|
Date Posted: 7/29/10
Job Title: Commercial Credit Analyst
Description:
Conducts credit analyses for commercial businesses including gathering, analyzing and interpreting all types of credit information on existing and prospective customers and portfolios. Makes recommendations/ decisions regarding the extension of credit. Investigates and analyzes credit. Monitors customer accounts and loan portfolios in order to maximize credit quality and minimize risk and potential loss. Prepares and presents credit reports to Relationship Managers/Loan Officers and committees for use in the making of lending decisions on new, renewal and extension loans. May have an assigned level of credit approval authority. Maintains control over the credit standings of accounts and furnishes information relative to credit inquiries, as appropriate. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to five years of experience in commercial credit analysis and/or commercial lending activities Preferred Skills/Experience - Excellent business credit analysis and analytical skills. Healthcare or Professional Services Analysis experience will be helpful. - Thorough knowledge of credit administration, policy and procedures - Thorough knowledge of economics, accounting, and finance - In-depth knowledge of risk analysis - Excellent technical report writing skills - Excellent verbal and written communication skills Your Career is Here! Req Number: 1000010523
Contact Information:
Jessica Sparks
US Bank
Email: Jessica.Sparks@usbank.com
Website: www.usbank.com/careers
Date Posted: 7/27/10
Job Title: Investment Analyst
Description:
The Investment Analyst is responsible for the performance of a wide range of investment related research and analytical processes. This position is required to make initial determinations for review by other firm members. The Investment Analyst reports research findings to Vogel's Investment Committee. Responsibilities include Asset Allocations, Manager Analysis, investment policy statement review and various other market related research. The Investment Analyst analyzes financial information to forecast business, industry, and economic conditions for use in making investment decisions. Please note we are NOT an investment firm and this is not a "Portfolio Manager-track" position. Please visit our career page on our website for a full, detailed position description and to submit a profile for consideration. Please note this position offers a base salary only; incentive compensation/bonus is not available for this role. No phone calls or recruiters, please.
Contact Information:
Linda York
Vogel Consulting
Email: linday@vogelcg.com
Website: www.vogelcg.com
Date Posted: 7/27/10
Job Title: Senior Credit Analyst
Description:
Conducts credit analyses including gathering, analyzing and interpreting all types of credit information on existing and prospective customers and portfolios. Makes recommendations/ decisions regarding the extension of credit. Investigates and analyzes credit. Monitors customer accounts and loan portfolios in order to maximize credit quality and minimize risk and potential loss. Prepares and presents credit reports to Relationship Managers/Loan Officers and committees for use in the making of lending decisions on new, renewal and extension loans. May have an assigned level of credit approval authority. Maintains control over the credit standings of accounts and furnishes information relative to credit inquiries, as appropriate. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to eight years of experience in credit analysis and/or lending activities Preferred Skills/Experience - Advanced credit analysis and analytical skills - Thorough knowledge of credit administration, policy and procedures - Thorough knowledge of economics, accounting, and finance - In-depth knowledge of risk analysis - Excellent technical report writing skills - Excellent verbal and written communication skills Your Career is Here! Req Number: 100009217 - www.usbank.com/careers
Contact Information:
Jessi Sparks
US Bank
16900 W Capitol Dr
Brookfield, WI
Email: Jessica.Sparks@usbank.com
Website: www.usbank.com
Date Posted: 7/23/10
Job Title: Bond Credit Analyst
Description:
A global asset management firm is seeking a credit analyst familiar with municipal bonds and other non-corporate bonds. This is an excellent opportunity for someone who wants to leave the rat race and cost of a huge city to move to a city in the mid-west where real estate is affordable and the quality of life is excellent. Duties and Responsibilities: - Perform credit research and analysis of financial instruments such as municipal and other non-corporate bonds
- Interact with portfolio management division
- Utilize and maintain various models to provide quantitative and qualitative analysis of sectors and issuers
Background Requirements: - MUST HAVE strong background in credit analysis in asset management industry
- MUST HAVE analyst experience in fixed income products
- Strong quantitative, analytical and modeling skills
- BS/BA required
- CFA or MBA a big plus
Location: Midwest US Keywords: Asset Management, Muni, Sovereign Issuers, International Bonds If you feel you are qualified for this position, please send your resume in Word format to gloria@wgpeople.com and reference the title "Bond Credit Analyst". Also, please feel free to forward this to an industry contact. [T-65885-GJA]
Contact Information:
Hope Williams
The Westminster Group
Email: hope@wgpeople.com
Website:
Date Posted: 7/22/10
Job Title: Investment Professional
Description:
Richardson Financial Group, a rapidly growing wealth management firm, seeks to add an additional investment management professional to its team. We are looking for an experienced (10+ years) investment manager that has proven experience developing and managing sophisticated investment portfolios for high net worth families. The ideal candidate will have experience utilizing state of the art asset allocation strategies in conjunction with select money managers. You will join a team of wealth management professionals and be an active member of the investment committee while also serving as a relationship manager for select client relationships. We have a strong client base, solid reputation, state of the art office facility, and a talented management team. Please email a resume and cover letter outlining why we should get together for a conversation to Scott Richardson.
