Financial Analyst Jobs in Milwaukee, 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.
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
Senior Investment Advisor - PNC Private Bank Senior Investment Advisor - PNC Private Bank
- Milwaukee, WI
- 6 days ago
- Milwaukee, WI
- 6 days ago
Senior Investment Advisor - PNC Private Bank PNC Financial Services Group 3.6 ( ) Milwaukee, WI Why you should apply for a job to PNC Financial Services Group : Ranked as one of the 4.1/5 in...
Financial Services Analyst, Financial Services (Group Benefits)
- Milwaukee, WI
- 8 days ago
- Milwaukee, WI
- 8 days ago
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
The Milwaukee Metropolitan Sewerage District (MMSD) is a regional governmental agency that serves 1.1 million people in the greater Milwaukee area. MMSD provides water reclamation, flood...
- Waukesha, WI (15 miles from Milwaukee, WI)
- 19 days ago
- Waukesha, WI (15 miles from Milwaukee, WI)
- 19 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...
- Menomonee Falls, WI (13 miles from Milwaukee, WI)
- 45+ days ago
- Menomonee Falls, WI (13 miles from Milwaukee, WI)
- 45+ days ago
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses....
The Company WE ARE ASQ: EXCELLENCE THROUGH QUALITY ASQ is the leading membership association to help quality professionals achieve their career goals and drive excellence through quality in their...
We are seeking a highly motivated Senior Financial Analyst to join our Corporate Treasury team....
- Waukesha, WI (15 miles from Milwaukee, WI)
- 60+ days ago
- Waukesha, WI (15 miles from Milwaukee, WI)
- 60+ days ago
We are Generac, a leading energy technology company committed to powering a smarter world. Over the 60 plus years of Generacs history, weve been dedicated to energy innovation. From creating the...
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...
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
- Milwaukee, WI
- 90+ days ago
- Milwaukee, WI
- 90+ days ago
The role offers a diversified exposure to private equity and fixed income investing, and analysts are heavily involved in the development of cash flow models, investment theses, and various risk analyses...
Demographic Data for Milwaukee, WI
Moving to Milwaukee, WI? Find some basic demographic data about Milwaukee, WI below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Milwaukee, WI
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Milwaukee, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Presentation
- Market Research
- Investment Analysis
- Acquisitions
- Commercial Real Estate
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Equity Research
- Asset Allocation
- Education Experience
- Equities
- Bloomberg Terminal
- FactSet
- Financial Services
- Balance Sheets
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Asset Management
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Risk Management
- Finance
- Strategy Development
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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