Financial Analyst Jobs in Fox Point, WI
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
Investment Analyst - Private Debt & Equity
- Milwaukee, WI (7 miles from Fox Point, WI)
- 1 day ago
- Milwaukee, WI (7 miles from Fox Point, WI)
- 1 day ago
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment...
- Waukesha, WI (16 miles from Fox Point, WI)
- 30+ days ago
- Waukesha, WI (16 miles from Fox Point, WI)
- 30+ days ago
Senior Investment Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Take the lead in shaping Ulines investment strategy! As a Senior Investment Analyst, youll research...
Senior Investment Advisor - PNC Private Bank
- Milwaukee, WI (7 miles from Fox Point, WI)
- 30+ days ago
- Milwaukee, WI (7 miles from Fox Point, WI)
- 30+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Wauwatosa, WI (6 miles from Fox Point, WI)
- 45+ days ago
- Wauwatosa, WI (6 miles from Fox Point, WI)
- 45+ days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship...
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Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI (7 miles from Fox Point, WI)
- 45+ days ago
- Milwaukee, WI (7 miles from Fox Point, WI)
- 45+ days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship...
Demographic Data for Fox Point, WI
Moving to Fox Point, WI? Find some basic demographic data about Fox Point, WI below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Fox Point, WI
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Fox Point, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Flexibility
- Implementation
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- Equity Research
- Asset Allocation
- Financial Forecasting
- Bloomberg Terminal
- Commercial Banking
- Cash Forecasting
- Private Banking
- Treasury
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Accounting
- Decision Making
- Written Communication
- Prioritizing
- Auditing
- Documentation
- Collaboration
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Regulations
- Microsoft PowerPoint
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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