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Portfolio Finance Lead: Value Realization & Strategy

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: TruStage
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Manager, Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Madison, WI seeks a financial planning expert to support portfolio management activities. This role involves executing financial discipline including capital pool allocations and benefit realization. Responsibilities include developing frameworks for value tracking and preparing financial reporting. Successful candidates will have a Bachelor's degree and over 10 years' experience in financial analysis. Join a recognized top workplace that values diversity and offers competitive compensation with a flexible work environment.
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