Contact Information:
Scott Richardson
Richardson Financial Group
W134 N8688 Executive Parkway
Menomonee Falls, WI 53051
Email: scott@richardson-financial.com
Website:
Date Posted: 7/21/10
Job Title: Institutional Salesperson
Description:
Entrepreneurial individual sought to conduct business development and client service efforts for a Minneapolis-based registered investment advisor. The ideal candidate will possess a combination of a track record of proven sales success, a keen and quick intellect, initiative and diligence. This institutional salesperson will have responsibility for raising assets from all types of institutions and for calling on certain consultants within a Central and Southeastern territory. Candidates must be willing to travel a significant portion of the time. They also must possess a CFA designation or be willing to obtain a CFA while on the job. A background in investments would be helpful, however a smart and highly motivated person with good sales skills and experience could be successful in this role without any previous investment sales experience. Interested candidates should contact GF Parish Group @ 952-541-0613
Gabrielle Parish, President, gabrielle@gfparishgroup.com
John Simensen, Research Analyst, john@gfparishgroup.com
Contact Information:
Gabrielle Parish or John Simensen
GF Parish Group
Phone: 952-541-0613
Email: john@gfparishgroup.com
Website:
Date Posted: 7/19/10
Job Title: Research Analyst
Description:
We are seeking an experienced individual to be a member of our research team - responsible for the research and monitoring of investment managers and funds/asset allocation strategies, the development of customized research models and presentations for prospective and existing clients. Will work closely with the investment team and may also participate on a client service team. Requirements include two to five years of experience and a strong understanding of financial markets, statistics and economics. Must have analytical skills as well as ability to write and develop material for internal and client reports. This position is an important member of our team and presents a good entrepreneurial opportunity to work with highly experienced professionals. Compensation commensurate with experience and responsibilities. Interested applicants should submit a resume to: Cleary Gull Inc.
100 E. Wisconsin Avenue, Suite 2400
Milwaukee, WI 53202
Attn: Human Resources
Fax: 414-270-2209
Email: jpegelow@clearygull.com
Contact Information:
Human Resources
Cleary Gull Inc
100 E. Wisconsin Avenue
Suite 2400
Milwaukee, WI 53202
Fax: 414-270-2209
Email: jpegelow@clearygull.com
Website:
Date Posted: 7/16/10
Job Title: MSA Analytics Associate
Description:
Responsibilities: Develops and implements quantitative analysis for Mason Street Advisors (MSA) equity asset management process covering all clients. Creates and assists with the oversight of equity analytic reporting for MSA clients. Provides analytic support for equity trading, strategy development and equity derivatives processes. Supports analytic reporting and platform development for MSA's fixed income and multi asset class management processes. Acts as liaison between MSA and other departments relating to quantitative research/analytics matters and investment-related software application programs. Represents MSA in company-wide systems development efforts involving public common stock and equity derivatives. This position will have a significant amount of interaction with portfolio managers, traders, senior management and client account representatives. Qualifications: MBA or Masters Degree in finance, economics or in a quantitative science preferred. A Bachelor's degree with a Chartered Financial Analyst (CFA) designation or other relevant professional designation (e.g. FSA, CPA, etc.) will be considered. Analytical skills with proficiency in high level quantitative applications. Strong communication skills and the ability to work effectively with people at all levels within the organization. Two years of capital markets experience conducting quantitative analysis is preferred. Proficiency with investment analytics software applications and experience with the integration of these systems is preferred.
