Current jobs related to Investment Strategy Analyst - Milwaukee, Wisconsin - Truity Partners

  • Investment Analyst Intern

    2 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full time

    Join Our Team as an Investment Analyst InternWe are seeking a highly motivated and detail-oriented Investment Analyst Intern to join our team at Northwestern Mutual Life Insurance Company. As an Investment Analyst Intern, you will have the opportunity to work alongside our experienced professionals and contribute to the success of our Alternative Investments...

  • Investment Analyst Intern Position

    2 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Unlock Your Potential as an Investment Analyst InternAt Northwestern Mutual, we're committed to helping our clients achieve financial security through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. As an Investment Analyst Intern, you'll play a critical role in supporting our...

  • Investment Strategy Intern

    4 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Strategy Internship OpportunityAt Northwestern Mutual, we are committed to helping families and businesses achieve financial security. Our Investment Strategy Department is seeking a highly motivated and detail-oriented intern to join our team.Key Responsibilities:Assist portfolio managers with multi-asset class research and development of...

  • Real Estate Investment Analyst

    4 weeks ago

    Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Job Title: Real Estate Investment AnalystWe are seeking a highly skilled Real Estate Investment Analyst to join our team at Northwestern Mutual Life Insurance. As a key member of our Real Estate Investments, LLC (NMRE) team, you will be responsible for providing financial modeling and analytical support to multiple functional units.Key...

  • Real Estate Investment Analyst

    2 weeks ago

    Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Job Title: Real Estate AnalystAbout the Role:Northwestern Mutual Life Insurance is seeking a highly skilled Real Estate Analyst to join our team. As a Real Estate Analyst, you will be responsible for providing financial modeling and analytical support to multiple functional units, including underwriting, portfolio management, loan and equity production,...

  • Wealth Management Investment Strategist

    2 weeks ago

    Milwaukee, Wisconsin, United States Heartland Financial USA, Inc. Full time

    Job Title: Wealth Management Investment StrategistWe are seeking a highly skilled and experienced Wealth Management Investment Strategist to join our team at Heartland Financial USA, Inc. As a key member of our investment team, you will be responsible for providing expert investment advice and guidance to our high-net-worth clients.Key...

  • Capital Markets Analyst

    2 weeks ago

    Milwaukee, Wisconsin, United States Inland Family of Companies Full time

    Capital Markets Analyst - Investment SalesColliers' Investment Sales team is seeking a skilled Capital Markets Analyst to support our Industrial and Office sectors. As a key member of the team, you will collaborate closely with seasoned professionals to develop your skills and contribute to the success of our clients.Key Responsibilities:Prepare...

  • Wealth Management Investment Strategist

    2 weeks ago

    Milwaukee, Wisconsin, United States HTLF Bank Full time

    HTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength — giving local decision-making the opportunity and insights to focus on customers and growth.As a Wealth Management Investment...

  • Investment Banking Professional

    2 weeks ago

    Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time

    Investment Banking Analyst RoleBaird, a leading global investment bank, is seeking a highly skilled Investment Banking Analyst to join its team. As a key member of the investment banking team, you will play a crucial role in providing analytical support on mergers and acquisitions, public offerings, and other financial advisory services for clients.Key...

  • Investment Banking Analyst

    2 weeks ago

    Milwaukee, Wisconsin, United States CIBC Full time

    About the RoleCIBC is seeking a talented Equity Researcher to join our team. As a key member of our investment banking team, you will be responsible for analyzing financial data, identifying trends, and providing insights to our clients.Key Responsibilities:Analyze financial data and market trends to identify opportunities and risksDevelop and maintain...

  • Investment Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Principal Role at Northwestern MutualWe are seeking a highly skilled Investment Principal to join our team at Northwestern Mutual. As a key member of our investment team, you will be responsible for analyzing, evaluating, and executing private equity and private credit investments.Key Responsibilities:Analyze and evaluate investment opportunities...

  • Investment Advisor

    1 month ago

    Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...

  • Investment Portfolio Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States U.S. Bank Full time

    Job SummaryAs a seasoned Investment Portfolio Manager at U.S. Bank, you will be responsible for managing individual and/or trust account assets and investment relationships in line with the established investment objectives and strategies of the company and/or the client. Your primary focus will be on managing client account retention to meet Net Portfolio...

  • Business Systems Analyst Senior

    2 weeks ago

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

    About the Role: As a Business Systems Analyst at FIS Management Services LLC, you will act as the voice of the customer to ensure that our teams continue to deliver more best-in-breed products that advance the way we pay, bank and invest. You will work as part of a team in a scrum setting and must be a self-motivated, proactive, and out-of-the-box...

  • Investment Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...

  • Investment Research Analyst

    1 week ago

    Milwaukee, Wisconsin, United States CIBC Full time

    We're building a relationship-oriented bank for the modern world. Our team is dedicated to doing what's right for our clients, and we're looking for talented, passionate professionals who share our values.At CIBC, we empower our employees to make a meaningful impact and are truly valued for who they are and what they contribute.Our Summer Internship Program...

  • Portfolio Manager

    7 days 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...

  • Business Systems Analyst Senior

    1 week ago

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

    About the Role:As a Business Systems Analyst at FIS Management Services LLC, you will play a crucial part in shaping the future of fintech. You will act as the voice of the customer, ensuring that our teams deliver best-in-breed products that advance the way we pay, bank, and invest. This is a unique opportunity to work in a collaborative environment, where...

  • Pwm Investment Portfolio Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a skilled PWM Investment Portfolio Manager to join our team. As a key member of our Private Wealth Management group, you will be responsible for managing individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.Key...

  • Market Strategy Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Rockwell Automation Full time

    Market Strategy ManagerRockwell Automation is a global technology leader dedicated to helping manufacturers become more productive, sustainable, and agile. With a team of over 28,000 employees, we're committed to making a positive impact on the world.We're seeking a skilled Market Strategy Manager to join our Investor Relations & Market Strategy...

Investment Strategy Analyst

2 months ago

Milwaukee, Wisconsin, United States Truity Partners Full time

Corporate Development Analyst

Truity Partners is seeking a Corporate Development Analyst to join their dynamic team. This role is ideal for individuals with a minimum of 2 years of experience in investment analysis. The position offers a hybrid work environment.

The Corporate Development Analyst will undertake a variety of responsibilities, including but not limited to:

KEY RESPONSIBILITIES

  • Conduct thorough due diligence for potential acquisition opportunities, which includes financial assessments, market evaluations, internal reporting, and liaising with external consultants as required.
  • Work closely with the Corporate Development team to develop detailed operational and valuation models that facilitate acquisition evaluations.
  • Assist in the formulation and implementation of the M&A strategy, which involves identifying target sectors, constructing an acquisition pipeline, and participating in business development efforts.
  • Collaborate with Corporate Development to monitor and assess the financial outcomes of acquired entities against initial forecasts, providing support for integration activities as necessary.
  • Create and sustain a dashboard to track and analyze the financial metrics of significant competitors.
  • Engage in various ad hoc projects as required.

The ideal candidate for the Corporate Development Analyst position will have:

QUALIFICATIONS

  • A minimum of 2 years of experience in investment analysis.
  • Exceptional analytical and problem-solving capabilities.
  • Strong written and verbal communication skills.

Truity Partners is an Equal Opportunity Employer.