Investment Manager Jobs in Mequon, WI

Lead property management for multiple communities, overseeing personnel recruitment, budget development, and marketing strategies. Ensure financial accuracy and compliance while mentoring community ma...

Contribute to the financial success of multifamily and commercial real estate funds by managing fund-level accounting, performance reporting, and investor relations, ensuring that fund metrics align w...

Champion a high-performing team focused on delivering quality fiduciary advice and education. Drive onboarding, coaching, and performance management to enhance team success and participant satisfactio...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Join a team that's driving innovation across our Investment Platform. Collaborate with diverse stakeholders to enhance trading, billing, cash management, and client reporting processes, while ensuring...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Unlock potential by leading financial reporting and team development. Manage quarterly statements, oversee capital calls, and ensure compliance while fostering a collaborative work environment for eff...

Champion effective project execution by leading diverse teams and managing complex portfolios. Your strategic vision will drive alignment with organizational objectives and enhance operational efficie...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Manage client engagements in affordable housing and real estate sectors, overseeing complex tax and assurance projects, ensuring compliance, and leading a dynamic team to foster excellence and growth...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

Optimize wholesale energy and capacity contracts, ensuring compliance and performance across transactions. Drive process improvements and collaborate with cross-functional teams to align strategic goa...

Optimize HR Shared Services and payroll delivery, driving compliance, efficiency, and a high-quality coworker experience while leading a dynamic team in a fast-paced environment...

Join us in providing exceptional portfolio management for high net worth and institutional clients, enhancing client relationships, and driving investment success through strategic planning and execut...

Join a team that's committed to enhancing client relationships while leading and developing junior staff. This role combines client engagement, supervision, and professional growth opportunities withi...

Join us in shaping strategic capital deployment to drive M&A and organic growth initiatives. Lead complex financial analyses, collaborating with senior leaders to optimize our investment portfolio and...

Unlock potential by owning and enhancing legal entity management platforms, collaborating with cross-functional teams to streamline operations and integrate systems, while promoting continuous improve...

Optimize global travel operations by leading strategic initiatives and managing supplier relationships, aiming for enhanced traveler experience and cost-efficient practices while ensuring compliance a...

Deliver comprehensive mutual fund compliance and administration by managing financial statements, regulatory filings, and ensuring adherence to gaap and internal controls while collaborating with dive...

Manage and streamline the investor reporting function, ensuring accuracy in documentation and compliance with regulations. Lead a team to deliver high-quality results while monitoring performance and...

Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...

Unlock potential by driving innovative investment strategies and thorough market analysis. Collaborate with teams to ensure adherence to policies, perform due diligence, and elevate the quality of inv...