Overview The Portfolio Analyst (Institutional) is an exciting opportunity for an investment ... Support investment strategy, portfolio construction, investment menu design, and manager/model ...
Overview The Portfolio Analyst (Institutional) is an exciting opportunity for an investment ... Support investment strategy, portfolio construction, investment menu design, and manager/model ...
Overview The Portfolio Analyst (Institutional) is an exciting opportunity for an investment ... Support investment strategy, portfolio construction, investment menu design, and manager/model ...
Overview The Portfolio Analyst (Institutional) is an exciting opportunity for an investment ... Support investment strategy, portfolio construction, investment menu design, and manager/model ...
Product Marketing Manager
Prairie Du Sac, WI · On-site
$33.17 - $55.29/hr
Monitor and evaluate the performance of core menu items, limited-time offers, and innovation initiatives against established business goals * Partner with Insights and Analytics teams to understand ...
Product Marketing Manager
Prairie Du Sac, WI · On-site
$33.17 - $55.29/hr
Monitor and evaluate the performance of core menu items, limited-time offers, and innovation initiatives against established business goals * Partner with Insights and Analytics teams to understand ...
Cook
Racine, WI · On-site
$13.25 - $17.50/hr
... menu plating instructions, company guidelines and procedures to maintain food consistency.Strong knowledge of proper food handling procedures Be knowledgeable & apply the HACCP (Hazard Analysis ...
Cook
Racine, WI · On-site
$13.25 - $17.50/hr
... menu plating instructions, company guidelines and procedures to maintain food consistency.Strong knowledge of proper food handling procedures Be knowledgeable & apply the HACCP (Hazard Analysis ...
Sous Chef
$49K - $66K/yr
Our menu sets the stage, our team tells the story, and the immersive experience makes High Stakes ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
Sous Chef
$49K - $66K/yr
Our menu sets the stage, our team tells the story, and the immersive experience makes High Stakes ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
Sous Chef
Milwaukee, WI · On-site
$49K - $66K/yr
Our menu sets the stage, our team tells the story, and the immersive experience makes High Stakes ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
Sous Chef
Milwaukee, WI · On-site
$49K - $66K/yr
Our menu sets the stage, our team tells the story, and the immersive experience makes High Stakes ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
Sous Chef
Milwaukee, WI · On-site
$49K - $66K/yr
Our menu sets the stage, our team tells the story, and the immersive experience makes High Stakes ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
Sous Chef
Milwaukee, WI · On-site
$49K - $66K/yr
Our menu sets the stage, our team tells the story, and the immersive experience makes High Stakes ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
Bar & Service Manager
Milwaukee, WI · On-site
Menu, Promotions & Reporting * Collaborate with the GM and marketing on seasonal menu updates. * Analyze sales reports to evaluate drink performance and report back to the GM. * Monitor promotions ...
Bar & Service Manager
Milwaukee, WI · On-site
Menu, Promotions & Reporting * Collaborate with the GM and marketing on seasonal menu updates. * Analyze sales reports to evaluate drink performance and report back to the GM. * Monitor promotions ...
Bar & Service Manager
Milwaukee, WI · On-site
Menu, Promotions & Reporting * Collaborate with the GM and marketing on seasonal menu updates. * Analyze sales reports to evaluate drink performance and report back to the GM. * Monitor promotions ...
Quick apply
Bar & Service Manager
Milwaukee, WI · On-site
Menu, Promotions & Reporting * Collaborate with the GM and marketing on seasonal menu updates. * Analyze sales reports to evaluate drink performance and report back to the GM. * Monitor promotions ...
Food Truck Operator/Cook
Racine, WI · On-site
$13.75 - $17.75/hr
Excellent knowledge of HACCP (Hazard Analysis Critical Control Point) guidelines when handling food ... Measure and assemble ingredients for menu items. Follow all menus, menu plating instructions ...
Food Truck Operator/Cook
Racine, WI · On-site
$13.75 - $17.75/hr
Excellent knowledge of HACCP (Hazard Analysis Critical Control Point) guidelines when handling food ... Measure and assemble ingredients for menu items. Follow all menus, menu plating instructions ...
