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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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
About our Group
CIBC is a leading North American financial institution with over 50,000 employees globally and assets of ~$700 billion. CIBC Capital Markets provides a wide range of investment banking, global markets, credit, and research products and services to institutional, corporate, and government clients in North America and in key markets around the world. CIBC Capital Markets employees work in highly disciplined cross-functional teams to leverage industry knowledge and deliver innovative advisory expertise and capital solutions across a wide range of sectors.
The U.S. Middle Market Investment Banking team advises private companies, private equity funds, and corporations on mergers & acquisitions, private debt and equity capital raises, and other transactions. Our seasoned bankers are relentless in their commitment to produce great outcomes for each client and bring deep experience and integrity to each transaction. CIBC has successfully completed hundreds of middle-market transactions representing billions in transaction value across industries and borders.
What You’ll Be Doing:
Seeking an Investment Banking Analyst to help support the continued growth of CIBC’s U.S. Investment Banking platform. Analysts are expected to be active contributors during every phase of the deal process by contributing to the development of initial pitch material, marketing materials, data analyses, financial models, due diligence materials, and other key deliverables throughout the transaction process. Our team values consistent learning and skill development by providing opportunities to actively participate in key client meetings such as pitches and drafting sessions.
How You’ll Succeed:
- Conduct industry research and analysis to assist in business development
- Participate in cross-functional teams across other units of CIBC Capital Markets to execute mandates
- Organize presentations to potential clients, assisting in the development of presentation slides
- Prepare industry and financial analysis to determine client recommendations
- Assist in completing comparable public company, precedent transaction, and other valuation analyses
- Assist in company due diligence
- Prepare confidential information presentations (CIPs), teasers, management presentations, and other transaction marketing materials
- Coordinate and participate in calls and meetings with clients and potential buyers
- Develop financial models and customer data analyses
Who You Are:
- Graduate with a degree in Business, Finance, Economics, Engineering or related discipline (Graduation date of May 2027 or earlier)
- Excellent analytical ability, including valuation techniques and practices.
- Knowledge of accounting principles relating to financial statement preparation.
- Experience preparing high quality client deliverable documents and presentations.
- Extreme dedication and motivation with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames.
- Excellent interpersonal, presentation, and writing skills to effectively convey ideas and information and actively participate in developing and maintaining productive client relationships.
- Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects.
- Job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client deliverables and timelines.
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
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At CIBC, we offer a competitive total rewards package. This role has an expected salary of $105,000 for the Milwaukee, WI market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
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 JobsInvestment Analyst Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Investment Analyst Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring


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