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Associate Portfolio Analyst Jobs in Wisconsin (NOW HIRING)

Park Bank

SVP Credit Administration

Madison, WI · On-site

The SVP will evaluate credit quality through portfolio analysis and individual credit reviews ... Associate's degree or post-secondary classes/degree. Equivalent experience will also be accepted

The Park Bank

SVP Credit Administration

Madison, WI · Hybrid

The SVP will evaluate credit quality through portfolio analysis and individual credit reviews ... Associate's degree or post-secondary classes/degree. Equivalent experience will also be accepted

Busey

Credit Monitoring Analyst II

Tomahawk, WI · On-site

$69K - $96K/yr

... portfolio management for the Bank through the review and analysis of borrower and guarantor ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

CCFBank

Credit Analyst

Eau Claire, WI · Hybrid

Performs annual reviews on credit portfolio to establish trends ensuring proper risk rating ... Associate's degree in accounting, finance, or related field. * One year credit analyst experience.

CCFBank

Credit Analyst

Eau Claire, WI · On-site

Performs annual reviews on credit portfolio to establish trends ensuring proper risk rating ... Associate's degree in accounting, finance, or related field. * One year credit analyst experience.

Regal Rexnord

FP&A Analyst

Milwaukee, WI · Hybrid

... 000 associates around the world who help create a better tomorrow by providing sustainable ... A portfolio of highly engineered power transmission components and subsystems efficiently transmits ...

Abbott

Revenue Operations Analyst II

Wausau, WI · On-site

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Associate's degree or High School Degree/General Education Diploma and 2+ years of experience in ...

Abbott

Revenue Operations Analyst II

Wausau, WI · On-site

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Associate's degree or High School Degree/General Education Diploma and 2+ years of experience in ...

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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.

Trading Associate-Leverage

Tidal Financial Group

Milwaukee, WI • On-site

Other

Re-posted yesterday

Job description

Leverage Trading Associate

The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.

Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.

About the role

We are seeking a skilled Leverage Trading Associate responsible for the implementation and management of various leveraged Exchange-Traded Funds (ETF). This role requires a deep understanding of financial markets, strong analytical skills, and an ability to manage portfolios within a fast-paced environment. The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers. This position will closely be involved with day-to-day portfolio management functions of leveraged ETFs.

The ideal candidate will have a strong understanding of equities, options, and other derivatives. This role requires using Bloomberg and other institutional trading platforms. A background in financial services and back/middle office operations is preferred.

What you'll do

  • Execute and manage trades across equities, options, and swaps.
  • Execute day-to-day duties in the operations of the Trading Team, including but not limited to trade allocation, position settlement, and reconciliation of all trading.
  • Utilize Bloomberg or other institutional trading platforms for efficient trade execution.
  • Working closely with Prime Brokers and Market Makers to ensure trading best execution and fund efficiencies.
  • Stay updated with market trends, economic developments, and trading strategies.
  • Accountable for performance and adherence to fund objectives and delivering superior returns against direct competitors.
  • Strong familiarity with Microsoft Excel and other Office applications.
  • Partner with Investment/Portfolio Management team to continually improve and enhance the trading process and procedures.
  • Work closely with our Operations Team to understand their needs and to build solutions that enable them to execute transactions and other operational processes effectively.
  • A relentless focus on quality and ability to produce accurate information independently without extensive support/QA from others.
  • Continually analyzing, reviewing and improving our operations and service as the trading business evolves.
  • The individual will be expected to interact and build strong relationships with stakeholders.

Qualifications

  • Bachelor's degree, preferably business or quantitative discipline related, or relevant experience.
  • Minimum 3+ years of experience (or more) in trading equities, options, and fixed income, with a strong emphasis on option trading.
  • Institutional/RIA trading experience.
  • Proficiency with Bloomberg or similar institutional trading platforms.
  • Strong understanding of financial markets and trading strategies.
  • Excellent communication and customer service skills.
  • Ability to work in a fast-paced and dynamic environment.
  • Demonstrated history of solving complex problems.
  • Proficient with MS Office Suite.
  • Very high level of competency in Excel.

Preferred Qualifications

  • Experience with trading platforms, order management systems (OMS), and post-trade processing.
  • Proximity to Chicago and New York preferred
  • Experience working for a firm that manages 40 Act products.
  • Familiarity with regulatory requirements related to trading activities.
  • Experience working in a fast-paced, deadline-driven environment.

We are prioritizing candidates who are located within proximity to Chicago, IL; New York, NY, Milwaukee, WI, and Omaha, NE.

Apply