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Financial Consultant Investment Banking Financial Analyst Financial Services

Portfolio Design & Trading Associate

Job in Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listing for: MRA-The Management Association
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Investment Banking, Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services organization is looking for an Investment Team Associate based in Pewaukee, WI. The role includes preparing client review materials, designing investment portfolios, analyzing data, and trading investments. Candidates should have proficiency in Microsoft Excel and strong time management skills, with a preference for those holding a bachelor's degree and having experience in the investment industry. This position provides an opportunity to grow and adapt in a dynamic field.
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Position Requirements
10+ Years work experience
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