Top 109 Portfolio analyst Jobs in Milwaukee Wi

Financial Analyst
Rubies Costume Company —New Berlin, WI
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Portfolio Analyst
Allspring Global Investments Holdings, LLC —Milwaukee, WI
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Computer Science
- Office
- Finance
Portfolio Oversight Analyst
Artisan Partners —Milwaukee, WI
- Overnight shift
- Hybrid work
- Mid-level
- Office
- Finance
Research Analyst
Allspring Global Investments Holdings, LLC —Milwaukee, WI
- $140,000 - $160,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Office
Senior Credit Analyst
Insight Global —Glendale, WI
- $25 - $28 an hour
- Full-time
- Hybrid work
- 5 years
- Analysis skills
- Mentoring
- Health savings account
- Health insurance
Quick Apply
8d
Pricing Execution Analyst
Molson Coors —Milwaukee, WI
- $62,200 - $81,600 a year
- Mid-level
- Office
- Project management
- Wellness program
- Paid holidays
7d
IT Business Analyst
Robert W. Baird —Milwaukee, WI
- $79,800 - $124,900 a year
- Hybrid work
- Computer science
- 7 years
- Computer Science
- Life insurance
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
Senior Portfolio Analyst
MLG Capital —Brookfield, WI
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Credit Analyst (Multiple Levels)
U.S. Bank National Association —Brookfield, WI
- $75,820 - $89,200 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
Financial Analyst
Molson Coors Brewing Company —Milwaukee, WI
- $69,800 - $91,600 a year
- Hybrid work
- CPA
- Mid-level
- Office
- Wellness program
- Paid holidays
Data Analyst
MLG Capital —Brookfield, WI
- Full-time
- Mid-level
- Office
- Ability to sit for extended periods
Quick Apply
Credit Support Analyst
U.S. Bank National Association —Brookfield, WI
- $25.63 - $34.18 an hour
- Full-time
- Office
- Finance
- Databases
- Paid holidays
- Disability insurance
2d
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
Client Administration and Implementation Analyst
Allspring Global Investments Holdings, LLC —Milwaukee, WI
- $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
FP&A Analyst
Regal Rexnord —Milwaukee, WI
- Online Application
- Hybrid work
- 5 years
- Office
- Residential
- Health savings account
- AD&D insurance
6h
Investment Data Analyst
Continuus Technologies LLC —Germantown, WI
- Full-time
- Mid-level
- 3 years
- SQL
Quick Apply
Registered Client Relationship Analyst
Morgan Stanley —Milwaukee, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Pricing Execution Analyst
Molson Coors Brewing Company —Milwaukee, WI
- $62,200 - $81,600 a year
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Paid holidays
8d

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portfolio analyst jobs near milwaukee wi

Financial Analyst

Rubies Costume Company
New Berlin, WI

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Paid time off

Qualifications

Cash Accounting
Cash flow analysis
Financial model construction
Financial model development
Spreadsheets
Financial management report preparation
Finance
Analysis skills
Bachelor's degree
Attention to detail
GAAP
Productivity software
Accrual accounting
Accounting
Cost-benefit analysis (CBA)
Excel data analysis

Full Job Description

ABOUT AD POPULUM: Ad Populum aligns corporate strategy and fosters growth across its diverse portfolio of legendary brands, including: NECA, the industry leader in pop culture action figures and collectibles, Rubies, the #1 costumes company in the world, Enesco, known for Department 56, a top purveyor of holiday décor, Kidrobot, a globally recognized, premier creator of limited edition art toys, plush and lifestyle accessories, WizKids, a top producer of miniatures and award winning table top games worldwide, JEI, the creators of American icons such as the Chia Pet and Clapper, ExKaliber, an esteemed collective of Amazon brands that ranks among the top 150 Amazon sellers globally, Graceland, Rock n Roll’s top destination and #1 music attraction in the world, Smiffys, a leading global innovator in fancy dress, Halloween and Carnival manufacturing since 1894, and Party City, the global leader in the celebrations industry helping tens of millions of people create unforgettable memories.

Job Summary:

As a Financial Analyst, you will drive and support all aspects of FP&A, which includes in-depth financial and business planning, collaborating with business leaders across the company, and driving analyses for business and strategic cases. Ensure teams stay on top of our financial performance and risks.

Responsibilities:

· Budget/Track/Analyze Product, Distribution Center and other costs affecting Gross Margin.

· Support the coordination, consolidation, and review of the Forecast and Budgeting process.

· Provide financial modeling to drive an understanding of the short and long-term financial (P&L and Cash Flow) implications for significant business decisions and/or investments.

· Provide actionable insights and trend analysis to guide business decisions and ensure alignment with budget. Develop and maintain reporting tools to track performance against budget and identify efficiency opportunities.

· Partner with Accounting to ensure accurate accruals and expense classification.

· Additional duties and responsibilities as assigned.

Qualifications:

· Minimum four (4) years of relevant FP&A experience

· Bachelor’s Degree in finance/accounting

· Strong organizational, analytical, and communication skills

· Detail oriented and familiar with working in various platforms

· Proficient in Microsoft Office suite including advanced excel skills

Ad Populum Offers:

· Hybrid policy, one (1) day remote each week, four (4) days in office

· Competitive salary and benefits package

· Opportunities for professional growth and development

· Collaborative and supportive work environment

Ad Populum LLC is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identify, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law.

Job Type: Full-time

Benefits:

Health insurance
Paid time off

Application Question(s):

What are your annual compensation expectations?

Ability to Commute:

New Berlin, WI 53151 (Required)

Work Location: Hybrid remote in New Berlin, WI 53151

Quick Apply

Refine Your Search

portfolio analyst jobs in milwaukee wi

Financial Analyst

Portfolio Analyst

Portfolio Oversight Analyst

Research Analyst

Senior Credit Analyst

Pricing Execution Analyst

IT Business Analyst

Healthcare Credit Analyst (Multiple Levels)

Senior Portfolio Analyst

Credit Analyst (Multiple Levels)

Equity Research Analyst (Summer 2027 Start)

Financial Analyst

Data Analyst

Credit Support Analyst

Investment Data Operations Analyst

Client Administration and Implementation Analyst

FP&A Analyst

Investment Data Analyst

Registered Client Relationship Analyst

Pricing Execution Analyst

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