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investment analyst Wisconsin

13 investment analyst jobs found

Markel
03/08/2026  
Sr. Business Analyst - Personal Lines
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Sr. Business Analyst will operate as an integral member of the personal lines product services group and play a key part in our ongoing digital transformation.  We are looking for people who are passionate about creating innovative solutions that enhance user experiences and business outcomes. As a Sr. Business Analyst, you will apply your strategic and analytical skills to help solve company challenges. You will be responsible for understanding the current state of system functionality and assessing...
Markel Milwaukee, WI, USA Full Time
CorVel
02/17/2026  
Bill Review Analyst I
The Bill Review Analyst is responsible for reviewing, auditing and data-entry of medical bills for multiple states and lines of business. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Responsible for auditing medical bills to ensure that they are appropriate and adhere to the State Fee Schedules, customer guidelines, and PPO discounts May consult reference materials in the auditing process Based upon situation or state-specific cases, meet 98% accuracy, 10,000+ keystrokes per hour Additional duties as assigned   KNOWLEDGE & SKILLS: Knowledge of medical terminology, workers’ compensation billing guidelines and fee schedules Knowledge of CPT/ICD/HCPS coding Knowledge of UBO4/DWC-9/DWC-10 and CMS 1500 form types preferred Strong interpersonal skills and commitment to customer service Ability to work independently and in a team environment Ability to identify problems and find effective...
CorVel Waukesha, WI, USA Full Time
TruStage
02/06/2026  
Sr. Analyst, Credit Research (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition TruStage Investment Management manages the general account of TruStage Financial Group with a focus on delivering strong investment income and net spread to support the various products it sells. As a Senior Analyst, you will independently lead research and surveillance across both public and private placement credit across the whole quality spectrum, including complex and challenging...
TruStage Madison, WI, USA Full Time
TruStage
03/11/2026  
Sales Enablement Manager, Filene
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Role Responsibilities CRM & Data Management Own Salesforce (CRM) as the single source of truth for all member and partner data Maintain data integrity through rigorous hygiene protocols, deduplication, and validation rules Design and implement custom objects, fields, and page layouts to capture engagement touchpoints Build executive dashboards tracking: MQL-to-member...
TruStage Madison, WI, USA Full Time
Nationwide
03/07/2026  
Program Director - Retirement Solutions (Government/Public Sector Retirement Plans)
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a fully remote position that will manage a team of Sr. Retirement Specialists covering the territory of Michigan, Wisconsin, Minnesota, and North Dakota for our Government/Public Sector clients. Living within or in direct proximity to the territory and near a major metropolitan airport is strongly preferred. This is an H.SD140 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help...
Nationwide WI, USA Full Time
American Family Insurance
03/06/2026  
Senior Manager, IT Procurement & Vendor Management
The Senior Manager, IT Procurement & Vendor Management develops and executes enterprise technology sourcing strategies that deliver value, manage risk, and support American Family's strategic goals. Reporting to the Procurement Director, you will lead a team responsible for managing approximately $300M in annual IT spend across a complex supplier ecosystem. We are looking for a leader with deep experience operating in large enterprise environments with extensive technology spend and extensive vendor portfolios. You will lead full lifecycle sourcing plans, guide complex technology negotiations, and build partnerships with business and technology leaders to maximize value from American Family's technology investments. The Senior Manager, IT Procurement & Vendor Management oversees a team of procurement and vendor management professionals responsible for executing full lifecycle sourcing strategies across the IT vendor ecosystem. You will guide the development of category...
American Family Insurance Madison, WI, USA Full Time
Cottingham & Butler
02/24/2026  
Employee Benefits Client Consultant
A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...
Cottingham & Butler Madison, WI, USA
Cottingham & Butler
02/24/2026  
Employee Benefits Client Consultant
A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...
Cottingham & Butler Appleton, WI, USA
Cottingham & Butler
02/17/2026  
Insurance Placement Specialist
Insurance Placement Specialist  Are you driven by the thrill of closing a deal? Do you thrive on analyzing data and crafting proposals that outshine the competition? If so, Cottingham & Butler has an opportunity that could be your next big win. We’re seeking an experienced Insurance Placement Specialist. In this role, you’ll be the strategic force behind negotiating with insurance carriers to secure the most competitive pricing and coverage for our clients. Your ability to build and leverage strong relationships with underwriters will be key to delivering tailored, high-value solutions. Beyond negotiation, you’ll dive deep into prospective clients’ current insurance programs, uncovering coverage gaps and missed opportunities left by their existing brokers. This is your chance to showcase the strength and precision of the Cottingham & Butler team—not just by telling clients we’re the best, but by proving it through smarter coverage and real savings. Essential...
Cottingham & Butler Madison, WI, USA
TruStage
02/14/2026  
Finance Portfolio Lead (Hybrid)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The purpose of this role is to support financial planning of work tied to portfolio management which includes business case development, cost benefit analysis, benefit realization and reporting of financial KPI’s aligned to capital budget investments  This position is responsible to execute on the financial discipline of portfolio planning, including capital pool...
TruStage Madison, WI, USA Full Time
Jewelers Mutual
12/19/2025  
Director, Decision Support
Summary: As the Director of Decision Support, you will report to the VP of Finance and be responsible for leading a team of financial planning and analysis professionals. This role will transform financial planning and decision making into a source of advantage for the enterprise by enabling the business to better anticipate opportunities, spot risks and drive faster resource reallocation. To accomplish this, you will accelerate FP&A’s adoption of AI-driven predictive planning and scale up technology-driven delivery of decision support. In addition to leading the financial planning, budgeting, and forecasting team, you will be the go-to resource for strategic decision support to senior organizational decision makers including the CFO, VP Finance, Chief Actuary, C-Suite, and board. You will foster innovation and digital skills development in FP&A. The ideal candidate will possess financial planning and analysis expertise, the ability to develop and manage technology- and...
Jewelers Mutual Neenah, WI, USA Full Time
Cottingham & Butler
01/24/2025  
Account Manager
Cottingham & Butler is on the lookout for enthusiastic Account Managers to join our team in Dubuque, IA. No experience? No problem! We will provide all the training you need to succeed in the world of Property & Casualty insurance and work with some of the best in the industry. This might just be the perfect opportunity for you! What You’ll Do: Service Plans:  Create, implement, and manage client-specific service plans, including claim reviews and marketing plans. Mid-Year Reviews:  Prepare materials for client reviews, analyze losses, explore market options, and recommend services. Client Relationships:  Become a trusted advisor for our clients, providing high-quality service and prompt responses to their questions. Retention & Sales:  Take charge of retaining clients and expanding their accounts with additional products. Analyze Data:  Make sure our clients have the right coverages by verifying policies, endorsements, audits, and dividends....
Cottingham & Butler Madison, WI, USA
Cottingham & Butler
01/07/2025  
Account Executive
C&B is seeking a dedicated and strategic Account Executive to act as an outsourced risk manager for our valued clients and prospects. This role is pivotal in managing and servicing existing accounts, as well as nurturing future accounts. The successful candidate will be the driving force leading the charge in risk analysis through our Risk Management Assessment process. As a champion for C&B, this position promotes the good of the team and the company through forward thinking, teamwork, and a positive attitude. Key Responsibilities: Act as primary point of contact for all client-related questions and requests. Lead conversations with clients to identify and address gaps in coverage, ensuring comprehensive account management. Present pre-renewal and renewal strategies to clients, demonstrating a deep understanding of their needs. Develop and prepare detailed marketing submissions and proposals for both new and renewal business. Craft and deliver a written...
Cottingham & Butler Madison, WI, USA

 

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