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Senior Portfolio Analyst Jobs in Appleton, WI (NOW HIRING)

Nestle

Senior Cost Accounting Analyst

Little Chute, WI · On-site

$82K - $103K/yr

With a rich portfolio of beloved brands, including DiGiorno, Toll House, and Coffee mate, in 97% of ... As a Senior Cost Accounting Analyst at the Nestle USA Little Chute facility, you will be a Co-Pilot ...

nVent

Senior Financial Analyst

Oshkosh, WI · Hybrid

$83K - $104K/yr

Drive the development of analytical tools and capabilities to better understand the plants ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

nVent

Senior Financial Analyst

Oshkosh, WI · On-site

$83K - $104K/yr

Drive the development of analytical tools and capabilities to better understand the plants ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

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Senior Portfolio Analyst information

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$83.4K

$103.5K

$128.8K

How much do senior portfolio analyst jobs pay per year?

As of Aug 27, 2026, the average yearly pay for senior portfolio analyst in Appleton, WI is $103,469.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,200.00 and $111,200.00 per year, depending on experience, location, and employer.

What is a senior portfolio analyst?

A Senior Portfolio Analyst is a finance professional responsible for analyzing and monitoring investment portfolios to optimize returns and manage risk. They provide in-depth research, performance analysis, and support investment decision-making processes for individuals or institutions. Senior Portfolio Analysts often collaborate with portfolio managers, prepare detailed reports, and help develop investment strategies based on market trends and financial data. Their expertise is crucial in ensuring that portfolios align with clients' financial goals and risk tolerance.

How does a senior portfolio analyst typically collaborate with portfolio managers and other team members?

A Senior Portfolio Analyst works closely with portfolio managers to provide in-depth analysis, research, and recommendations on investment strategies. They often collaborate with junior analysts, risk management teams, and sometimes client relationship managers to ensure data accuracy and cohesive reporting. Regular meetings and data-sharing sessions are common, as the role involves synthesizing complex financial information for decision-making. Effective communication and teamwork are essential, as Senior Portfolio Analysts play a key role in supporting the overall performance of the investment portfolio.

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

To thrive as a Senior Portfolio Analyst, you need advanced analytical abilities, deep knowledge of investment strategies, and typically a degree in finance, economics, or a related field, often supplemented by a CFA or similar certification. Mastery of portfolio management software, financial modeling tools, and data analysis platforms like Bloomberg, FactSet, or Excel is essential. Strong communication, critical thinking, and decision-making skills help you interpret complex data and present actionable insights to stakeholders. These capabilities ensure sound investment decisions, optimized portfolio performance, and effective collaboration within investment teams.

What is the difference between Senior Portfolio Analyst vs Portfolio Manager?

AspectSenior Portfolio AnalystPortfolio Manager
CredentialsBachelor's degree, CFA Level I or II often preferredBachelor's degree, CFA Charter or equivalent often required
Work EnvironmentAnalytical teams within investment firms, supporting decision-makingOversees entire investment portfolios, client interactions
Employer & Industry UsageAsset management firms, investment banks, financial servicesAsset management firms, hedge funds, institutional investors

The main difference is that a Senior Portfolio Analyst primarily supports portfolio decisions through analysis, while a Portfolio Manager makes final investment decisions and manages client portfolios directly. Both roles require strong analytical skills and relevant certifications, but Portfolio Managers typically have greater responsibility and client-facing duties.

Do senior portfolio analysts make good money?

Senior portfolio analysts typically earn a competitive salary that reflects their experience and expertise in financial analysis, investment strategies, and portfolio management. Salaries can vary based on industry, location, and company size but generally range from $80,000 to over $120,000 annually, often with bonuses and benefits. Advanced skills in data analysis, financial modeling, and certifications like CFA can enhance earning potential.

What are the most commonly searched types of Portfolio Analyst jobs in Appleton, WI?