EXECUTIVE SOUS CHEF
Milwaukee, WI · On-site
$64K - $81K/yr
This role is also responsible for creating, implementing and managing menu concepts, and training ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
EXECUTIVE SOUS CHEF
Milwaukee, WI · On-site
$64K - $81K/yr
This role is also responsible for creating, implementing and managing menu concepts, and training ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
EXECUTIVE SOUS CHEF
Milwaukee, WI · On-site
$64K - $81K/yr
This role is also responsible for creating, implementing and managing menu concepts, and training ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
EXECUTIVE SOUS CHEF
Milwaukee, WI · On-site
$64K - $81K/yr
This role is also responsible for creating, implementing and managing menu concepts, and training ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
EXECUTIVE SOUS CHEF
Milwaukee, WI · On-site
$64K - $81K/yr
This role is also responsible for creating, implementing and managing menu concepts, and training ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
EXECUTIVE SOUS CHEF
Milwaukee, WI · On-site
$64K - $81K/yr
This role is also responsible for creating, implementing and managing menu concepts, and training ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
FINE DINING RESTAURANT MANAGER (FYR STEAKHOUSE)
Beloit, WI · On-site
$32.34/hr
... analyze financial statements, and demonstrate proficiency in menu engineering. 4. Must demonstrate technological capabilities in Microsoft Office Applications, point-of-sale systems, and other ...
FINE DINING RESTAURANT MANAGER (FYR STEAKHOUSE)
Beloit, WI · On-site
$32.34/hr
... analyze financial statements, and demonstrate proficiency in menu engineering. 4. Must demonstrate technological capabilities in Microsoft Office Applications, point-of-sale systems, and other ...
EXECUTIVE CHEF
Milwaukee, WI · On-site
$70K - $96K/yr
Our menu sets the stage, our team tells the story, and the immersive experience makes High Stakes ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
EXECUTIVE CHEF
Milwaukee, WI · On-site
$70K - $96K/yr
Our menu sets the stage, our team tells the story, and the immersive experience makes High Stakes ... Demonstrated strong performance in analytical, innovative, and critical thinking, strategy and ...
Dietary Manager
New Berlin, WI · On-site
... analyze recipes in order to determine food and overhead costs, and assign prices to menu items. Monitor food preparation methods, portion sizes, and garnishing and presentation of food in order to ...
Dietary Manager
New Berlin, WI · On-site
... analyze recipes in order to determine food and overhead costs, and assign prices to menu items. Monitor food preparation methods, portion sizes, and garnishing and presentation of food in order to ...
Dietary Manager
New Berlin, WI · On-site
Regularly review menus and analyze recipes in order to determine food and overhead costs, and assign prices to menu items. Monitor food preparation methods, portion sizes, and garnishing and ...
Dietary Manager
New Berlin, WI · On-site
Regularly review menus and analyze recipes in order to determine food and overhead costs, and assign prices to menu items. Monitor food preparation methods, portion sizes, and garnishing and ...
Regularly review menus and analyze recipes in order to determine food and overhead costs, and assign prices to menu items. Monitor food preparation methods, portion sizes, and garnishing and ...
Regularly review menus and analyze recipes in order to determine food and overhead costs, and assign prices to menu items. Monitor food preparation methods, portion sizes, and garnishing and ...
Cook
Racine, WI · On-site
$13.25 - $17.50/hr
... menu items in cooperation with the rest of the kitchen staff • Prep food for use on next shift ... Analysis Critical Control Point) guidelines when handling food. • Protect the assets of the ...
Cook
Racine, WI · On-site
$13.25 - $17.50/hr
... menu items in cooperation with the rest of the kitchen staff • Prep food for use on next shift ... Analysis Critical Control Point) guidelines when handling food. • Protect the assets of the ...
Dietary Manager
Mequon, WI · On-site
Regularly review menus and analyze recipes in order to determine food and overhead costs, and assign prices to menu items. Monitor food preparation methods, portion sizes, and garnishing and ...
Dietary Manager
Mequon, WI · On-site
Regularly review menus and analyze recipes in order to determine food and overhead costs, and assign prices to menu items. Monitor food preparation methods, portion sizes, and garnishing and ...
