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Allocation Analyst Jobs in Wisconsin (NOW HIRING)

MLG Capital

Senior Portfolio Analyst

Brookfield, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and capital allocation * Identify and manage portfolio-level risks, while establishing and ... Strong analytical skills and ability to learn quickly, achieve results, and excel in a fast-paced ...

Imedica

Sr. Financial Business Partner

Madison, WI

$88K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Analyze allocation impacts and clearly communicate results to stakeholders, addressing questions and driving understanding. * Provide clear, actionable insights on cost drivers, trends, and risks ...

PowerSchool Group LLC

WI · On-site

$175.80 - $219.80/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The team delivers timely, high-quality insights and forward-looking analysis that inform resource allocation, enhance performance visibility, and guide enterprise priorities. Through rigorous ...

C&S Wholesale Grocers

Process Quality Analyst

Milwaukee, WI · On-site

$85K - $100K/yr

... allocation to correct P&L line as well as staying within the weekly, monthly and quarterly budget ... Ability to analyze trends and identify opportunities for improvement. * Physical abilities: : N/A

C&S Wholesale Grocers

Process Quality Analyst

Sheboygan, WI · On-site

$85K - $100K/yr

... allocation to correct P&L line as well as staying within the weekly, monthly and quarterly budget ... Ability to analyze trends and identify opportunities for improvement. * Physical abilities: : N/A

C&S Wholesale Grocers

Process Quality Analyst

Sheboygan, WI · On-site

$85K - $100K/yr

... allocation to correct P&L line as well as staying within the weekly, monthly and quarterly budget ... Ability to analyze trends and identify opportunities for improvement. * Physical abilities: : N/A

Indeed

Senior Insurance Analyst

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Analyst II to join our Global Insurance & Risk Management team. In this role, you will drive ... Serve as a subject-matter expert, advising on insurance requirements, risk allocation, and coverage ...

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Showing results 41-60

All JobsAllocation Analyst JobsAllocation Analyst Jobs in Wisconsin

Allocation Analyst information

See Wisconsin salary details

$35.3K

$76.2K

$132.2K

How much do allocation analyst jobs pay per year?

As of Aug 14, 2026, the average yearly pay for allocation analyst in Wisconsin is $76,224.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,500.00 and $90,300.00 per year, depending on experience, location, and employer.

What does an allocation analyst do?

An allocation analyst is in charge of monitoring and maintaining the amount of merchandise available for customers to purchase. Your responsibilities in this career include managing inventory, gathering information on customer desire and trends, and providing a forecast on supply and demand. Your duties have you analyze your research, allocate merchandise strategy, and recommend the best steps for profit growth. You provide reports on research and anticipate upcoming trends. An allocation analyst also pays attention to product details, including sizes and colors, as well as what the competition is offering.

What are the key skills and qualifications needed to thrive as an allocation analyst, and why are they important?

To thrive as an Allocation Analyst, you need strong analytical skills, proficiency in data interpretation, and a background in business, finance, or supply chain management. Familiarity with inventory management systems, Microsoft Excel, and often ERP software like SAP or Oracle is typically required. Attention to detail, effective communication, and problem-solving abilities are key soft skills that distinguish top performers. These skills ensure optimal product distribution, data-driven decision-making, and efficient collaboration with cross-functional teams.

What is the difference between Allocation Analyst vs Inventory Analyst?

AspectAllocation AnalystInventory Analyst
Primary FocusDistributing resources or products to optimize supply chain efficiencyManaging stock levels and inventory accuracy
Required SkillsData analysis, supply chain knowledge, attention to detailInventory management, data analysis, forecasting
Work EnvironmentRetail, manufacturing, logistics companiesWarehouses, retail, manufacturing sectors
Common CertificationsSupply Chain certifications, APICS CPIM or CSCPInventory management certifications, APICS certifications

While both roles involve data analysis and supply chain concepts, Allocation Analysts focus on distributing resources efficiently across locations, whereas Inventory Analysts concentrate on maintaining optimal stock levels. Both roles are vital in supply chain management and often collaborate to ensure smooth operations.

How does an allocation analyst typically collaborate with the merchandising and supply chain teams?

Allocation Analysts work closely with both the merchandising and supply chain teams to ensure the right products are distributed to the right locations in optimal quantities. They regularly attend cross-functional meetings to discuss sales forecasts, inventory levels, and upcoming promotions, using these insights to adjust allocation strategies. Strong communication and data analysis skills are essential, as Allocation Analysts must translate sales and inventory data into actionable plans that align with business objectives and respond quickly to changing demand patterns.

What is an allocation analyst?

Allocation Analysts are professionals responsible for managing and optimizing the distribution of products, inventory, or resources within a company. They analyze sales trends, inventory levels, and demand forecasts to ensure that the right products are in the right locations at the right times. Their work helps maximize sales, reduce excess inventory, and improve overall supply chain efficiency. Allocation Analysts often collaborate with buyers, planners, and store managers to support business goals.
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Allocation Analyst jobs near you
Infographic showing various Allocation Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 1% Internship, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 81% Physical, 9% Hybrid, and 10% Remote job distribution, with an average salary of $76,224 per year, or $36.6 per hour.