The most popular types of Portfolio Analyst jobs in Appleton, WI are:

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

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Senior Portfolio Analyst jobs near you

Senior BI Analyst - IGEN

Appleton, WI • On-site

US Venture, Inc.
Trucking • 1 - 5K employees

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

91st of 425 rated retail wholesalers

People enjoy working here

Good employer

Paid breaks

Learn more about US Venture, Inc.external

Full-time

Re-posted 27 days ago

Job description

POSITION SUMMARY
The Senior BI Analyst is the senior practitioner translating IGEN's Data Foundation into the governed dashboards, certified KPIs, and analytical insights that leadership and functional teams use to run the business. Owns the portfolio of executive and operational reporting in Power BI - including dataset modeling, KPI definition and certification, and the data product lifecycle from intake through retirement. Partners directly with executives across Technology, Product, Client Experience, Sales, and Marketing to convert business questions into trusted, repeatable analytics; mentors BI Analysts and contributes to the data literacy of the broader organization. Operates with AI-assisted analytical capabilities as a standard part of the discipline, builds within the broader Microsoft and Azure ecosystem, and supports IGEN's transition from anecdotal decision-making to data-driven decision-making as a cultural norm.
IGEN, a division of U.S. Venture, is a leading tax compliance software company trusted by industry leaders. Our tax compliance platform, powered by a data engine, gives you the complete toolkit for reducing redundancy and risk while managing tax compliance implications across the organization.
Preferred location for this position is our Corporate Headquarters in Appleton, WI, with hybrid work options available.
JOB RESPONSIBILITIES
  • Leads the design and delivery of the executive reporting portfolio in Power BI - covering revenue, client health, product usage, filing performance, and operational throughput - replacing manual extraction with governed, live dashboards used in standard leadership reviews.
  • Defines, certifies, and stewards business KPIs - including KPI definitions, source traces, calculation logic, owners, and certification status - and operates the governance forum that approves new KPIs and resolves definition disputes.
  • Builds and maintains analytical solutions that support the Client Experience function - including operational KPI dashboards, the client health scoring model, exception reporting, and onboarding cycle-time analytics - partnering directly with CX leadership on data product roadmap.
  • Delivers analytical solutions across business domains - including sales, marketing, customer, product, operations, and finance analytics - enabling functional teams to operate from governed data rather than ad hoc extracts. Example use cases include pipeline and win/loss reporting, customer health and engagement analytics, product usage by client segment, conversion patterns, and upsell / cross-sell targeting.
  • Partners with the Senior Data Engineer and Data Engineers on data product requirements - including source data needs, transformation logic, refresh cadence, and SLA definition - ensuring the data foundation produces the inputs analytical solutions require.
  • Uses AI development assistants - GitHub Copilot, Microsoft Copilot, Claude, and emerging agent-based tooling - as a standard part of daily analytical practice. Applies sound judgment in reviewing, validating, and securing AI-generated analytical logic, queries, and narrative output.
  • Drives data literacy across the organization - through dashboard design that supports self-service exploration, structured training for business users, and partnership with the Director of Insight Engineering on the formal data literacy program for leadership and department heads.
  • Mentors BI Analysts - through dashboard review, technique pairing, and knowledge sharing - and contributes to the growth of the team's analytical capability as IGEN scales the function.
  • Manages stakeholder relationships across Technology, Product, Client Experience, Sales, and Marketing - running intake conversations, scoping work, presenting findings, and translating between business language and data language.
  • Applies statistical methods to business analytics - including segmentation, trend analysis, distribution and outlier analysis, and forecasting - to surface insights that descriptive reporting alone cannot produce.
  • Operates inside the AI governance framework developed in partnership with U.S. Venture Legal, InfoSec, Privacy, and Compliance - ensuring analytical work supports IGEN's SOC 2 Type 2 obligations and the responsible deployment of AI-assisted capabilities.
  • Drives dashboard performance, refresh reliability, and cost management on the Power BI platform - including dataset optimization, incremental refresh strategy, and capacity governance.
  • Continuously develops professionally - particularly in AI-assisted analytics, agentic analytical workflows, and emerging Microsoft and Azure analytics platform capabilities. Stays current as the boundary between human and agent work continues to evolve.
  • Lives the company values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit. Champions continuous improvement and quality.
  • Supports corporate efforts for safety, government compliance, and all other company policies and procedures
  • Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
  • Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
  • Continuously learn and develop self professionally
  • Support corporate efforts for safety, government compliance, and all other company policies & procedures
  • Perform other related duties as required and assigned

