Top 41 Senior portfolio analyst Jobs in Milwaukee, Wi

Senior Portfolio Analyst
MLG Capital —Brookfield, WI
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Senior Investment Portfolio Manager
Associated Bank —Milwaukee, WI
- $126,070 - $216,120 a year
- Full-time
- Background check
- Research
- Office
- Employee stock purchase plan
- 401(k)
Principal Systems Analyst - Data Design and Architecture
Versiti, Inc. —Milwaukee, WI
- Full-time
- Computer science
- Computer Science
- 5 years
- Paid holidays
- Disability insurance
Senior Manager, Data Analytics
Rockwell Automation —Milwaukee, WI
- Full-time
- Hybrid work
- Engineering
- Office
- 8 years
- Health insurance
- Dental insurance
Equity Research Analyst
Robert W. Baird —Milwaukee, WI
- Microsoft Excel
- Office
- Finance
Senior Analyst, Information Systems
Whirlpool —Mt Pleasant, WI
- Monday to Friday
- Mid-level
- Office
- Bachelor's degree
- Relocation assistance
- Tuition reimbursement
13d
Senior Manager 1: Research Leader - Deloitte Center for Health Solutions
Deloitte —Milwaukee, WI
- $124,600 - $255,900 a year
- Full-time
- Doctoral degree
- Master's degree
- Analysis skills
Specialist, Risk and Compliance Services (Center of Excellence)
Deloitte —Milwaukee, WI
- $63,000 - $116,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
Senior Analyst, FP&A
Regal Rexnord —Milwaukee, WI
- Online Application
- Hybrid work
- Office
- Residential
- Finance
- Health savings account
- AD&D insurance
Senior Product Specialist
Deloitte —Milwaukee, WI
- $97,600 - $179,900 a year
- Full-time
- Microsoft Excel
- 3 years
- Finance
Senior Pricing Analyst
Johnson Controls —Milwaukee, WI
- $85,000 - $117,000 a year
- 6 years
- Finance
- SQL
Analyst Lead, Pricing
FIS Global —Brown Deer, WI
- $101,500 - $172,550 a year
- Full-time
- Pass drug screening
- Data analysis skills
- Mid-level
Sourcing & Procurement Manager NASPFY26
Accenture —Milwaukee, WI
- $87,400 - $293,800 a year
- Full-time
- Hybrid work
- Sales
- 5 years
- Engineering
- Paid holidays
- Disability insurance
IT Data Solutions Architect
Advocate Aurora Health —Milwaukee, WI
- $54.90 - $82.35 an hour
- Full-time
- Computer Science
- 5 years
- DevOps
14d
Senior Analyst, Supply Chain Analytics
Saputo Inc. —Milwaukee, WI
- $71,805 - $94,245 a year
- Email
- 5 years
- Analysis skills
- Project management
Technology Adoption Manager - Digital Transformation
Regal Rexnord —Milwaukee, WI
- Online Application
- Hybrid work
- Office
- Residential
- Continuous improvement
- Health savings account
- AD&D insurance
Senior SAP MM/WM Analyst
Regal Rexnord —Grafton, WI
- Online Application
- Hybrid work
- 5 years
- Office
- Residential
- Health savings account
- AD&D insurance
Sr. Strategic Sourcing Analyst
Wacker Neuson —Menomonee Falls, WI
- Full-time
- Inventory management
- Public speaking
- Bachelor's degree
Industrials Strategy Manager
Accenture —Milwaukee, WI
- Full-time
- Analysis skills
- Bachelor's degree
- Travel
- Paid holidays
- Disability insurance
Supply Chain Analyst
Copeland —Cudahy, WI
- Full-time
- Mid-level
- Office
- Residential
- Paid parental leave
- Paid holidays

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Senior Portfolio Analyst

MLG Capital -
Brookfield, WI

Quick Apply

Job Details

Full-time

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching

Qualifications

Accounting systems
Computer operation
Microsoft Outlook
Windows
Bachelor's degree
Microsoft Teams
SharePoint
Technical Proficiency
Data analysis software

Full Job Description

Description:

The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works closely with senior leadership in Brookfield, WI to analyze potential dispositions and refinance opportunities across the entirety of MLG’s portfolio, and providing excellent communication to MLG’s investors. Key responsibilities will also include forecasting Fund-level distributions, capital needs, and return expectations for investors, while working closely with members of various other departments – including asset management, investor relations, and fund accounting. Other job functions include internal reporting to senior management, external investor reporting, determining quarterly distributions, performing quarterly asset and Fund-level valuations, and setting annual goals.

Job title to be commensurate with experience.

