Top 23 Financial and Investment Analysts Jobs in Madison, WI

Senior Credit Analyst
UW Credit Union —Madison, WI
- $38.39 - $42.50 an hour
- Full-time
- Customer service
- Data analysis skills
- Research
- Paid holidays
- Health insurance
Senior Treasury Analyst - Hybrid
CFS —Madison, WI
- $100,000 - $120,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Paid time off
- Family leave
1d
Senior Actuarial Analyst - Remote
DW Simpson —Sauk City, WI
- $148,400 a year
- Remote
- Mid-level
- SQL
- 4 years
Quick Apply
Analyst, FP&A
CVS Health —Madison, WI
- $43,888 - $102,081 a year
- Full-time
- Office
- Bachelor's degree
- Continuous improvement
- Health insurance
- Dental insurance
13d
Treasury Senior Analyst (Hybrid)
American Family Insurance —Madison, WI
- $88,000 - $145,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Analysis skills
- Paid holidays
- Loan repayment program
5d
Private Equity Analyst
State of Wisconsin Investment Board —Madison, WI
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Tuition reimbursement
Senior Credit Analyst
State of Wisconsin Investment Board —Madison, WI
- Full-time
- Hybrid work
- Office
- Analysis skills
- Team management
- Tuition reimbursement
8d
LIHTC Analyst, Affordable Housing
Baker Tilly Advisory Group, LP —Madison, WI
- $62,000 - $105,180 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Bachelor's degree
Quick Apply
Treasury Analyst
Esker —Middleton, WI
- $70,000 - $80,000 a year
- Hybrid work
- CPA
- Office
- 3 years
- Profit sharing
- Paid time off
Quick Apply
9d
Credit Analyst
Lake Ridge Bank —Middleton, WI
- Email
- English
- Mid-level
- Office
Credit Analyst
Bank of Sun Prairie —Sun Prairie, WI
- Full-time
- Writing skills
- Research
- Mid-level
Quick Apply
Senior Insurance Product Analyst - Homeowners (Hybrid)
American Family Insurance —Madison, WI
- $88,000 - $145,000 a year
- Full-time
- Hybrid work
- Customer service
- Office
- Analysis skills
- Paid holidays
- Loan repayment program
Treasury Analyst III (Hybrid)
TruStage —Madison, WI
- $73,100 - $109,700 a year
- Full-time
- Microsoft Excel
- CPA
- Finance
- Disability insurance
- Health insurance
Senior Insurance and Risk Analyst
Alliant Energy —Madison, WI
- $85,000 - $95,000 a year
- Full-time
- Background check
- 5 years
- Pass drug screening
- Health insurance
- Tuition reimbursement
Commercial Analyst
Type One Energy —Madison, WI
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- 3 years
Quick Apply
Senior Actuarial Analyst - Pricing
Kemper Insurance —Madison, WI
- $99,000 - $164,800 a year
- Urgently hiring
- Remote
- Mid-level
- SQL
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
LIHTC Senior Analyst, Affordable Housing
Baker Tilly Advisory Group, LP —Madison, WI
- $77,800 - $164,300 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- 3 years
Quick Apply
1d

Discover related jobs

Based on your search for Financial and Investment Analysts jobs.

Senior Credit Analyst
UW Credit Union —Madison, WI
Build competency in borrower and member interaction by joining Loan Officers on sales calls. Experience as a credit analyst within another commercial credit…
$38.39 - $42.50 an hour
Senior Treasury Analyst - Hybrid
CFS —Madison, WI
3+ years of corporate treasury, cash management, or banking experience with hands-on responsibility for cash positioning, payments, and banking relationships.
$100,000 - $120,000 a year
1d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Analyst
Iannarino Fullen Group —Columbus, OH
This position requires a strong foundation in financial analysis, quantitative research, and proficiency in various financial tools and software.
From $25.71 an hour
Quick Apply
5d
Investment Analyst, Enterprise Portfolio Management
Nationwide —Columbus, OH
Education: Bachelor’s degree in finance, economics, or a related field. Actively engage and debate how such changes create risks that could impact future…
3d

Show more jobs in cities nearby

I want to receive the latest job alert for Financial and Investment Analysts in Madison, WI

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Financial and Investment Analysts jobs near Madison, WI

Senior Credit Analyst jobs in Madison, WI

Fp&A Analyst jobs in Madison, WI

Senior Analyst jobs in Madison, WI

Credit Analyst jobs in Middleton, WI

Credit Analyst jobs in Sun Prairie, WI

Healthcare Analyst jobs in San Francisco Bay Area, CA

Treasury Analyst jobs in Virginia

Soc Analyst jobs in Chicago, IL

Treasury Analyst jobs in Rochester, NY

Treasury jobs in New York, NY

Treasury Analyst jobs in Oahu Island, HI

Treasury Analyst jobs in Yonkers, NY

Senior Copywriter jobs in Los Angeles, CA

Senior Credit Analyst jobs in Milwaukee, WI

Senior Living No Experience jobs in Minneapolis, MN

Brookdale Senior Living jobs in Jacksonville, FL

Senior Credit Analyst jobs in Charlotte, NC

Senior Credit Analyst jobs in Philadelphia, PA

Senior Credit Analyst jobs in Oklahoma City, OK

Quantitative Analyst jobs in San Diego, CA

Senior Credit Analyst

UW Credit Union -
Madison, WI

Apply Now

Job Details

Full-time
$38.39 - $42.50 an hour

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Research
Bachelor's degree
Stakeholder relationship building

Full Job Description

Overview:

The Senior Credit Analyst plays a key role in the Investment Property Lending (IPL) underwriting process, as they are responsible for reviewing financial information for the borrower, collateral, and guarantors connected to each loan, ultimately providing an independent recommendation supporting the proposed loan and its structure.

