Investment Jobs in Wisconsin
Investment jobs in Wisconsin are concentrated in financial services, wealth management, insurance, and corporate finance, with demand at every level from junior analyst to senior portfolio manager. Milwaukee anchors the state's investment market, home to firms like Northwestern Mutual, Robert W. Baird, and Fidelity's regional operations, while Madison and Green Bay also generate consistent hiring activity. The most in-demand specialties are wealth advisory, equity research, and institutional asset management. See the openings below and apply to the ones that match your experience.
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Making a Difference
The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $178 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB’s effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.
Serving more than 703,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.
Job Description:
About the Team
The Global Public Markets Operations team is responsible for providing operational support for SWIB's Global Public Market investments. With a diverse mix of equities, fixed income and derivatives, members of the team support a wide spectrum of products. The Investment Operations Analyst is responsible for providing reconciliation for internal investments, implementing new strategies/instruments, valuations, corporate action processing and oversighting third party service providers.
Essential activities:
- Assist in the oversight, operational and fund accounting responsibilities for Public Market investments, life cycle activities and corporate action processing.
- Support investment operations managing risk and prioritizing technological enhancement.
- Evaluate workflow, procedures and internal controls on a continuous basis.
- Job shadow different areas/functions of the Global Public Markets Strategies Division.
The Ideal candidate:
- Ability to work in Madison, WI for an approximate 10-week period beginning late May/early June 2027.
- Undergraduate student pursuing a degree in business, accounting, economics, finance, or related.
- Excellent computer and application skills including MS PowerPoint, Excel, and Word.
- Strong organizational skills.
- Strong attention to detail, with the ability to critique and interpret data.
- Ability to work with a sense of urgency, strong commitment and accountability.
- Excellent verbal and written communication skills.
- An ability to be adaptive and thrive in a fast-paced, changing environment.
- Superb work ethic, attention to detail, team orientation, and commitment to excellence.
- Ability and desire to work as part of a team as well as dive into projects on own.
- Ability to present ideas clearly and articulately.
Making a Difference
The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $178 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB’s effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.
Serving more than 703,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.
Job Description:
About the Team
The Global Public Markets Operations team is responsible for providing operational support for SWIB's Global Public Market investments. With a diverse mix of equities, fixed income and derivatives, members of the team support a wide spectrum of products. The Investment Operations Analyst is responsible for providing reconciliation for internal investments, implementing new strategies/instruments, valuations, corporate action processing and oversighting third party service providers.
Essential activities:
- Assist in the oversight, operational and fund accounting responsibilities for Public Market investments, life cycle activities and corporate action processing.
- Support investment operations managing risk and prioritizing technological enhancement.
- Evaluate workflow, procedures and internal controls on a continuous basis.
- Job shadow different areas/functions of the Global Public Markets Strategies Division.
The Ideal candidate:
- Ability to work in Madison, WI for an approximate 10-week period beginning late May/early June 2027.
- Undergraduate student pursuing a degree in business, accounting, economics, finance, or related.
- Excellent computer and application skills including MS PowerPoint, Excel, and Word.
- Strong organizational skills.
- Strong attention to detail, with the ability to critique and interpret data.
- Ability to work with a sense of urgency, strong commitment and accountability.
- Excellent verbal and written communication skills.
- An ability to be adaptive and thrive in a fast-paced, changing environment.
- Superb work ethic, attention to detail, team orientation, and commitment to excellence.
- Ability and desire to work as part of a team as well as dive into projects on own.
- Ability to present ideas clearly and articulately.
See All 26 Investment Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Investment Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Accounting & Auditing
- Investment & Asset Management
What Wisconsin Employers Look For
The qualifications that appear most often in investment jobs across Wisconsin.
- Active FINRA Series 65 or Series 66 license recognized in Wisconsin required for advisory roles
- Bachelor's degree in finance, economics, accounting, or a closely related field
- CFA designation or demonstrated progress toward CFA charterholder status
- Proven experience with portfolio analysis, financial modeling, or asset allocation
- Proficiency in Bloomberg Terminal, Morningstar Direct, or comparable investment platforms
- Strong knowledge of SEC regulations, fiduciary standards, and Wisconsin investment adviser rules
Investment Jobs in Wisconsin: Frequently Asked Questions
How do you become an investment professional in Wisconsin?
Most investment roles in Wisconsin require passing FINRA licensing exams, with the Series 65 being the standard credential for investment advisers registered through the Wisconsin Department of Financial Institutions. A bachelor's degree in finance, economics, or accounting is the typical starting point. From there, candidates register as investment adviser representatives with the state, complete continuing education requirements, and often pursue the CFA or CFP designation to advance into portfolio management or wealth advisory positions.
Which companies hire investments in Wisconsin?
Employers hiring investments in Wisconsin right now include LANDMARK CREDIT UNION, State of Wisconsin Investment Board, and U.S. Bank, based on current listings on Migrate Mate as of November 2026. Wisconsin's concentration of large insurance companies, registered investment advisers, and regional bank trust departments means hiring is steady across both institutional and retail investment functions throughout the year.
Which Wisconsin cities have the most investment jobs?
Milwaukee, Madison, and Middleton account for the largest share of investment openings in Wisconsin. Milwaukee dominates due to its dense concentration of registered investment advisers, insurance holding companies, and bank trust departments, while Madison's presence of state government pension management and a growing fintech sector drives demand there, and Green Bay's corporate and regional banking base adds a steady volume of openings.
Are there remote investment jobs in Wisconsin?
Yes, and more than many finance fields, particularly for research, analytical, and client-advisory roles that do not require daily in-person trading or branch presence. About 67% of investment openings tied to Wisconsin are remote or hybrid as of November 2026, reflecting broad adoption of flexible arrangements since the shift in institutional work norms. Equity research, financial planning, and portfolio reporting roles tend to be the most remote-friendly segments of the Wisconsin investment market.
How can I get hired as an investment professional in Wisconsin with little or no experience?
The most realistic entry path is a rotational analyst or associate program at one of Wisconsin's larger firms. Northwestern Mutual and Robert W. Baird both run structured new-associate programs in Milwaukee that place candidates without prior investment experience into supported advisory or research tracks. Lateral moves from related roles such as bank lending analyst, insurance underwriter, or financial planning associate are also common entry points. Earning or actively pursuing the Series 65 license and demonstrating Excel-based financial modeling skills gives candidates a clear edge in the application process.
Where can I find and apply to investment jobs in Wisconsin?
You can find and apply to investment jobs in Wisconsin on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings to find roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 26 Investment Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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