Investment Analyst Jobs in Wisconsin

Investment Analyst jobs in Wisconsin concentrate in asset management, financial planning, insurance investment portfolios, and corporate finance, with steady demand at every level from junior analyst to senior portfolio specialist. Milwaukee is the state's dominant hiring center, home to Northwestern Mutual, Baird, and Fiserv, which anchor a financial services cluster that extends to Madison and Green Bay. The most in-demand specialties are equity research, fixed income analysis, and corporate financial modeling. See the openings below and apply to the ones that match your experience.

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Overview

Open roles9
Top employerCIBC
Top cityMilwaukee, WI
Cities hiring3
Work type67% On-site
Top industryInsurance

Showing 5 of 9+ Investment Analyst jobs

CIBC
2027 Investment Banking Analyst I - US Middle Markets - Milwaukee
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CIBC
Added 6d ago
2027 Investment Banking Analyst I - US Middle Markets - Milwaukee
CIBC
Milwaukee, Wisconsin
Business Analysis
Business Analyst
Data Analytics
10,000+

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Mid-America Real Estate Group
Investment Sales Financial Analyst
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Mid-America Real Estate Group
Added 2w ago
Investment Sales Financial Analyst
Mid-America Real Estate Group
Milwaukee, Wisconsin
Business Analysis
Business Analyst
Business Operations
Bachelor's degree in finance
51-200

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M
Investment Sales Financial Analyst
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M
Added 2w ago
Investment Sales Financial Analyst
Mid-America Real Estate - Wisconsin
Milwaukee, Wisconsin
Accounting
Business Analysis
Investment Operations
On-Site
Bachelor's degree in finance

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Baker Tilly Canada
Investment Fund Analyst, Capital Formation
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Baker Tilly Canada
Added 2w ago
Investment Fund Analyst, Capital Formation
Baker Tilly Canada
Milwaukee, Wisconsin
Accounting
Bookkeeping & AP/AR
$62k - $96k/yr
Hybrid
Bachelor's degree in finance
1,001-5,000

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Horace Mann Insurance
Senior Investment Operations Analyst
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Horace Mann Insurance
Added 3w ago
Senior Investment Operations Analyst
Horace Mann Insurance
Madison, Wisconsin
Finance
Accounting
Data Science & Analytics
Business Analysis
Investment Operations
$67k - $92k/yr
Remote (US)
Bachelor's
1,001-5,000

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See All 9 Investment Analyst Jobs in Wisconsin

Find roles in Wisconsin that match your experience and apply in just a few clicks.

Find Investment Analyst Jobs

Investment Analyst Jobs by City in Wisconsin

Where Wisconsin roles are concentrated, by current openings.

Milwaukee
6 jobs
Madison
2 jobs
Green Bay
1 job

Investment Analyst Job Market in Wisconsin

A snapshot from current Wisconsin openings, updated as new roles post.

Who's Hiring

CIBC
CIBC1 open role
Baker Tilly Canada
Baker Tilly Canada1 open role
T
Taureau Group1 open role

Top Industries Hiring

  • Insurance
  • Banking & Financial Services

What Wisconsin Employers Look For

The qualifications that appear most often in investment analyst jobs across Wisconsin.

  • Bachelor's degree in finance, economics, or accounting required by most Wisconsin employers
  • CFA designation or active progress toward it strongly preferred for analyst roles
  • Proficiency in Excel financial modeling and data analysis tools such as Bloomberg or FactSet
  • One to three years of experience in investment research, banking, or financial analysis
  • Series 65 or Series 7 license required for roles involving client-facing investment advice
  • Strong written and verbal communication skills for presenting investment recommendations to stakeholders

Investment Analyst Jobs in Wisconsin: Frequently Asked Questions

How do you become an investment analyst in Wisconsin?

Most investment analyst positions in Wisconsin require a bachelor's degree in finance, economics, accounting, or a related field, along with progress toward the CFA designation. If the role involves providing investment advice to clients, Wisconsin requires registration through the Wisconsin Department of Financial Institutions, which oversees investment adviser licensing in the state. Employers in Milwaukee's financial services sector typically look for candidates who also hold or are pursuing a Series 65 or Series 7 license.

How much do investment analysts make in Wisconsin?

Investment analysts in Wisconsin earn a median of about $95,570 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $61,900 for the lowest 10% to over $152,460 for the top 10%. Pay rises with experience, specialty, and employer.

Which companies hire investment analysts in Wisconsin?

Wisconsin investment analyst roles are posted by CIBC, Baker Tilly Canada, and Taureau Group and others right now, based on current listings on Migrate Mate as of September 2026. Milwaukee's concentration of insurance, wealth management, and financial services firms makes it one of the most active hiring markets for this role in the Midwest.

Which Wisconsin cities have the most investment analyst jobs?

Milwaukee, Madison, and Green Bay are the Wisconsin cities with the most investment analyst openings. Milwaukee drives the largest share of postings because it is home to major financial services and insurance headquarters, while Madison's mix of university endowment management, state government finance roles, and growing fintech employers supports consistent demand outside the primary metro.

Are there remote investment analyst jobs in Wisconsin?

Yes, and more than most fields. About 33% of investment analyst openings tied to Wisconsin are remote or hybrid as of September 2026, reflecting the desk-based, analytical nature of the work. Research and modeling tasks translate well to remote arrangements, while roles that involve direct client portfolio management or in-house trading tend to require on-site presence more often.

How can I get hired as an investment analyst in Wisconsin with little or no experience?

The most realistic entry path is applying to rotational analyst or financial analyst associate programs at Milwaukee-area firms such as Northwestern Mutual, Baird, or Fiserv, which regularly onboard new graduates into structured development tracks. Lateral moves from roles like financial planning associate, credit analyst, or accounting analyst are common stepping stones. Completing Level I of the CFA exam and building a portfolio of financial models or equity research samples gives candidates a concrete edge when competing against other entry-level applicants at Wisconsin institutions.

Where can I find and apply to investment analyst jobs in Wisconsin?

You can find and apply to investment analyst jobs in Wisconsin on Migrate Mate, which lists current openings across the state. Search the roles that fit your background and apply directly to the ones that match your experience and target location.

See All 9 Investment Analyst Jobs in Wisconsin

Find roles in Wisconsin that match your experience and apply in just a few clicks.

Find Investment Analyst Jobs