Menu Analyst information
What are the key skills and qualifications needed to thrive as a menu analyst, and why are they important?
How does a menu analyst typically collaborate with chefs and marketing teams to optimize menu offerings?
What is the difference between Menu Analyst vs Menu Developer?
| Aspect | Menu Analyst | Menu Developer |
|---|---|---|
| Required Credentials | Degree in hospitality, business, or related field; industry certifications | Similar credentials; often includes culinary or design certifications |
| Work Environment | Data analysis, market research, and reporting in corporate or restaurant settings | Designing and creating menus, often in culinary or restaurant environments |
| Employer & Industry Usage | Restaurants, hospitality companies, food service consulting | Restaurants, catering, culinary establishments |
| Common Search & Comparison Intent | Understanding roles related to menu planning and analysis | Designing and developing menus for food establishments |
The main difference between a Menu Analyst and a Menu Developer lies in their focus. A Menu Analyst primarily analyzes menu performance, customer preferences, and market trends to optimize offerings. In contrast, a Menu Developer is responsible for creating and designing new menu items. Both roles require industry knowledge and similar credentials, but their core responsibilities differ—analysis versus creation.
What is a menu analyst?

Full-time
Posted 12 days ago
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
The Portfolio Analyst (Institutional) is an exciting opportunity for an investment professional who enjoys pairing technical portfolio expertise with relationship-driven client support. In this role, you will be a key member of the Wealth Investment team, supporting portfolio management functions across client segments, partnering closely with Wealth Advisors, and contributing to Institutional and Retirement Plan Services relationships. This position offers exposure to portfolio strategy, investment analysis, client conversations, and cross-functional collaboration within a highly respected Wealth team.
This role is ideal for someone who is passionate about markets, client outcomes, and continuous learning, and who wants to grow within an organization that values thoughtful advice, strong partnerships, and long-term success.
Key ResponsibilitiesClient Management- Serve as an investment partner for Institutional and Retirement Plan Services clients by understanding goals, supporting retention and growth, and delivering a consistent, client-centric experience.
- Execute and maintain client investment strategies, participate in client meetings, communicate portfolio positioning, and document client activity accurately in CRM.
- Partner with Wealth Advisors to support client reviews, investment discussions, prospect opportunities, and client/advisor inquiries.
- Develop, implement, and maintain investment strategies aligned with client objectives, risk profiles, and retention goals.
- Execute trades, rebalance portfolios, and support portfolio analytics, reporting, investment research, compliance filings, and ad hoc investment projects.
- Collaborate with Wealth Advisors to assess prospect needs and align investment solutions that support Institutional and Retirement Plan Services growth opportunities.
- Represent the organization professionally in client, community, and industry settings.
- Support investment strategy, portfolio construction, investment menu design, and manager/model portfolio oversight for Institutional and Retirement Plan Services relationships.
- Review investment lineups, allocations, performance, expenses, risk characteristics, and other factors to support prudent recommendations and fiduciary discussions.
- Ensure recommendations align with investment policy statements, client objectives, internal guidelines, regulatory expectations, and current market and retirement plan trends.
- Partner with Wealth Advisors, Financial Planning, Private Banking, Commercial, and other internal teams to deliver integrated client solutions and seamless account support.
- Contribute to investment strategy, client experience, training, process improvement, and strong internal partnerships across Wealth, Planning, and Investment teams.
- Adhere to internal policies, supervisory standards, and regulatory requirements while identifying and mitigating portfolio and operational risks.
- Maintain complete, accurate client documentation and apply sound judgment in daily client and portfolio activities.
- Bachelor’s degree and 4 years of investment experience. A combination of appropriate education and experience will be considered.
- Series 65 required or needs to obtain within 90 days of hire.
- CFA, CFP, or progress toward designation preferred.
- Strong investment knowledge, portfolio management judgment, client communication, relationship-building, and risk awareness.
- Ability to manage moderate portfolio complexity with accuracy, professionalism, ethical judgment, and documentation discipline.
Come as you are.
Our culture embraces diversity & 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_TIMEWhat Johnson Financial Group employees say
Pay
Hours and flexibility
Workplace
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