Investment associate Jobs in Milwaukee, WI

Last updated: 8 hours ago

Promoted

Investment Accountant

TIER4 GROUPMilwaukee, WI, US

Temporary

Type : Hybrid (3 days onsite per week).Duration : January 2025 - July 2025 (6 month contract).Perks : Competitive Rates, Benefits, free daily lunch when onsite. Prepare accurate financial reporting for...Show moreLast updated: 30+ days ago

Promoted

Business Manager, Investment COO

Allspring Global InvestmentsMilwaukee, WI, United States

Full-time

Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show moreLast updated: 4 days ago

Promoted
New!

Investment Accountant

Manpower FinanceMilwaukee, WI, United States

$38.00 hourly

Full-time

Our client, a leading financial services organization, is seeking an Investment Accountant to join their team.As an Investment Accountant, you will be part of the finance department supporting crit...Show moreLast updated: 20 hours ago

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Investment Analyst - Private Debt & Equity

Northwestern Mutual Life Insurance CompanyMilwaukee, WI, United States

Full-time

At Northwestern Mutual, we are strong, innovative and growing.We care and make a positive difference.Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzan...Show moreLast updated: 20 hours ago

Promoted

Investment Advisor III - PNC Private Bank

PNC Financial Services GroupMilwaukee, WI, US

Full-time +1

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 4 days ago

Sr Staff Accountant, Investment Accounting

CNO Financial GroupMilwaukee, WI

$57,900.00–$86,900.00 yearly

Full-time

The stated pay range is based on a national-average location.Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.Accountin...Show moreLast updated: 30+ days ago

Promoted

Associate Buyer

Uline, Inc.Milwaukee, WI, United States

Full-time

Uline Drive, Pleasant Prairie,WI 53158.At Uline,our products are always in stock and ready to ship in alllocations.This is how we fulfill our service promise to ourcustomers.In the Purchasing depar...Show moreLast updated: 1 day ago

Investment Associate - Private Debt & Equity

Northwestern MutualMilwaukee, WI

Senior Associate, National Video Investment Job at Dentsu International Americas

Dentsu International Americas, LLCGreendale, WI, United States

Full-time +1

Senior Associate, National Video Investment.Apply locations New York time type Full time posted on Posted 8 Days Ago job requisition id R1079274. We are a global network, with 71,000 people around t...Show moreLast updated: 30+ days ago

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WAREHOUSE ASSOCIATE

UlineWI, United States

Full-time

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.Pay from $25 to $32 per hour with significant growth and earning potential!.Go-gett...Show moreLast updated: 8 hours ago

Promoted

Investment Client Onboarding Lead - Hybrid

Hispanic Technology Executive CouncilMilwaukee, WI, United States

$33.31 hourly

Full-time

At Northwestern Mutual, we are strong, innovative and growing.We care and make a positive difference.At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work ...Show moreLast updated: 3 days ago

Promoted

Investment Principal - Private Debt & Equity

Northwestern Mutual CareersMilwaukee, WI, US

Full-time

Promoted

PWM Investment Portfolio Manager 5

U.S. BankMilwaukee, WI, United States

$159,390.00 yearly

Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 1 day ago

Wealth Management Investment Strategist

HTLF BankWBT, MILWAUKEE, WATER ST

$110,324.00–$143,422.00 yearly

Full-time

HTLF is an equal opportunity employer committed to creating a diverse workforce.We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orien...Show moreLast updated: 30+ days ago

Senior Investment Advisor - PNC Private Bank

PNC Bank NAMilwaukee , WI

Full-time

Manages accounts in accordance with investment objectives that have been developed with the client.Depending on line of business, may provide specialized advice on planned giving, as well as analyz...Show moreLast updated: 30+ days ago

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupMilwaukee, WI (Wisconsin)

$67,000.00–$120,700.00 yearly

You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the in...Show moreLast updated: 30+ days ago

Investment Operations Specialist

RandstadMilwaukee, Wisconsin

$22.37–$22.38 hourly

Performs a variety of operational duties within an assigned area of Investment Operations.Researches and resolves operational and / or accounting exceptions, some of which may involve extensive revie...Show moreLast updated: 30+ days ago

Investment Operations Specialist

Russell TobinMilwaukee, Wisconsin , United States

$20.00 hourly

What are we looking for in our.Investment Operations Specialist?.Russell Tobin and Associates / Pride Global.Investment Operations Specialist. Apply now, for immediate consideration.Investment Operati...Show moreLast updated: 30+ days ago

Senior Associate, National Video Investment Job at Dentsu International Americas

MediabistroGreendale, WI, United States

Full-time +1

Investment Accountant

TIER4 GROUPMilwaukee, WI, US

30+ days ago

Job type

Temporary

Job description

Job Description

Title : Investment Accountant

Location : Milwaukee, WI

Type : Hybrid (3 days onsite per week)

Duration : January 2025 - July 2025 (6 month contract)

Perks : Competitive Rates, Benefits, free daily lunch when onsite

Job Summary :

Prepare accurate financial reporting for fixed income, equity securities, and alternative investments for the organization and its related entities. Ensure accurate monthly, quarterly, and annual reporting to internal management, external agencies, and auditors. Contribute to maintaining data integrity by verifying the accuracy of investment systems and financial processes related to assets, income, and gains / losses.

Primary Duties & Responsibilities :

Assist in preparing the investment sections of quarterly and annual filings with state insurance regulators and audited financial statements.
Complete monthly closing processes, ensuring assets, income, and gains / losses are recorded according to Statutory and U.S. GAAP principles. This includes performing monthly reconciliations within the investment systems.
Collaborate with cross-functional teams to verify transaction accuracy.
Prepare additional periodic reports as requested.
Identify and implement improvements in reporting and financial processing workflows.

Qualifications :

Bachelors degree in Accounting, Finance, or a related field, or equivalent education and experience.

Minimum of 5 years of relevant professional accounting experience.

Public accounting experience is preferred.

CPA designation is a plus.

Strong understanding of accounting principles and practices related to investments is a plus.

Demonstrated decision-making and analytical skills.

Strong written and verbal communication skills.

Proven ability to collaborate effectively across departments.

High level of personal initiative and self-motivation.

Proficiency in Microsoft applications, especially Excel.