Investment Analyst: Portfolio Strategy k Match
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-03-01
Listing for:
Nicoletnationalbank
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Portfolio Manager
Job Description & How to Apply Below
A regional community bank in Wisconsin is seeking an experienced Investment Analyst to assist in managing investment portfolios for clients. The ideal candidate will have a Bachelor’s Degree in Finance, Accounting, or Economics, along with a strong interest in investments and at least 3 years of investment background. Responsibilities include working closely with Wealth Portfolio Managers and Advisors, implementing tactical asset allocation changes, and ensuring compliance with regulations.
Benefits include a 401(k) with a company match and paid time off.
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