Senior Portfolio Analyst

MLG Capital

Brookfield, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

Job Type
Full-time
Description
The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works closely with senior leadership in Brookfield, WI to analyze potential dispositions and refinance opportunities across the entirety of MLG's portfolio, and providing excellent communication to MLG's investors. Key responsibilities will also include forecasting Fund-level distributions, capital needs, and return expectations for investors, while working closely with members of various other departments - including asset management, investor relations, and fund accounting. Other job functions include internal reporting to senior management, external investor reporting, determining quarterly distributions, performing quarterly asset and Fund-level valuations, and setting annual goals.
*Job title to be commensurate with experience.
Duties & Responsibilities:
  • Contribute to portfolio decision-making by developing cash flow projections and sensitivity analyses used in refinancing, supplemental loan, and hold-versus-sell assessments
  • Synthesize and validate data from numerous third-party data sources to be able to report on Fund-level financial performance metrics
  • Develop and execute strategies for closed-end Private Funds and the Legacy Fund at varying stages of their life cycles
  • Leading the portfolio-wide valuation process including the development and presentation of key Fund-level performance metrics
  • Proactively identify sale and refinance opportunities to maximize investor returns and execute on each Fund's strategy.
  • Provide senior management and investor relations team with asset-level and Fund-level performance data for written and verbal communication with investing partners
  • Oversee and optimize pricing strategies across the portfolio by evaluating market conditions, occupancy trends, revenue targets, and expense assumptions.
  • Monitor the execution of asset strategies alongside the asset management team to ensure execution of the underwritten business plan and communication of any variances with internal stakeholders
  • Evaluate actual asset-level performance against proforma underwriting, delivering detailed variance analysis and recommending strategic impact to go-forward strategy and Fund-level performance
  • Prepare and forecast property-level and Fund-level distributions, analyzing and communicating variances to internal stakeholders
  • Conduct ongoing market and macroeconomic research to inform hold/sell/refinance decisions and capital allocation
  • Identify and manage portfolio-level risks, while establishing and monitoring target return profiles by asset strategy, geography, and vintage
  • Collaborate with MLG's acquisitions team to evaluate new investments and intentionally build the portfolio in line with fund objectives, return targets, and risk parameters

Requirements
  • 4 - 6 years of prior experience in portfolio management, asset management, financial underwriting, or fund-level management involving commercial real estate. Less experience may be substituted for additional education and/or Certifications (i.e., MBA, MRE, CCIM).
  • Life-long learner with an entrepreneurial attitude.
  • Superior interpersonal, written, and verbal communication skills.
  • Strong organizational and time management skills.
  • Detailed oriented self-starter with managerial skills.
  • Ability to multitask, prioritize, and take directions from managers in different business units.
  • Strong analytical skills and ability to learn quickly, achieve results, and excel in a fast-paced, deadline driven environment.
  • Ability to work on a team, as well as independently, while driving multiple priorities and applying good judgement along with strong sense of self-motivation and direction.
  • Smart, energetic, team player with a strong work ethic and commitment to excellence.
  • Willingness to travel as required.

Technical/Educational Requirements
  • Bachelor's Degree in Economics, Finance, Accounting, or Real Estate.
  • Proficient in Microsoft Word, Teams, Excel, and Outlook.
  • Yardi or similar accounting platforms experience.
  • Additional technical skills such as Python, Power BI, SQL, advanced Excel/VBA, ARGUS, or data visualization and automation tools are considered a plus.

Technology Requirements: Ability to operate office machinery & technology; including a Microsoft Windows Laptop as well as the Microsoft office suite of products (Outlook, Excel, PowerPoint, Word, SharePoint).
Working Conditions: Open office workstation environment, moderate to quiet noise levels.
Perks & Benefits:
  • Health, vision, and dental coverage starting within 30 days of hire
  • 401(k) with company match after one month
  • Paid vacation, holidays, birthday off, and one floating holiday each year
  • Paid parental leave
  • Employer-paid life, short-term, and long-term disability insurance
  • Friendly, supportive team with fun annual events and more!

SEC Compliance: As MLG has a subsidiary Registered Investment Adviser, many employees are subject to SEC-mandated compliance requirements. As part of these requirements, employees must disclose personal brokerage accounts and financial holdings, for themselves and any household members whose investment activities they influence.
This information is collected solely for regulatory compliance and conflict of interest monitoring. All disclosures are handled with strict confidentiality and are accessible only to the Chief Compliance Officer and designated compliance personnel when a business or SEC related need arises
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.
In compliance with the Americans with Disabilities Act, a "reasonable accommodation" will be made for an individual with a known physical or mental limitation unless it would require an action of significant difficult causing undue hardship.
This document covers the most significant duties performed but does not exclude other occasional work assignments not mentioned.

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