ZipRecruiter

Log In

1

Associate Portfolio Analyst Jobs in Wisconsin (NOW HIRING)

Harris

$90K - $110K/yr

Harris' public safety portfolio is looking for an M&A professional to help support our acquired ... analyzing & crafting theses, & conducting diligence). This is a great opportunity to join a ...

previous pagenext page

Showing results 21-40

All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Wisconsin

Associate Portfolio Analyst information

See Wisconsin salary details

$29.3K

$74.3K

$126.7K

How much do associate portfolio analyst jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate portfolio analyst in Wisconsin is $74,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,500.00 and $82,300.00 per year, depending on experience, location, and employer.

What does an associate portfolio analyst do?

An Associate Portfolio Analyst supports portfolio managers in analyzing and managing investment portfolios. Their responsibilities often include conducting research on markets and securities, monitoring portfolio performance, preparing reports, and assisting with investment strategy implementation. They use financial models and data analysis to provide insights and recommendations. This role is typically entry-level or early-career and is a stepping stone toward more senior investment positions.

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

To thrive as an Associate Portfolio Analyst, you need strong analytical skills, a solid understanding of financial markets, and a relevant degree such as finance, economics, or mathematics. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel or data analysis tools is typically required. Attention to detail, effective communication, and the ability to work under pressure are vital soft skills for this role. These competencies ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within investment teams.

How does an associate portfolio analyst typically collaborate with portfolio managers and other team members?

As an Associate Portfolio Analyst, you will work closely with portfolio managers by supporting research, preparing investment reports, and monitoring portfolio performance. Collaboration often involves attending regular team meetings, sharing market insights, and assisting in the implementation of investment strategies. You may also interact with risk analysts and client service teams to ensure portfolio alignment with client objectives and compliance requirements. Effective communication and teamwork are essential for success in this role.

What is the difference between Associate Portfolio Analyst vs Investment Analyst?

AspectAssociate Portfolio AnalystInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive team within asset management firms, assisting portfolio managersResearch-focused role, analyzing securities and market trends
Employer & Industry UsageCommon in asset management, mutual funds, and hedge fundsWidely used in investment banking, asset management, and research firms

The Associate Portfolio Analyst typically supports portfolio management teams by analyzing data and assisting in investment decisions, often with a focus on specific portfolios. Investment Analysts conduct in-depth research on securities and market conditions to inform investment strategies. While both roles require similar educational backgrounds and certifications, the Associate Portfolio Analyst tends to have a more operational support role, whereas Investment Analysts focus more on research and analysis.

What are the most commonly searched types of Portfolio Analyst jobs in Wisconsin?

The most popular types of Portfolio Analyst jobs in Wisconsin are:

Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,343 per year, or $35.7 per hour.

Commercial Credit Analyst

Johnson Financial Group

Milwaukee, WI • On-site

Full-time

Re-posted 2 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

The primary responsibilities of the Credit Analyst at Johnson Financial Group include spreading financial statements, performing covenant checks, underwriting both small business and commercial loan requests, and preparing loan presentations for credit approval.

Building strong relationships is key.  This role will allow you to work closely with other internal business partners as you guide loan presentations through the approval process. 

As you continue to gain experience as a Credit Analyst there are several options for continued career progression at Johnson Financial Group.  One option is moving into more advanced levels of a Credit Analyst.  This advanced experience could lead to moving into a Lead Analyst position, Supervisor position or a management position. Perhaps sales intrigues you?  Being a Portfolio Manager or Treasury Management Sales Associate would be a great next step.  If you prefer crunching numbers…as an experienced analyst, you could move into a Commercial Underwriter role.  This advanced experience could lead to further career options in Credit or even Loan Review.  Maybe your desire is to look at other lines of business within the organization?  Mortgage, Wealth, Consumer, Private or Small Business Banking, even Corporate level roles may be a great next step.

Johnson Financial Group is a great place to start your career or continue your career.  As you can see, the options really are endless, and we have the team help support you through your journey.

 

KEY RESPONSIBILITIES

  • Prepare loan presentations for credit approval.
  • Underwrites loan requests working very closely with Lenders, Portfolio Managers and Underwriters on structuring, risk identification/mitigation, and risk ratings.
  • Underwriting loan presentations include, but isn’t limited to, the following:
    • Describe facilities/relationship including purpose of debt
    • Identify and mitigate (when necessary) procedural exceptions
    • Analyze collateral
    • Analyze financial statements
    • Analyze cash flow Including global cash flows when necessary
    • Analyze loan covenants
    • Detail financial reporting requirements
    • Provide relevant industry analysis
    • Analyze guarantor/personal cash flow
    • Complete all necessary coding tied to loans (NAICS, Fed Call Code, etc.)
  • Guide loan presentations through the approval process.
  • May attend and assist with credit calls and/or field audits as requested.

JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS

  • Minimum 1-2 years of experience in a credit related position or related commercial banking function.
  • Bachelor's degree in business with emphasis in accounting, finance, or other applicable discipline; the appropriate combination of education and experience will be considered in lieu of a degree.
  • Must demonstrate excellent analytical and problem-solving skills, good communication skills with excellent computer skills and a high level of proficiency in Microsoft Office applications (Word, Excel).  
  • Attention to detail and accuracy is critical and must also demonstrate the ability to think creatively to provide added value to the underwriting and credit process.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

What Johnson Financial Group employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply