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Associate Structured Finance Jobs in Wisconsin (NOW HIRING)

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

... structured career development path designed to build confident, competent, and credible advisors ... Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial ...

TVG-Medulla, LLC

Chiropractor - Clinic Director

Waukesha, WI · On-site

$76K - $93K/yr

Medulla provides managed services such as Sales & Marketing, Billing, IT, HR, and Finance to three ... Resident-in-Training Program for Associates: Structured training in clinical excellence, leadership ...

TVG-Medulla, LLC

Chiropractor - Clinic Director

Waukesha, WI

$76K - $93K/yr

Medulla provides managed services such as Sales & Marketing, Billing, IT, HR, and Finance to three ... Resident-in-Training Program for Associates: Structured training in clinical excellence, leadership ...

Santander

Investment Banking Associate

Madison, WI

$175K - $225K/yr

Industrials (NYC) Financial Sponsors (Los Angeles/NYC) Energy (Houston) LatAm Energy (NYC ... Associates continue to participate in structured training while taking a more active role in deal ...

ultimus

Associate Manager

Milwaukee, WI

Oversee the preparation and distribution of quarterly financial statements to the Limited Partners ... Calculate and review complex waterfall structures; * Complete required regulatory forms to ensure ...

Ultimus Fund Solutions

Associate Manager

Milwaukee, WI · On-site

$90K - $120K/yr

Oversee the preparation and distribution of quarterly financial statements to the Limited Partners ... Calculate and review complex waterfall structures; * Complete required regulatory forms to ensure ...

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All JobsAssociate Structured Finance JobsAssociate Structured Finance Jobs in Wisconsin

Associate Structured Finance information

What are Associate Structured Finance professionals?

Associate Structured Finance professionals are financial analysts or associates who work within investment banks or financial institutions, specializing in the structuring, analysis, and management of complex financial products like asset-backed securities, mortgage-backed securities, and other securitized products. They play a key role in evaluating financial assets, conducting due diligence, building financial models, and supporting deal execution. Their responsibilities also include preparing reports, working with clients, and coordinating with other teams to ensure transactions comply with regulatory and risk management standards. This role is critical for facilitating the flow of capital in financial markets by transforming illiquid assets into marketable securities.

What is the difference between Associate Structured Finance vs Associate Investment Banking?

AspectAssociate Structured FinanceAssociate Investment Banking
Required CredentialsBachelor's degree, finance or related field; some roles prefer CFA or similar certificationsBachelor's degree, finance, economics, or related; often CFA or MBA preferred
Work EnvironmentFinancial institutions, specializing in structured products and debt issuanceInvestment banks, focusing on mergers, acquisitions, and capital raising
Employer & Industry UsageUsed mainly in banking, asset management, and specialized finance firmsCommon in large investment banks and financial advisory firms
Common Search & ComparisonYesYes

Associate Structured Finance and Associate Investment Banking roles share similarities in credentials and work environment but differ in focus. Structured finance involves creating and managing complex debt products, while investment banking centers on advising clients on mergers, acquisitions, and capital markets. Both roles require strong financial analysis skills and relevant certifications, but their day-to-day tasks and industry focus vary.

What are the main challenges an Associate in Structured Finance might face during deal execution, and how can they prepare for them?

Associates in Structured Finance often face tight deadlines, complex financial modeling requirements, and the need to coordinate input from various internal teams and external clients during deal execution. Balancing multiple transactions at different stages, adapting to evolving regulatory standards, and ensuring accuracy under pressure are common challenges. To prepare, candidates should strengthen their project management skills, develop a strong attention to detail, and build effective communication channels with legal, risk, and client-facing teams. Proactive organization and a willingness to learn from senior colleagues can help overcome these hurdles and contribute to successful deal outcomes.

What are the key skills and qualifications needed to thrive as an Associate in Structured Finance, and why are they important?

To thrive as an Associate in Structured Finance, you need a solid background in finance or economics, strong analytical abilities, and experience with financial modeling, often supported by a relevant degree or CFA certification. Familiarity with Excel, VBA, financial databases, and deal management systems is typically required. Exceptional attention to detail, effective communication, and strong problem-solving skills help you excel in transaction execution and client interactions. These skills ensure accurate deal structuring, regulatory compliance, and the effective management of complex financial products.
What are the most commonly searched types of Structured Finance jobs in Wisconsin? The most popular types of Structured Finance jobs in Wisconsin are:
What cities in Wisconsin are hiring for Associate Structured Finance jobs? Cities in Wisconsin with the most Associate Structured Finance job openings:
Associate Structured Finance jobs near you

Financial Advisor - Client Relationship Focus

Drake and Associates

Waukesha, WI

Full-time

Medical, Life, Retirement

Re-posted 22 days ago

Job description

Financial Advisor - Client Relationship Focus


At Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven to make a meaningful impact and thrive in a client-focused environment, we invite you to consider joining our team.


Why You'll Love This Role

  • Focus on building relationships with existing clients-no prospecting required
  • Opportunity to make a meaningful impact on clients' lives
  • Supportive team environment and ongoing professional development
  • Recognition and rewards for outstanding performance


About This Opportunity

As a Relationship Advisor, your primary responsibility is to meet one-on-one with existing clients, fostering trust and long-term relationships. This role is ideal for professionals who enjoy connecting with people, providing superior service, and always putting clients first. Unlike traditional advisory positions, you will inherit an existing book of clients and focus exclusively on servicing and strengthening these relationships-no prospecting required.


How You'll Make an Impact

  • Prepare, present, and implement customized financial plans tailored to each client's needs
  • Advise clients on annuities, life and long-term care insurance, investment strategies, and retirement planning
  • Manage and retain strong client relationships through regular communication and support
  • Participate in client appreciation and educational events to enhance engagement and loyalty


What We're Looking For

  • At least 2 years of experience in financial services
  • Series 65 or a combination of Series 66 and 7, plus Life and Health licenses
  • Experience serving in a client-facing capacity with direct responsibility for managing client relationships, conducting client meetings, and delivering ongoing advice and service
  • Strong organizational, prioritization, interpersonal, and management skills
  • Excellent verbal and written communication abilities
  • Experience with Salesforce is preferred


What Makes You a Great Fit

  • Demonstrates strong initiative and a proactive approach to client needs
  • Maintains a positive attitude and persistence in achieving goals
  • Effectively markets services to local clients
  • Works collaboratively as part of a team


Compensation & Bonus Structure

This position offers a competitive salary and the opportunity to earn performance-based bonuses. Bonus eligibility is tied to meeting key performance goals, delivering strong results, and contributing to company-wide success.


Ready to make an impact?
If you are passionate about client service and eager to grow your career with Drake & Associates, we encourage you to apply and learn more about how you can contribute to our mission.

Apply