Last updated 2026-06-18
25 Investment Finance jobs in Milwaukee ()
Browse 25 Investment Finance jobs across Milwaukee, including Director, Wealth Management -Client Service Analyst, Executive Assistant, Investor Relations and Market Strategy, Senior Investment Associate, and Sr. Credit Analyst roles. Listings are updated hourly and include salary data where available.
Investment Finance jobs in Milwaukee
Roles focused on managing, analyzing, and strategizing investments across various financial sectors.
Browse Investment Finance jobs in Milwaukee from companies including Bank of Montreal, BritePros Medical Staffing, NM Investment Management Co, The Symicor Group, Johnson Financial Group, Allspring Global Investments Holdings, LLC, and Rockwell Automation (USA).
- Common titles include Director, Wealth Management -Client Service Analyst, Executive Assistant, Investor Relations and Market Strategy, Senior Investment Associate, and Sr. Credit Analyst.
- Roles span mid, entry, senior, and intern levels.
- Recent postings include credit analyst, portfolio manager, investor relations, wealth management, and investment associate roles.
- Most listed roles are in Milwaukee (22), with openings also in Mequon (1), Greenfield (1), and Brookfield (1).
- Reported pay for Investment Finance jobs near Milwaukee ranges around $64,725-$162,150 annually (P25-P75 across 18 postings that disclosed pay).
- Explore Investment Finance salaries in Wisconsin in Salary Explorer.
Investment Finance jobs in Milwaukee
Roles focused on managing, analyzing, and strategizing investments across various financial sectors.
Browse Investment Finance jobs in Milwaukee from companies including Bank of Montreal, BritePros Medical Staffing, NM Investment Management Co, The Symicor Group, Johnson Financial Group, Allspring Global Investments Holdings, LLC, and Rockwell Automation (USA).
- Common titles include Director, Wealth Management -Client Service Analyst, Executive Assistant, Investor Relations and Market Strategy, Senior Investment Associate, and Sr. Credit Analyst.
- Roles span mid, entry, senior, and intern levels.
- Recent postings include credit analyst, portfolio manager, investor relations, wealth management, and investment associate roles.
- Most listed roles are in Milwaukee (22), with openings also in Mequon (1), Greenfield (1), and Brookfield (1).
- Reported pay for Investment Finance jobs near Milwaukee ranges around $64,725-$162,150 annually (P25-P75 across 18 postings that disclosed pay).
- Explore Investment Finance salaries in Wisconsin in Salary Explorer.
Snapshot updated 1hr, 46m ago
Milwaukee
mid
Full Time
$41.7k-77.5k/yr
Assists Wealth Advisors in identifying prospective clients.
Assists Wealth Advisors in market research of client and prospects.
Milwaukee
entry
Full Time
Your Responsibilities: Administrative Provide executive administrative support to the Vice President of Investor Relations and Market Strat…
Investor Relations Specific Help with meeting and informational requests from sell-side analysts and buy-side investors.
Senior Investment Associate
Jun 13
Mequon
senior
Full Time
Must-have 3+ years of Registered Client Associate experience or related industry experience Series 7 and 66 (or 63/65) Advanced understandi…
You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding…
Milwaukee
senior
Full Time
The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness…
The Position Our bank client is seeking to fill a Sr.
Milwaukee
senior
Full Time
$120k/yr
The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness…
Experienced in preparing credit presentations.
Director Investor Relations
Jun 10
Milwaukee
senior
Full Time
What You Will Contribute: Badger Meter is seeking a strategic and highly visible Director, Investor Relations to lead the company’s…
This role is responsible for shaping and delivering a compelling narrative about the company’s strategy, performance, and long-term value c…
Milwaukee
mid
Full Time
$77k-110k/yr
3+ years’ commercial and industrial underwriting and/or portfolio management experience, with a working knowledge of banking environment, p…
Proficiency in MS Office: Excel, Word, PowerPoint, and financial forecast models; experience with nCino loan origination platform a plus.
Milwaukee
senior
Experience supporting or consulting with sophisticated advisor practices (e.g., ensembles, fee-based planners, private client groups, or si…
Partner cross-functionally with Product, Digital Solutions, Financial Planning Services, and other teams to support execution of retirement…
Milwaukee
mid
Full Time
$60k/yr
The Special Assets Relationship Manager will work with customers to achieve a desired resolution to mitigate risk and maximize recovery…
Works to achieve Special Assets Department team goals and overall bank credit quality goals such as, Charge Offs, Impairment, Delinquencies…
Director
May 20
Milwaukee
senior
Full Time
Strong analytical skills, particularly in performing financial statement analysis, evaluating cross-sector relative value and presenting cr…
Conduct thorough fundamental credit analysis on investments in assigned companies, demonstrating issuer expertise.
-
AssociateMay 11
Milwaukee
senior
Full Time
$128k-216k/yr
Partner with Business Unit Strategy, Product, and Finance leaders to produce financial and competitive analysis, prepare executive-level pr…
Experience managing external advisors (investment banks, law firms, accounting/transaction services) through deal execution.
Milwaukee
mid
Full Time
PORTFOLIO MANAGER II 3 to 5 years credit analysis, underwriting, or lending experience required; prior relationship management experience a…
To lead new business development and client acquisition efforts Expand new and existing relationships by advising and recommending appropri…
-
Wealth Portfolio ManagerApr 10
Portfolio Operations Analyst
Apr 22
Milwaukee
mid
Full Time
$70k-85k/yr
Preferred Qualifications Ability to drive continuous improvement and execution excellence Enjoys working in a changing environment but able…
The candidate should have a minimum of 2 years of experience in portfolio accounting or related operations experience with a…
-
Performance AnalystApr 17
Strategic Investment Analyst
Mar 23
Milwaukee
intern
Full Time
$71.7k-118.3k
PURPOSE The Strategic Investment Analyst evaluates MGIC’s ceded and assumed reinsurances strategies, delivering analytical insights that gu…
Required Skills: Strong analytical skills, proficiency in Excel and Microsoft Suite Detail oriented Ability to grasp complex financial, cap…