Top 41 Investment analyst Jobs in Milwaukee Wi

Loan Relationship Manager (Senior Credit Analysts with strong growth potential encouraged to apply)
WBD, Inc —Waukesha, WI
- $75,000 - $95,000 a year
- Full-time
- Writing skills
- No experience needed
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
13d
Financial Analyst - AI Trainer
DataAnnotation —Milwaukee, WI
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Healthcare Credit Analyst (Multiple Levels)
U.S. Bank National Association —Brookfield, WI
- $86,360 - $101,600 a year
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Finance Analyst
First Business Bank —Brookfield, WI
- Full-time
- Data analysis skills
- Office
- Finance
Agricultural Credit Analyst (Multiple Levels)
U.S. Bank National Association —Brookfield, WI
- $86,360 - $101,600 a year
- Full-time
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Equity Research Analyst (Summer 2027 Start)
Robert W. Baird —Milwaukee, WI
- Seasonal
- Microsoft Excel
- Office
- Finance
Investment Data Operations Analyst
Allspring Global Investments Holdings, LLC —Milwaukee, WI
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
ERS PENSION INVESTMENT ANALYST I, II, AND III
City of Milwaukee —Milwaukee, WI
- $68,244 - $165,265 a year
- Background check
- Word processing
- Writing skills
- Wellness program
- Paid parental leave
7d
Research Analyst
Allspring Global Investments Holdings, LLC —Milwaukee, WI
- $140,000 - $160,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Office
Investment Operations Analyst
Allspring Global Investments Holdings, LLC —Milwaukee, WI
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Credit Analyst 6
U.S. Bank National Association —Brookfield, WI
- $105,400 - $124,000 a year
- Full-time
- 6 years
- CPA
- Office
- Paid holidays
- Disability insurance
10h
Senior Personalization Analytics Analyst
KOHLS —Menomonee Falls, WI
- Azure
- Computer Science
- Writing skills
- Work from home
3d
Financial Analyst, Business Support
KOHLS —Menomonee Falls, WI
- Oracle
- Mid-level
- Office
- Work from home
Investment Data Analyst
Continuus Technologies LLC —Germantown, WI
- Full-time
- Mid-level
- 3 years
- SQL
Quick Apply
Senior Investment Operations Analyst
Allspring Global Investments Holdings, LLC —Milwaukee, WI
- $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
Financial Analyst III - TPA
SKYGEN USA —Menomonee Falls, WI
- $85,202 - $127,802 a year
- Full-time
- CPA
- Mid-level
- Office
Treasury Analyst
Molson Coors Brewing Company —Milwaukee, WI
- $69,800 - $91,600 a year
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
- Wellness program
- Paid holidays
Commercial Credit Analyst
Johnson Financial Group —Milwaukee, WI
- Full-time
- Mid-level
- Office
- Finance
7d
Financial and Contracts Systems Analyst Managed Care
Children's Wisconsin —West Allis, WI
- Full-time
- Mid-level
- Finance
- High school diploma or GED
Quantitative Model Analyst 3 - AML
U.S. Bank National Association —Brookfield, WI
- $98,175 - $115,500 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Disability insurance

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investment analyst jobs near milwaukee wi

Loan Relationship Manager (Senior Credit Analysts with strong growth potential encouraged to apply)

WBD, Inc
Waukesha, WI

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year
13 days ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
401(k) 6% Match
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Volunteer time off
Opportunities for advancement
Flexible schedule
Life insurance
Referral program

Qualifications

Teamwork
Underwriting
Writing skills
Financial report writing
Bachelor's degree
Attention to detail
Financial statement interpretation
Credit analysis

Full Job Description

Job Summary

A rewarding career opportunity in a professional, collaborative work environment exists with WBD, Inc. We are seeking an experienced Loan Relationship Manager to support SBA 504 lending,. This role is comparable to commercial portfolio management role in a financial institution and is ideal for a credit professional who can independently manage complex loans from underwriting through pre-closing while serving as a trusted support resource to lender clients, borrowers, and WBD Loan Officer and support teams.

WBD will also consider Senior Credit Analyst candidates who demonstrate strong credit judgment, SBA knowledge, and clear potential to develop into a Loan Relationship Manager role.

Key Responsibilities:

· Underwrite and analyze SBA 504 loan requests

· Prepare comprehensive credit presentations for loan committee review

· Identify and resolve SBA eligibility and credit concerns

· Prepare SBA applications, verifications, and Terms & Conditions

· Support loan closings, including credit assessment, loan modification requests, and project cost reconciliation

· Serve as a technical SBA resource to borrowers, lender clients, and WBD Loan Officers

This position offers long-term growth in credit position or future Loan Officer development paths.

Professional Traits We Value

· Team‑first mindset and strong collaboration skills

· Professional, positive, and self‑disciplined approach

· Excellent written and verbal communication

· Strong credit judgment grounded in the 5 C’s of credit

· Comfort navigating ambiguity within SBA guidance

· Proactive, detail‑oriented, and committed to high‑quality work

Prerequisites

· Bachelor’s degree in Finance, Accounting, Business, or a related field (or equivalent experience)

· Experience in commercial credit analysis, portfolio management, and/or commercial or SBA lending

· Strong financial analysis and credit writing skills

· Demonstrated ability to work collaboratively with loan officers and internal partners

· Sound judgment, attention to detail, and strong professional communication skills

· Someone who values both credit quality and relationships

· A professional who will work well within an established, high-performing team

· An individual seeking stability, growth, and development, not just a short-term stepping stone

· A candidate open to coaching and ongoing skill development

Why Join WBD

· Opportunities for career advancement

· Strong internal training and mentorship

· Collaborative culture with experienced professionals

· Opportunity to make a meaningful impact within a respected economic development organization

· Competitive pay, incentive bonus program, comprehensive insurance benefits, 401(k) match, and a generous PTO policy

· Flexible work arrangements available for trained personnel

About WBD, Inc.
WBD is one of the nation’s most successful Certified Development Companies. Since 1981, WBD has provided more than $3 billion in financing and currently manages a commercial portfolio exceeding $1 billion, helping businesses grow, create jobs, and strengthen communities.

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k) 6% Match
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Parental leave
Professional development assistance
Profit sharing
Referral program
Vision insurance
Volunteer time off

Application Question(s):

1. What is your experience with the SBA 504 loan program (underwriting, eligibility, and/or application packaging)?

o No direct SBA 504 experience
o Limited exposure (assisted/support role; less than one year)
o 1–3 years of hands-on SBA 504 experience
o 3+ years of hands-on SBA 504 experience

2. How comfortable are you preparing comprehensive credit presentations (loan write-ups) for loan committee review?

o No experience
o Some experience (assisted or reviewed)
o Regularly prepare credit presentations
o Extensive experience and able to independently lead and defend credit analysis

3. Which best describes your experience managing loans from underwriting through pre closing/closing support?

o No end to end experience
o Supported portions of the process
o Managed multiple steps with oversight
o Independently managed loans end to end
o Extensive experience handling complex loans independently

Work Location: In person

Quick Apply

Refine Your Search

investment analyst jobs in milwaukee wi

Loan Relationship Manager (Senior Credit Analysts with strong growth potential encouraged to apply)

Financial Analyst - AI Trainer

Healthcare Credit Analyst (Multiple Levels)

Finance Analyst

Agricultural Credit Analyst (Multiple Levels)

Equity Research Analyst (Summer 2027 Start)

Investment Data Operations Analyst

ERS PENSION INVESTMENT ANALYST I, II, AND III

Research Analyst

Investment Operations Analyst

Credit Analyst 6

Senior Personalization Analytics Analyst

Financial Analyst, Business Support

Investment Data Analyst

Senior Investment Operations Analyst

Financial Analyst III - TPA

Treasury Analyst

Commercial Credit Analyst

Financial and Contracts Systems Analyst Managed Care

Quantitative Model Analyst 3 - AML

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