Management Analyst jobs in La Crosse, WI

O
Financial Analyst
  • Orgel Wealth Management, LLC
  • Altoona, WI FULL_TIME
  • Description

    Join the Orgel Wealth Management Team

    Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations. 

    Orgel Wealth Management is seeking a Financial Analyst who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to problem solve and communicate effectively in a variety of circumstances.

    Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

    • Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
    • Nationwide Reach – Currently, our team serves clients in 43 states with more than $7.1 billion in assets under management (as of December, 2023).
    • Experienced Team – Our credentialed team of 28 investment professionals (9 CFA® charterholders, 10 CFP® certificants) and 8 professionals with tax or legal backgrounds is supported by client service, operations, and technology specialists.
    • Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations to come.
    • Rapid Growth – Since becoming an SEC-registered investment advisor in 2013, our assets under management have more than doubled and we have grown from 23 employees and 1 office to 78 employees and 3 offices.

    Position Summary

    The Financial Analyst supports Orgel Wealth Management’s wealth management team and plays a significant role in the ongoing service of clients. The Financial Analyst primarily will be responsible for collecting and analyzing financial information, preparing custom client-facing performance reports and investment portfolio analyses, and maintaining knowledge of Orgel Wealth Management’s portfolio strategies. The ideal candidate will have a background and relevant experience in finance, economics, and investment analysis. The Financial Analyst works collaboratively as part of a team and must exhibit strong organizational and interpersonal skills, a commitment to serving clients with excellence, and the ability to operate with a high level of independence and accountability.

    Requirements

    Principal Duties and Responsibilities

    • Conduct in-depth analyses of investment portfolios, financial products, and investment opportunities and assist with the development of reports designed to communicate analysis and recommendations to clients
    • Prepare custom performance reports for clients, ensuring portfolio themes are clearly communicated and all data is timely, compliant, and accurate 
    • Perform in-depth research across a variety of substantive areas to assist with responses to client questions and provide recommendations, as appropriate 
    • Compose written internal and client-facing communications, including presentations, recommendations, and analyses 
    • Partner with Senior Relationship Managers and our in-house Research Team to develop innovative ways to communicate information to clients in a timely and impactful manner 
    • Assist with the creation of internal and client communications designed to provide information on current portfolio positioning, investment themes, and topical economic and market events
    • Leverage quantitative analytical skills to evaluate and model various investment products and investment strategies  
    • Simplify complicated concepts in order to help clients understand our asset management process

    Additional Skills Required

    The Financial Analyst must be able to:

    • Manage time effectively, set priorities, and meet deadlines
    • Maintain the highest level of confidentiality with respect to client and firm information
    • Understand and adhere to all firm policies and procedures
    • Demonstrate professionalism in personal presentation, communication, and all interactions with clients and employees
    • Exercise high levels of integrity
    • Communicate effectively orally and in writing 
    • Function well in a team environment by maintaining a positive, collaborative approach
    • Work independently with the ability to self-motivate
    • Leverage technology, including the Microsoft Office Suite, Practifi (Salesforce), Tamarac, Morningstar, Bloomberg, and other software applications as necessary

    Education and Experience Requirements

    Required:

    • BA or BS degree from an accredited college or university
    • Education or experience related to finance, investments, and data analysis
    • 3 or more years of investment-related financial industry experience
    • Progress toward the Chartered Financial Analyst (CFA) or similar designation
    • Selected candidates will be expected to successfully complete the Series 65 Uniform Investment Adviser Law Exam, or approved alternative designation that satisfies regulatory requirements, within six months of starting employment


    Acknowledgement

    This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason. The achievement of any professional degree, designation, certification, or license should not be construed as a guarantee that a certain level of results or satisfaction will be experienced if Orgel Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.

  • 1 Month Ago

M
Analyst
  • Midwest Manufacturing
  • Eau Claire, WI FULL_TIME
  • Analysts are responsible for maintaining all functions of inventory control in their assigned areas. An analyst is also responsible for maintaining the highest possible turns and in-stock position pos...
  • 1 Day Ago

M
Analyst
  • Menard, Inc Career Center
  • EAU CLAIRE, WI FULL_TIME
  • Analysts are responsible for maintaining all functions of inventory control in their assigned areas. An analyst is also responsible for maintaining the highest possible turns and in-stock position pos...
  • 1 Day Ago

C
Management Positions
  • Courtesy Corporation McDonald's
  • TOMAH, WI FULL_TIME
  • Management Positions - McDonald’s® company-owned and independent Owner-Operator restaurants are staffed by great people, and right now we’re looking for more of them. People interested in satisfying c...
  • Just Posted

C
Management Positions
  • Courtesy Corporation McDonald's
  • CHIPPEWA FALLS, WI FULL_TIME
  • Management Positions - McDonald’s® company-owned and independent Owner-Operator restaurants are staffed by great people, and right now we’re looking for more of them. People interested in satisfying c...
  • Just Posted

C
Management Positions
  • Courtesy Corporation McDonald's
  • Richland, WI FULL_TIME
  • Management Positions - McDonalds company-owned and independent Owner-Operator restaurants are staffed by great people, and right now were looking for more of them. People interested in satisfying care...
  • 21 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Management Analyst jobs found in La Crosse, WI area

W
Sales Account Manager - Own a Franchise
  • Williamsonheckt
  • La Crosse, WI
  • Do you want to own your own business? You are not alone, approximately 85% of the new franchise owners were professional...
  • 3/29/2024 12:00:00 AM

W
Management Leaders - Become a Franchise Owner
  • Williamsonheckt
  • La Crosse, WI
  • Do you want to own your own business? You are not alone, approximately 85% of the new franchise owners were professional...
  • 3/29/2024 12:00:00 AM

V
Director of Financial Aid
  • Viterbo University
  • La Crosse, WI
  • Job Description Job Description Viterbo University invites applications for the Director of Financial Aid. Under the gen...
  • 3/29/2024 12:00:00 AM

P
Worker, Building Maintenance
  • Performance Foodservice
  • La Crosse, WI
  • Company Description Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety...
  • 3/29/2024 12:00:00 AM

P
Warehouse Maintenance Technician
  • Performance Foodservice
  • La Crosse, WI
  • Company Description Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety...
  • 3/29/2024 12:00:00 AM

W
Regional Marketing Manager - Own a Franchise
  • Williamsonheckt
  • La Crosse, WI
  • Do you want to own your own business? You are not alone, approximately 85% of the new franchise owners were professional...
  • 3/29/2024 12:00:00 AM

A
Market Showroom Interior Designer
  • Ashley Furniture Industries
  • Does the thought of taking a company into the Industry 4.0 revolution get you excited? Do you want to take that exciteme...
  • 3/25/2024 12:00:00 AM

A
Treasury Manager
  • Ashley Furniture Industries
  • Build Your Career with Ashley Join a team committed to keeping Ashley the world’s largest manufacturer of furniture. Tre...
  • 3/25/2024 12:00:00 AM

La Crosse is located on the western border of the midsection of Wisconsin, on a broad alluvial plain along the east side of the Mississippi River. The Black River empties into the Mississippi north of the city, and the La Crosse River flows into the Mississippi just north of the downtown area. Just upriver from its mouth, this river broadens into a marshland that splits the city into two distinct sections, north and south. According to the United States Census Bureau, the city has a total area of 22.54 square miles (58.38 km2), of which, 20.52 square miles (53.15 km2) is land and 2.02 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Management Analyst jobs
$73,220 to $93,394
La Crosse, Wisconsin area prices
were up 1.3% from a year ago

Management Analyst in Baileys Crossroads, VA
Provides key data analysis for the purpose of management and development of the datasets under the leadership of the Ecological Services Program.
March 31, 2023
Management Analyst in Chicago, IL
Reviewing and evaluating policies in assigned program areas, takes necessary actions to achieve organization objectives, recommends program objectives and improvements.
January 09, 2023
Management Analyst in Houston, TX
Performs management, financial, and/or organizational studies in coordination with other METRO departments.
September 20, 2022
Monitors activities and expenditures of assigned budget departments to ensure conformance with budgetary limits and the Authority's objectives.
April 14, 2023