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Full-time
bachelor degree
Posted 48d ago
~40 hrs/week
Responsibilities
The role involves completing and reviewing RFPs, RFIs, and questionnaires while ensuring accuracy and regulatory compliance. The associate will also maintain professional biographies and collaborate with Sales, Legal, and Operations teams to enhance reporting processes.
Requirements
A bachelor's degree and at least 3 years of experience in the investment industry or an RFP-related role are required. Candidates must possess strong analytical skills, proficiency in Microsoft Office, and the ability to work in a fast-paced, deadline-driven environment.
Full job description
Artisan Partners is looking for an experienced individual to fill a key role on its Marketing & Communications team. The ideal candidate understands the unique culture of a talent-based, institutionally focused firm and succeeds in a demanding, fast-paced environment.
This position will report to a Marketing Reporting and Collateral Manager and work closely with the firm’s Sales, Marketing, Legal and Compliance, and Operations teams to develop and create reports, ensuring consistency in messaging, accuracy in information, efficiency and legal and regulatory compliance.
Location: Milwaukee, WI
Responsibilities
The candidate is expected to:
Complete and review Requests for Proposals (RFPs), Requests for Information (RFIs), questionnaires, consultant databases, and other ad hoc reporting, ensuring consistency, accuracy, effectiveness, and timely completion
Oversee and review new business data requests for accuracy and responsiveness
Develop a thorough understanding of the firm and the firm’s investment strategies
Ensure consistency in messaging, accuracy in information, and legal and regulatory compliance
Identify opportunities to consolidate, enhance, or reengineer processes, methods, or tools to improve efficiency and further team efforts in automation
Create and maintain biographies for key firm and investment management personnel and work collaboratively to update and manage a firmwide professionals report, which analyzes and synthesizes key professional statistics, for use in marketing materials
Qualifications
The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:
Bachelor’s degree required
3+ years of experience in the investment industry or in an RFP-related role
Excellent time-management, multitasking, and organizational skills
Ability to produce high-quality work in a fast-paced, deadline-driven environment with a high level of attention to detail and accuracy
Strong professional and persuasive written/verbal communication experience and copyediting skills
Self-motivated and driven with a willingness and ability to identify ways to add value beyond routine job responsibilities
Confidence working with all levels of management and a proven ability to develop and maintain strong relationships with members of the Sales, Marketing, Legal and Compliance, and Operations teams
Data reporting and analytic skills
Experience in alternative investments preferred
Proficiency with Microsoft Office Suite; advanced knowledge of Microsoft Excel preferred
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.
This site is intended for use with institutional investors which includes corporate and public retirement plans, foundations, endowments, trusts and their consultants.
To view our Canvas blog visit: https://www.artisancanvas.com/
To view our Terms of Use visit: www.artisanpartners.com/social-media.html
Offices: 875 E. Wisconsin Avenue, Suite 800, Milwaukee, WI 53202, US
High value-added active management across equitiescredit and alternative asset classesWealth ManagementEmerging MarketsFinanceImpact InvestingFinancial Services
How much do Finance & Accounting jobs in Milwaukee, WI pay?
Based on 269 listings with disclosed salaries, most finance & accounting jobs in Milwaukee, WI pay between $21k–$145k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Milwaukee, WI right now?
There are currently 504 open finance & accounting positions in Milwaukee, WI listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Milwaukee, WI?
Companies currently hiring include Northwestern Mutual, Molson Coors Beverage Company, Baird, Marcus Corporation, U.S. Bank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Milwaukee, WI?
Yes — 198 of the 504 open finance & accounting positions offer remote or hybrid work (52 remote, 146 hybrid).
How do I apply for Finance & Accounting jobs in Milwaukee, WI?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.