Portfolio Operations Analyst

5 days ago


Milwaukee, Wisconsin, United States Lauber Business Partners Full time

Job Description Summary

The 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 cases in Ramp.



  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Role 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,...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    We 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...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    About 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...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full time

    Job Title: Investment Operations AnalystWe are seeking an experienced Investment Operations Analyst to join our team at Northwestern Mutual. As an Investment Operations Analyst, you will play a critical role in supporting the growth and success of our organization by analyzing and improving our investment operations processes.About Us:Northwestern Mutual is...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    As 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...


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

    Job 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...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    About 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...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full time

    Private Credit and Equity Investment RoleWe 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...

  • Portfolio Manager

    2 days ago


    Milwaukee, Wisconsin, United States Ogden & Company, Inc. Full time

    Job OverviewAt Ogden & Company, Inc., we are seeking a highly skilled Portfolio Manager to join our team. This role is responsible for managing multiple condominium associations, providing exceptional customer service, and ensuring seamless day-to-day operations.The ideal candidate will have a strong understanding of condominium property management,...

  • Portfolio Manager

    7 days ago


    Milwaukee, Wisconsin, United States Ogden & Company, Inc. Full time

    Job SummaryWe are seeking a highly skilled Portfolio Manager to join our team at Ogden & Company, Inc. This is a full-time position responsible for managing multiple condominium associations.The estimated salary for this position is $55,000 - $70,000 per year, depending on experience.About the RoleManage and facilitate the daily operations of a condo real...

  • Portfolio Director

    4 weeks ago


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

    At Associated Bank, we strive to foster an inclusive culture where diverse perspectives are valued and recognized as essential to our success. If you thrive in an environment that encourages growth and development, then Associated Bank may be the ideal place for you.We invite you to explore the opportunity below.As a Portfolio Manager, you will oversee...


  • Milwaukee, Wisconsin, United States Phoenix Investors Full time

    Job DescriptionWe are seeking a highly skilled Industrial Portfolio Manager to oversee our growing commercial portfolio, exceeding 78 million square feet across 29 states.This role involves managing day-to-day operations of warehouses and other industrial properties, including tenant relationships, accounts receivable collections, and capital improvement...


  • Milwaukee, Wisconsin, United States Hammernik & Associates Full time

    OverviewHammernik & 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...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Company Overview">Northwestern Mutual is a leading provider of financial services, with a strong reputation for delivering innovative solutions and exceptional customer service.SalaryThe estimated salary for this role is between $75,180.00 and $139,620.00 per year, based on industry standards and location.Job DescriptionThis position demonstrates a keen...


  • Milwaukee, Wisconsin, United States Ogden & Company, Inc. Full time

    Job OverviewWe are seeking a highly motivated Residential Portfolio Administrator to join our team at Ogden & Company, Inc. This role involves managing multiple condominium associations and overseeing their daily operations.The estimated salary for this position is $50,000 - $65,000 per year, depending on experience.Key ResponsibilitiesManage and coordinate...


  • Milwaukee, Wisconsin, United States Ogden & Company, Inc. Full time

    Job OverviewWe are seeking a skilled Portfolio Manager to join our team at Ogden & Company, Inc. This role involves managing multiple condominium associations, collaborating with Boards of Directors, homeowners, and private contractors, and handling various tasks such as correspondence, work orders, and financial management.Key ResponsibilitiesManage the...


  • Milwaukee, Wisconsin, United States Associated Bank - Corp Full time

    At Associated Bank, we strive to foster an inclusive work environment where diverse perspectives are valued and recognized as key strengths driving our success. If you thrive in a setting that encourages growth and development, then Associated Bank may be the right fit for you.We invite you to explore the opportunity below.As a Strategic Portfolio Director,...


  • Milwaukee, Wisconsin, United States Ogden & Company, Inc. Full time

    Job Overview:Ogden & Company, Inc. is a leading property management firm seeking a highly skilled Portfolio Manager Director to manage multiple condominium associations. This role involves coordinating daily operations, scheduling appointments, soliciting bids, and managing vendors.Key Responsibilities:Develop and implement strategies to improve operational...


  • Milwaukee, Wisconsin, United States Timothy Jon & Associates Full time

    Job DescriptionWe are seeking a highly skilled Real Estate Portfolio Strategist to join our team at Timothy Jon & Associates. As a key member of our organization, you will be responsible for developing and implementing asset management strategies to maximize the value and performance of our portfolio.The ideal candidate will possess strong analytical,...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Investment Services, LLC Full time

    Job 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...