Job Description
Join Milwaukee's premier financial services firm as a Financial Analyst. We're seeking a detail-oriented professional to drive data-driven decision-making for our portfolio of Fortune 500 clients. Enjoy competitive compensation, comprehensive benefits, and career growth in Milwaukee's vibrant downtown financial district.
Responsibilities
- Analyze financial data, trends, and metrics to forecast performance
- Create detailed financial models and valuation reports
- Collaborate with investment teams on portfolio strategy
- Prepare executive dashboards and board presentations
- Conduct market research and competitive analysis
- Ensure compliance with SEC and FINRA regulations
- Mentor junior analysts on financial best practices
Qualifications
- Bachelor's in Finance, Accounting, or Economics (MBA/CFA preferred)
- 3+ years in financial analysis or investment banking
- Advanced Excel modeling and data visualization skills
- Experience with Bloomberg Terminal and SQL
- Strong analytical and problem-solving abilities
- Excellent communication and presentation skills
- Series 7/63 or FINRA licenses required