Contact Information:
Dave Granger
Northwestern Mutual
720 E. Wisconsin Ave
Milwaukee, WI 53202
Phone: 414-665-5349
Email: davidgranger@northwesternmutual.com
Website: www.northwesternmutual.com/
Date Posted: 6/04/10
Job Title: Equity Product Manager
Description:
Due to a promotion, a leading asset management firm wants to hire an equity product manager for their marketing team. This position will be responsible for developing, launching and tracking equity products as well as tracking investment trends of the market. Duties and Responsibilities: - Analyze equity products currently being sold
- Research trends in the market
- Serve as liaison between various departments when developing and launching products
- Develop sales campaigns
- Coordinate responses to sales and to customer inquiries
- Track performance
Background Requirements: - MUST HAVE 5+ years of experience as a product manager in the ASSET MANAGEMENT industry
- MUST HAVE 2+ years working with US equities
- Ability to use such programs as Morningstar, FactSet, Lipper and Excel
- Excellent presentation and written communication skills
- BS/BA required
- MBA and/or CFA a big plus
Keywords: Asset Management, FactSet, Morningstar, Lipper [T-36853-GJA]
Contact Information:
Gloria Kellerhals
The Westminster Group
Email: gloria@wgpeople.com
Website:
Date Posted: 5/17/10
Job Title: Credit Analyst
Description:
One of the oldest financial services companies in the world is expanding their analyst group. They are seeking someone that wants to help the organization to grow in the fixed income area. They are located outside NYC in a city in the Midwest that always ranks in the top five cities by Forbes magazine for quality of life. With a great opportunity and a great location, this position should be considered carefully. Duties and Responsibilities: - Perform credit analysis and research of the financial services industry to form buy/sell recommendations
- Interface with investment team
- Research and analyze financial sector data and model data gathered
- Demonstrate ability to develop and to forecast financial models in individual credits
Background Requirements: - MUST HAVE 3+ years experience covering the FINANCIAL INDUSTRY
- Strong quantitative and qualitative skills
- Understanding of software for investment research and analysis
- Proficiency with complex corporate debt structures and issues specific debt covenants
- BA/BS required
- CFA or MBA preferred
Location: Chicago, IL Keywords: Asset Management, Chartered Financial Analyst, CFA, Bonds, CD's, Build America Bonds, Macro-Based, Relative Valuation, Annuity, Fixed Income, Credit Default Swaps, Interest Rate Swaps, Inflation Swaps, Credit Analysis, Credit Analyst, Bond Futures, Credit Research, Financial Statement Analysis If you feel you are qualified for this position, please send your resume in Word format to gloria@wgpeople.com and reference the title "Credit Analyst". Also, please feel free to forward this to an industry contact. [T-39571-GJA]
Contact Information:
Gloria Kellerhals
The Westminster Group
Email: gloria@wgpeople.com
Website:
Date Posted: 5/13/10
Job Title: Investment Advisor/Portfolio Manager
Description:
The Private Client Reserve at U.S. Bank has an open position for a Portfolio Manager in our Milwaukee, WI office. U.S. Bank, one of the nations strongest, most respected, and successful financial services firms is expanding its investment management team. The Private Client Reserve is exclusively dedicated to working with HNW families and individuals, focusing the vast resources of U.S. Bank on the mission of: "enriching our client's lives by honoring their unique goals". Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on client service and account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management.
Contact Information:
Corey Hoen
U.S. Bank
Email: corey.hoen@usbank.com
Website: www.usbank.com
| 