Leveraging strong analytical skills, this role adds context to complex financial information and partners with the originating Loan Officer to produce clear, concise loan presentations that accurately reflect property and guarantor cash flow while identifying potential credit concerns. The position is responsible for providing an independent credit recommendation (approve or decline) and supporting periodic reviews as needed. They focus on larger, more complex, and time‑sensitive loan requests, together with the ability to work independently with minimal guidance, distinguishes this position from the Credit Analyst role.

Responsibilities:

Prepare Loan Presentations (New Loans) and Annual/Periodic Reviews (Existing Loans)

Ensure that the loan (new or existing) complies with all IPL loan policy guidelines.
Analyze financial statements for the subject property or properties, owners, and guarantors to independently confirm strengths and weaknesses of the loan.
Validate the assigned risk rating per the IPL risk rating matrix.
Apply critical thinking and analysis to produce thorough loan presentations relied upon by approving authorities.
Prepare thorough and concise loan presentations for new loan requests (majority) and annual/periodic reviews or credit memos for existing loans (minority).
Consistently assigned complex or technical loan requests; may also be assigned time-sensitive files with targeted completion deadlines.
Provide meaningful context to financial data to help readers understand financial condition and credit risks.
Consistently identify credit and operational risk and suggest mitigating factors when needed.
Clearly and concisely explain key issues and confirm appropriate loan structures.
Prepare Watch List memos for loans experiencing credit issues and needing extra monitoring.
Utilize strong math, analytical, communication, attention-to-detail, reasoning, and superior customer service (internal & external) skills.
Communicate verbally and in writing with borrowers and guarantors to collect financial documents and obtain answers to underwriting questions.
Focus on attention to detail, adherence to loan policy guidelines, and meeting deadlines for reviews and presentations.
Regularly join IPL Loan Officer during meetings or phone calls with borrowers and members.
May have moderate to frequent interaction with borrowers and guarantors while performing analysis.
Demonstrate strong technical knowledge, ability to complete time-sensitive loan files with minimal oversight, and expertise in borrower and guarantor interaction.

Ad Hoc Financial Analysis or Research

Assist lending staff with property-specific research, pre-qualification assessments, preliminary financial spreads, and initial financial condition analysis.
May perform site visits for new loan requests or existing loans.
Perform research on real estate metrics and data using a commercial real estate database.
Assist with any research or projects as requested.

Other Duties / Internal Support

Prepare credit committee materials and agenda, attend credit committee meetings, and draft meeting minutes.
Interact with Department Manager, Loan Officers, Loan Admins, and other internal staff to assist with special projects.
Help Loan Operations Manager and Loan Admins prepare for internal and external audits and exams.
Actively participate and take lead in team meetings and department activities.
Serve as a resource to junior staff for technical questions, work review, and departmental guidance.

Development & Training

Engage in internal and external learning of credit and financial analysis topics and trainings.
May be asked to complete commercial underwriting training modules or certification courses.
Build competency in borrower and member interaction by joining Loan Officers on sales calls.
Maintain understanding and competency of IPL Loan Policy.
May be asked to train and become knowledgeable in other lending types as the department expands.

Qualifications:

Education & Experience

Bachelor’s degree in Finance, Accounting, Business Management or related field required.
4-5 years’ experience in a Credit Analyst, Financial Analyst, Portfolio Manager and/or Commercial Real Estate Analyst required.
Prior experience underwriting loan files within Sageworks Abrigo Commercial LOS is preferred

Skills

Advanced exposure to commercial lending principles and best practices.
Advanced understanding of commercial loan documents.
Advanced exposure to commercial appraisals.
Experience as a credit analyst within another commercial credit department, including completion of a formal credit training program (such as RMA).
Strong experience spreading financials required.
Advanced understanding of commercial loan structuring and industry standards
Moderate experience with borrower/member interaction.
Expert ability to meet established deadlines, particularly time-sensitive loan files
Superior written communication.
Ability to multi-task.
Attention to detail.
Ability to maintain confidentiality.
Proficiency to handle high-pressure situations and deliver within stated timelines
Problem-solving skills & capable to consistently operate with moderate to minimal guidance.
Relationship building skills
History of mentoring junior Credit Analysts.
Willingness to learn and desire to grow professionally.
Track and meet deadlines for loan presentations and annual/periodic reviews.

Working at UW Credit Union:

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

21.5 days of annual time off (accrued per pay period)
2 weeks paid caregiver leave
2.5 weeks paid new child parental leave
2 days paid volunteer time
10 paid holidays (including your birthday!)
401k company match of up to 5%, plus approximately 4% discretionary match
Variable bonus reward
Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
Employee Assistance Program
And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

Apply Now

Refine Your Search

Financial and Investment Analysts jobs in Madison, WI

Senior Credit Analyst

Senior Treasury Analyst - Hybrid

Senior Actuarial Analyst - Remote

Analyst, FP&A

Treasury Senior Analyst (Hybrid)

Private Equity Analyst

Senior Credit Analyst

LIHTC Analyst, Affordable Housing

Treasury Analyst

Credit Analyst

Credit Analyst

Senior Insurance Product Analyst - Homeowners (Hybrid)

Treasury Analyst III (Hybrid)

Senior Insurance and Risk Analyst

Commercial Analyst

Senior Actuarial Analyst - Pricing

LIHTC Senior Analyst, Affordable Housing

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for Financial and Investment Analysts in Madison, WI

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected