Operations Research Analyst jobs in Appleton, WI

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INVESTMENT AND RESEARCH OPERATIONS ANALYST
  • WoodTrust Financial Corporation
  • Wausau, WI FULL_TIME
  • FULL-TIME

    WAUSAU – DUDLEY TOWER OFFICE

    JOIN OUR TEAM!
    If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success. We are currently seeking a motivated, detail-oriented person for an Investment Operations and Research Analyst in our Investment Management and Trust department at our Dudley Tower office in Wausau.

    WHY WE’RE DIFFERENT
    Did You Know? At over $5 billion in client assets under management and $650 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.

    In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

    A DAY IN THE LIFE OF AN INVESTMENT RESEARCH AND OPERATIONS ANALYST
    As an Investment Research and Operations Analyst, you will:

    • Provide regular reporting on performance (absolute and vs. benchmarks), asset allocation and trends
    • Assist Portfolio Managers as needed with trading, transaction processing and account maintenance
    • Oversee corporate actions, corporate litigations, proxy-voting, in-out of balance monitoring, security pricing and worthless/non-transferrable securities
    • Coordinate, develop and maintain customized presentation materials for internal and external use
    • Perform both bottom-up and top-down research and security analysis on behalf of the Research Committee across various asset classes and investment programs
    • Assist in the creation of written client communication materials

    The candidate for this position should have an interest in investment communication and reporting, securities trading, and investment analysis. Education or past experience should reflect this interest.

    The Investment Operations and Research Analyst will report directly to our Director of Research and will have significant interaction with the firm’s Investment Committee and Research Committee, client service team and third-party managers.

    EDUCATION AND EXPERIENCE


    • A Bachelor’s Degree in Finance, Business or Economics is preferred
    • 1-3 years of experience in an investment operations or research capacity is preferred
    • Proficiency with the Microsoft Office suite (Excel and PowerPoint, specifically).

    OTHER SKILLS AND ABILITIES
    Attention to detail, a high degree of accuracy and the ability to multi-task are essential to this position as well as a solid understanding of math concepts, good written communication skills and a desire to solve problems. Other beneficial qualities include assertiveness, the ability to make timely decisions as well as take and give good direction. This position will require the person to work a minimum of 40 hours per week.

    Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. Must understand the team concept and be able to function as a member of a team as the team works towards a common goal. It is essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind dealing with the bank.

    WHY JOIN OUR TEAM?
    WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a 401(k) matching program along with a bank-wide annual bonus sharing program.

    Please submit your application and resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.

    WoodTrust is an Equal Opportunity Employer.

  • 21 Days Ago

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Operations Research Analysts
  • kohler
  • KOHLER, WI FULL_TIME
  • Location: ENTER CITY AND STATE HERE OpportunityENTER OPPORTUNITY STATEMENT TEXT HERE...please use Arial 3 as the font.
  • 26 Days Ago

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Sales Operations Analyst
  • American Orthodontics
  • Sheboygan, WI FULL_TIME
  • Duties and Responsibilities Become a subject matter expert in AO’s Sales Operations systems (CRM, E-commerce & ERP order processing systems) Identify opportunities to simplify complex processes within...
  • 10 Days Ago

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Sales Operations Analyst
  • Current Opportunities
  • Sheboygan, WI FULL_TIME
  • Duties and Responsibilities Become a subject matter expert in AO’s Sales Operations systems (CRM, E-commerce & ERP order processing systems) Identify opportunities to simplify complex processes within...
  • 11 Days Ago

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Product Data Analyst, Operations
  • Kohler Co.
  • Kohler, WI FULL_TIME
  • Product Data Analyst, OperationsWork Mode: HybridOpportunityDevelop metrics and data reporting of Product Information Systems (PIM) systems used to drive web site online catalogs, mobile applications,...
  • 1 Month Ago

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Senior Systems Analyst, Procurement Operations
  • kohler
  • Kohler, WI FULL_TIME
  • Location: Hybrid at Kohler, WIOpportunity This position is responsible for supporting a variety of Global Procurement systems including Kohler’s Supplier Management Platform (powered by Jaggaer), SAP,...
  • 6 Days Ago

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0 Operations Research Analyst jobs found in Appleton, WI area

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Nursing Data Analyst
  • Thedacare
  • Appleton, WI
  • Why ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion t...
  • 3/28/2024 12:00:00 AM

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Congestive Heart Failure Program Specialist - Cardiac
  • Thedacare
  • Appleton, WI
  • Why ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion t...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Green Bay, WI
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Quality Analyst
  • The Boldt Company
  • Appleton, WI
  • Job Description HOW YOUR ROLE FITS INTO BOLDT: Our Quality Analyst gathers and analyzes operations data for the organiza...
  • 3/26/2024 12:00:00 AM

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FT Practice Support Specialist (Work From Home)>
  • aptihealth
  • Menasha, WI
  • [Call Center / Remote] - Anywhere in U.S. / Competitive pay & benefits - As a Practice Support Specialist you'll: Answer...
  • 3/26/2024 12:00:00 AM

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Category Merchandise Manager - Meat
  • The Judge Group
  • Green Bay, WI
  • Purpose:Oversee daily operation of department and category functions and works closely with merchandising management tea...
  • 3/24/2024 12:00:00 AM

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Sales Associate / Jewelry Consultant - Zales - Fox River Mall - Appleton , WI>
  • Zales
  • Appleton, WI
  • Zales - Appleton , WI [Sales Associate / Team Member] As a Sales Associate/Jewelry Consultant at Zales, you'll: Be respo...
  • 3/24/2024 12:00:00 AM

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Patient Access Specialist
  • ThedaCare
  • Appleton, WI
  • Why ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion t...
  • 3/24/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Operations Research Analyst jobs
$63,943 to $82,836
Appleton, Wisconsin area prices
were up 1.3% from a year ago

Operations Research Analyst in Alexandria, VA
Participate in a wide range of optimization and related modeling activities, including, but not limited to, model implementation and operations, model use documentation, and optimization and operations research capability.
September 27, 2022
Works closely with Senior Operations Research Analysts to develop research and evaluation plans, collect and analyze data, develop recommendations and prepare reports, presentations, and briefings.
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Test approach may include the inclusion of scenario injection, M&S, or real-world system operations.
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Operations Research Analyst in Washington, DC
Documentation verifying your educational claims which can include unofficial transcripts or any report listing institution, course title, credits earned and final grade.
March 28, 2023
Develop, design, formulate, execute, coordinate, perform and document a broad range of analyses involving current and projected pricing, production, supply and distribution patterns, conditions and problems pertaining to energy and bring such studies to m
April 15, 2023