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Senior Portfolio Operation Analyst

Insight Global
Location 📍 Milwaukee, United States
Posted 📅 June 14, 2026
Work Type ⏰ Full-time

Position Overview

Job Description
We are seeking a Senior Portfolio Operations Analyst to join a high-performing investment operations team in a fast-paced environment. This is a senior-level, flexible role supporting multiple teams by balancing day-to-day operational oversight with key project initiatives. The individual will act as a go-to problem solver, stepping in to stabilize workloads, improve processes, and support business priorities. Responsibilities include overseeing and reviewing reconciliation processes to ensure accuracy, performing quality control checks, contributing to projects such as system conversions, automation, M&A integration, and insourcing efforts, and supporting teams during high-volume periods. This person will collaborate across multiple teams, rotating where needed, serve as a subject matter resource to guide junior team members, and communicate effectively with stakeholders across the organization, all while operating independently with minimal ramp-up.

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Milwaukee, United States