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Portfolio Analyst Jobs in Wisconsin (NOW HIRING)

Wintrust

Portfolio Analyst

Menomonee Falls, WI · On-site

$42K - $55K/yr

The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client's accounts receivables; while ...

Wintrust

Portfolio Analyst

Menomonee Falls, WI · On-site

$42K - $55K/yr

The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client's accounts receivables; while ...

MLG Capital

Senior Portfolio Analyst

Brookfield, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works closely with ...

MLG Capital

Senior Portfolio Analyst

Brookfield, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Type Full-time Description The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role ...

PACE Equity LLC

Portfolio Servicing Analyst

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Portfolio Servicing Analyst plays a key role at PACE Equity Finance by supporting the asset management and servicing functions of the company's C-PACE portfolio. This individual is responsible ...

Leinenkugel's

Innovation Portfolio Manager

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This position reports to the Sr. Portfolio & Analytics Manager, IBP & Commercial Planning. What You'll Be Brewing: * Own the DP entry & facilitates the innovation forecasting process by leading the ...

Molson Coors

Innovation Portfolio Manager

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This position reports to the Sr. Portfolio & Analytics Manager, IBP & Commercial Planning. What You'll Be Brewing: * Own the DP entry & facilitates the innovation forecasting process by leading the ...

Molson Coors

Innovation Portfolio Manager

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This position reports to the Sr. Portfolio & Analytics Manager, IBP & Commercial Planning. What You'll Be Brewing: * Own the DP entry & facilitates the innovation forecasting process by leading the ...

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All JobsPortfolio Analyst JobsPortfolio Analyst Jobs in Wisconsin

Portfolio Analyst information

See Wisconsin salary details

$38.4K

$94.1K

$149.4K

How much do portfolio analyst jobs pay per year?

As of Aug 13, 2026, the average yearly pay for portfolio analyst in Wisconsin is $94,107.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $109,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Portfolio Analyst, you need strong analytical skills, financial acumen, and a bachelor’s degree in finance, economics, or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and data analysis tools, along with certifications like CFA, is typically expected. Attention to detail, effective communication, and problem-solving skills help you interpret data and provide actionable insights. These capabilities are crucial for making informed investment decisions and supporting portfolio growth in a competitive financial environment.

What is the difference between Portfolio Analyst vs Investment Analyst?

AspectPortfolio AnalystInvestment Analyst
Primary FocusManaging and optimizing client investment portfoliosResearching and recommending individual securities or assets
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, CFA or similar certifications common
Work EnvironmentFinancial firms, asset management companies, banksInvestment firms, asset management, research institutions
Key ResponsibilitiesPortfolio performance analysis, risk management, asset allocationMarket research, security analysis, investment recommendations

While both roles involve finance and investments, Portfolio Analysts focus on managing entire portfolios and client strategies, whereas Investment Analysts concentrate on analyzing individual securities to inform investment decisions. Understanding these differences helps in choosing the right career path or job search focus.

How much does a portfolio analyst make?

A portfolio analyst's average salary in the United States ranges from $60,000 to $85,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts typically earn less, while those with advanced certifications or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is a portfolio analyst?

A portfolio analyst, sometimes called a portfolio manager, is a financial professional who helps clients make investment decisions about stocks, bonds, and commodities. You may be a buy-side analyst, working with investors, or a sell-side analyst, working with sellers. As a portfolio analyst, your job duties include analyzing the financial markets, studying economic trends, and making recommendations to your clients about the most effective investment strategies for their financial goals. Some portfolio analysts stop working with clients and become financial analysts for media outlets.

What skills do you need to be a portfolio analyst?

A portfolio analyst needs strong analytical skills, proficiency in financial modeling, and knowledge of investment strategies. They should be familiar with tools like Excel, Bloomberg, or other financial software, and often require a bachelor's degree in finance, economics, or related fields. Certifications such as CFA can enhance job prospects and credibility.

What does a portfolio analyst do?

A Portfolio Analyst is responsible for evaluating and monitoring investment portfolios to help organizations or clients achieve their financial goals. They analyze market trends, assess the performance of assets, and make recommendations to optimize returns while managing risk. Portfolio Analysts often work closely with portfolio managers to develop investment strategies, prepare reports, and ensure portfolios remain aligned with investment objectives.

What are some common challenges portfolio analysts face when managing multiple investment portfolios simultaneously?

Portfolio Analysts often juggle several portfolios at once, which requires strong organizational skills and keen attention to detail. One common challenge is balancing competing priorities, such as responding to market shifts while maintaining each portfolio's unique investment objectives and risk profiles. Analysts also need to stay updated on financial markets, regulatory changes, and client preferences, all while ensuring timely and accurate reporting. Effective communication and collaboration with portfolio managers, traders, and research teams are key to overcoming these challenges and delivering strong portfolio performance.
More about Portfolio Analyst jobs

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

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

What are popular job titles related to Portfolio Analyst jobs in Wisconsin?

For Portfolio Analyst jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Portfolio Analyst jobs in Wisconsin look for?

The top searched job categories for Portfolio Analyst jobs in Wisconsin are:

What cities in Wisconsin are hiring for Portfolio Analyst jobs?

Cities in Wisconsin with the most Portfolio Analyst job openings:

What are popular job titles related to Portfolio Analyst jobs in WI?

For Portfolio Analyst jobs in WI, the most frequently searched job titles are:

Portfolio Analyst jobs near you
Infographic showing various Portfolio Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 1% Internship, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $94,107 per year, or $45.2 per hour.

Portfolio Analyst

Wintrust

Menomonee Falls, WI • On-site

$42K - $55K/yr

Full-time

Posted 29 days ago

Wintrust rating

8.0

Company rating: 8.0 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."

TRICOM was founded in 1989 by a group of industry professionals who felt there was a better way to meet the payroll funding, payroll processing, accounts receivable finance and full back-officeservice needs of the staffing industry. We are a dynamic company committed to growth and continually striving to exceed client expectations. If you are looking for a long-term career opportunity with a very strong employee centric and close-knit culture, then TRICOM is the place you want to be.

Why join us?

  • You'll work with multiple departments within TRICOM on an on-going basis, meeting amazing people along the way.

  • We strive on teamwork to ensure we all are successful with our daily processes and tasks.

  • Chances to learn and grow through new initiatives and multi-tasking.

What You'll Do:

The Portfolio Analyst will monitor, analyze and protect TRICOM's portfolio of receivable collateral by managing and assisting in the collection of our staffing client's accounts receivables; while maximizing the accounts receivable performance, minimize and prevent delinquencies and bad debt write-offs.

  • Timely, effective and professional client communication and customer Accounts Receivable collection activities using appropriate persuasion, negotiation, follow-up and problem-solving skills.

  • Work independently with self-motivation while demonstrating the ability to prioritize conflicting collection activities demands using excellent organizational and time-management skills to accommodate rapidly changing priorities while meeting company customer service standards and one-hour response time.

  • Assist, educate and guide clients in effective accounts receivables management, trend analysis, collection techniques and Tricom expectations and protocol through appropriate analysis of risk criteria present in the assigned portfolio of accounts receivable.

Qualifications:

  • 1-3 years Business-to-business accounts receivable collection and/or cash application experience preferred

  • High school diploma or equivalent required

  • General computer skills required

Benefits:

Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long-term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance

Compensation:

The estimated annual salary range for this role is $42,000-$55,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

#LI-Onsite

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

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