Financial Analyst Jobs in Mequon, 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.

1-13 of 13 Jobs

Investment Analyst Private Debt Equity

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 3 days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 3 days ago

JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Northwestern Mutual Capital (NMC) is a committed...

Pricing Analyst

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 5 days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 5 days ago

JOB REQUIREMENTS: At Associated Bank we strive to create an inclusiveculture where different perspectives are valued and recognized asstrengths critical to our success. If you thrive in an...

Investment Analyst Intern - Private Debt & Equity, Summer 2026

  • Wauwatosa, WI (10 miles from Mequon, WI)
  • 8 days ago
  • Wauwatosa, WI (10 miles from Mequon, WI)
  • 8 days ago

Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity internship and...

Investment Analyst Intern - Private Debt & Equity, Summer 2026

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 9 days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 9 days ago

Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity internship and...

Portfolio Analyst, Fixed Income

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 11 days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 11 days ago

Portfolio Analyst, Fixed Income Job Category: Portfolio Analysts Requisition Number: PORTF001728 Posting Details Posted: March 3, 2025 Full-Time Locations Showing 1 location Milwaukee, WI 53202,...

US - GPS EA - FP&A Lead Financial Analyst- Enabling - HP

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 14 days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 14 days ago

Deloitte is seeking a Lead Financial Analyst in FP&A for our growing Government and Public Services (GPS) practice....

Technical Portfolio Analyst

  • Hartford, WI (21 miles from Mequon, WI)
  • 15 days ago
  • Hartford, WI (21 miles from Mequon, WI)
  • 15 days ago

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property...

Senior Portfolio Analyst

  • Hartford, WI (21 miles from Mequon, WI)
  • 16 days ago
  • Hartford, WI (21 miles from Mequon, WI)
  • 16 days ago

Sr. Portfolio Analyst - BA07EE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...

Pricing Analyst

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 23 days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 23 days ago

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues...

Pricing Analyst

  • Brown Deer, WI (5 miles from Mequon, WI)
  • 25 days ago
  • Brown Deer, WI (5 miles from Mequon, WI)
  • 25 days ago

Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Travel Percentage : 0% Job Description As the world works and...

Financial Analyst, New Markets Tax Credits (NMTC)

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 30+ days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 30+ days ago

We are looking for a Financial Analyst to join our Capital Formation - New Markets Tax CreditsTeam....

Construction & Manager Research Portfolio Analyst

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 30+ days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 30+ days ago

Overview Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a...

Investment Analyst Intern Private Debt

  • Milwaukee, WI (12 miles from Mequon, WI)
  • 45+ days ago
  • Milwaukee, WI (12 miles from Mequon, WI)
  • 45+ days ago

Research, Private Equity, and/or Corporate DevelopmentEmployer immigration sponsorship is not available for this rolePreferred skills and proficiencies Previous Private Debt & Equity...For full info...

Demographic Data for Mequon, WI

Moving to Mequon, WI? Find some basic demographic data about Mequon, WI below.


Local
National
28,432
1,170
Medium

Financial Analyst Online Courses and Training Opportunities

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Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Data Analyst
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Cybersecurity Analyst
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Salary for Financial Analyst Jobs in Mequon, WI

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Financial Analyst positions.



Highest Education Level

Financial Analysts in Mequon, WI offer the following education background
Bachelor's Degree
46.4%
Master's Degree
30.8%
High School or GED
8.3%
Associate's Degree
6.7%
Vocational Degree or Certification
5.3%
Doctorate Degree
1.6%
Some College
0.6%
Some High School
0.2%



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