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.
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...
- 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....
- Hartford, WI (21 miles from Mequon, WI)
- 14 days ago
- Hartford, WI (21 miles from Mequon, WI)
- 14 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...
- Hartford, WI (21 miles from Mequon, WI)
- 15 days ago
- Hartford, WI (21 miles from Mequon, WI)
- 15 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...
- Milwaukee, WI (12 miles from Mequon, WI)
- 22 days ago
- Milwaukee, WI (12 miles from Mequon, WI)
- 22 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...
- 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.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Mequon, WI
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Mequon, 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
- Financial Management
- Investment Analysis
- Collaboration
- Implementation
- Budget Planning
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- Asset Allocation
- FactSet
- Commercial Banking
- Cash Forecasting
- Private Banking
- Financial Services
- Corporate Finance
- Financial Operations
- Capital Markets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Generally Accepted Accounting Principles
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Business Administration
- Forecasting
- Strategy Development
- Finance
- Analytical Skills
- Accounting
- Decision Making
- Prioritizing
- Auditing
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Microsoft PowerPoint
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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