launches, strategic planning, customer...

  • Wine Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Johnson Brothers Full time

    Johnson Brothers, a national family-owned wine, spirits and beer distributor, is seeking a highly skilled professional to manage all Sales and Marketing Initiatives, New Product Introduction, Training, Brand Development, Product Knowledge, Point of Sale, and Tracking for Wine Portfolios.The ideal candidate will act as Johnson Brothers' main internal contact...

  • Associate Portfolio Manager

    2 weeks ago

    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary This position demonstrates a keen understanding of the WMC investment philosophy and process with the ability to effectively communicate the Private Client Services (PCS)...

  • Portfolio Director

    4 weeks ago

    Milwaukee, Wisconsin, United States MTC Holding Corporation Full time

    Job Title: Portfolio DirectorReports To: EVP, Managing DirectorWork Location: Flexible work arrangements availableThe Portfolio Director is responsible for delivering investment management services to MTC Holding Corporation clients. This role is part of a team providing comprehensive fiduciary investment advisory services to various clients, including...

  • Portfolio Manager Assistant

    4 weeks ago

    Milwaukee, Wisconsin, United States Baird Full time

    Baird Advisors, a leading institutional fixed income management business, manages over $145 billion for institutional clients, pensions, foundations, and individuals. Our team of experienced investment professionals is known for its low turnover and national reputation as a highly regarded active fixed income manager. We offer multiple strategies through...

  • Business Banking Relationship Manager III

    1 month ago

    Milwaukee, Wisconsin, United States Old National Bank Full time

    OverviewOld National Bank is a regional powerhouse deeply rooted in the communities we serve. With $48 billion in total assets, we are a trusted partner helping our clients achieve their goals and dreams. As a Business Banking Relationship Manager, you will be responsible for generating new loan and deposit business by initiating and developing relationships...

  • Associate Portfolio Manager

    1 week ago

    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary This position demonstrates a keen understanding of the WMC investment philosophy and process with the ability to effectively communicate the Private Client Services (PCS)...

  • Relationship Manager AVP/VP/SVP

    1 month ago

    Milwaukee, United States Disability Solutions Full time

    Guided by our relentless focus on people and desire to actively listen, we strive to create an inclusive culture and uphold equitable practices for our colleagues and community members. We seek to hire people who share our winning spirit and recognize diverse backgrounds perspectives, and representation as strengths critical to success. If you thrive in an...

  • Loan Review Officer II

    2 months ago

    Milwaukee, WI, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Responsible for conducting loan review analysis of a...

  • Portfolio Manager Specialist

    3 months ago

    Milwaukee, United States Baird Full time

    Baird Advisors, Baird’s institutional fixed income management business, manages over $145 billion for institutional clients, pensions, foundations, and individuals. This team of very experienced investment professionals has extremely low turnover and a national reputation as a highly regarded active fixed income manager. Our team offers multiple...

Loan and Portfolio Management

1 month ago

milwaukee, United States Pyramid Consulting, Inc Full time

Immediate need for a talented Loan and Portfolio Management - Mutual Funds Specialist. This is a 07+months contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested.


Job ID:24-44669

Pay Range: $25 - $27/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Requirements and Technology Experience:


  • Key Skills:Strong Time Management,Multi-tasking,Organizational Abilities and Customer Service experience .
  • Strong Time Management/Multi-tasking/Organizational Abilities .
  • Customer Service experience.
  • Previous experience/knowledge related to Financial Investment.
  • Computer Skills: Microsoft Word/Excel/Outlook/Teams/Edge (2-3 years minimum – entry level experience).
  • Adobe PDF (entry-intermediate level experience).
  • TA2000 software .
  • AWD (Imaging Program).


Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.


Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.