Last updated 2026-08-07

23 Investment Finance Jobs in Milwaukee, WI, United States

Page 1

Rockwell Automation (USA)

Aug 3
Executive Assistant, Investor Relations and Market Strategy
Milwaukee, WI, United States 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.

Bank of Montreal

Jul 31
Commercial Banking Mortgage Analyst
Milwaukee, WI, United States mid Full Time $54k-99.6k/yr
  • In this role, the Commercial Banking Mortgage Analyst analyzes financial and credit information to support lending decisions for new and…
  • Key Responsibilities: Financial Analysis Perform Income Statement, Balance Sheet, and Cash Flow analysis, including cash flow/debt service…

Generac Power Systems Inc

Jul 31
Senior Financial Analyst- Investor Relations
Waukesha, WI, United States senior Full Time
  • 3+ years of experience in Corporate Finance, Investor Relations, Equity Research, or a related analytical role.
  • Maintain investor relations financial models and analyst consensus tracking.

Huntington

Jul 31
Commercial Portfolio Manager - Huntington Technology Finance...
Milwaukee, WI, United States mid Full Time
  • Prepare financial spreads or coordinate their preparation through designated resources, ensuring accurate and timely completion to support…
  • Participate in special projects, portfolio reviews, process improvement initiatives, and regulatory examination requests as needed.

U.S. Bank National Association

Jul 30
Alternative Investments Accountant
Milwaukee, WI, United States mid Full Time $66.6k-78.4k/yr
  • Job Description Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administrat…
  • Acting as primary fund accountant on multiple relationships, ensures all fund accounting functions are in completed in accordance with Gene…

Fidelity Investments Careers

Jul 29
Investment Consultant- Milwaukee, WI
Brookfield, WI, United States mid
  • The Expertise and Skills You Bring FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to…
  • The Role Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services,…

Johnson Financial Group

Jul 28
Wealth Portfolio Analyst (Institutional)
Milwaukee, WI, United States mid Full Time
  • In this role, you will be a key member of the Wealth Investment team, supporting portfolio management functions across client…
  • Business Development Collaborate with Wealth Advisors to assess prospect needs and align investment solutions that support Institutional an…

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Generac

Jul 28
Senior Financial Analyst- Investor Relations
Waukesha, WI, United States senior Full Time $91.3k-136.9k/yr
  • Ready to Power a Smarter World with us?
  • For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen businesses and build a…

BritePros Medical Staffing

Jul 24
Managing Commercial Credit Analyst Team– Job # 3820-147012
Waukesha, WI, United States mid Full Time $140k/yr
  • This position will be responsible for managing credit analysis, financial statements, and other relevant factors that accurately assess the…
  • Analyze & create loan presentations for the commercial loan committee.

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The Symicor Group

Jul 24
Managing Commercial Credit Analyst Team - To 140K - Waukesha, WI...
Waukesha, WI, United States mid Full Time
  • This position will be responsible for managing credit analysis, financial statements, and other relevant factors that accurately assess the…
  • Managing Commercial Credit Analyst Team responsibilities include: Responsible for preparing and managing a credit analyst team that provide…

Summit Credit Union Career Opportunities

Jul 15
Business Banking Portfolio Manager
Oak Creek, WI, United States mid Full Time
  • The Business Portfolio Manager partners closely with assigned market’s Business Relationship Managers to execute on the commercial loan ori…
  • Current opportunity: *Cedarburg, * Greater Milwaukee/Racine Provide portfolio support to the Business Relationship Managers by assisting in…

Tricom Inc. of Milwaukee

Jul 14
Portfolio Analyst
Menomonee Falls, WI, United States mid Full Time $42k-55k/yr
  • Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques and Tricom expectatio…
  • Timely, effective and professional client communication and customer Accounts Receivable collection activities using appropriate persuasion…

Johnson Controls International

Jul 3
Manager Structured Finance- North America
Milwaukee, WI, United States mid $120k-150k/yr
  • People & Stakeholder Management Supervise and develop structured finance analyst(s) supporting the North American portfolio.
  • You will oversee the end-to-end deal lifecycle — from pipeline development and credit analysis through documentation, booking, and portfoli…

DBHW Wealth Partners

Jul 2
Junior Financial Advisor
South Milwaukee, WI, United States entry
  • Junior Financial Advisor Junior Financial Advisor About DBHW Wealth Partners DBHW Wealth Partners is a leading investment management, finan…
  • Position Overview We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering compre…

Associated Bank, NA

Jun 24
Commercial Portfolio Manager AVP
Milwaukee, WI, United States mid Full Time $72.1k-123.6k/yr
  • Role Summary As a Portfolio Manager, you will support the growth and management of Middle Market & Corporate Banking relationships…
  • Experience supporting business development or sales activities.

Badger Meter, Inc.

Jun 10
Director Investor Relations
Milwaukee, WI, United States 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…

Lrs

Jun 2
Investment Operations Senior Specialist - JOB-46165 | LRS® Careers
Milwaukee, WI, United States 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…