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Insights Analyst - Wealth Management
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-01-25
Listing for:
Baird
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
A financial services firm in Milwaukee seeks a dedicated professional to join their Performance Reporting Team. The ideal candidate will apply their analytical skills to enhance data integrity, support financial advisors, and resolve complex issues. Responsibilities include managing performance-related workflows and collaborating with various teams. A bachelor's degree in Business, Finance, or Accounting is preferred, along with proficiency in Microsoft Office and a willingness to learn SQL/Power BI.
This position emphasizes quality client service and problem-solving abilities.
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