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Collateral Operations Analyst Jobs in Milwaukee, WI

The ideal candidate combines strategic vision with operational excellence and excels at building ... Oversee customer database management, audience segmentation, monthly analytics and reporting ...

This position will report to a Marketing Reporting and Collateral Manager and work closely with the ... Operations teams * Data reporting and analytic skills * Experience in alternative investments ...

This position will report to a Marketing Reporting and Collateral Manager and work closely with the ... Operations teams * Data reporting and analytic skills * Experience in alternative investments ...

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Collateral Operations Analyst information

See Milwaukee, WI salary details

$18

$37

$55

How much do collateral operations analyst jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for collateral operations analyst in Milwaukee, WI is $37.56, according to ZipRecruiter salary data. Most workers in this role earn between $27.26 and $50.91 per hour, depending on experience, location, and employer.

What is the hardest job in banking?

The Collateral Operations Analyst role involves managing complex financial collateral, reconciling accounts, and ensuring regulatory compliance, which can be challenging due to the high accuracy and attention to detail required. The job often demands strong analytical skills, proficiency with financial systems, and the ability to work under tight deadlines in a fast-paced environment.

What jobs pay $500,000 a year in the US?

Jobs that can pay $500,000 or more annually in the US include senior roles such as investment bankers, hedge fund managers, senior corporate executives, and specialized medical professionals like surgeons. These positions typically require extensive experience, advanced skills, and often involve performance-based bonuses or profit sharing. In finance and executive management, compensation packages often include base salary, bonuses, and stock options that can reach or exceed this level.

What are some common challenges faced by Collateral Operations Analysts, and how can they be addressed?

Collateral Operations Analysts often navigate complex regulatory requirements, tight deadlines, and high transaction volumes. One common challenge is ensuring the accurate and timely reconciliation of collateral positions across multiple counterparties, which requires strong attention to detail and effective communication skills. To address these challenges, analysts benefit from utilizing robust tracking systems and collaborating closely with trading, risk, and technology teams to resolve discrepancies quickly. Continuous learning about evolving market practices and regulatory changes also helps maintain efficiency and compliance in the role.

What are Collateral Operations Analysts?

Collateral Operations Analysts are finance professionals who manage and monitor collateral used in securities trading, derivatives, and other financial transactions. They ensure that collateral is sufficient, properly allocated, and compliant with regulatory and contractual requirements. Their duties include processing margin calls, reconciling discrepancies, and communicating with counterparties. This role is essential in mitigating counterparty risk and supporting the smooth functioning of financial markets.

What does a collateral analyst do?

A collateral analyst is responsible for managing and monitoring collateral assets to ensure they meet loan or credit requirements. They assess the value and risk of collateral, process related documentation, and use tools like spreadsheets and collateral management systems to maintain accurate records and compliance. This role often requires attention to detail, financial knowledge, and familiarity with industry regulations.

What are the key skills and qualifications needed to thrive as a Collateral Operations Analyst, and why are they important?

To thrive as a Collateral Operations Analyst, you need a solid understanding of financial products, collateral management processes, and strong analytical skills, often supported by a degree in finance, economics, or a related field. Familiarity with collateral management systems such as TriOptima, Murex, or Calypso, and knowledge of regulations like EMIR or Dodd-Frank, are typically required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for managing complex transactions and collaborating with internal and external stakeholders. These skills and qualities are important to ensure accurate collateral processing, risk mitigation, and regulatory compliance in a fast-paced financial environment.

What jobs make $1,000,000 a year?

In the context of a Collateral Operations Analyst, earning $1,000,000 annually is uncommon and typically limited to high-level executive roles such as Chief Investment Officer or Chief Financial Officer in large financial institutions. These positions require extensive experience, advanced certifications, and leadership responsibilities. Most analysts, including collateral operations specialists, earn significantly less, with top executives reaching such high compensation levels through bonuses, stock options, and profit sharing.

What is the difference between Collateral Operations Analyst vs Credit Analyst?

AspectCollateral Operations AnalystCredit Analyst
Required CredentialsBachelor's degree, financial certifications (e.g., CFA, FRM)Bachelor's degree, financial certifications (e.g., CFA, CPA)
Work EnvironmentFinancial institutions, trading desks, collateral management teamsBanks, lending institutions, credit departments
Employer & Industry UsagePrimarily in asset management, trading, and collateral managementIn lending, banking, and credit risk assessment
Common Search & Comparison IntentUnderstanding operational roles in collateral managementAssessing creditworthiness and risk

The Collateral Operations Analyst focuses on managing collateral processes, ensuring proper documentation, and mitigating operational risks related to collateral. In contrast, a Credit Analyst evaluates the creditworthiness of borrowers, analyzing financial data to assess risk. Both roles require financial certifications and work within financial institutions, but they serve different functions within the industry.

What job categories do people searching Collateral Operations Analyst jobs in Milwaukee, WI look for? The top searched job categories for Collateral Operations Analyst jobs in Milwaukee, WI are:
Sr. Financial Analyst - Equipment Finance

Sr. Financial Analyst - Equipment Finance

Bank of Montreal

Milwaukee, WI • On-site

$88K - $165K/yr

Full-time

Medical, Life, Retirement

Re-posted 8 days ago


Job description

Application Deadline:
08/06/2026
Address:
790 N Water Street
Job Family Group:
Commercial Sales & Service
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
  • Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
  • Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
  • Signs off on new, renewal and extension loans within delegated authority.
  • Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
  • Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
  • Leads proposal development and delivers presentations to capture new business and expand client relationships.
  • Networks with industry contacts to gather competitive insights and best practices.
  • Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
  • Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
  • Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
  • Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions
  • Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
  • Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
  • Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
  • Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
  • Identifies revenue and cross-selling opportunities to enhance portfolio growth.
  • Identifies share of wallet opportunities.
  • Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
  • Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:
  • Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.

Foundational level of proficiency:
  • Structuring Deals

Advanced level of proficiency:
  • Problem Solving
  • Collaboration
  • Detail-Oriented
  • Customer Service
  • Loan Structuring
  • Regulatory Compliance
  • Portfolio Management
  • Credit Risk Assessment
  • Banking Operations
  • Microsoft Office

Expert level of proficiency:
  • Financial analysis

Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

BMO logo

About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

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