Duties & Responsibilities:

Contribute to portfolio decision-making by developing cash flow projections and sensitivity analyses used in refinancing, supplemental loan, and hold-versus-sell assessments
Synthesize and validate data from numerous third-party data sources to be able to report on Fund-level financial performance metrics
Develop and execute strategies for closed-end Private Funds and the Legacy Fund at varying stages of their life cycles
Leading the portfolio-wide valuation process including the development and presentation of key Fund-level performance metrics
Proactively identify sale and refinance opportunities to maximize investor returns and execute on each Fund’s strategy.
Provide senior management and investor relations team with asset-level and Fund-level performance data for written and verbal communication with investing partners
Oversee and optimize pricing strategies across the portfolio by evaluating market conditions, occupancy trends, revenue targets, and expense assumptions.
Monitor the execution of asset strategies alongside the asset management team to ensure execution of the underwritten business plan and communication of any variances with internal stakeholders
Evaluate actual asset-level performance against proforma underwriting, delivering detailed variance analysis and recommending strategic impact to go-forward strategy and Fund-level performance
Prepare and forecast property-level and Fund-level distributions, analyzing and communicating variances to internal stakeholders
Conduct ongoing market and macroeconomic research to inform hold/sell/refinance decisions and capital allocation
Identify and manage portfolio-level risks, while establishing and monitoring target return profiles by asset strategy, geography, and vintage
Collaborate with MLG's acquisitions team to evaluate new investments and intentionally build the portfolio in line with fund objectives, return targets, and risk parameters

Requirements:

4 – 6 years of prior experience in portfolio management, asset management, financial underwriting, or fund-level management involving commercial real estate. Less experience may be substituted for additional education and/or Certifications (i.e., MBA, MRE, CCIM).
Life-long learner with an entrepreneurial attitude.
Superior interpersonal, written, and verbal communication skills.
Strong organizational and time management skills.
Detailed oriented self-starter with managerial skills.
Ability to multitask, prioritize, and take directions from managers in different business units.
Strong analytical skills and ability to learn quickly, achieve results, and excel in a fast-paced, deadline driven environment.
Ability to work on a team, as well as independently, while driving multiple priorities and applying good judgement along with strong sense of self-motivation and direction.
Smart, energetic, team player with a strong work ethic and commitment to excellence.
Willingness to travel as required.

Technical/Educational Requirements

Bachelor's Degree in Economics, Finance, Accounting, or Real Estate.
Proficient in Microsoft Word, Teams, Excel, and Outlook.
Yardi or similar accounting platforms experience.
Additional technical skills such as Python, Power BI, SQL, advanced Excel/VBA, ARGUS, or data visualization and automation tools are considered a plus.

Technology Requirements: Ability to operate office machinery & technology; including a Microsoft Windows Laptop as well as the Microsoft office suite of products (Outlook, Excel, PowerPoint, Word, SharePoint).

Working Conditions: Open office workstation environment, moderate to quiet noise levels.

Perks & Benefits:

Health, vision, and dental coverage starting within 30 days of hire
401(k) with company match after one month
Paid vacation, holidays, birthday off, and one floating holiday each year
Paid parental leave
Employer-paid life, short-term, and long-term disability insurance
Friendly, supportive team with fun annual events and more!

SEC Compliance: As MLG has a subsidiary Registered Investment Adviser, many employees are subject to SEC-mandated compliance requirements. As part of these requirements, employees must disclose personal brokerage accounts and financial holdings, for themselves and any household members whose investment activities they influence.

This information is collected solely for regulatory compliance and conflict of interest monitoring. All disclosures are handled with strict confidentiality and are accessible only to the Chief Compliance Officer and designated compliance personnel when a business or SEC related need arises

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.

In compliance with the Americans with Disabilities Act, a “reasonable accommodation” will be made for an individual with a known physical or mental limitation unless it would require an action of significant difficult causing undue hardship.

This document covers the most significant duties performed but does not exclude other occasional work assignments not mentioned.

Quick Apply

Refine Your Search

senior portfolio analyst jobs in milwaukee, wi

Senior Portfolio Analyst

Senior Investment Portfolio Manager

Principal Systems Analyst - Data Design and Architecture

Senior Manager, Data Analytics

Equity Research Analyst

Senior Analyst, Information Systems

Senior Manager 1: Research Leader - Deloitte Center for Health Solutions

Specialist, Risk and Compliance Services (Center of Excellence)

Senior Analyst, FP&A

Senior Product Specialist

Senior Pricing Analyst

Analyst Lead, Pricing

Sourcing & Procurement Manager NASPFY26

IT Data Solutions Architect

Senior Analyst, Supply Chain Analytics

Technology Adoption Manager - Digital Transformation

Senior SAP MM/WM Analyst

Sr. Strategic Sourcing Analyst

Industrials Strategy Manager

Supply Chain Analyst

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