Financial Analyst Portfolio Manager
4 days ago
We invest in the private credit and equity co-investment markets, managing ~$65B of AUM. Our team supports leveraged transactions and capital investments.
Main Job Duties:- Analyze private equity and private credit investments across industries.
- Develop investment ideas and perform detailed financial analysis.
- Help write investment reports and present opportunities.
- Foster relationships with internal and external partners.
- Monitor portfolio performance.
- Bachelor's degree in finance, accounting, economics, or mathematics.
- Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development.
- Knowledge of investments, economics, accounting, and computer modeling.
- Excellent communication and relationship-building skills.
Our salary is based on skills, education, and experience. We offer a competitive salary range of $140,000 - $200,000 per year, along with benefits.
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Financial Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States Hammernik & Associates Full timeOverviewHammernik & Associates is a reputable accounting firm seeking a highly skilled and experienced Financial Portfolio Manager to join our team. As a key member of our financial operations department, you will be responsible for managing a portfolio of clients and serving as their primary accounting resource.SalaryThe estimated annual salary for this...
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Portfolio Operations Analyst
4 days ago
Milwaukee, Wisconsin, United States Lauber Business Partners Full timeJob Description SummaryThe successful candidate will work on portfolio balance reporting, monthly portfolio reporting, data tape management, risk management decision-making, disbursement tracking, and quarterly dashboard reporting.In addition, the analyst will review program guidelines, confirm billing processes with program administrators, and enter billing...
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Financial Analyst
4 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeAt Northwestern Mutual, we are seeking a highly skilled Financial Analyst to join our team. With a focus on private credit and equity co-investment markets, NMC manages ~$65B of AUM. This role offers a unique opportunity to develop analytical skills, work closely with Private Equity partners, and contribute to the success of a leading organization.Key...
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Commercial Banking Portfolio Manager
4 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeWintrust Financial is a financial holding company with approximately $62 billion in assets. As a forward-thinking organization, we offer a unique business model that combines the resources of a large bank with a community banking experience for our customers.About Our PhilosophyWe are guided by our "Different Approach, Better Results" philosophy, which...
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Investment Portfolio Manager
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeRole OverviewNorthwestern Mutual, a leading financial services organization, seeks an Investment Analyst to join its team. This role offers a unique opportunity to work with a highly rated life insurance company with a rich legacy and a strong commitment to innovation and growth.SalaryThe salary for this position ranges from $85,000 to $120,000 per annum,...
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Senior Investment Portfolio Strategist
2 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeWe are seeking a Senior Investment Portfolio Strategist to join our team at Northwestern Mutual. This is an exciting opportunity for a seasoned professional to leverage their expertise in investment management and portfolio analysis to drive business growth.About the RoleThe Senior Investment Portfolio Strategist will be responsible for providing...
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Portfolio Management Executive
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern Mutual:We are a leading financial services company dedicated to helping our clients achieve financial security and success.Our commitment to innovation, integrity, and community involvement has made us a trusted partner for individuals, families, and businesses across the country.We offer a comprehensive range of financial products and...
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Portfolio Management Director
3 days ago
Milwaukee, Wisconsin, United States Boldt Holdings Full timePortfolio Management OpportunityBoldt Holdings is seeking a talented Senior Asset Manager / Portfolio Manager to manage a portfolio of properties. The successful candidate will be responsible for lease space in new development projects and stabilized properties as needed, creating structured financial offerings to fund real estate projects, and developing...
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Financial Research Analyst
5 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Investment Services, LLC Full timeJob SummaryWe are seeking a skilled Financial Research Analyst to join our team at Northwestern Mutual Investment Services, LLC. This role will be responsible for conducting independent fundamental research in assigned industries and issuers, providing forward-looking and dynamic relative value assessments and recommendations consistent with portfolio...
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Senior Financial Analyst
6 days ago
Milwaukee, Wisconsin, United States Lauber Business Partners Full timeJob Summary: Lauber Business Partners is seeking a skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for analyzing financial data, identifying trends, and making recommendations to senior management.Responsibilities:Analyze financial data to identify trends and opportunities for improvement.Develop and...
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High-End Portfolio Strategist
7 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern MutualWe are a strong and innovative organization, committed to growing our people. We invest in our employees, care about their well-being, and strive to make a positive impact.Salary InformationThe estimated annual salary for this position is $161,400, based on the provided location of Milwaukee, WI. Please note that salaries may vary...
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Portfolio Leadership Manager
4 weeks ago
Milwaukee, Wisconsin, United States Inland Family of Companies Full timeSenior Portfolio Management OpportunityWe are seeking an experienced Portfolio Manager to join our team at Inland Family of Companies.About the Role:This is a senior-level position responsible for overseeing and managing a diverse portfolio of properties, ensuring alignment with the owner's goals and objectives.The successful candidate will lead a team of...
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Investment Portfolio Manager
4 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeNorthwestern Mutual is a leading player in the investment grade privately placed debt market. As an Investment Principal, you will be part of a team managing ~$65B of AUM, primarily for The Northwestern Mutual Life Insurance Company. This highly rated life insurance company has a 165+ year legacy, ensuring a stable capital base that attracts private equity...
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Financial Analyst
4 weeks ago
Milwaukee, Wisconsin, United States Alverno College Full timeJob OverviewWe are seeking a highly skilled Financial Analyst to join our team at Alverno College. This is a full-time position that requires strong analytical and problem-solving skills, as well as the ability to work closely with our accounting team.Salary:$65,000 - $80,000 per year, depending on experience.Key ResponsibilitiesPerform financial analysis...
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Chief Property Portfolio Manager
4 days ago
Milwaukee, Wisconsin, United States Inland Family of Companies Full timeJob OverviewWe are seeking a highly skilled and experienced Chief Property Portfolio Manager to join our team at Inland Family of Companies. This is an excellent opportunity for a seasoned professional to lead our property portfolio management efforts and drive success in this critical role.About the RoleThis senior-level position requires a proven track...
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Executive Portfolio Strategist
4 days ago
Milwaukee, Wisconsin, United States Inland Family of Companies Full timeJob Summary:We are seeking an experienced Executive Portfolio Strategist to lead our team of Property Managers in overseeing and managing a diverse portfolio of properties.About the Role:This is a key leadership position that requires strong relationship-building skills, financial acumen, and operational expertise. As an Executive Portfolio Strategist, you...
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Investment Portfolio Specialist
2 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout the RoleThis Investment Portfolio Specialist position is an excellent opportunity for a highly skilled professional to join our team at Northwestern Mutual. As a key member of our team, you will be responsible for managing complex financial portfolios and providing expert advice to high net worth individuals and families.You will work closely with...
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Investment Portfolio Strategist
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAs an Investment Portfolio Strategist with Northwestern Mutual, you will play a crucial role in helping our clients achieve their financial goals.About the RoleThis position is responsible for assisting PCS Portfolio Managers in managing accounts according to WMC investment philosophy. You will work under supervision to execute operational and global...
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Financial Analyst II
2 weeks ago
Milwaukee, Wisconsin, United States Veolia Full timeJob Title: Financial Analyst IIJob Summary:The Financial Analyst II role is responsible for performing professional accounting duties in support of various accounting functions. They will assist with the completion of the month-end close and ensure accuracy in accordance with IFRS and GAAP standards.Primary Responsibilities:Complete month-end close tasks for...
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Assistant Property Portfolio Manager
3 days ago
Milwaukee, Wisconsin, United States Property Management - Real Estate Full timePosition Summary: We are seeking an experienced Assistant Commercial Real Estate Portfolio Manager to join our team at Ogden & Company, Inc. This individual will assist with the management of a commercial real estate portfolio in Wisconsin, working closely with property owners, tenants, and vendors to ensure the highest level of service and...