QUALIFICATIONS
Required:
  • Bachelor's degree in Mathematics, Statistics, Computer Science, Economics, Information Systems, or related discipline; or equivalent demonstrated experience.
  • 4-7 years of professional experience transforming large quantities of data into actionable insights presented to executive and cross-functional audiences.
  • Advanced proficiency with an enterprise reporting and analytical platform - Power BI (preferred), Tableau, Qlik, Looker, ThoughtSpot, or equivalent - including dataset / semantic modeling, complex measure authoring (DAX or equivalent), row-level security, refresh management, and integration with modern data warehouses. IGEN is primarily a Power BI shop; Power BI fluency is expected on-the-job, and candidates without direct Power BI experience are expected to demonstrate strong fluency in an equivalent platform.
  • Advanced proficiency in SQL - including complex query authoring, performance tuning, and querying against modern cloud data platforms (Snowflake preferred; Databricks, Azure Synapse, BigQuery, or equivalent also valued).
  • Hands-on proficiency with Python for analytics - including data manipulation (pandas), exploratory analysis, and integration with analytical and visualization tooling.
  • Hands-on experience using AI development assistants (GitHub Copilot, Microsoft Copilot, Claude, or equivalent) as part of daily analytical practice.
  • Demonstrated experience defining, certifying, and stewarding business KPIs - including definition stewardship, source traceability, and governance facilitation.
  • Working knowledge of statistical methods applied to business analytics - segmentation, trend analysis, distribution and outlier analysis, and forecasting.
  • Strong foundation in data security, privacy, and governance - including data classification, access controls, and PII handling principles - with the ability to operate inside a regulated-data environment.
  • Strong foundation in data modeling - conceptual and dimensional - and the ability to translate operational source data into analytical structures.
  • Excellent written and verbal communication skills - including the ability to tailor analytical findings to executive, operational, and technical audiences.
  • Strong stakeholder management skills - able to influence and align diverse stakeholders, build consensus on KPI definitions, and resolve scope and priority tradeoffs.
  • Demonstrated ability to mentor and grow analytical talent.
  • Comfortable operating in an agile, fast-moving environment with shifting priorities.

Preferred:
  • Microsoft Power BI certification (PL-300 Data Analyst Associate), Azure data analytics certification, or vendor certification on an equivalent enterprise reporting platform.
  • Direct experience with a modern cloud data platform - Snowflake (preferred), Databricks, Azure Synapse, BigQuery, or equivalent - including warehouse access, role-based access control, and query performance tuning.
  • Experience with semantic-layer modeling tools (dbt Semantic Layer, Cube, or equivalent).
  • Experience integrating analytics with AI/ML services - Azure OpenAI Service, Azure AI Foundry, embedding models, or vector database technologies.
  • Experience building or operating client-facing analytics features inside a SaaS product.
  • Experience working in regulated industries or with compliance-sensitive data (SOC 2 Type 2, SOX, financial data, regulated commerce).
  • Experience with data catalog and metadata management tooling (Microsoft Purview, Atlan, Collibra, or equivalent).
  • Familiarity with predictive modeling techniques and the boundary between business analytics and data science work.
  • Experience contributing to or operating a data Center of Excellence - including intake processes, prioritization, and KPI governance.

DIVISION:
IGEN
U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture's sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.
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